Member Info for Ste2000

Investing in kelso seems like the craziest thing going. i dont understand what you get in return for the huge admin fees and salaries. no wonder they were forced to top slice THG, to keep lights on

I simply cannot understand why anyone would invest in Keslo - you are paying huge salaries and admin fees to essentially own shares in THG and the (it doesnt) Works!!!!! why not just buy them your selves

the SP is not liquid enough to make any equity, and it does not and will not pay dividends. talk about dead wood

Kelso are laughable. they have around 8m assets under management

My guess, moron-man is one frankel on advfn

Nestle would be a natural bed mate for THG Nutrition, and myprotien could really benefit from their protein bars under Nestle confectionery license ie Kitkat/ Aero myprotein bars.

a bit like mondalez and grenade with oreo.

nestle is also ingenuity biggest FMCG customer

If there is no person's opinion i am not at all interested in, and always ignore, it is you moroniman

What i dont get is why did THG rise so much over the summer? clearly not fundamentals as the market wasnt expecting too much (ebitda at circa 50m, delivered/ revenue at 2-5% on continued basis/ miss but not a killer if growth returns in h2/ cash flow 40m outflow/ over delivered at 20m)

so it must have been more TO rumours, as it rose so hard esp in July without any real pull back. then in mid august it totally stopped and has fallen since. so my guess, it as based on take over rumor's which good old Mould no doubt just poo poo'd. so as usual the chief value destroyer officer kills us again.

moulding must be booted

I ll agree with anything logical, but will never expect blind hope or aimless ramping

Its a very good point from AS1. In H1 continuing revs are down about 60m. Q3 has been guided at slighly above Q2, so we could close circa 20m of this 60m.

that leaves 50m for Q4, which is cycling a very very weak Q esp in beauty and ingenuity (ie Xmas gift categories) due to postal strikes/ cancelled orders/ refunds. we should do 50m more, so would be flat on year and top of guidance

Would not want to be YESPsb if THG take action against him for slander/ liable

2 weeks and none of those A hole directors could be bothered to buy. but they are happy to reject bids above the SP. Joke

I dont see the point of investing here. SP doesnt go up and no divis

Https://www.thg.com/investor-relations/analyst-consensus

We made our inaugural investment in THG during the period, holding 8.0 million shares at an average cost of 63.1p with a mixture of cash and CFDs. We announced our investment thesis for THG, highlighting the significant value, based on a sum of the parts, that is, in our view, clearly inherent within the business. We also set out in a public statement what we felt THG needed to do to realise the value lost to shareholders since IPO. THG's share price has certainly shown significant volatility, rising and sinking over c.30-50% twice during the period. After our purchases at an average price of 63.1p, the shares rallied to almost 120p following an approach from Apollo, fell back to a low of 57p when the approach was rejected, rallied again to a peak of 92p as shareholders anticipated strong interim results and subsequently fell to 67p (after 30 June 2023), when THG's interim results did not fulfil hopes of or articulate their investment strategy. We believe that management need to manage communications around the high-level strategy and future structure of the business and hence reduce such volatility, and work towards a break-up of the group alongside a move to the Premium Index of the Official List. We are supportive of the Board's improvements around governance and believe reduction in the price of whey will lead to a much more positive H2 trading position.

Dafad, you are truly excellent at finding and sharing information. please do keep it up and thank you sir

Moroniman, pretty sure you were asked to explain your 150p share price target. maybe we give you to much respect to actually be able to do any form of ebitda or cash flow analysis though!!

Less than 10,000 quid of trades in almost an hour is utterly crazy. THG is broken in the market. someone take it private

Stocks go up and down - its normal

what isnt normal is the complete absence of buying pressure, which has been the case for more than 6 weeks now

If you reach out to Kelso, share your share position and opinions, if its decent, they will respond

Amazing this is still being punished. from mid 90s to mid 60s on essentially 30m revenue miss vs consensus for H1 and a circa 20m operating margin miss, albeit it is losing customers now. but still feels overblown, unless the rise was based on capital event that moulding, once again, rejected to maintain control?

anyway long way back for 100