Member Info for Sp28

oh wow ste2000 going a bit aggresive, usually never ever directly replies, always relies on his 'friend' steveinhull Lol
Hull gone missing in hull, weird how you used the EXACT same words hull usually posts LOL
Forgot to log in/out. how very very sad!

You have to ask the question, WHY are the paid deramping crewe here???? Just why would you spend all your time here when you are NOT a holder! Losers got well and truly found out, how embarrassing, cant eve do your pathetic jobs properly Lol

Don't care about no daily penny swing here or there, trend is your friend, in for the big gains!

Feels like a coiled spring

Average order value (H1 22 Presentation)

Beauty

H12020 - £51
H12021 - £56
H12022 - £61

Nutrition

H12020 - £46
H12021 - £44
H12022 - £48

35 million units in volume

12 million shipments

If all shipments put together side by side, you would cover 27,000 football pitches

or equivalent of 3,700 elephants in weight

Quite astonishing, Nice perspective ;)

Not many listed businesses like THG, where there are 3 distinct seperate businesses rolled up in one!

Undoubtedly a huge mistake to list it this way in the first place!

However value will be extracted by CEO, he is a deal maker, and has the most to gain! If he sells a division, with a 25% holding, a huge huge payout!

Thats if there is no MBO, like many of us have been suspecting for months now!

Also not exactly sure whats happened to our Chairman!! Instructed to be quiet??? but more than happy to load up massively with shares! LOL

To get one thing straight, this has absolutely nothing to do with PI's, uniquely PI's are completely insignificant here. This was aggressively algo traded down for 13 months, made it worse/easier due to the make up of the free float!

Funny how all the bashers and paid derampers have gone completely silent for days now, obviously not surprising to most of us! they will creep back out from under their rock, we know when! Lol

Knowbody - "Even a stopped clock..."

Dont believe any twitter rumours, but tbf to this person, THG Takeover rumour was his first post! And it was definitely tweeted atleast a day before any official news broke!

KKR invested £100m for 20% of THG in 2014 (Yes you read that right, TWENTY FOURTEEN), valuing to company at £500m!

Billions of £££ has been spent on acquisitions/IT/Infrastructure since then, approximately £1.5 Billion+ since IPO.

Opened/automated fulfilment centres around the world, Melbourne/Dubai/New Jersey to come.

Since 2014...

Revenue x11

EBITDA x5.5

Cash x5

THG Nutrition No1 DTC Online Sports Nutrition brand in the World

THG Beauty World’s No 1 DTC Online Prestige Beauty player

THG Ingenuity completely different beast, not sure if it even existed back then!

THG studios opened, largest in Europe

THG Cloud Hosting with over 130,000 customers

And yet 'seemingly' THG is worth just few hundred million more than 2014, they definitely having a laugh right LMAO

Also PE wanted it for £4 Billion in 2018, having grown 3-4x since then, value has dropped by 80% Lol

Or seemingly wanted for 170-200p only few months ago, and 70% wiped out! Lol

Give your heads a wobble! Opportunity of a lifetime, and more importantly for Matt if he takes it private! I bet he can’t believe his luck. Raised £2.5 Billion @ £5 and £5.96, and now he can take it all back for a respectable price!

DYOR

"And the more exciting MyProtein type brands with high growth and the likes such as Celsius are on 11x sales in the USA and Pepsi has just bought a material stake in that at that kind of valuation"

Yep similar valuation for THG Nutrition will give us a valuation of £8 Billion+. Thats fine, I'd be happy with that, more would be better ;)

Dont believe any twitter rumours, unless they have some professional standing!

https://www.thg.com/nutrition-at-a-glance/

"Based on revenue, Myprotein and its sub-brands is the largest online D2C sports nutrition brand globally"

Matt himself (H1 Webcast, 6 weeks ago) did discuss in depth about recent PE buyouts of similar although more inferior nutrition brands, ranging from minimum 3x revenue upto 11x revenue!

