Member Info for sj74

In all fairness, I do quite like the username..

You could argue THG is in a much stronger position than when it was last in triple digits too.

Or on the other hand.. this is a blip in growth, no further disposals occur, no VAT win and no rotation.. always 2 sides. Hedging my chances at the former though 🤣

Exactly HH.. I'm looking 12 months on from now.. THG is placing itself for growth, stronger margins and importantly Net Cash on the balance sheet. This combined with an impending rotation into cyclicals/small caps makes this an interesting ride.. all is and buts of course but very possible.. The SP will be anyone's guess.

Since ingenuity has been demerged they seem more on their game with less distractions. Long may it continue.

Could of got a tenner a share 2 or was it 3 years ago now 🙄🤣

That's the big one isn't it.. revenue needs to start growing again as does customer metrics.. you are saying irreversible, let's see.. this year is big considering that is their primary priority.

One City analyst told BusinessCloud this morning: “The results are excellent as guided. We now need to see continued growth.

“There’s a lot of excitement around the names of the new partners for MyProtein, which Moulding said in his statement would be announced soon.”

That's my plan Darth.. if company momentum continues as is then the SP won't be far behind. So will sit on my hands until set target is (hopefully) reached.

What a good day, as it should too with what has been a solid update with the potential for much more to come.. hopefully just the start of the snowballing.... 40s:)

6 months?! Since when did you become so bullish 🤣

Could actually see a decent Xmas rally here (post budget) and with new partnerships announced and strong trading. Would set us up for very positive FY26 onwards.. (early days mind) likely to be volatile as fook but if THG can maintain consistency then most likely through the worst of it 💪

Is there some kind of mad gang of personas on here that get posts deleted which aren't even that bad? 😂🤣

I think he probably already said too much and was getting a couple nudges at the table lol..

Sounds like another disposal could be on the cards.. pending the right price.. formal offers have been made and they can't say anything else (obviously ) certainly the business is going in the right direction. :)

History of the share and similar like it.. they sell on a rise, which is fine especially if you make money.. if this is the start of a true multi year turnaround you wouldn't want to be selling out as getting back in cheaper again is a difficult thing to do.. that being said, it still remains to be seen and only hindsight will tell us..

I'm holding for a set target price so makes no odds.

Best Quarter of trading in 4 years in not to be sniffed at. If they can build from this...

Solid trading update.. 'and exciting partnerships set to be announced soon'

So, I still believe in the turnaround. They've turned the business model round, becoming FCF positive and alot more profitable. If they can then turn the revenue growth around then what? If they can't then fair do, time for leadership change and a very big uphill battle to fight for relevance.

If ASOS post a revenue decline of 10%+ again next year I will agree with you.. let's see eh.. if it stabilises or grows then pretty clear it's relevant still with £2.5billilon + revenue and 16m+ customers.