Member Info for stanleyb

The Selkirk bid approach for upto £600 million for just 1/3 of THG's business puts the current ridiculous valuation into perspective. THG, in the words of its Chairman and BOD state, "..Post a demerger, the Group would consist of THG Beauty and THG Nutrition, two globally leading consumer businesses, which are highly profitable, cash generative and capable of paying dividends....".

Adyor.!

@Thetadecay...Vod have a circa €30 billion debt pile (twice their market cap) they pay a 10% dividend and buybacks!

Even Kelso putting a positive Spin on its largest holding THG in its full year results.

https://www.lse.co.uk/rns/fy24-results-gzpjfhr6cjkr9kp.html

APN's margins will no doubt get squeezed and their £99 million annual sales won't look so good vs THG's £1.72 billion sales despite its smaller margins...JAO Adyor

OSG...your Kelso and Selkirk heroes have been blown out...Are THG about to announce first profit and dividend policy..as per previous RNS statement...Post a demerger, the Group would consist of THG Beauty and THG Nutrition, two globally leading consumer businesses, which are highly profitable, cash generative and capable of paying dividends....".

@Thetadecay..If we we rated closer to APN valuation THG would be at 300p..

Just look at the comparison with THG vs the minnow that is APN, with THG having more than 17x the annual sales revenue (be it on less margin) but valuation almost approaching the same as THG it's insane don't you think..?

THG vs APN still makes no sense even for the most sceptical investors.

THG RemainCo =£1.72 billion annual sales with possible £110 million net profit. Company valuation £350 million.

APN = £99 million annual sales with circa £12 million net profit. Company valuation £300 million...

Adyor!

https://www.lse.co.uk/rns/interim-results-nwbb1nseoe75glv.html

https://www.lse.co.uk/rns/q4-2024-trading-statement-2tx8ubiykyr2qoi.html

Starfighter, OKE, Thetadecay, City Pie etc...all FUD!!! Dividend coming. !

Very suspicious of negative comments on here especially from the likes of Okehurst...the company has an offer for upto £600 million for about 1/3 of its business when the whole group currently valued at just £350 million..yet the Chairman and BOD recently made this announcement via an RNS.. "..........Post a demerger, the Group would consist of THG Beauty and THG Nutrition, two globally leading consumer businesses, which are highly profitable, cash generative and capable of paying dividends...."

Adyor!

Lol...£400 to £600 million for THG's My Protein... with what, fresh air????? 😆 🤣 😂

THG to declare Profits and first dividend..?

In reality now Ingenuity has gone private then THG RemainCo is a Highly Profitable business with annual sales over £1.7 billion as stated by MM and the BOD...Whey prices have crashed more than predicted...£234 million paid off debt, Capital expenditure reduced from circa £110 million down to low 20's millions...the company paying much less loan interest, also remaining loan renegotiated to end of 2029..therefore the company should be making tons of FCF, enough to pay a good dividend of circa 3p/share in the management's own words. The only thing stopping positive things happening is if MM and the BOD are acting in a criminal manner? If so they should be investigated by the relevant authorities and struck off etc if there is any case to answer don't you think?...Quite simple really isn't it with nothing more to say? JAO Adyor!!!

RNS Number : 4140E

THG PLC 17 September 2024:

"......The Board is committed to the highest standards of corporate governance and will be required to continue to report against the provisions of the UK Corporate Governance Code following the Transfer. The Transfer is conditional on the approval of the FCA, and a further update will be provided in due course with respect to anticipated timing of approval and subsequently eligibility for the next FTSE Index review.............Post a demerger, the Group would consist of THG Beauty and THG Nutrition, two globally leading consumer businesses, which are highly profitable, cash generative and capable of paying dividends...."

https://www.lse.co.uk/rns/escc-transfer-ingenuity-demerger-update-11s0rr0th1uzg9o.html

THG vs APN still makes no sense even for the most sceptical investors.

THG RemainCo =£1.72 billion annual sales with possible £110 million net profit. Company valuation £350 million.

APN = £99 million annual sales with circa £12 million net profit. Company valuation £300 million...

Adyor!

If Mouldy the CEO and BOD really wanted to stick one in the eye of shorts and City instead of 'disenfranchising shareholders' then all he needed to do at Q1 was to announce a dividend payment for the end of Q2 interim period..The shorts would get burned..and shareholders would be rewarded' which bye the way is his job!!!!!!!

So £600 million for just My Protein that is just 40% of THG... that makes Beauty Division worth about £1 billion totalling circa £1.6 billion for both Divisions, yet current SP 30p giving THG valuation of £350 million.. so SP should be about 160p..?

DOW up 1,000 points...

Pearls the FCA cannot prevent market manipulation, as in the words of a government finance committee report "the FCA are at best incompetent at worst corrupt" I think it said?

As already said..Why would the CEO of a FTSE 250 listed company want to defraud his shareholders, employees (who have share options) and the rest of the BOD and Chairman who bought shares at much higher prices with poor results etc for just their own personal satisfaction? It doesn't make sense does it? Let's hope the CEO has a pleasant surprise for all long suffering shareholders! JAO Adyor!

Why would the CEO of a FTSE 250 listed company want to defraud his shareholders, employees (who have share options) and the rest of the BOD and Chairman who bought shares at much higher prices? It doesn't make sense does it?

If Mouldy the CEO and BOD really wanted to stick one in the eye of shorts and City instead of 'disenfranchising shareholders' then all he needed to do at Q1 was to announce a dividend payment for the end of Q2 interim period..The shorts would get burned..and shareholders would be rewarded' which bye the way is his job!!!!!!!

Agree, just look at the comparison with THG vs the minnow that is APN, with THG having more than 17x the annual sales revenue (be it on less margin) but valuation almost approaching the same as THG it's insane don't you think..?

THG vs APN still makes no sense even for the most sceptical investors.

THG RemainCo =£1.72 billion annual sales with possible £110 million net profit. Company valuation £350 million.

APN = £99 million annual sales with circa £12 million net profit. Company valuation £300 million...

Adyor!

https://www.lse.co.uk/rns/interim-results-nwbb1nseoe75glv.html

https://www.lse.co.uk/rns/q4-2024-trading-statement-2tx8ubiykyr2qoi.html

THG vs APN still makes no sense even for the most sceptical investors.

THG RemainCo =£1.72 billion annual sales with possible £110 million net profit. Company valuation £350 million.

APN = £99 million annual sales with circa £12 million net profit. Company valuation £300 million...

Adyor!

https://www.lse.co.uk/rns/interim-results-nwbb1nseoe75glv.html

https://www.lse.co.uk/rns/q4-2024-trading-statement-2tx8ubiykyr2qoi.html