Member Info for Ste2000

interesting Okey, quite left of field

do you honestly think THG are working on 8% ebitda margins in Q1. they had 1% unadjusted FY 22,so its quite a leap

if THG sell off all non core, esp hotels and spas, they could maybe, at a push, hit 8% in Q4
thought you said analyst reports only had FY at 120m ebitda/ 5%

volume has died - either big seller in background taking shares and will reveal themselves, or market has lost all interest in THG in totality

seems circa 200k shares have traded in first hour - no one is loading, except maybe shorts increasing to feed their ravenous algos. business as normal in THG world...slight rises followed by red days

will THG sneak past the 60p border force? or will it come agropper against the 59p keystone cops

THG my my....can it ever not open 2% down...dear me

those pesky 60p police have set up strong road blocks - will they last?

that would be the dream dpws - even better would be a JV whereby Boots buys some equity of THG beauty so that they start to negogoiate with suppliers together to get better prices/ margins etc

remember WBA were looking to sell Boots, and whilst Boots is dominant on high st, its online if poor to average. THG are market leader online so a tie up would work well, esp to fight LMVH/ sephora etc

so 60p was blown away, will 59p hold?
5% swing from day high to low - its mental the volatility here - great to trade/ horrid to just hold

Oke, the boots THG tie in (to launch their marketplace in spring) is a given for me
guess would be that they will use the existing autostore facility in manchester to deliver this but on the new model (pick and pay)
very good if he gets this over the line

its scary isnt it Pearls, cant really win until the big boys allow us to

comedy today and shows how manipulated this share is. market is broken so algos diont work, and share goes up. minute algos are back, its down 4% from day high to low

the london stock market is so beta compared to the USA that if they US isnt opened, london cant cope...

how weak was 60p

amazed the shorts are still controlling it down, would have thought now is the time to go long. esp with even dogs like boo getting II investments. THG short risk/ reward doesnt seem worth it

for me, its free ebitda, as THG have a fully invested model with autostore, so now they just need to land the clients. i would expect they have some lined up

https://www.business-live.co.uk/technology/matthew-moulding-praises-softbank-after-26264997

ps I am very very surprised the market has not picked up on what a massive game changer this autostore deal is. I suppose Gallemore mucked up the launch, but read Mould's linkedin.
big deal IMO

Hosai, boohoo got nothing to do with the wishy washy management incentive. its cos citadel have been buying and now at 8%
this is the problem with thg - no II are buying on the open market, due to standard listing/ GS. hence shorts have nothign to worry about
if II buy, things change

THG is a funny old share (but perfect for trading) - it has almost zero resistance drops when it plummets in a day, but when it goes up, it has the hardest to break ever...that is 59p today. break that however, and we could see real momentum, esp if USA gets better (until the next random daily plummet)

could be a v. tough day (RNS withstanding). shopify plummeted last night on lack of future outlook, with Nasdaq dropping and futures down as well. could be a tough day for UK ecom