ShareProphets : tidm

THG

#THG – 2023 still a loss, argues “now delivering operating leverage”

2024-04-10 06:57:42

#THG – Q4 continuing revenue -1% (+1.1% constant currency) YoY, “free cash flow breakeven for the year”

2024-01-16 07:45:38

#THG – notes board and Remuneration Committee changes following dialogue with shareholders and shareholder bodies

2024-01-02 07:30:16

#THG – agreement to acquire “prestige skincare brand” Biossance for up to $20m

2023-12-05 07:33:12

THG, Audioboom, & others argue September saw recovery from dire summer but don’t mention the late Queen

I have been pondering why THG (THG) reported that September 2023 saw a recovery to sales growth (albeit marginal) after a piss poor summer. It is not alone, has the economy really started to pick up? In short: NO! Look at what happened in the first week of September 2022. The Queen died.

By Tom Winnifrith | Published 2023-10-17 07:08:57 |

#THG – Q3 revenue -4.4% YoY… and no bottom-line numbers provided

2023-10-17 06:57:41

#THG – H1 loss (natch), expects FY continuing revenue performance of 0% to -5%

2023-09-14 06:54:19

Matt Moulding of THG really is a prize prick as he hits out at Gabriel Grego & the bear community

I guess if I had floated a business at a grossly inflated 500p share price less than three years ago, getting well paid brokers to overlook shocking corporate governance and a mad valuation I would be pissed off with bears who pointed this out and have coined it in as the shares have crashed to just 90p. Matt Moulding of THG (THG) cashed in to the tune of hundreds of millions of pounds in that September 2020 IPO and has no shame.

By Tom Winnifrith | Published 2023-08-21 08:38:57 |

#THG – notes sales following strategic review process

2023-07-21 06:59:58

#THG – notes year to 30th June free cash flow ahead of expectations… “and anticipated to be a c. £40m outflow”!

2023-06-21 06:44:19

#THG – considers “no longer any merit in continuing to engage with Apollo”, discussions terminated

2023-05-12 06:58:59

#THG – 2022 bottom-line decline including increased loss, argues current year “improving”

2023-04-18 06:53:24

#THG – partnership with beauty e-commerce retailer Maximo, though talks only of ‘gross merchandise value’

2023-04-06 06:40:54

#THG – FY revenue +3.3% YoY, expects bullshit earnings (adj. EBITDA) “in line with current market expectations”

2023-01-17 07:51:29

#THG – Q3 revenue +2.1% YoY and bottom-line?, FY guidance “unchanged”

2022-10-25 07:48:34

#THG – H1 increased loss and swing to net debt, reckons “on track to be cashflow positive in 2024”. Hmmm!

2022-09-15 07:47:22

#THG – all recent approaches considered “unacceptable and significantly undervalued the company”. Hmmm!

2022-06-16 07:57:59

My advice to THG: forget the bids, focus on achieving profit and free cash flow!

A bit over six months ago I observed that there were “so many reasons to keep on avoiding The Hut Group”, which we now know as THG (THG). Since I wrote then the shares have continued post IPO shocking performance and today sit at a circa one quid share price, having been over four quid back in October (and having had an original IPO price of 500p a year before that). So is there an opportunity to buy now or is the smartest view to keep on avoiding?

By Chris Bailey | Published 2022-04-21 11:36:35 |

#THG – emphasises 2021 and Q1 2022 revenue growth, though reports loss

2022-04-21 07:29:27

#THG – notes Beauty supplies “media speculation”, argues “remains focused on building long-term relationships with its suppliers”

2022-02-22 07:57:06

previous 20 Page 3 of 4 (79 articles) next 19

Latest News

Show All

'The Takeover 12' Great British Takeover stakes competition leading picks performance update – some further improvement...

Auction Technology – board change requisition, how much “significant progress and momentum in the business”?

Tom Winnifrith Bearcast: Pantheon is out of cash by Christmas, a stonking £138m short

Video: The US Will ‘Return to Gold’, Imminent Debt-Spiral & The Fourth Turning

Castings plc – “the order book remains strong across the group,” BUT…

Bet the ranch on a short, win a Greek Hovel Holiday – entry No 4: A on Ocado

A letter to Wiluna Shire CEO Matt McIntyre: Georgina Energy is calling you out as liars

Safestay – hopefully my prior warnings were heeded as it’s admitted “face pressure on its liquidity position”!

