Member Info for sj74

That's the name! Cityspy 😂🤣 what a muppet

I think some are forgetting this will still be the best year since IPO, and projected to get stronger each year.. those that bought much higher when the prospects were worse now seem to be negative when the prospects are much better. Strange that. (Or did we sell too soon and hoping to get back in 😂)

Whichever way we look at it this year will technically be the best THG has performed since listing, and it's forecast to improve year on year. The SP is poor but it's just a matter of time providing momentum remains. #rampetyramp

Doubt they will reduce the price, they are already amongst lowest price and winning market share.. They haven't confirmed they've stopped yet but in the last analyst meeting they confirmed they were imminently changing things..

If there was any substance the SP would be on a tear alot higher than 40p. It is just some Joe blogs like me saying something along the lines of 'rumours are there is an offer' then the 'trader' will disappear and hope people pounce on it. These people are dangerous, ignore.. nearly as bad as that utter fekwit who used to post on twitter pretending they had inside info, and the people on these bbs used to lap it up FFS.

Facts are Ingenuity sucked the life out of Nutrition and beauty.. if THG wasn't supplementing that from the start the company would already be profitable and probably paying dividends.. This company didn't really do it for me until ingenuity was spun off.. The momentum/focus now is clear to see. I think the ones who bought in alot higher a few years or so back will be rewarded in time. Don't put everything you can in here though.. :/

Fair play to him.

Broker Jefferies said it was "another quarter of encouraging growth", consistent with the shape outlined at its full-year results in March.

"Reflecting the strong start to the year, THG has reiterated its FY26 guidance, and we leave our estimates for revenue growth (+4.8%), EBITDA (£100m), and underlying FCF (£38m) unchanged.

"We continue to believe that, after a challenging few years, THG is well set to deliver consistent top-line growth, strong profit progress, and robust cash generation. The Q1 updated today is another data-point supporting that view."

I can too, aslong as they maintain that mid-high % + rev growth.. getting to net cash on balance sheet, blue sky here. Market will slowly wake up to it and then you'll see everyone clambering onboard.. trying not to be rampy but hard not to 😂

This won't fall back much if at all. If it does it will get bought into. Too much going for it. No jam tomorrow ATM with this company. Sentiment building here slowly but surely at each update..

£1 ISH is my target.. probably very conservative over the medium/long term or a takeover that will sort it all out straight away 😂.

Nice and steady, that's what we like to see.. no crazy moves.. solid update backed by a nice little rise.. next is the VAT update.

That wouldn't surprise me on the run up to half year results.. providing the world hasn't descended further into chaos..

I'm going to guess at a slight SP increase by end of the day, flirt with the 40s but won't fall back much. To much momentum building here and will steadily move up throughout the year 💪

They've already told us in the last update HMRC to make a VAT statement.. no need to tell us again.

This is very different to what it has been for the last 3/4 years. You can actually see momentum start to build within THG now in both businesses.. the cash flow will be increasing and I'm not surprised no revision of guidance as it's only Q1 and so much going on in the world but if they keep this up then watch this space.. patience required but this could be the start..

Doesn't get much better than that.. straight to the point, solid growth and cash flow generation.

Nice.. roll on tomorrow. Expecting a positive update, so let's see. They've spoken of strong momentum so let's hope that the revenue is growing still.. I'm liking them giving no notice tbh, you don't need notice unless you want to trade up to the update or give short traders advance notice. Means the update will be taken at face value. Probably why shorts have also reduced quite a lot here, not worth the risk when momentum is building for THG.

Certainly possible with the right tailwinds and some patience here.

That will be alot of free cashflow with net cash on the balance sheet...

THG has a far higher ceiling price with it's revenue's and margin progression from a low market cap..

What's interesting is if.you now look at THG on marketscreener the analyst have upgraded THGs profit forecasts quite substantially.. it's has them as marginally loss making this year with FCF of £32 million but then next year FCF of £60 million and now profitable with an EPS of 0.01p then the year after £75 million FCF with an EPS of 0.02p.. THG is on the cusp of becoming a proper profitable company..

Also to add the analyst projections still don't include the VAT rebate or any other potential disposal so there is every chance of a profitable year this year and then future years significantly higher..