Member Info for TrojanHorse

appreciate the market looks rubbish at the moment, but bab**** seems to be selling off more than most. if it had a overly large market cap i would understand - would be interested to hear thoughts why the downtrend? of course it could just be a cyclical movement.

Good appointment with BAE links.

1.7Bn profit and it falls back to historic lows. UK equity market is a joke.

https://www.thenews.com.pk/amp/1060056-viceroy-research-accused-of-russian-spy-links-attacks-on-uk-submarines

Haha, I certainly pressed the buy button on my own accord. I like the fact revenue has grown over three times since 2017 and expect earnings will eventually turn positive. Guidance is just that, lots had happened in 2022, difficult to forecast. I’d love to see this investment turn positive, but for now it’s a waiting game.

Is it Matt Moulding’s fault the share price has fallen? The company numbers look quite sturdy even against the current backdrop. The original large drop in share price occurred after a Thg day and many of the backers dropped out as they were apparently not convinced with ingenuity…although they must have done due diligence to have originally invested. keep getting visions of the wolf of wall street and the IPO scene…surely not!

To think, THG paid $255m for Bentley laboratories a few years ago…

The Times, THG story…again. Man they are worse than the motley fool…

Criminal really

It warrants a regulator investigation. Did it IPO’d too high and if so who put together the valuation or is the trading activity questionable based on reported figures. Also is the media commentary accurate.

40% revenue growth in 2 years, 20% lower today following a capitulation in price in the past 12-18 months.

The market doesn’t make any sense.

Why did this IPO at £6 in September 2020 and why is it 50p today following that level of growth….something is amiss.

https://en.m.wikipedia.org/wiki/Lipstick_effect

Lol, you say 14th October as if it was years ago…this market

https://www.fitchratings.com/research/corporate-finance/fitch-affirms-idr-of-thg-plc-at-b-revises-outlook-to-negative-14-10-2022

Driven down during the quiet period. So much distrust and manipulation in this market.

It will turn around despite the negativity

That’s the issue, the company is not on its ‘knees’’, every quarter it has either met or exceeded guidance.

Ridiculous price action. Really annoys me how this is being toyed with.

How is this allowed given it’s implications on a share price?

This article was amended on 20 December 2022 to remove reference to THG cashflow being “under pressure”. While a reduction in insurance cover can affect a company’s cashflow, the article did not intend to suggest THG would be in serious financial difficulty because of it. As the article reports, sources close to THG say the insurance change has no bearing on THG’s financial position.

https://www.theguardian.com/business/2022/dec/20/thg-under-cashflow-pressure-as-top-credit-insurer-reduces-coverage

https://www.theguardian.com/business/2022/dec/20/thg-under-cashflow-pressure-as-top-credit-insurer-reduces-coverage

This article was amended on 20 December 2022 to remove reference to THG cashflow being “under pressure”. While a reduction in insurance cover can affect a company’s cashflow, the article did not intend to suggest THG would be in serious financial difficulty because of it. As the article reports, sources close to THG say the insurance change has no bearing on THG’s financial position.