Bet the ranch on a short, win a Greek Hovel Holiday – entry No 3: Evil Banksta on Acceler8 Ventures

WeCap is technically insolvent by a mile: The Fat Lady approaches

Recent Comments

PHIL556626 Oct 2026

Why worry about France 10 year 4.92% today, having a better day ( avoided a downgrade) at the same time the basket case seems to be UK 10 year 5.35% and that is before the budget.German 10 year 3.37%.Everything seems to be a worry. Is it the nights drawing in and the rainy/stormy weather?The heating going on after a glorious summer, adds to costs!It starts to feel like cash is king and dividend paying stocks is the place to be.Though the government might increase the tax companies pay on dividends, decreasing the value of dividends paid to shareholders, a socialist government would claim it only effects the rich.Stocks and Shares ISAs in the UK stands at approximately £531.2 billion if dividends are £25 billion a year a 10% increase on dividends before they reach your ISA would raise £2.5 billion.I would not put anything past these socialist bastards.

The View From The Montana Log-Cabin As Gold Capitulates – Am I Panicking?

BURIEDTREASURE26 Oct 2026

"The big banks / financial system are healthy now"With $40T from the Fed balance sheet and similarly frightening amounts elsewhere in the Western economies all dependent on "the confidence of strangers" I'd say that is quite the assumption.With talk of a potential bail out for France, the ECB is damned if it does, or doesn't. A big domino to topple.

The View From The Montana Log-Cabin As Gold Capitulates – Am I Panicking?

JASKK26 Oct 2026

Was there not there an article from Tom suggesting that if the market tanks that gold would also follow ( albeit less so and for a shorter period ). Based on that advice, and looking at charts, surely the best advice is to be in cash, certainly in the short term, earning a good interest payment. There is a distinct possibility that interest rates are exactly where they should be ( normal levels ) and will be for a while ( if not higher ). It was an anomaly having them where they were after the gfc. The big banks / financial system are healthy now, that's the big difference. I'll be watching Berkshire Hathaway and decide what to do when they start to reduce their cash reserves in a meaningful way.

The View From The Montana Log-Cabin As Gold Capitulates – Am I Panicking?

Sohail26 Oct 2026

Nigel you should offer your services to American Media channels. You can appear on these channels and be completely wrong and no one ever asks you when you are interviewed on the next occasion why you were wrong.The prominent gold expert and financial author who projected gold reaching $10,000 per ounce around the end of 2026 or mid-2027 is Jim Rickards (author of Currency Wars).First it was dec 2026 now he has shifted it to mid 2027 .( We shall see )

The View From The Montana Log-Cabin As Gold Capitulates – Am I Panicking?

COLINS226 Oct 2026

A miserable 4 this week but 5 counting the wrong vitamin answer.

The ShareProphets Sunday Pub Quiz #369

NAHUMDOLLAR25 Oct 2026

6, thanks for the quiz!

The ShareProphets Sunday Pub Quiz #369

BURIEDTREASURE25 Oct 2026

So people warned of a hurricane / cyclone / typhoon through 5 channels are significantly LESS likely to take action than those warned through 4???Sorry, I'm calling cobblers on that.There are clear anomalies around statistical significance calling that whole chart into question.

Visual Aid: How Many Disaster Warnings Does It Take for People to Act?

DAVID FRASER25 Oct 2026

Excellent analysis as always. We have the Budget this week and the only thing that I can see to help keep this show on the road is a massive cut in Stamp Duty to kick start and propel the housing market forwards. Prices shouldn’t go any higher because interest rates are relatively high but greater transaction increases would mean lots more work and money sloshing about. Estate Agents, removers, cleaners, home DIY projects, extensions, carpets, garden designers - the list of winners goes on and on - and all because of transaction growth. I know it’s tricky but scraping Employees NIC and adding it to income tax would bring in loads of money!

The View From The Montana Log-Cabin As Gold Capitulates – Am I Panicking?

SWANNJDUCK6925 Oct 2026

Funny old world, no EPP holding RNS from the strategic investor!! I wonder where those shares went?

Energy Pathways: Swanny makes extraordinary claim about insider dealing, I’m contacting the FCA