International Brand Licensing Share Discussion Threads

[stirfry13] 03/3/2010 12:42

thanks silverfen - i like the sound of that. i was trying to work from a more conservative basis where operating profit is low and potential isn't fully priced in (and I don't necessarily have to wait until they sell) - just looking around turnover and market cap are often the same for more mature companies when they are profitable (and margins are standard) and i guess I wanted to set myself some lower and upper price targets. I get the upside but I wanted slightly more of a risked scenario as well.

[silverfern] 03/3/2010 12:24

NO it's not right :) Turnover means nothing - profit and growth is what it is about or we'd all be invested in Woolworths. Check out Evans company IDH- t'over under £30m Market Cap £200m and watch it fly this month on its growth figures. What Baines is saying however is very interesting- they aim to build a comapny quickly and sell it off to a buyer when it achieves a critical mass - say £100m turnover with a growth plan for profitabilty over and above what a bigger company might have - making it attractive to the bigger comapny to snap up. I have bought quite heavily into this plan.

[stirfry13] 25/2/2010 18:03

so based on £30m turnover and some profit we should be looking at a market cap of about £30m which means a share price of four times our current price in 18 months but some dilution is likely. is that right? help appreciated.

[robward] 24/2/2010 21:19

Thanks for the link Stirfry.

[stirfry13] 24/2/2010 18:00

Good interview with Julian Baines from last month which gives a clear outline of the new team's ambition - £30m turnover in 18 months, one target already indetified (and under due diligence) and a second in discussion:



Silverfen - name change is imminent according to this article.

[ntv] 11/2/2010 17:29

moving up nicely

[silverfern] 11/2/2010 14:21

Name change likely too I would have thought

[silverfern] 11/2/2010 13:17

well how would we know!! :) As I posted previously, whatever the deal being done, it was being done before Evans and co joined the board. They found IBL not vice versa - they were looking for a shell to back into and this was a pretty good one (given it had assets still to sell to keep it 'trading')

[stirfry13] 11/2/2010 13:03

do we have an RNS imminent?

[wan] 11/2/2010 11:59

Philjeans...Well yes I do post on the Carclo thread. Medical diagnostics is an area of interest to me; hence my interest in what happens here.

Regards

Wan

[philjeans] 11/2/2010 11:36

Not THE Wan, from CAR, surely?

I'm honoured!

[wan] 11/2/2010 10:59

Philjeans...Not to sure whether it is news related, but regardless I added to my position today. I now await with interest to see what the ultimate direction of the company will be and thus whether I increase my holding further.

Regards

Wan

[philjeans] 11/2/2010 10:45

Ticking up - more good news imminent?

[stirfry13] 06/1/2010 14:24

philjeans: we'll have to wait and see on that - but rights issue is likely, particularly if they are looking at something which is already developed and needs impetus to take it to market. I'm guessing its unlikely these guys would all buy in if a lot of development and licensing was still needed. Pure speculation - we'll see, but should be very interesting.

[philjeans] 06/1/2010 10:03

Stirfry; I wonder if we'll see a rights issue as well, once the target business is announced.

Anyway, lots more cash to come in yet.

And soon I imagine.

[stirfry13] 05/1/2010 17:51

the money put into the business by the new board can't have been an arbitrary amount - there must have been something close to an agreed price for the takeover target plus an idea of what's needed for initial working cap and even some development costs before buying into IBL imho

[silverfern] 05/1/2010 17:18

I would imiagine the whole thing is adone deal - do you think the people who managed Admiral IP knew anything about Evans and co? Much more likely that Evans and co put out feelers through their market contacts for a company like IBL they could back their next busines idea into. Annoucenement before end of February IMHO.

[philjeans] 05/1/2010 13:19

Yep - right on time!

As I was saying..................

[stirfry13] 05/1/2010 11:48

Good news. More cash in the pot with today's RNS:


INTERNATIONAL BRAND LICENSING PLC SELLS STAKE IN ADMIRAL ASIA

("IBL" or "the Company")




International Brand Licensing Plc (AIM: IBL) announces that it has sold its 49% stake in the joint venture company, Admiral Asia Limited ("AAL"), to its existing partner, Rich Crest Group, for a cash consideration of £375,000. Included in the transaction are the Admiral trademarks for the Russian Federation.



Julian Baines, IBL's CEO, comments: "We are delighted to have completed this disposal following the recent announcement of the Company's new strategy to withdraw from the sporting goods industry and move into the in vitro diagnostics devices ("IVD") market place."



IBL will continue to sell off the remainder of the its worldwide sports IP assets, which will generate additional cash to invest in the Company's IVD growth.

[philjeans] 05/1/2010 09:35

All set to go; I imagine things have already significantly moved forward behind the scenes and we can expect some announcements quickly - they will have sounded out buyers for the Muscle and Admiral franchises.

And no doubt have contacted prospective acquisitions/reverse take-over candidates.

Lots more mileage here this year.

[silverfern] 04/1/2010 15:07

cool, let's go. I wasn;t implying btw that IDH was to be taken over: don;t get ideas above your station here ; ) I was pointing out the Evans track record - also I was invesated in BBI (another director's former company). V happy to see this team in charge now

[stirfry13] 04/1/2010 13:54

RNS - All resolutions approved - onwards and upwards:

Company International Brand Licensing PLC
TIDM IBL
Headline Result of General Meeting
Released 13:44 04-Jan-2010
Number 9707E13



RNS Number : 9707E
International Brand Licensing PLC
04 January 2010



For Immediate Release

4 January 2010




International Brand Licensing plc







International Brand Licensing plc (the "Company") is pleased to announce that at the General Meeting held earlier today all resolutions were approved by shareholders.




The strategy of the Company has now changed to one focused on building a business within the in-vitro diagnostics machines industry.




For Further information please contact:




International Brand Licensing plc Tel: [phone]

David Evans, Non Executive Chairman

Julian Baines, CEO

Paul Foulger, Finance Director





Nominated Adviser and Broker Tel: [phone]

Zeus Capital

Ross Andrews

Tom Rowley





Public Relations Tel: [phone]

Hansard Group

John Bick

Justine James








This information is provided by RNS
The company news service from the London Stock Exchange

END


ROMXZLFBBFFXBBV

[stirfry13] 16/12/2009 16:15

Thanks Phil. My view is this can only go north as we get news. Final sale of the brands will be positive as they have been to date, but they have been trying to sell for a while and obviously it isn't a sellers market right now. Still felt this was worth a flutter, hopefully for long term if the acquisition is right, as the new board has good experience.

[philjeans] 16/12/2009 09:19

Welcome to the board stirfry; did you buy today? I see they've dropped the bid but kept the offer steady - hoping to scare some sellers perchance?

As time elapses I think we could see some softening of the price as bored punters exit but I'm hanging on till the final scene to see exactly what we end up with.

I'm convinced this will be worth many times it's current m/c in a year or two.

[stirfry13] 16/12/2009 09:09

bought these about 10 years ago before company split to create ibl and had written them off as worthless, but i'm interested again now, a ten bagger and i'll get my money back! but i've topped up now with a decent amount and i'm up for the ride. here's to the 'all new' ibl.