Member Info for Sp28

Funny how no RNS (Not bothered at all, just waiting for the BIG ONE)

As most if not all other companies, would have officially released this news, as they strike a partnership deal.

Day after Day. Tells you everything!

@Ephemeral - You know everyone can see your previous posts ;) Jokes

Like you say, nothing happening here for a few months, likely trade sideways and you have an 18 month view, I wouldn't be too worried about price points!

Switch off, 'nothing' happening here, spend sometime on other boards!!!

Traders will worry about the few penny swing here or there, with their running commentary, us LTH, can see the bigger picture!

LD - Bang on. If they can just switch off the algos, rather than trotting, we can start galloping.
Stupid market cap for this business, LTH, BOD, Private Equity all know this.

Someone wanted to buy this on the cheap, and it aint happening!
MM - Offer close to fair value, and we an start talking!(IPO'd at £5 and business has more than doubled since!)

With all the £1m, £2m+ after hour trades day after day now, still very much controlled.
At what point do they chuck in the towel!

Funny as they say, it's like an elevator on the way down, but staircase up! Tiring taking the stairs up, can we take one of them super fast skyscraper elevators on the way back up. If the BOD drop the news, then we are all on it!

Best of luck LTH's.

We have had these practically everyday, large £1m+ trades after hours. Alot of shuffling going on, they are trying to keep a lid on this with the big boys now loading up!

We know atleast UBS, Barclays and Goldman Sachs have been buying.

Sooner or later THG is going to rocket.

Just a simple transfer from impatient to patient happening right now!

AS1 - agree, trying their best to hold it down.

At what point do they chuck in the towel...

Sit back, relaxed, waiting patiently with my popcorn lol

ONE WAY OR ANOTHER GAME CHANGING NEWS IS COMING..

As MM said ' heads down, lets carry on and see what happens'

Clearly alluding to further offerd/improve bids will come over coming weeks.

Patience

So a whole weekend wasted for him, with some extremely long and laborious posts, to come to this very easy conclusion staring everyone in their faces.

Most of us could have said the same in just a few words LMAO.

(No matter which way anyone tries to slide and dice THG, ITS MASSIVELY UNDERVALUED, SIMPLES)

So Goldman loading up, NICE!

Please ignore these imbeciles. They have no credibility.

They can try to worm there way out, one thing we know, THEY DONT HOLD A SINGLE SHARE.

BASHERS NEVER BASH A BAD STOCK!

They only have 1 motive hear, its crystal clear.

Not going to persaude any long term holders here to sell. You guys and girls need to give up, no life??

Always DYOR, we all know the gebuine holders here!

WAFFLE WAFFLE WAFFLE! LMAO

As you just stated, I don't understand the business at all, don't understand anything about THG or THG Ingenuity, you are the self proclaimed expert here (and seems like an equal expert on BOO), and seem to know everything, better than everyone else, so please go ahead and answer the simple question!!! Are you a politician? Very good at dodging questions!

'Something' tells me, you don't hold a single share!
Why would someone spend so much time, trying to critique on a open chatboard, in a company they are invested in haha. Surely if you had all these reservations on both THG and also BOO, you would sell up, and invest elsewhere. You do know there are thousands of companies out there ;) Make it make sense people.

(YOU FAIL THE LOGIC AND COMMON SENSE TEST - If I was so negative on a company I was holding in, I would sell up and move on. The last thing anyone would do, is what you are doing hahaha). on the ignore list, defo a troll, can see from your previous posts, it's very transparent)

Wow someone has lost the plot a little! (I know AS1 said have a beer, looks like you've gone through one too many). No need for personal insults on anyone, not cool!

I see you quite conveniently ignored to answer my very simple question! Gave you a clue, it's >£0 hehe!!! And yet you continued with your rant, to try and plant a seed of doubt on here with a lot of waffle, waffling!

