Member Info for strangled

....you'll know when news is imminent as a leak will lift the price!

....would also do the trick in lifting the price

Go go go THG - I have a bottle of Bollinger ready to celebrate (and I might even join the Hale Club)

It's funny how us little fish have already worked out the strategy of maximising shareholder (sorry Director!) value.

PE boys can have this for £2.50 a share now

Buy 1 get 2 free Summer Sale

This public-to-private transaction results in the de-listing of the company's shares from a public stock exchange. Shares are no longer available to the public-at-large. While companies may be privatized for a number of reasons, this event often occurs when a company is substantially undervalued in the public market.

KEY TAKEAWAYS
In a public-to-private deal, shareholders approve an offer from investors for their shares.
Investors offer a premium above the current market price as inducement to shareholders to give up ownership in the company.
Once private, a company's shares can no longer be traded publicly because the company is de-listed from the public exchange on which its shares once traded.
Going private is an easier process than going public due to fewer steps and regulatory hurdles.
Typically, a company seen as undervalued in the market will opt to go private, although there can be other reasons such an action is taken.

Source - investopedua
Coming soon 2xg

Morning all (patient) THGers

Forget IR - you'll hear nothing - in lockdown.
Get ready for the mother of short squeezes when it comes - signal page still saying STAY LONG.

2XG coming soon

I'm sure Mr Richard Griffiths knows why he's put £30m into THG - remember this article is just over a month old

https://www.thisismoney.co.uk/money/markets/article-10863955/The-Welsh-Wizard-30m-stake-Hut-Group.html

Follow the money! I am!

2xg coming soon

Evening THGers - added more today on the pullback

You know - the more I think about this the more I come to the conclusion that something big is about to land.

The bids were strange to say the least (one from a Board member indirectly and another from a close friend of the CEO) it's as if they are trying to tell us something without telling us directly!

And now a £1m director deal from the new Chairman - more breadcrumbs?

Also very strange to not hear something from IR - again almost as if there is a lot of activity in the background.

Why no other Director Buys? if it is so undervalued at 170-200. This IS GOING PRIVATE or THERE IS A DEAL BEING PUT TOGETHER! GLA

Still firmly believe an announcement is imminent.

For the cheap shares (added again today)

Remember

June 16 (Reuters) – Britain's THG Plc said on Thursday it had rejected all recent takeover approaches received, as they "significantly undervalued" the e-commerce group, and said it continued to perform well and in line with its own expectations.

KPI's from the latest report and accounts (with calculations)
THG Beauty 17.1m Orders x £60 Average Order Value = £1.06 Billion
THG Nutrition 13.9 Orders x £46 Average Order Value = £0.6394 Billion
THG Ingenuity = 187 Websites
Turnover Total (excluding Ingenuity + other activities) £1.6994 Bln
Let's put a value on that at 1.5 Earnings (conservative) £2.5491 Bln
With 1.246 Billion shares in issue values THG at £2.05 (This excludes the value of Ingenuity)
Recommendations : I can see an offer of at least £2.50 per share, a take private deal or a strategic partnership/split
IMHO/DYOR

Mean consensus BUY
Number of Analysts 10
Last Close Price 83,74 GBX
Average target price 254,78 GBX
Spread / Average Target 204%
High Price Target 700,00 GBX

Source : Market Screener

Here is a quote from the Report & Accounts

"Whilst we have made substantial progress and remain
committed to executing our strategic growth plans,
we are naturally disappointed that this has not translated
into tangible shareholder returns. The management team,
with our Board’s full support, remains wholly focused
on delivering our strategic growth plans in 2022 to drive
shareholder value."

Let's See THG Team

AM - like your sense of humour too

Coming soon 2xg in the UK

I didn't know that lookfantastic was selling a little more than beauty.....looks like they are also moving into the love honey arena!

Now that is a smart move and the females will be sending more £££'s their way!

Coming soon - 2xg in the uk

Morning THGers

This is an extract from the FT (companies section) from yesterday

She stressed that Boots’ performance was improving. Its market share is rising in all categories, particularly beauty where it has been helped by the demise of hundreds of department stores.

Online makes up 13 per cent of overall retail sales, double what it was before the pandemic, while same-store sales in the three months to the end of May were up 24 per cent as visits to its 2,000 stores rose.

I am expecting a significant rerate of the THG share price, a strategic update and/or a fresh bid! BUY rating confirmed

Blinky

It's the UK version of a signal page that indicates buy, sell recommendations and we have just got a go on THG (not sure I can post but see below)

https://www.britishbulls.com/m/SignalPage.aspx?lang=en&Ticker=THG.L

All part of my on going research into stocks which will be launched soon (2xg)

Happy Weekend THGers

https://www.business-live.co.uk/retail-consumer/big-rise-revenues-boots-buoyed-24363836

and

British bulls has us as a BUY again - good week next week

Fair comment Blinky but disagree on a possible buy out price - imagine Softbank now buys the whole of Ingenuity for £1bln - think of what that would do you the share price and the value of their own holding of over 6% - it would fly!

Morning fellow THGers

With an announcement possible anytime containing a strategic update the shorts must be getting a little nervous....guess they might want to unwind their positions ahead of July 4th and Matt and team will want to inflict the most damage on them!

It's coming