Member Info for Ste2000

Agree with you Rich- rock8 (who is also BOIX on Thg advfn forum) is an annoyance. As BOIX, it wants 90p to sell out- no idea if it really owns or not, but from the dialogue today, rock is one thicko

Ps you can buy whey in euro or dollar. Link below
https://www.clal.it/en/index.php?section=whey

Hi Golden - in the FY, and on the analyst call, thg confirms they naturally hedge by matching money in with money out in just markets
So let’s use L’Oréal - did the USA, they will buy form L’Oréal us and then sell to us customers all in dollars
Same for L’Oréal Uk etc - pretty standard for any retailer or company that is international

Rck8 BOIX- I hope you disappear again. You talk in absolute macro terms (like your last post) but cant even understand how anything then relates to a specific company

There is no hope for you. I guess you are due another public melt down again soon.

Ps you found Toansy yet or is he still avoiding your nonsense on advfn

You are a total prat ROCK8 BOIX- Thg are on the London stock exchange so report in pounds. So your point on 81% is so amateur it’s untrue. On the 45% of their British business, currency has no effect. On any country dollar or dollar linked, they get a circa 10% headwind. On Asian and Japanese it’s circa the same as last year give or take

I can’t believe I have to explain forex swings to a so called investor. Btw rock8, it’s the same for any uk company that exports- it only depends on to where and the uk exchange rate to their export country currency

I despair with you rock8- you are stupid and desperate here, and stupid and desperate as BOIX on advfn forum

You don’t get the basics at all of how even currency exchanges work…let alone anything else

You are a total idiot rock8 / Boix. I really don’t understand how you invest. You are hopeless
I m not going to waste my time explaining to you how dollar strengthening helps companies that have a significant % of earnings coming from USA
I despair that people like you invest

There have been huge falls in almost every commodity price in the last 1-2 weeks, with forecast they could go lower still. Which will also have a good impact on inflation

https://www.telegraph.co.uk/business/2022/07/09/battle-against-inflation-has-already-won/

Economies holding up as soon by Us job report, and then forex offers companies like Thg massive currency tail winds for dollar and dollar linked / sterling

I would hope we may get a profit upgrade at the interims

Has the company indicated when they will become profitable?
Or at least break even? Seems profit is key above all else in this macro environment

https://www.clal.it/en/index.php?section=whey

This plus forex benefit give thg massive tail winds benefits in s2

Agreed. Judging by language I think thewholetruth(lie) is mrsimmons. A notorious twit who appeared here, got run out of town but loiters around ADVFN from time to time.

Yeah- the wider point being it was under ingenuity and they choose to leave and use shopify in their largest market (USA)
It’s a cause of concern, esp as Thg are using neals yard as a case study

It’s a bit like auto store- Thg used to call them a partner, auto store called them a customer

I m A LTH and deep under water, so not looking to be negative. But am looking for good discussion on the point that was shared on neals yard

https://us.nealsyardremedies.com/

Based on the link Anacott shared, neals yard has moved to Shopify
https://storeleads.app/reports/thehutgroup

Why is everything always so uncertain / unclear on thg

Agreed but when you think about it logically….how on earth is this share not being bought at 82p!! Why do not institutions pop in and load up. Don’t get it at all

Barclays now value the whole of Thg at £1.5 per share….I really don’t take too much notice of analyst reports, esp ones pre inflationary climate . They just go with the flavour of the month. Less than 18 months ago some valued Thg at 1000p…most of coke cowboys

The SP is hopeless today - unlikely to have tail winds like this for a while again and it’s struggling.
No interest at all from the market to buy, coupled with algos and a seller

not accepting the softbank ingenuity investment immediately was one of the biggest mistakes THG have made (I know they needed to have the right structure in place - but there are still ways to take straight away)
I wonder now if not taking one of the PE offers, will be equally as costly?

Looks like we are in for another day of market manipulation -yawn

THG does need to update the market as they confirmed in their 2021 mid year results that The commercial details of the long-term, arm's-length Ingenuity contracts with both THG Beauty and THG Nutrition will be disclosed during H1 2022.
they have not said anymore on this, so they are now not inline with their written guidance - I know its a small point but it highlights how poor they are at managing the markets' expectations. I have emailed IR on this point and will share their resposnse

And here come the random 286 trades to walk us down - can’t win. Can only hope for privatization. Annoying as it’s a great company