I have not attacked you, you have some valid points, however basic understanding of business and common sense will tell you, full disclosure on all details on all tie ups (which is what you are asking for), is impossible to give, is akin to shooting yourself in the foot (both feet)!!!

With the unique nature of the business, taking on competing brands/FMCG's/companies etc, all will have been negotiated separately on thier own merits etc, and most probs have NDA's in place. (Only 1 example: Global Advertising Companies, they never going to disclose commercial details about all their major clients they sign up, never gona happen!!)

FACT is, it grew by 135% in 2021, already been told will grow by 150%+ in 2022 from £45m to £115m! AGAIN to point out, (good enough for my simpleton mind), market cap is worth a 'little' bit more than £0 ;)

Goldy - SIMPLE QUESTION FOR YOU THEN, how much do you think THG Ingenuity is worth today, with all the available info you have?

Just the basics, 5 of the top 10 FMCG's in the world signed up, £115m revenues in 2022, 60% Ebitda, over 200 clients now signed up, exponential growth, 18 Fulfilment centres across the globe, 2 new ones opening in Dubai and Melbourne, automating Fulfilment centres with Autostore, serving 195+ countries etc etc etc.

My answer... a hell of a lot more than the current valuation (ZERO). That's the simple basic point I am making! It's quite self explanatory, i'm sure anyone can understand!

The base case at the moment is ZERO, the only way is UP UP and away!

Surely an absolutely pointless debate when the whole division is currently valued at ZERO (£0)!

If it was valued at £3 Billion, and others said no it's worth £2Billion, I understand we have a debate on.
However it's valued at ZERO, this is why the valuation is completely nonsensical. Obviously the only way the valuation can go for THG Ingenuity from ZERO is UP (Key stage 1 maths)!

BOOOOOOOOOOM!!!!!!!!!!!!

INTERESTING NOTE: ****Top 25 shareholders own 81.6% of the company***

This is insane!
You would say most probably 90%+ is owned by BOD/II/Hedge Funds, I personally don't know any other company out there where this is the case!

Perfect Storm brewing, if they want to buy in now, eg Tracker funds after Premium Listing, tiny free float, this will go back up faster than it came down!

This is the future of the FMCG industry - THE HUT GROUP and the rise of exponential organization (By Bartek Burkacki)
08/04/2019

Read this insightful and in depth analysis/article by an Independent Strategy Consultant specialising in FMCG/Retail/DTC.

A few of the Main points:

1. A business model that is exponentially scalable

2. End to end control over path to purchase

3. A true tech at heart vertically integrated company

4. The art (and science) of focusing on segments ripe for disruption

5. Leveraging M&A with Clear strategic intent and fast execution.

The one thing the pandemic did, it fast forwarded THG's journey by several years as everything went digital/online!

3 years on, and can see why the big FMCG's are signing up, and Softbank and Sofina invested $1Billion+!

The opportunity to take brands D2C globally is exponential.

Global FMCG's have dozens if not hundreds of different brands. Point being they initially come on board with a few, a dozen etc, Ingenuity start delivering, they start seeing the $$$, no hassle, no setup, instant reach in 195+ Countries, and before you know it they want to start expanding!!!

As seen by the recent comments by the Global eCommerce Chief for Nestle when he met the Nestle team at THG Manchester Tour - He was 'SUPER IMPRESSED'!

It's a Market Disruptor, and EXPONENTIALLY SCALABLE.

We have been told 5 of the top 10 are now signed up! And other major GMV clients (from 0.5-2 Billion) are in the pipeline!

I think we know the existing 3, Coca Cola, Nestle, and L'Oreal.

Question is who are the 2 new ones signed up in Q1 2022? And why have they not released this fundamental news?

The only conclusion I have is they are sitting on ALL news for now, and everything will be revealed in the BIG REVEAL.

Since the infamous Capital Markets Day - 7 months+ now, we have heard absolutely nothing on anything STRATEGIC, other than regulatory news.

And now obviously we have the Private Equity bidders to deal with aswel!

PATIENCE PATIENCE