Member Info for Ste2000

Moulding is stuck in purgatory. US stock markets would kill his poor governance and missed guidance. THG business is not on trend so unlikely another soft bank partner comes. and he is so controlling so no equity partners.

so it has to trade its way out, but still cant deliver growth on a non constant currency basis, and when on CC when one division is up, another is down, then vice verse, and the only constant of ingenuity is it goobles up all the operating cash

There should be some urgency. red again, after 4 stright red days. a drop from Jan 2 that will take +50% now just to recover. shorts increasing as confident of no rns surprises. interest rate reductions unlikely until august. web visits to main retail websites especially lookfantastic not showing material growth. no volume even after a 30p drop in 40 trading days suggests no confidence at best, worse to come maybe

its bad

The ongoing costs of the linkedin rants and having a big mouth with no filter + very poor IR

Reads as higher competition & barriers to entry for myprotein into the US

Wellington have hut on a leash

Worse than the ramping is the dearth of volume. 250k shares traded and half time!!!!

Shorts will bring back down

Called crafty.

ocado up, asos and boo up, thg bid down

Yeah like blackrock...who sold

or jupiter ...who sold

or softbank...who sold

or rowe price...who sold

or keslo...who halved

Anyway heres come the US, and there goes 63p

Doesnt that train of thought make these shares uninvestable

3x200k sells, and before anyone says buys, you dont drop on 600k/2m as buys

Dont know why we all fight. will be worth less once US opens. this stage yesterday was still up, today down before US. always take note of short movements

Https://www.interpathadvisory.com/media/t3ioi4uo/us-uk-valuation-multiples-by-industry-q1-2023-v1-05.pdf

enjoy :) and x11 is generous for consumer discretionary

ps answer was listed in UK, not USA

This is USA average, on average UK trades at half USA multipliers

where is THG listed?

You wouldnt x19 on earnings, let alone adjusted ebitda!! max 10-11X, then deduct net debt, and add discounted cash flow %

You done an earnings X on your 2-3 quid target!!

Continued as expected

Closed bearish, likely to continue

Could that sell down be anymore hut