Member Info for Yesimabeliever

@gtc have you forgot your login to Ste2k or have you switched shifts?

Not my phrase yespsb, MM’s to describe those who lie and smear THG.

I don’t think anyone has been rude at all GTC? Just calling out bad behaviour and lies. You claiming more than once to have inside knowledge on a negative RNS tomorrow is very foolish for obvious reasons, at the same time as hinting on irregularities around results. Whilst on the subject of lies, I have a single ID, and have a long term interest in THG which culminated in me buying shares last year. If being a shareholder for the long term, who believes the business is undervalued makes me a ramper in your book then so be it. I just call myself a shareholder. I only post on this share to correct what I see as lies, hyperbole, and innuendo posted by you and your friends/multi ID’s as part of a THG smear campaign. Pond scum

The only thing that is opaque, ominous and worrying is the person who owns no shares who makes 6 negative posts before 8.30am, including repeating a claim to have insider knowledge of a damaging RNS to be released tomorrow. That is opaque and worrying behaviour.

Yes crafty about the only truthful thing Ste has ever said on here is how hard and fast THG can fall. Which was true when you are buying at £6. It does’t fill me with fear really at 60p, when myprotein is worth more than that alone.

A knee trembling 2percent drop in the face of hot US jobs data. Shareholders will be running for the door..

Yes crafty Ste/GTC was long and ramping at £6 and still has the scars..now squeezing a short at 60p. The ultimate buy high sell low investor

Market regularly miss prices Ste/GTC. Like it did at £6 when you were long. It’s now too cheap.

Why do you think it is zyn crafty?

Think all LTH feel very comfortable holding at these levels thanks GTC, as long as it takes. Think everyone expecting top line to be soft in results in line with competitors, but with margins improving plus cash flow could see a nice bounce like ASOS on 18percent down sales.

@APH@Polishcap big statements as ever with limited PI information. Happy to let Balderton/QIA/Sofina and Board decide if MM has lost control and can’t deliver Ingenuity. Fortunately THG is so cheap, see limited downside risk to my investment over medium term, and lots of upside if Ingenuity is delivered

@vc, proposition is good, but sales disappoint. Enterprise sales processes can be painfully slow, but would like to see more tangible progress. Over to Alistair Crane now to deliver

Sorry meant Shopify!

@VC, as I understand it SoftBank is the market leading Ecomm SaaS product. Ingenuity proposition is broader and encompasses broader services underpinned by their tech platform, and expertise that they have developed marketing their own brands and marketplaces. As I understand it, the big challenges in D2C are the increasing cost of customer acquisition and cost of fulfilment on a global basis. THG looks well positioned to support brands with those challenges, particularly in health and beauty, and in particular on a global basis

Lull before US payroll data in 40 minutes, THG hugely volatile on US inflation/rate outlook currently

don’t think thg ingenuity’s tech solution is unique. a one stop shop for international brands including marketing, ecomm, automated fufilment, global courrier management, with a specialism in long term attractive sectors beauty & nutrition is a compelling ****tail though. i like the pivot towards us clients, where thg could be a strong european and asian partner as they take their brands international.

Sentiment on the LSE is awful currently that is for sure. We shouldn’t forget though that when THG listed, LSE valuations were at a significant premium to what private capital were prepared to pay for tech/internet shares. these things do move in cycles. Lots of UK best UK growth companies are moving through multiple rounds of PE ownership as opposed to listing, and rightly so.

Fair comment VC, agree own brand split in beauty would be useful. Peel Hunt picked up on the need for more transparency in areas like this. THG don’t help themselves with some of this.

Is Ste2k claiming there is a suspicious delay to results by any chance? I have green boxed him because his constant THG smear campaign is so predictable and dull. Straight out of the pre results FUD play book. In the last few weeks he suggested the share price was dropping because of a leak from the audit, he compared THG with the bust revolution bars, and now this. Pond scum.

@gottahunch, well said, just filter Ste and the obvious other multi ID trolls who clog up this board on a down day with their conspiracy theories. There are plenty on here, quietly invested on the Peel Hunt hypothesis (or similar), who post decent insight and information. Our day will come. Just filter out the monotonous noise of the trolls for your own sanity.