Member Info for Venture_Capital

700 million ofc

Guys, do not forget that the mentioned 700 ingenuity sales includes the internal sale of nutrition and beauty…

nobody can tell if they overcharge on paper just to make ingenuity look better

crafty obviously has pink glasses on

Peel Hunt is a tiny investment bank with a mc of 165 million.

Don't think the they are the reason for the rise. Just normal up and downs of the stock market..

Yes, great performance

THG is good at marketing, that is the only thing nobody doubts about THG.

@crafty

may i ask since when you are following THG / are invested in THG?

many things u post are things that everybody who is invested here should already know…

THG purchased a translation software company (now called thg fluently)looooong time ago. I think even before IPO?

Don't compare to MyProtein. Look at what prices they are selling their products. High Premium. MP don't have these margins

But he was talking about brand licensing deals, didn't he? protein coffee, joghurts, etc.

so nothing groundbreaking in term of numbers (like iceland deal). Nice to have, but nothing that would move the SP

Idk if already talked about here, but i watched the AutoStore webcast of Q3 yesterday and there was a question about the pay-per-pick model (THG Ingenuity). The management team answered that it is neglectable.

Only very few customer choose this model.

Total number of shares

Sep 2020: 970.646.554

Jan 2024: 1.299.707.093

As IPO investor that hurts. More than 30% within less than 4 years

@Craftyinvestor

I think you forgot that THG Beautys Revenue Growth since IPO are mainly because of big acquisitions...they bought revenue...

We don't know what the organic growth is

But what we know is that THG overpaid massively for the acquisitions (check the depreciation)

Take off your pink glasses.

It's time for MM to deliver. Nutrition is doing well. Time for Beauty to catch up. As long as Ingenuity doesn't show massive growth rates, i can't see the stock price going up fundamentally since this division is burning so much money.

I'm invested since IPO btw

Opinions on the MP rebranding?

Honestly, it doesn't look appealing to me...i even think its pretty ugly....70s packaging

First time invested @500p+ and was at -90% for a time, i can proudly say that i am break-even now.

Averaged down couple of times, sold 50% @last takeover rumours, reinvested and now here i am!

Every % up is from now on profit. Feels great!!

Maybe THG just stays in LSE, no MBO or whatever.

maybe MM just strikes back with numbers.

otherwise whats the point of premium listing? increasing the SP so that he has to pay more?

selling the property could be also just a measurement to wipe out further corporate governance concerns? being landlord and CEO at the same time was a issue discussed in media if i remember correctly

I also do believe in THG, but many members on this board are just clowns sorry

I just checked the financials of FeverTree. They make half the sales of THG Nutrition BUT they are profitable with a margin of gross 35% ! THIRTY-FIVE PERCENT

Of course they are higher valued as THG Nutrition. THG hasn't even proved yet that they can actually be profitable.

It's written in the annual report that they plan to invest in growth after they got cash flow positive in 2024.

So defnitely no dividends after they got cash flow positive

MyProtein rebranding this year and THG plans to continue investing in growth from 2024 ongoing

My guess would be in beauty brand acquisitions. They mentioned that in Annual Report last year, but didn't happen so far (for obvious reasons).

Would love to see some brands which are targeting a wider audience. Christophe Robin and ESPA are luxurious and very niche

THG stock is not that low because of Governance concerns (Golden Share).

It is because it's loss making and missed the numbers 4 times consecutive

You also don't get it

the message is to focus onthe business - being woke won't make you money

nobody cares if you are ESG friendly if your business doesn't make money

You don't get it.

I don't care if MM donates money to XY party .

It's about the business.

You should hire and pay people because of their qualification and what they give the company and not because of their ethnicity, gender or whatever.