Member Info for samb69

Buying any share on the stock market is an investment and speculation it's just the risk you are prepared to take on the company you choose.

I hope Mouldy gets some inspiration from Huel founder, Julian Hearn. This guy built a business, then appoint a new CEO who can run the business better and then sell the business for multiples. It must irk Mouldy what Julian has done.

Shorts are at their lowest for over a year. Will be interesting to see if they are loading up again. You would have thought if they were going too they would have done it at nearly 2.70p last week. If not it must be tiny volumes causing this to crash down again.

They wrote off nearly 100M of software sitting on the balance sheet and which contributed to a large fall in total equity.

Asos is one the biggest online fashion companies in the world. It needs taking over by someone like Zalando who can integrate it and strip out costs. Zalando then get bigger access to UK and other markets an Asos in Europe. I think it will happen but just hope it's at a good price.

My only confidence at the moment in lieu of meaningful revenue/sales growth is that an insider like Barker has spent nearly £5M on shares this year and must have a good reason to do so.

MattDCFC maybe change your name to MattCHATGPT

Market seems to be just ignoring William Barker buying. Will be back to where we started pre recent update soon.

Only Mouldy can do something to lift the share price to £1. Either amazing results (unlikely) or sell Nutrition/Beauty.

Best thing is for him to just take it all for £1. He has conditioned us accept this as a reasonable offer. I'm sure like most on here I am tired of waiting for share price to recover.

In hindsight we probably would be sitting at 60p without the Ingenuity split. The split has been absolutely no benefit to THG shareholders.

I wish Mouldy would just offer a pound for the whole lot and set us free from this Sh*t Show.

I'd be disappointed if this got taken over at less than £10 after waiting so long but that's probably going to happen..

The way Barker has been buying seems like he is in a hurry so hopefully something is going to happen soon...

Care to elaborate Paulleydee re your comment on Merv?

I don't believe Povelson would let Ashley take Asos... Ashley might make a low offer bid to flush out Povelson if anything.

Really need to generate positive free cash flow. Since the balance sheet date published of 1st March they repaid 79M of convertible loan due so cash position is now a lot lower.

Https://stream.brrmedia.co.uk/broadcast/69d61f7f66d5600014b0603a

webcast if anyone wants to watch 9.30am

Improved trajectory of customer growth: New customers, a strong lead indicator of topline growth, at c.+10% YoY in the UK.

Only real positive in this trading statement. Until revenues show growth this is not going to jump much. I'm just hoping for a takeover soon.

Another one by AL4x..lol

"Who would buy this for 550 when you could pick it up for 1 pound when it goes into admin? (I'm talking 1 absolute pound not 1 pound share price.)

Also, it's not like they really have much worth anything anyway."

Hopefully he can sell another business like claremont and with a VAT windfall can transform the debt position. Needs to keep the momentum going with good news..

Even on a low 1.5 * revenue multiple (taking existing debt into account) THG would be worth £1.70. If Huel numbers were true then it would worth 250p plus..

A buyout of THG nutrition waiting to happen... Only a matter of time in my opinion. They have so much cash and access to funds and together with current partnership makes so much sense.

It's a growth in sales which the market is waiting for before we see any real explosion in share price...unless there is a takeover beforehand.