Member Info for Ste2000

Rose to 74p and then dropped on holland & Barrett,which moulding was so proud of he RNS it. come on 3 pounds, fantasy, it cant even hold 61p

And there is is 60s gone. how has it dropped from 90s at xmas to this. at breath taking speed. where are the buyers? how low will it fall

THG has had more bad days than anyone can remember, but today ranks up there in trying to sugar coat a debt facility reduction and a net debt increase as a positive!!!

Ste less posting and hurry up and close your short as we are back through your key 61.80 resistance. Just looking out for you

nah its below. needs to finish above it

What are the terms of the extension when it goes past Dec 24? how do you know the providers did not only offer 150m vs 170m?

2022 ebitda was 64m

I m happy for it to rise. but it needs a long term sustained rise, not pump and dump, and only fundamentals, and clear comms can achieve this

today was smoke and mirrors. they always report net debt in absolute, why not just share that today. its cos its gone up and they are trying to hide it until it can be hidden in the massive FY update

That is not true.

you have 2022 net debt and the lervage at 2.8x

you have the 2023 ebitda (q4 update) and you have the leverage 1.8x

cong is correct

I also factored in ebit and ebitda

look, i like nutriton and i hope the rebrand goes well.

its parts of beauty i dislike and i hate the jam tomorrow promise of ingenuity (i also hate ocado for fairness)

but its the smoke and mirrors, moulding BS and opaque accounting (adjusted everywhere) that concern me

But no one else wanted biossance as no one wants to invest in d2c beauty businesses, that said though it was a good bit of business as long as the 90m losses of 2022 dont flow into thg p&l

Applied nutrition is not a listed company so you do not know its value (its private) so no comparison. please tell me you are not comparing to an aspirational, newspaper IPO target value!!! that is literally a made up figure, unkown until it IPOs

11.6% is beauty manufacturing, which is a 100m/ 20% ebitda business. meaning online retail must have been in decline to only deliver 1% growth, esp as they are pushing more in offline

He old 61.8p support has now become the resistance. bearish

No one buys a business model that is proven to not work (ref over 1bn spend in keeping a float over 3 years, with a 1.2 billion loss last year!!!!!!!!!!!!)

Nope as no one is in the market to buy expensive to run (admin costs 25% of sales), low ebita, high staff businesses like online ecom beauty. hence why no one else bid for biossnace and why only hut are craxy enough to bid for adore

how do you not get it matt? everyone has seen through it

THG Beauty x0.3 sales

THG Nutrtion x1.5 sales

THG Ingenuity - worthless as it costs 80m capex to make 10m ebitda, so a mutlipier of x10 would be -700m. but i will value at 100m so x10 ebitda

deduct net debt

gets us to SP today

Me: some still even selling, esp Kelso from 8to 5m

one dlipprty ground OSG: They still have 5 Million at last count

Wheres the disconnect. and dont tell me what i can comment on, when my comment was right. they had 8m, they sold 3m, and they now have 5m. so they sold

No one bothers replying as you never listen. you always forget to include net debt. no chance anyone values ingenuity anywhere near that when it makes 1% adjusted ebitda. only thing half good is nutrition but growth has turned to decline, whey is back up, and igenuity sucks out all its ebitda, which is only comparable with Glanbia so hardly suggest d2c is good

66 to 60 and struggling. also q4 2023 update said net debt should go to 160m after freehold sales, so like for like its up almost 50m. smoke and mirrors

Its simple for me. no big investors are buying, and some still even selling, esp Kelso from 8to 5m. the frustration is so obvious