Frenkel Topping Share Discussion Threads

[c3479z] 22/4/2024 22:45

agree the Directors are very well rewarded not only direct remuneration but also with share options most of which are at a halfpenny. The executive directors are taking out over 1m: profits are about 1.9m...

[my retirement fund] 22/4/2024 09:15

Hi there, I'm looking to invest in a company that is growing its assets. Ideally, it should be regularly showing decreasing earnings per share and shrinking retained cash flow. It would be a bonus if it regularly issued huge lumps of equity to pay for its growth so that I get nicely watered down over time. Ideally, management should be able to perpetually put a positive spin on proceedings and be able to pretend they are making heaps and heaps of money. It would be nice if they can then pay themselves accordingly to growth rather than earned profits. Would anyone be able to help point me in the right direction?

[baldguvnor54] 28/2/2024 16:16

Company and share price performance has been disappointing recently. Strenge move to appoint Chris Mills- an insider and fund manager as Chairman (look at the number of Boards he is on- a horrid case of over-boarding). I had a few interactions with the previous chair, who oddly is staying on the Board- and found him engaged and helpful. Unless the price starts to perform am going to dump my 20k of shares- should have put more into McBride rather than this one.

[my retirement fund] 31/8/2023 12:25

Yes they enjoy the support of the major shareholders, so can still get away with it.

[11023154] 31/8/2023 10:15

Quite the sign to see the major investor increasing their shareholding at these prices

[my retirement fund] 22/8/2023 21:41

EPS has fallen from 1.85p to 1.4p. They have successfully raised capital from existing shareholders in order to buy turnover and destroy real term profitability. No wonder directors have been selling shares to fund overseas private residences or whatever it is they do with their eye-watering disproportionate income streams from the company.

[11023154] 22/8/2023 18:28

What a strange business

[melloteam] 25/5/2023 12:46

Just to let shareholders and prospective investors know that Frenkel Topping will be presenting on our Mello2023 webinar, which begins at 1pm today.

The programme for the evening is as follows:
1.00 pm A nostalgic interview with David Hornsby, ex Ideagen
1.30 pm Company presentation by Wise Alpha
2.00 pm Company presentation by Belvoir Group PLC
2.30 pm David Stredder interviews another Mello hero, Peter Harrison, CEO Bioventix
3.00 pm Company presentation by Frenkel Topping Group
3.30 pm Company presentation by Fintel plc
4.00 pm Gervais Williams presents ‘How can it be that UK-quoted microcaps might be one of the prime beneficiaries of the retreat of globalisation?’

There will be over 500 investors attending and these are very popular shows with company presentations, fund manager and investor interviews, and panel sessions.

Tickets are £25 and still available. Use code ME23Virtual for 70% off!

[melloteam] 22/5/2023 11:38

Just to remind shareholders and prospective investors, Frenkel Topping will be presenting on the 25th of May this week at Mello2023.

We have created a two day physical investor conference (23rd & 24th May) at the Clayton Hotel and Conference Centre in Chiswick that will include 15 top quality keynote speakers, 12 educational workshops and panel sessions, 50 exhibiting companies plus over 80 company presentations for investors to evaluate and understand their current or future investments. We will also be hosting a live BASH session, analysing lots of additional companies!

For a £25 bonus add-on price delegates at Mello2023 are also invited to make it a three day visit and join us for the Mello2023 Virtual event the day after, Thursday 25th May.

Tickets are still available and if you would like one at half price then enter the code MMTADVFN50.

[melloteam] 17/5/2023 14:52

Just to let shareholders and prospective investors know that Frenkel Topping will be presenting on the 25th of May next week for Mello2023.

We have created a two day physical investor conference (23rd & 24th May) at the Clayton Hotel and Conference Centre in Chiswick that will include 15 top quality keynote speakers, 12 educational workshops and panel sessions, 50 exhibiting companies plus over 80 company presentations for investors to evaluate and understand their current or future investments. For a £25 bonus add-on price delegates at Mello2023 are also invited to make it a three day visit and join us for the Mello2023 Virtual event the day after, Thursday 25th May.

