Member Info for Sp28

Didnt dis anybody, come on now!

Some posters have said *themselves* (funnily enough) they dont know anything about the company, bought in on the takeover rumours, yet like to express views which then make no sense, posting complete misinformation, thats all.

Calling out comments like 'times have changed, 2018 takeover offer of £4 Billion is now pointless' LOL, without realising and refusing to acknowledge the company itself has MASSIVELY transformed since IPO! From 2018, not even going to go there, it's probably like 10x plus bigger and more accomplished on many metrics!

Good luck to all genuine holders.
Busy all week, lets see where we are COP wednesday!

DYOR

Clearly many of the new posters have jumped on the takeover rumours, and are now so called experts with very limited knowledge about the business, and quickly want it to move up to the magical £2.50 and then out they go! In for a quick buck!

Others here change their views like the wind, day traders, we know who they are!!!

I have been one of the very few bulls that have been making detailed points for months now since 85-90p days, detailing exactly why THG is chronically massively undervalued. Good luck to all GENUINE holders who saw the massive opportunity under £1, patience will be hugely rewarded. (Even at this price its a joke).

One way or another its going private. Adios.

SP - there is little point referring to a story that is over 3 years old - "FACT".

"The world has moved on"
***AND SO HAS THG*** LOL There is a BIG poimt to make!!!!

Somehow you fudsters think the whole world has changed, but 'somehow' THG remains the same since IPO/4 years ago! Any of you £2.50 crewe want to elaborate on the progress/growth since IPO, yep thought not!!!

IT'S A COMPLETELY DIFFERENT COMPANY NOW!

Will give you 3 very simple reasons for now...

Since IPO:

£900M+ Acquisitions since IPO (Pericone MD - $60 million, Dermstore - $350 million, THG nutrition acq - £59.5 million, Brighter Foods - £43 million,
Bentley Laboratories - $255m, Cult Beauty - £275 million)

Hundreds of millions spent on IT and Infrastructure

Revenue growth from £1.1 Billion in 2020 to est £2.7 Billion in 2022 - 145% increase

https://www.retailgazette.co.uk/blog/2018/09/hut-group-rejected-3-9bn-takeover-bids-continues-aggressive-growth/

FACT!!!

THG Revenue grown x4 since - FACT

Golden is short and desperate and incessantly posts FUD here - FACT

My point exactly - Binky - took a few minutes, do you guys just sit there monitoring this board full time, and at weekends! Lol recent full time job of yours here Lmao!

And the other FACTS are, 170p early bid has come in, and this SIGNIFICANTLY undervalues the company!

And only small, yes, but both PE firms have started buying THG shares.

Join the dots, 5 year old can do it, it's staring you in the face. But you know you have an agenda, immediate clampdown on any suggested positivity!

We get it your'e a glass half empty type of person lol

I think in your case, there is no glass at all!

Facts speak for themselves. You can suggest a million things that 'may' happen. However these are the FACTS. Shorters are closing and share price is moving up!

7 days ago - 22.8m

Currently - 4.9m

Source - Ortex

Hence the sharp move upwards!
Looks like their game could be coming to an end.

3 very interesting days coming ahead before the long weekend!

Not surprised with anything when it comes to THG, but even for THG's standard some very peculiar activity today!

A 2 million Ordinary buy crops up, total value ~£3.2m! Nice.
However this was then followed by 117 ordinary share trades for 1 share!mmmm

In any other share, a buy this significant, an ordinary trade, you would think it would be sent sky rocketing! lol

Anyway onwards and upwards, some interesting times ahead.
We have to be ready for allsorts of games, one thing we know, it's never been easy, hopefully LTH's are fully rewarded soon.
News anytime, keeps things interesting. Both parties so far interested, have accumulated a few shares too, all the more intriguing.

As shown by the 50+ RNS's this week, this is firmly in control of the big boys, we are merely just bystanders, PI's have zero control.

A little dip does bring the worst out in people! Jeez

Watch out for any RNS's!

