Member Info for Yesimabeliever

Ste/GTC is a proven liar, Homebase client loss (lie), Tuesday bad news RNS threat (lie). Just gets off smearing bullying THG. Was long at £6 and ramping, now short at 58p apparently. Whatever

Was that ironic hermit?

But for those of us who are more glass half full, THG’s fully invested global infrastructure does give them an huge opportunity if they can get Ingenuity proposition right and start pumping some volume through. Because no one else is getting the capital to go and replicate that sort of d2c infrastructure investment any time soon. And brands still want to play in global D2C, so will want the service from someone JMO

No one will argue that Ingenuity needs to win some clients sharpish….If no material progress this year as the macro improves and FMCG start investing again then I would move into the Moulding out camp

Come on Matt, hurry up and just take this damn thing private and end the circus.

Just in time to see the lse board stunned into silence by a positive post by Ste2k! Spring is in the air

Welcome back crafty by the way

Well said moniman, competitive space but THG have built Myprotein into a strong & international business. Let’s not forget they have ambitions to be a broader healthy lifestyle/nutrition business, not just whey protein so there is growth to be had in diversification and leveraging Myproteins customer base and “community”. My vitamins for example is a sensible product to add to the mix. And let’s not forget that these products are ideally suited to a repeat order subscription model, delivered low hastle to your home. Seems to me that THG has the right model to be successful in this space long term on scale. Oh, and the space is very attractive to partners/investors because of the health/ESG credentials. So yes I do believe it is a valueable asset.

Not buying the FUD of bad numbers as reasons for Q1 trading update delay, rewatched analyst presentation and didn’t feel like we were being warmed up for a miss. Expecting Beauty Up/Strong, Ingenuity Up, Nutrition a little soft due to Yen weakness and rebrand, but expecting overall growth and positive outlook. Which then leads to the question again of why the delay? hopefully some significant news in the offing.

Not bothered about your finger in the air price forecasts. More of an issue with claiming insider knowledge of a damaging RNS (lie) and your claim that Homebase was lost (lie)

Doesn’t mean it’s not oversold Ste as we all know. No comment on your repeated lies then?

At least crafty brings some relevant news/comparables to the table. GTC/Ste2k and his multiple

ID’s just makes stuff up all. Anything to say on your made up RNS or Homebase GTC?

Craft sold, Is that a fact or just made up?

Correct @ Matty, margin focus right for now, but cycles come and go, and investors will fund growth again on a customer life time basis at some point in the not too distant future for the best online disruptors. Still a big believer in THG, and excited to see what corporate events unfold to unlock the next exciting stage of growth.

For those questioning THG’s % growth rates vs broader market, THG have been forced to pivot to focus on margin and cash generation vs growth. Pretty clear on their call that they have dialled back growth for now in a number of international markets, with a core focus on UK, US & Australia. So growth will lag market on a % basis, but we should be focusing on their margin recovery and cash generation for now in my opinion.

@gtc looks like Homebase “loss” is now questionable and can be added to your list of lies that you peddled as a “fact”. Did you make the glassdoor post, and then confirm it with another of your ID’s on here?. Wouldn’t put it beyond you

@jedclampit, be very weary of goodtimescoming. Proven to outright lie on here so really can’t be trusted. Also the king of doom an gloom

Good points Yorek. If THG are going to spin off stakes in Beauty/Nutrition, at some point divisional CEOs have to stand on their own 2 feet and face off to external investors/advisors/stakeholders. Personally, I think THG goes private and that talk of spin offs and partnerships is just poker of a multi track process/options to get the price up and the right structure for long term II holders

@GTC as well as being a manipulative liar (proven), you are also very patronising. Citypie has not said hope is his investment strategy. His investment strategy might be THG's undervalued SP versus the underlying value of the assets, which he expects to see a rerate to SOTP at some point in the future (Kelso, Peel Hunt). He can HOPE that this happens sooner rather than later, but be committed for a longer hold. Now off you scuttle to come up with your next batch of FUD. It must be mightily annoying that people think corporate activity could be the reason 23 update was pushed through a week early as you were telling us it would be late for a very sinister reason. No doubt you are going to spend the next week telling us how bad the Q1 update is going to be. No one cares what you say GTC, because you are proven to be dishonest.

What does confuse me is what does a) look like? Staying on the LSE looks untenable, outright US listings unlikely, US minority partnerships would require THG Group to remain UK listed? All points to a take private as the only route out of this