Member Info for Sp28

There is no sell off lol its just algos doing there thing.

A miniscule 0.03% of shares have been traded.

Look at the bigger picture.

The naysayer crewe all at work today Lol

https://agsiw.org/public-investment-fund-grows-bets-big-on-tech/

https://www.asiamarkets.com/qatar-using-oil-bonanza-to-buy-the-dip-in-tech-companies/

https://www.bloomberg.com/news/articles/2022-07-13/an-abu-dhabi-fund-is-deploying-its-billions-defying-tech-decline

We already know Qatar Investment Authority already owns 2.5% stake in THG!!!

Top 5 of the 19 added in Q3...

Speedo - Canada
Speedo - Canada French
Neals yard remedies - Germany
Canterbury - New Zealand
Molton Brown - France

THG Ingenuity technology is truly remarkable, market just doesn't get it. These are the 'small' clients, big FMCG's (5 of the 10 biggest already signed up) will supercharge Ingenuity to the next level.

Over 400 clients and VALUED AT ZERO! Got ya!

£14 BILLION GMV CAPACITY IS NOT GOING TO BE ENOUGH LOL

For many months now, the THG Advfn thread has become vile, disgusting, beyond belief. Some of the things said there, would leave many speechless, not sure how its acceptable in this day and age to post such hate. It's several posters working in tandem that have destroyed the board with any meaningful chat, that must have been the aim of the of the 'short & distort' crewe. Some of those same characters do also post here under different pseudonyms! Funny thing is reading that rubbish, i'm not even shocked or surprised anymore.

Our time will come, good weekend all genuine holders.

Spillthetea - first ever post, absolutely smashed it out of the park. Libellous/defamatory/illegal. Talk about short & distort. You can be prosecuted. Who do you work for , Numis LOL

2phevs- exactly.

Go to Manchester Airport, and see the colossal state of the art THG buildings, they taking over the whole area!

Or go on LinkedIn, whether its Nestle execs, internal brand employees, external Ingenuity brand execs, they are all astonished by the facilities once having visited.

So then fevertree, Todays market cap £100m more than THG, (yesterday worth 30% MORE):

THG 7.7x more revenue

THG 5x more Ebitda, yes Fevertree higher margin, but rapidly reducing due to glass costs

THG Growing double the speed

No manufacturing issues, no labour issues

THG Main Market, Fevertree on AIM

Lol no matter which comparotor is used here, its just a total joke!

Chairman's £1 million SIGNAL is, just chill.

Would not be surprised with EXCEEDING expectations! All tailwinds in play.

As seen by amazons record breaking day, with high oil prices, many are not driving to shopping centres etc, would rather shop at zero cost.

And there is no returns issue with our products unlike clothing. It is what it is. With upto 80% repeat customers, they know exactly what they want!

I am always fascinated with the SPEED of reply by one of the green boxes. I can't quite understand how they do this. Surely they must be sat like a sado all day with this BB open, and there only modus operandi is to drown out any positives lol

Well right now a school tuck shop is valued higher than THG Ingenuity, THG Nutrition and THGOnDemand, total revenues in 2021, £2 Billion! LOL

Yes Vivek joined as CEO, from Salesforce a $200 Billion market cap company, to THG which 'supposedly we are told' is not even worth 1p LOL

This again makes total sense! Hahaha

Getting all a bit comical now! Mr market has absolutely no idea what is going on here.

https://www.google.com/amp/s/www.sharecast.com/amp/news/broker-recommendations/citi-resumes-coverage-of-thg-at-buy-says-beauty-division-underestimated--10057545.html

"It said Beauty "is a very strong player in a very attractive market and, alone, could make up for the total valuation of the company"

Haha say that again please :)

Strangled - dont be silly now, Nah Ingenuity is worth nothing, thats what they telling us lol. (Currently probably worth a negative amount if thats possible!!! LOL)

5 of the top 10 FMCG's signed up, 2 in Q1 22

Hundreds of clients now

Record breaking sites launched in a day and week, 2 weeks ago

Ships to 195 countries

18 fulfilment sites worldwide

9 production facilities

One of the largest and high tech studios in Europe

THG hosting - 130,000 customers worldwide.