169p, without news ;)

Zero credibility, means absolutely nothing. Only serves their self interest

Smoke and mirrors

Apologies not sure what happened there, EDIT BUTTON! :)

HH - Nice one lol

"Papers can't print rubbish otherwise you can get a redaction" hahahahahaha, funny. You may want to read Mike Ashley libel case as one example (https://www.google.com/amp/s/www.bbc.co.uk/news/uk-england-tyne-60548519.amp)roi

twice we have. Obviously you would have no idea being a trader!

One from Numis and One from The Telegraph, retraction and apology! In the case of Numis, self reported themselves to the FCA!

OK, Blackstone sold out, not sure how much they bought there stake for.

But then we

HH - Nice one lol

"Papers can't print rubbish otherwise you can get a redaction" hahahahahaha, funny. You may want to read Mike Ashley libel case as one example (https://www.google.com/amp/s/www.bbc.co.uk/news/uk-england-tyne-60548519.amp)

THG have witnessed it twice first hand. Obviously you would have no idea being a trader!

One from Numis and One from The Telegraph, retraction and apology!  In the case of Numis, self reported themselves to the FCA and redaction!

OK, Blackstone sold out, not sure how much they bought there stake for, and they play with other peoples money, and have rules.

But then we can look at it another way, and the most recent fundraise as an example, only 12 months ago, Softbank (One of the biggest Technology investors in the world) was happy to pile in $700m+ @ £5.96, and others including Sofina another $300m at the same price!

Goodness gracious Goldy.

If i meant net cash, I would have said NET cash!
Most businesses have debt and THG had it before IPO.

Like me saying, how much cash have you got, you tell me you've got £5k in bank and at home etc, absolutely no one is going to start deducting mortgage liabilities and lease payments, and give me a net cash figure!!!

I simply said CASH!

From RNS:

"Total cash of over £530m at year end plus an undrawn facility of £170m, on long dated 3-5 year terms"

I hear many times from new posters, the world has now changed so can't look at IPO price!

However THG hasnt exactly stood still since IPO either, it's a completely DIFFERENT BEAST! (Not just picking up 2020 THG and now selling it under a different environment in 2022, and ignore everything which has happened since LOL)

Since IPO:

£900M+ Acquisitions since IPO (Pericone MD - $60 million, Dermstore - $350 million, THG nutrition acq - £59.5 million, Brighter Foods - £43 million,
Bentley Laboratories - $255m, Cult Beauty - £275 million)

Hundreds of millions spent on IT and Infrastructure

Revenue growth from £1.1 Billion in 2020 to est £2.7 Billion in 2022 - 145% increase

New fulfilment centres around the world, Dubai and Melbourne soon

Automating Fulfilment centres with Autostore

Softbank Investment - $1Billion @ £5.96

THG Ingenuity - Grown multiple times since IPO, with 200+ clients now. 2 top 10 FMCG's signed up in Q1 22, 5 in total now.

New Chairman with 40+ years experience in the City

Cash £530m+

So if everything else stayed the same, and simply sold acquisitions back at the same price (may have grown in value, but lets forget that), aggregate the cash + acquisitions cash, and return it to shareholders, just this on its own is worth £1.04.

Look at it another way, status quo, the whole THG business which IPO'd for £5 only 20 months ago is now miraculously worth 54p today!!!! Now that doesn't sound right, ~90% decline, SURELY COMPLETELY ABSURD!!

There is a long way to go before we get to fair value. Journey is only starting. PE can make serious ££££ even at a huge premium from here, hence why they interested!

Sit tight, and let the games play out!

Still seems like its extremely 'controlled', never jumps even more than 1p at a time, always increments of 0.1p, 0.25p, 0.5p max! Not that I mind this!

As they say, elevator on the way down, and staircase on the way up, we are on the 2nd flight of stairs on a 6-7 floor building. Getting a bit tired now, can we jump in the elevator to go straight to 4th floor now ;)

Next week is a very short week!

Right now MM has the straight flush, and holds the best cards, and can decide whatever he wishes. Chips are stacking high.

Only one set of cards can beat him...Now if someone wants to jump in with the £4+ bid and show they have the royal flush, go for it! Show me the money!

Patiently waiting for this poker game to play out.

The smaller players are showing their hands one by one with the 8.3 and 8.5 forms. High cards and pairs are out.lol

How will this finish, will Mr Carlyle swoop in with the royal flush. Just got to wait and see.