Primary Recommendations

THG - “Ecommerce in a box for global brands” - shares £1 below last year’s rejected bid

February 2023

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

There are signs of reviving interest in European online retail shares, which sucked the whole of last year (eg. Bank of America this month turned from arch bear to telling investors to buy the entire challenged group including Asos, Boo, Zalando and THG). In the case of deeply out-of-favour THG, its shares have plummeted to 63p from a 2021 peak above 700p, buffeted by a dismal procession of profit warnings. Over the past 17 years, THG has developed a proprietary driven technology platform, branded Ingenuity. Originally created to provide an in- house technology platform for its existing Nutrition and Beauty ecommerce businesses, since 2018 THG has been monetising this platform with an array of large, global partners such as Mata ...

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With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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