32 Data Centres Worldwide

£14 Billion GMV capacity and growing

Softbank & Sofina valued it at £4.5 billion only 12 months ago!

Yep worth nothing (face palm emoji) Lol
No one likes a disruptor ;)

Not even going to start on Nutrition, largest protein factory in the world, 2022 revenue est $1 BILLION, yep you guessed it, again this is worth absolutely ZERO surprise surprise LMAO

Hence the need for separation or going private, makes no sense!

In the absence of news, they can continue to do whatever they like:

- because the free float is non existent, as declared by the 8.3 forms!
- volumes are tiny. Today 0.28% of shares have been traded!

Nothing has changed...

170-200p bids rejected

Citigroup valuation 220p. They said current market cap (85p+) just about covers Beauty, with ZERO value assigned to all the other divisions!!!!

Chairman buys £1m at 86.5p

CEO technically purchases £2.5m from Charity foundation, with any increase going back to charity!

BOD confirmed business continues to perform well.

Recent LinkedIn post said they broke weekly and daily records for most website launches!

Expanding globally with new fulfilment centres in Melbourne and Dubai.

£14 Billion GMV capacity, and growing

Over 1million+ orders processed at peak times in 2021!!!

CAN GO PRIVATE ANYTIME.

On and on.

SHARE PRICE IS NOT THE COMPANY. It is a massive opportunity.

Completely detached from the real business now!

However whatever they have planned they have to deliver now. This is a public company, it's not private, can't stay silent and simply keep a few big investors in the loop! ALL investors should be equally informed. If we all know the plans, lile Sofina, Softbank, Balderton and Jupiter, we can all sit back with our feet up ;) however there seems to be a clear case of asymmetric information here!!!!

DYOR and Ignore the 'noise'!

Unsurprisingly all the cretins are out today

Goldy
Chad
Steveinhull
Etc etc

Pack of hyenas!

Current market cap is now less than this!

So now market telling us the WHOLE business floated at IPO less than 2 years ago for £5 Billion, is worth absolutely NOTHING, yes ZERO! ;)

Make it make sense LOL

OAC - thanks, I did pick up on this.

My point was why make it all about what constitutes currently circa 10% of the business (although I understand Ingenuity is the golden goose), and banish to the fringes the 2 divisions which accounts for 90% of the revenues!

Very slick website, I do like it, they never fail on that part. However silence from the company on the strategic front is extremely disappointing!

A critical milestone was separation complete, they can't even inform us on that via RNS/other means, had to find out from a poster on this BB Lol Quite pathetic really.

Anyway, totally believe in the business and technology, hoping they are lining up all the ducks, yep there must be alot of ducks!

1pencil - agree. Funnily enough, look at the new website, pretty much all about INGENUITY!

Although the smallest revenue bucket by a mile right now, Ingenuity is the first and only section, with no specific sections for Beauty or Nutrition, which is quite weird!

Lol quality that one, made me chuckle for sure, are you completely off your rockers!!

So the one person who HAS done all the due diligence in the world, decided to invest £1m! Lol

And Matt who probably knows the company better than anyone, last week bought £2.5m in shares from the foundation, to recieve ZERO future benefit, purely a philanthropic gesture!

The most obvious conclusion is what the CEO/Chairman have said, 170-200p SIGNIFICANTLY/MATERIALLY undervalues the company! Time wasters, if they are nowhere close to real valuation, why waste time!

Yes, the current performance in absence of news is extremely frustrating (A HUGE UNDERSTATEMENT). They need to step up big time.

Completely different!
To name a few..

Ingenuity and news section is brand new and refreshed, it was never presented like this

Investors/5 year record - new. Only until yesterday, they were still showing 2020 numbers.

Investors/ financial calendar - 15th Sept H1 update

Investors /our purpose - new

Investors/analyst consensus - new

From what I can see, the whole website has been updated and refreshed.

Looks very slick, but we need real news!

.