Tickets are still available and if you would like one at half price then enter the code MMTADVFN50.

[my retirement fund] 24/4/2023 13:22

EPS fell from over 2p to just 1.5p per share chiefly due to massive dilution of equity during fundraising. Shocking !

[melloteam] 24/4/2023 12:36

Just to let shareholders and prospective investors know that Frenkel Topping will be presenting on the MelloMonday webinar at 5pm today.

The programme for the evening is as follows:
5.00 pm Mello welcome and company presentation from Frenkel Topping Group
5.35 pm Company presentation from S&U plc
6.15 pm Amati Global Investor Fund Managers Mikhail Zverev & Graeme Bencke present ChatGPT and the new chapter in Artificial Intelligence technology: opportunities and implications
6.45 pm Company presentation from The Property Franchise Group
7.15 pm De-listing from the market can be de-energising (IBPO horror story)
7.25 pm Mello BASH

There will be over 500 investors attending and these are very popular shows with company presentations, fund manager and investor interviews, and panel sessions.

Tickets are still available and if you would like one at half price then enter the code MMTADVFN50.

[kalai1] 07/2/2023 11:56

Frenkel Topping Group plc issued a trading update for the year ended 31st December this morning. The Board expects to report revenues in line with expectations of c.£24.8m (2021: £18.4m) and adjusted EBITDA of c.£6.1m (2021: £4.6m) for FY2022. The Company had £5.0m of net cash at the year end and remains debt free. Assets Under Management have grown to £1,187m (2021: £1,174m) during the year with £129m of new AUM added within the advisory business. Valuation is average with forward PE ratio at 15.7x and PS ratio at 4.49x. The share price also lacks positive momentum. FEN is certainly delivering solid and profitable growth and is well worth monitoring, but there is no rush to buy...

...from WealthOracle

[westofengland] 26/10/2022 12:10

Positive to see North Atlantic buying 6 million at 58p. Hopefully, this will give others the confidence to take this on to new highs.

[my retirement fund] 04/8/2022 14:37

Well Michael Spencer reducing these days whenever there's enough liquidity to do so. Perhaps as a long term investor, he has gotten sick of the constant funding from book building placing which always hammer the share price and is starting to question when/if value is ever going to materialise from this strategy.

[baldguvnor54] 01/8/2022 12:48

Could do- markets cannot be helping their asset management business- expect AUM to be disappointing. All very quiet on acquisitions. I think price has further to fall, or least very hard to see where buyers are going to come from.

[my retirement fund] 29/7/2022 13:15

Back to 50p ?

[baldguvnor54] 06/7/2022 14:04

Agreed. I think my concern/anger is misplaced. Ever since they got rid of Richardson (god he was a useless greedy chairman) and brought in the City-man Linacre as Chairman, and particularly since Mills joined the Board, the Company has performed well- they have earned the benefit of the doubt- hope they invest the £10m well- and a good job raising the money in this market- again hats off to Mills.
Time will tell

[c3479z] 05/7/2022 21:31

must have an acquisition in mind?

[baldguvnor54] 05/7/2022 17:18

Fund raise predictable (and annoying)- why do it in such an awful market? Are they that desperate for the funds?

[my retirement fund] 05/7/2022 15:45

Usual discounted fund raising not open to retail investors so share price hammered with no recourse

[baldguvnor54] 21/6/2022 10:48

AGM tomorrow- wonder if there will be an AGM statement. Company looks to be doing well- but nagging fear that they will come back to the market for another fundraise- do like the company and rate the Board (with the exception of Mark Field- why they put a disgraced MP on the Board flip knows)- think the CEO R Frazer is strong, rate Chris Mills as a money maker, and the Chairman seems very capable. I have been a quiet buyer for the past year- will hold off until the cloud around any cash raise is clearer- but def not a seller. This is a significant part of my pension fund,so am watching closely (and grateful for any one else's observations).