Member Info for Sp28

Let's just look at it very simply..

Since Jan 22 THG has fallen more/similar than some russian companies! And those assets are in the middle of a War!

MAKE IT MAKE SENSE

Exactly. There is something big going on behind the scene. Just got to sit on your hands and do nothing, learnt the hard way many times.

PI holdings in THG will now be tiny. Most will have been washed away. Whoever dares wins ;) whoever sees the massive potential, and together the manipulation of the price to these levels will benefit massively.

Defo if you were in £5+ then its a bitter pill to swallow.

All institutions don't look at daily prices, they not bothered, and in for the long game. Its the daily watchers that have been washed away by this unsubstantiated decline over 6 months.

All the best to whoever is holding here.

HH Has already answered. Current market cap straight into FTSE 250.

If they went for a premium listing to begin with, at IPO price, would have been in FTSE100!

Hopefully springs straight back up to REAL value, and enter in the FTSE 100.

News will come soon. Strategic over haul takes time. They need to get this right. I'm guessing a few suprises will be thrown in. Investor relations have only confirmed what has already been stated in prrvious RNS's i.e. New Chairman and Premium Market Listing!

In the absence of PE buyout, 2 things coming fkr sure, confirmed by Investor Relations:

1. New Chairman announcement
2. Premium Main Market listing - trackers have to buy in!

Yes. However 4 years ago revenue was £700m 2022 est is £2.75 Billion.

Spent £1 billion capex and aquisitions in 2021!

No debt. £530m in cash.

Can go on and on...

Would not be surprised!

With cash in Bank, theoretically the business is worth £300m today hahahahaha.

Private equity were willing to pay £4 billion FOUR years ago!

Forget about Russia seizing western assets right now, lets flip it to what has actually happened!

Bet your bottom dollar, Chinese, Middle Eastern, African etc money in London and other Western Capitals will be starting to shift their assets as we speak!

The West have shown at the drop of a hat (when the narrative suits them), no ones money is safe, they can seize/freeze it, and it's no longer a safe haven!!! Quite the opposite actually!

We will be seeing a huge flight of capital out of the west, Chinese and Middle Eastern assets must run in to trillions!

In regards to Evraz - literally anything can happen. Nobody can predict.

Wigan - you are spreading LIES again! You clearly have an AGENDA lol

The answer is 100% YES!

The BOD ARE restricted in buying. It's a closed period. 60 days prior to FY results, everyone knows that!!!

Pretty much nailed on IF share price is anywhere near here, we will see a flurry of director buys after FY results!

DYOR

Wigan - How do you come to that conclusion??? You say £2 PE buyout lol, MM would never sell. So...

- PE wanted to buy THG for £4 Billion in 2018, when business was a fraction of the size! MM said no.

- Dozens of Institutions bought @ IPO for £5

- Softbank and Sofina ploughed in $1 Billion at £5.96 only 10months ago.

Got you!

Market gives you some rare opportunities, you have to see it and grab it with both hands. No one can ever consistently time there buy and sells perfectly. Just got to sit back and relax. In 6 or 12 months many will be kicking themselves if this springs back straight to £5+ again.

Psychology of investing! Jeff Bezos...

The stock is not the company. And the company is not the stock. And so, as I watched the stock fall from $113 to $6, I was also watching all of our internal business metrics -- number of customers, profit per unit ... every single thing about the business was getting better. 

And so, while the stock price was going the wrong way, everything inside the company was going the right way.

https://www.placenorthwest.co.uk/news/contractors-lined-up-for-thgs-1m-sq-ft-airport-city-campus/

Jeff Bezos 'Share price is not the company'

What we witnessed yesterday was pure market manipulation. 95P TO 60P IN MINUTES!

I did call a double top at 14:24 yesterday - for once called it right!

No FTSE share is ever going to rise by 80%+, esspecially in current climate.

These boards are infested by groups trying to push a narrative which suits them. Thursday ultra bearish (End of the company), yesterday super bullish ( going back to £5), with complete made up stories! As it's a volatile share, it's a traders dream, and market makers must be rubbing their hands and will happily oblige. 5% will make money, 95% will lose!

I bet the mm's enjoying their weekend not beliving how much money they have made last week!

ALWAYS Please DYOR.

Totally agree, limit '''collateral damage''' like the American's say!

Once they all leave via the human corridor, all out atrack and alot easier to take over the cities!

Whatever is happening its on extremely low volume, some would say non existent volume.

BOTS and algorithms definitely good at their jobs ;)

More buys that sells

Total traded today 0.4%

Down 6.5%

ABSOLUTELY UNBELIEVABLE. SHOCKING.

How much longer is the BOD going to stay quiet....

Looks like all time low on non existent volume, sums up THG.

So far today 0.35% of shares traded. MADNESS. Just manipulated down and nothing else.

FY 2021 adjusted EBITDA margin is expected to be in the range of 7.4% to 7.7%, compared to market expectations of c.7.9%, after taking into account c.90bps of adverse foreign currency movements.

 

For FY 2022, the Group expects adjusted EBITDA margins to improve throughout the year as we see the benefits of 2021 investments in automation offsetting inflationary pressures, in addition to the increasing mix of revenues generated from Ingenuity Commerce. The phasing is expected to be weighted to the second half of the year, given movements in raw material prices, transport costs and currencies.

EBITDA margin looking to improve after all the capex investment in automation in 2021. Even if you take higher end of 7.7% from 2021 should be £215m!

Posted this a few weeks back...

2022 est Revenues - £2.8 BILLION

2022 est EBITDA - £2.25 million

Cash @ 31/12 - £530m

Processed over 1 million items at peak times in 2021

In 2022, THG will list on Premium Main Market, taking it straight to the FTSE 250 where index funds have to buy!

Will announce a Chairman SOON

Thats if US Private equity dont swoop up for multiples.

And this little nugget from Fitch Rating Agency:

Fitch: "THG's in-house Ingenuity platform and owned infrastructure represent a high barrier to new entrants, only matched, if only partly, by Amazon.com, Inc"

https://www.fitchratings.com/research/corporate-finance/thg-capital-raise-reinforces-positive-rating-momentum-14-05-2021

All I can say is DYOR. Alot of trash from rampers and derampers.

Purely from a technical perspective could be a double top!

But we live in crazy time, who knows whats happening!

Our so called 'leaders' have to keep the war machine rolling!

Afghanistan is over. Iraq they fending for themselves.

'Guess what we need guys', let's start another war! These european countries don't want to pay their nato share, 'bright spark in Pentagon', lets start a war on their door step this time.... that'l soon get them spending. Tada, just like magic!!!

RealtimeRob - and the daily bombings in Yemen by the UAE And Saudi, all hi tech weapons and fighter jets supplied by the US UK and others!! One rule for them and another for everyone else.

Innocent men women and children dying everyday by the West's weapons, one of the biggest humanitarian disasters in the world today in Yemen. Won't hear a whisper on the news, or anyone going to help them!!! Life isn't worth as much there!

Won't even start on Palestine, Iraq, Afghanistan, Libya. Only when it suits them it's 'liberation'!

All wars are bad, regardless of race religion etc. West's clear hypocrisy is shining through, history will judge them all. Just that millions will die unnecessarily!

Peace to all. No human deserves a war. Just that in an ideal world I would have hoped everyone got treated the SAME!