Where is THG Nutrition valued right now, 0.3x revenue LOL

Minimum 3x revenue for THG Nutrition would value it at £2.2- £2.3Billion, chump change for a Global FMCG/Major Sports Brand. I dont think they would ever sell it that low anyway!

Someway or another a big corporate activity is coming. Deals take time.

DYOR

For the shorters it must feel hotter than a Qatari Summer!!!!

Broker Targets with THG is the biggest con going, robbers in suits (do kids wear suits, maybe a dungaree with a bow tie) . We all know what's going on. Whatever they say, basically do the complete opposite.

They say high, they are selling, want PI to buy!
They say low, they are buying, want PI to sell.

https://www.griproom.com/fun/how-price-targets-are-used-to-manipulate-stocks

Moniman - any minimum age to register as a broker?

I'm sure a bunch of kids can provide more accurate broker notes/targets!!

CEO - "I'm incredibly proud of the progress the team continue to make in each of our major divisions, and believe the uncertain macro-conditions provide an even greater opportunity for THG to further disrupt global Beauty, Nutrition and Technology markets.

As many have now said, we will eventually get some big moves upwards, 25%+ days.

This has been manipulated down for a year now, bots have dragged this down to levels absolutely NO ONE could have imagined (with Bot posters and BB's and social media spreading FUD by the minute!!!!) They were fueled by a distressed seller, and banking on another distressed seller Softbank to sell.

Well MM/QIA well and truly dealt with them!
Shorters would have also been confident Matt can't take it private, well with the Qatari money, he's banished that myth aswel.

Any sniff and this jumps and gallops instantly. Do they want to play poker with Matt backed by the Qatari Sovereign wealth fund????

And all along, the business is doing fantastically well considering the situation.

DYOR

A quick reminder:

Pericone MD - $60 million
Dermstore - $350 million
THG nutrition acq - £59.5 million
Brighter Foods - £43 million
Bentley Laboratories - $255m
Cult Beauty - £275 million

All paid for by IPO/Softbank cash, not 1 new share listed for these acquisitions.

So basically, currently what the market is saying, IPO business is worth 90% discount (also size of IPO business has since probably doubled or more), and all acquisitions and investments since IPO, probably worth £1.5billion+ is now miraculously worth absolutely nothing, ZERO LOL Definitely not fooling me, and most other well researched holders. Insane.

Huge gap has to close, common sense/market efficiency has to prevail, if not as most suspect, the opportunity is too great for THG to go private.

DYOR

Moniman - QIA/MM have blown this out of the water. With the huge purchase, CEO/One of the largest Sovereign Wealth Funds in the World have done the talking with their cash.

They are sat there with the royal flush now, and everyone knows a major corporate activity can take place ANYTIME!

In the meantime, with separation complete, some other news could blow this up big time.

THG is so undervalued, No value given to the major Iceland news yet!

Okehurst - Correct.

Ingenuity valued at a big fat zero.
(Remember Citibank saying market cap at 85-90p barely covers only the Beauty business!!!)

What we do know, 8th Global FMCG has been signed up recently. (From H1 Webinar)
From earlier on in the year, they have signed up clients with £2 billion & £0.5 billion GMV! (From FY Webinar)

IPO/Softbank's (raised at £5 & £5.96) Hundreds of millions have been used to set up where we are today, and hopefully The new ex Salesforce THG Ingenuity CEO will take it to the next level.

https://www.thg.eco/

With COP27 taking centre stage globally, it's good to know THG are well and truly leading the pack by a country mile.

Not only for it's own brands/clients, but also ANYONE ELSE that wants to use THG Eco services.

A big GREEN TICK BOX, in todays eco conscious world.

A huge chasm in valuation between Ocado and THG.

A huge chasm looking at all KPI's/Peers/takeover valuations.

A LONG LONG way to go. GAP HAS YO CLOSE.
Can it swing the opposite way, even faster...

Everyone and their dog knows the drop is way way over done.