283 days ago
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.
344 days ago
In today’s podcast I discuss forthcoming videos and look at Kefi Gold & Copper (KEFI), Amaroq (AMRQ), Seed Innovations (SEED), John Lewis, Regtech Open Platform (RTOP), Online Blockchain (OBC), ADVFN (AFN), and THG (THG) run by that prick Matt Moulding which is surely still a short even at 70p.
398 days ago
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.
448 days ago
In today’s Bearcast I discuss Optibiotix (OPTI), Kefi Gold & Copper (KEFI), THG (THG) and Argo Blockchain (ARB).
512 days ago
The reference to the England women’s soccer team is explained HERE. I talk about Mike Lynch of Autonomy and why it is right that he has been extradited, THG (THG), nanosynth (NNN) ICG Longbow (LBOW), Aquila Energy Efficiency Trust (AEET), and Predator Oil & Gas (PRD).
624 days ago
I start with a few words on the weather here in North Wales which brings much joy to my kids and then on Warwick School historic abuse matters. Then it is on to Caracal Gold (GCAT), Corero (CNS), Cellular Goods (CBX), Dev Clever (DEV), Skinbiotherapeutics (SBTX) and THG (THG).
753 days ago
In today’s Bearcast, I discuss banksters’ bonuses and the evil Tories, Made.com (MADE), Checkit (CKT), musicMagpie (MMAG), Versarien (VRS) and THG (THG).
875 days ago
I’m sorry, but I have a reputation to protect. This is all to do with an excellent cause, which 94% of you are yet to support. Please do so, HERE. I then discuss Bluebird Merchant Ventures (BMV); Amigo (AMGO); Versarien (VRS); THG (THG); Morses Club (MCL); and Argo Blockchain (SPOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOOF).
878 days ago
Tomorrow’s training walk really will start at 4.30 AM. I promise. If you are among the naughty 95% yet to donate, please do so HERE. After that, there is more work on the Ha-Ha, ahead of a new idea which I will announce next week. I start with how NOT to get a job, when I was the one who got you an interview! I end with why this year, it will be I, not Malcolm, who calls the housebuilders right. In between, I discuss a share my SIPP bought yesterday; the fund and games with Vin Murria at M&C Saatchi (SAA); Cellular Goods (CBX); and THG (THG).
913 days ago
I have been bearish on this for a while, unable to understand the valuation from the IPO. Shares in THG, The Hut Group as was, now trade at a new low of 95p. There are a couple of matters to discuss ahead of numbers on Thursday, notably a management departure and suggestions of late payments to suppliers. Is this window dressing as per Canadian Overseas Petroleum (COPL) and its December 31 cash number, or something worse?
957 days ago
I start with a look at 5 duff IPOs and the questions folks did not ask: Peel Hunt (PEEL), musicMagpie (MMAG), Nightcap (NGHT), Parlsey Box (MEAL) and THG (THG). Then onto Russian stocks crashing and Eurasia Mining (EUA) delaying its own downfall but only pro tem. Finally a look at Marechale Capital (MAC) backed by my friend Luke but run by the Upper Clas twit of the year. What is Luke thinking of? I run through hard numbers.
984 days ago
I start with KPMG and another scandal but the real scandal is the way it deals with its employees who are fraud enablers by act or by omission or both. Then onto the Methodists and why its stance on Rio Tinto (RIO) is, I suggest, not what Jesus would have advocated. Moreover it highlights how ESG driven investing has created valuation anomalies on both the long and short side. Finally, THG (THG) and PE bid speculation.
992 days ago
I start with a weather report then consider Diageo (DGE) in light of Chris Bailey’s mea culpa bull piece earlier. I am not sure that I agree with him. Then I look at THG (THG) where an £8 million share dump by a PDMR announced on Friday shows why the bears were right and are still right. Steven Whitehead knows far more about share valuations than Tory Boy poseur and A Grade bullshitter Matt Moulding.,
997 days ago
I start with Mr Moulding who must be a decent chap as he gives vast sums to that beacon of integrity that is the Conservative & Unionist party. I discuss today’s horrible statement from THG (THG).The incident should also see firings at the Mail on Sunday and Sunday Times but it will not. I look at Omega Diagnostics (ODX) as it rushes towards a single figure share price and at Guild e-Sports (GILD), still a joke, notwithstanding today’s statement. Finally i look at the Sound Energy (SOU) bids for Lord Lucan’s Angus Energy (ANGS) Will Lucan get any more lucky?
998 days ago
I start by considering events in the Ukraine where my sympathies are, naturally, with Mother Russia but what could it all lead to? Then I consider why shares in Zak Mir’s Lift Ventures might fly but why his plan is flawed. Then onto THG (THG), Deepverge (DVRG) and Union Jack (UJO) and CEOs who say the shares are too cheap too often or who “fear” a takeover at this price.
999 days ago
Shares in The Hut Group, THG plc (THG), listed at 500p in September 2020, then zoomed to 800p but now trade below 200p. Even so this business is still valued by the market at £2.2 billion.
1007 days ago
I name all those shareholders or their BB or Twitter names that Union Jack Oil (UJO) is using shareholder cash to troll in a most thoroughly unpleasant way as I exposed yesterday. I also comment on THG (THG), Cineworld (CINE), Tintra (TNT), Versarien (VRS) and then on the bursting of the Covid testing bubble with particular reference to Omega Diagnostics (ODX), Avacta (AVCT) and Novacyt (NCYT) which has its own BIG question to answer. Plus, of course, MyHealthChecked (MHC). I reference vaccination and covid rates in Israel in the podcast which is covered in more detail HERE.
1011 days ago
I start with a discussion of why I have very wet feet. It was, a schoolboy error according to Joshua. Pictures explaining why can be found here. Then to some corrupt journalism in the Mail on Sunday and why it makes me more bearish on The Hut Group (THG) and a story about David Beckham cashing in which looks to me to be another top of the market signal.
1076 days ago
Mr Moulding is clearly feeling the pressure at THG (THG). The interview here is remarkable and no doubt Moulding feels it will assist the share price. For all sorts of reasons I conclude that what comes over is a quite enormous sell signal.
