Member Info for ryanf

Ste2000 is an absolute wet wipe

I work for a multinational global insurer and am currently listening a conference with the CFO who just said they "anticipate that the global recession will be very short lived".

Just FYI.

Allen! Allen! Allen!

That would make you 107 HH!

Well done on those making use of the market mispricing this morning.

Slowly untethering ourselves from Boohoo. Well deserved. I know if I had £500m lying around to buy a company, I'd be buying THG, not Boo.

The upside potential of THG is massive compared to Boohoo. Take advantage of the market mispricing.

Happy birthday HH, you must be 97 tomorrow?

GOLDY7 BUY SIGNAL

I know rising interest rates will likely suppress the valuation in the short term, but getting commodity prices under control, such as whey could be a massive tailwind for THG and I would argue negates any rise in short term interest rates.

The arrogance of: 'good luck with that' comment.

What a prat.

That depends if THG decide to release the cash to shareholders or not.

My guess is that they wouldn't release the cash to shareholders, so we would see it through an inflated share price.

If the FT are happy to disclose that they have a THG WhatsApp group, maybe they should disclose all of the other WhatsApp groups they have, considering they are being very transparent with THG...

It's so funny that the goldy7 buy signal always works for short term trading. I can't remember a time where it hasn't.

Never leave this board goldy, your insight is invaluable.

GOLDY7 BUY SIGNAL JUST IN

Thg outperformed on Friday compared to UK peers, I.e. asos and Boohoo.
It's just catching up (or down) unfortunately.

@netzeroready Asos and Boohoo are similar in that they are clothing retailers only. Out of the two, Asos is the far superior brand, has less debt and we get Asos parcels through the door all the time, never Boohoo.

THG is mainly nutrition (and clothing) through Myprotein, but has other arms such as beauty and Ingenuity.

In terms of long term potential, THG has the greatest if they can execute. You have to remember they are currently in hyper growth and are currently unprofitable, so their true value is harder to establish.

ASOS and Boohoo on the other hand have been profitable in the past so their value can be more easily calculated, but they are more limited in terms of what they sell, I.e. just clothing.

IMO, Asos and Boohoo will unlikely to ever be a 10x from their current price, whereas THG could quite easily be a 25x if they execute properly and the macro turns around. I think both will happen.

I don't have any opinion of whether they're wrong or not steve. Just stating that the analysts just follow the macro and the price action after the fact. Then when it reverses they change their mind again.

They know no more about where the market is going to go over the next few months than the rest of us.

You really shouldn't care what the price targets are. They're for the naive investor who doesn't know how to value a company, and is a way of the institutions taking your shares on the cheap.
To be frank, you're either stupid or naive for basing decisions off of their price targets.

This is the reversal Steve. I feel it in my bones.

Exactly coldspy. Oldest trick in the book.