Member Info for sj74

Mehh, can talk about all that nonsense. The facts are as from this month (start of new FY) THG is becoming FCF positive for the first time ever from what I can see and this is forecast to keep growing. As debt goes down/finance payments then FCF will grow further.. I can't see a point where the company has been in better shape than today. The SP doesn't reflect the growing prospects here.

None of that accounts for any bonuses to expedite the process to greater debt reduction/FCF growth with the likes of VAT refund or any further disposals, whey price softening.

I don't think ingenuity is pillaging remainco. CAPEX is £20 million Lease costs £20 million. Finance costs £35 million..

Finance costs are the biggest drag and they are working to reduce that with disposals, and FCF will take a chunk off this year and VAT will be a bonus too.

Any further growth and margin improvements together with whey price falling will see this rocket. To me it looks like they have positioned the company well. It's in a far better place than it has in years.

If it goes to 33 you'll see a buy from me too.. I'd be surprised though. The last update was good, growing again with momentum behind it and transitioning to FCF from next FY. Any added bonuses off VAT, disposals will really make this motor..

Probably why the SP is proving as resilient as it has after the last update. It's cheap on valuation metrics. Infact it's slowly edging upwards if anything. :)

Can't complain. Very pleasant and resilient for the past 3 months. A decent update (a bit like Boo) should give it some more legs and show she's not down and out as some would try and lead us to believe 😂.

Https://www.bandmretail.com/~/media/Files/B/Bmstores-Corp/documents/investors/reports-and-presentations/2026/bmstores-q3-fy26-trading-update.mp3

I personally don't think a further slide, or a big slide is likely. The forward PE is already around 8.. at a realistic 20p EPS. Providing the CEO is getting to grips with everything I'd be targeting £2.. PE of 10..

No wonder it didn't drop much on the past profit warning. Gl all.

Can she get their before the end of the year? 💪👆👆👆

There we go, cheers FED. Thought it'd be frasers voting against all resolutions. Different stance than 12 months ago.

Nice.. well and truly back to 300s now.. bottom finally been and gone.. bull market already started? Answers on a postcard. :)

Whichever way you look at it.. it's not TO related or anything like that as he would be classed as an insider and wouldn't be able to buy.

One of the ii is getting peed off and will I am is deciding to buy more. Nothing else to it.

Can't be right surely.. must mean £2.81

😂🤣

Barker is definitely not in cahoots with Ashley..as he's now the assistant chairman for ASOS or whatever role it is lol

This time last year it was basically 99% for..

Well it's either Povelsen or Ashley plus a couple extra %. Can't be anyone else with those kind of numbers. That's the first AGM whoever it is seems to of had enough..

Whats interesting is their is an ii there, and I'm guessing Mike Ashley (frasers) who have voted against everything!

She's back in the 300s..and a lovely profit :)

I'll go £1.55...

No signs of anything on the redom either?

Haha, fair enough 👍