Member Info for Ste2000

it does amaze me how much the shorts/ algos acre about keeping this down, even now they are desperate to keep below 50p... it does beggar the point, why bother?
there are easier targets, such as energy, to target

good point Hosai - fully agree. THG is materially undervalued. anyone can see this, but THG exec team need to communicate well to the City to get them back on side and buying.
once we get buying pressure, i.e. not 5m trades a day (which is FA on 1.265 bn shares), but we get 20-30m shares, this will go up

THG need to do something. this hit 51p yesterday. it has since list 10%, on what? answer: shorts allowed to have their fun. why: all because of The Mould's arrogance (and constant missing of targets)

Mezza - please tell me you are not an investor. thats scary!!!
Q4 update is a topline sales update with maybe some steer on cash and an ebitda range
FY is an audited total summary
did you not look at previous Q updates and FY before asking?

think the plan is to also ride it down as much as poss today (to show whose boss). cant begin to stress how personal it is between Moulding and some in the City on this share

iceland are the manufactures of the products (essentialy they own the IP of the food product), THG have simply licensed their name. so for 5 years all frozen foo with THG on it will only be in Iceland.

shorts arent closing guys, like last time, they are reloading. Q4 results could be great (and I am sure 2023 guidance at least for bottom line should be better than market concensus), but shorts wont worry or close until mould starts to actaully hit numbers for 2-4 quarters in a row

Hi Oke, yes agree with all your sentiments. THG is too cheap, and any beat and improved guidance will help.
my point is more on how easy mould made THG to short - small free flotat/ standard listing/ missed guidance last 3 updates - it will take a while for shorts to want to move on as they can make a lot day and week trading.

agree with the above, butTHG is just too easy to short to stop. shorts can rest assured knowing that no II will buy in and take them unawares, and that a few thousand shares algo sold can drop the price sometimes up to 4%.
wouldnt be surprised to see a -5 to -9% day today. marhsall wace loaded, and others under 0.5% probably did.
shorts cant lose unless a TO bid came in, unexpected, but its very unlikely, and even then some have shorted from 200-300 so still cant lose
likely to take a number of years of solid performance to get back to 200p+

guessing we will see the result of marshall wace increased short today, with more A trades and small volumes dropping SP

this iceland mypro is looking even more of a gold mine that I original thought, and with iceland (and i guess pizza) to come at easter.

does anyone know if the bars are also listed instore (as I think they should be)

Ryan, SP is up 2p correct. I was referring to volume of shares traded. circa 2.5m now (sl circa 1.25m pounds of trades). its incredibly small. I hope you would agree. this highlights no one of size is investing (yet).
come on fella, not everything is a fight. be open to other view points. and note the sharp rise and then sharp fall; its just algos playing, its not genuine surge in demand

this also explains the rise from 32p to 78p then back to 43p - its not fundamental based. if fundamentals improve (which I believe they can and will, esp in mypro based on whey prices fall, as shared this morning) and THG become more professional in managing expectations, of course SP will rise and stay up

we all agree it is far too cheap, but its cheap for a reason - Mouldings historical (mis) management of the City

no one wants to buy - less than 1m quid on a share ipo'ed at 5bn. takes a long long time for the City to forgive, and will take at least 3-4 quarters of delivering ahead of consenus (so far THG jas missed Q1/Q2/Q3), hopefully Q4 will be a big hit. Boots did very well, but could have taken customers from THG?

then THG have to give governance reasons to invest ie premium listing, clarity on strategy, clarity on ingenuity, clarity on divisonal p&l

there is so much uncertain and unknown, and so many better undervalued companies, so THG is getting no BID or love from the market

Monimoron is a total loon. and clearly has more than one account as always has exactly one recommend tick immediately after posting.
i am amazed he went from wierdo to total loon
investing is not for you moroniman

Whey futures (which is normally 3-4 weeks ahead of the Europe actual prices) plummeted -14% last night, to the lowest price in over 2 years
https://www.nasdaq.com/market-activity/commodities/dy

the best trackers for what THG pay are:
https://www.clal.it/en/index.php?section=prezzi_prodotti_mmo&campo=wheypowder
https://www.clal.it/en/index.php?section=whey

I would expect these to reflect the futures market end of Jan - this is a huge huge headwind for THG Nutrition

the problem with THG SP is that literally no one significant is buying. the only buying pressure comes when shorts slightly close (the irony here is something else, as they can drop it 10% in a day at will).
there is so so much work to be done by THG to even stop investors leaving (Softbank/ Rowe price/ blackrock/ JUP/ chytalist etc etc), let alone get new ones (Qatar so far)
that makes the SP very easy to manipulate, and almost impossible to hold any sort of rise.
the irony is the nutrition division is undoubtably worth at least todays full market cap, probably more, but no one is willing to invest still, makes it the forelorn hope of investing (for now)

should be way over 50p. materially underperforming the sector (asos/boo +5%/ ocado +7%)
and it is so clear now Myprotein is a massive opp. with whey prices plummeting, and mypro winning market share, plus licensing deals, this should be valued at many multiples of sales, not x0.3.
pretty sure THG will spin this off, with external investment coming in. LSE is broken and needs to be put out of its long misery

Mypro ebitda margin ambition is 15%. was on a slide at the Future of Commerce presentation

2phevs, guessing you have sold out again if the annoying songs are back

its only if you use their courier (RM is free) and is very sensible. immediately improves bottom line, and is cheaper tahn a customer getting in a car, using petrol to drive to a shop.

all ecom do this now (boo/ asos/ next etc etc)

no s**t sherlock - HH come on mate, its up a penny