Member Info for Sp28

Licker - profit or not, its quickly getting evaporated!

All eyes on the RNS, when the time is right. They have all the optionality with the separation complete.

Will it be MBO, its game over.

Or will Matt Moulding sell say THG Nutrition.
He was asked this question recently, and was very Coy!
He was talking at valuations of 3x to 11x.
Even at minimum 3x, it would be £2.2-2.3 Billion.
A big special dividend, get Beauty premium listed, and get Ingenuity listed in the US.

What ever they do, I'm sure ultimately they will look to maximise shareholder value, they are majority owners, it's that simple.

https://www.telegraph.co.uk/world-news/2022/11/10/ukraine-urged-grasp-window-opportunity-peace-talks-russia/

Any peace talk news, which is now being actively pushed by the US, and its further rocket boosters at the ready.

Because FTX is on the Ingenuity platform, and we package and send out physical Bitcoins

From £13.88 target price only 12 months ago LMAO

Fully expecting similar targets as soon as they are all loaded

* the brokers and the rating agencies

We know the brokers are for sale, just got to drop them brown envelopes! ;)

Broker notes - reminds you of The Big Short, face palm!!!

Despicable behaviour, someone must have knocked on their door, begging Lol

Everyone now knows, Matt could drop the take private RNS anytime, what he has said he wants many times, and it would be WHOOOOSH

Ste2000 - just to let you know someone has hacked your account

Big big problem, most shares locked up with the big boys, we know atleast 70%+, and retail investors are not going to sell full stop.

It will have to go considerably higher to find some decent selling, as most if not all are under water. Simple maths/economics playing out. Scarcity, supply/demand. Supply cut off, huge demand, means one thing...

https://www.movementumuk.com/

Not a direct comparison, but gives an idea of how undervalued THG is, no matter how you cut it!

Revenue

THG - £2.5 Billion
Shopify - $4.6 Billion

Market cap

THG - £880 Million
Shopify - $46 Billion

Revenue ratio

THG - 0.35x
Shopify - 10x

Value Differential - 28.6x!!!!! Lol

A LONG LONG way to recovery. One reason being THG Ingenuity although processing 12 million orders over peak period, is valued at didly squat, ZERO, £0!

A big catch up is needed, mind the gap.

Pound for pound THG over the last 13-14 months for various reasons (we all know what they are ;)) must be one of, if not the biggest losers on LSE!

When the pendulum swings, hope we can be one of the biggest winners.

(NASDAQ up 7.4%, and the rerate hasn't even really started)

Shopify +18%

There is going to be a big catch up over the coming weeks and months

Always intrigued why people would post this, what is there motive. So then .......
I always thought, you can only sell something once LOL

MickR

Posted in: THG

Posts: 3,208

Price: 50.06

No Opinion

RE: Softbank How!!!18 Oct 2022 09:21
Softbank provided an amazing opportunity to retail to buy at 32p. Wow. Well done all those who bought at 32p and are still holding.

I took my 30% profits and left some for the next man.

MickR

Posted in: THG

Posts: 3,208

Price: 39.75

No Opinion

RE: Red 2 standing by17 Oct 2022 09:47
I have decided to exit this morning following the news over at ASC which may drag the SP down here IMO.

Nasdaq and markets will absorb the news and a real rerate will come over the coming weeks, this is only the beginning.

Carparking "correlate with the ftse"

SINCE THG IPO 2 years ago:

FTSE +8%
THG -92%

Yep perfectly correlated ;)

A long long way to go...

As AS1 has been saying.

Oil has been down 30-40% from its peak

Gas below last years price!

Inflation is lagging indicator!!!

Nasdaq futures up over 4% pre market!!! :)