Brand Architekts Share Discussion Threads

[baner] 09/3/2021 16:37

if they manage to grow turnover organically to 50m, EBT should reach 15% or 7.5m with EPS at 35p. backed by cash of 100p this potential offer a highly attractive risk/reward - which the company´s CFO seems to agree with ! upside 3-400% in 2-4 years time. but again, why could they not pay their owners a dividend for 2020?

[awise355] 09/3/2021 16:16

This should be an excellent play with going out, dressing up make up etc playing a big part socialising similar to the 1920's. Should be easy for management to do well here. If not the hut group will!

[chrisdgb] 09/3/2021 15:52

Nice that all brands will be on one site from July......

[awise355] 09/3/2021 14:16

Spread is huge had to pay £1.60!

[balcony] 09/3/2021 13:31

Good to see the financial Officer buying there first shares.

[baner] 09/3/2021 08:32

19m in net cash and they cannot afford a dividend to their owners!!?? and/or a buy back of shares? this BOD/management has a lot to prove in order to justify retaining the massive cash position earning nothing to shareholders. time to start delivering!

[dgwinterbottom] 08/3/2021 11:42

Tomps2 - thanks for the heads up regrettably cannot join in.

[tomps2] 26/2/2021 09:14

Brand Architekts #BAR Interim Results presentation followed by Q&A, with Quentin Higham, CEO and Tom Carter, CFO. Tuesday 9th March, 2pm.
Register here:

[countryman5] 19/2/2021 11:14

Large amount of cash BUT a large pension deficit. This liability will reduce quickly when inflation returns and interest rates rise. Cash is not worth anything at present but things are about to change. News is soon going to be dominated by the word INFLATION. Very few companies are in such a position. CEO recently bought shares in BAR and Chairman holds a substantial holding. Pressure is on to produce results. Major shareholders will give management two years to turn this one around or else it will be wound up. Too small in present form to justify cost of listing. Sell brands to HUT group and pension deficit will be affordable in two years as gilt yields rise. Half year figures due first or second week in March.

[chrisdgb] 05/2/2021 10:50

OK Cheers, nice to see..........

[tole] 05/2/2021 09:25

Nice write up in STs summary "2020's Bargain Share growth potential still on offer"Seems to have attracted some interest this morning.

[chrisdgb] 02/2/2021 10:31

How are we expecting 2021 to play out...........?

[baner] 21/1/2021 11:57

time for mr mcdowell & co to demonstrate why the company has retained more than 100p/share in net cash in the company, earning absolutely nada for shareholders. better to hand this over to the owners so they can decide themselves how to use these funds - if BAR identify a value enhancing acquisition there will always be funding available. i doubt Soros and Gillenhammer are happy with the lack of activity here.

[baner] 06/1/2021 18:39

UNLESS THE BAR TEAM FIND A REALLY GOOD AND VALUE ENHANCING USE FOR THE £20M OF FREE CASH THE COMPANY IS SITTING ON, IT IS NOW TIME FOR A HAND BACK OF FUNDS TO THE SHAREHOLDERS. A BUY BACK OF SAY EVERY THIRD SHARE AT 130P WOULD COST £7.5M AND WOULD NO DOUBT MAKE US SHAREHOLDERS A BIT MORE HAPPY THAN WE ARE TODAY. THE SOROS CAMP IS SITTING ON A SIGNIFICANT LOSS HERE AND NO DOUBT WILL PULL SOME STRINGS UNLESS THERE IS MORE ACTION SOON.

[thewheeliedealer] 26/12/2020 23:36

Hi all,

My mate Peter @Conkers3 and myself did a ‘Twin Petes Investing’ Podcast a few days before Xmas and part of our discussion includes BAR which I bought the other day and I think the opportunity here looks very appealing. We also chatted about loads of other Stocks and Ideas for research. We discussed the outlook for Markets and the most likely roadmap for the next couple of months, and as usual a fair bit of educational stuff with regards to Investing.

Anyway, if you use Youtube, Apple, Audioboom, Overcast or Spotify you can find it under the 'Conkers Corner' Channel (you want Podcast TPI 38) and you can find it on Soundcloud at the link below.

I hope you enjoy it and find it useful, we try to keep them light and they are totally unscripted, not like all the stuffy financial fodder you are probably more used to !!

Season’s Greetings !! WD
@wheeliedealer

[someuwin] 09/12/2020 10:46

A few buys coming through now

[someuwin] 04/12/2020 12:56

£18m cash.

[someuwin] 04/12/2020 09:03

New thread with charts.

[thewheeliedealer] 13/10/2020 19:38

Hi all,

My mate Peter @Conkers3 and myself did a ‘Twin Petes Investing’ Podcast a few days ago and part of our discussion includes BAR and the potential Recovery Play here. We also chatted about loads of other Stocks and some Ideas for research, and the outlook for Markets and as usual a fair bit of educational stuff with regards to Investing.

Anyway, if you use Apple, Audioboom, Overcast or Spotify you can find it under the 'Conkers Corner' Channel (you want TPI Podcast 33) and you can find it on Soundcloud at the link below.

I hope you enjoy it and find it useful,

Cheers, WD
@wheeliedealer

[dgwinterbottom] 05/10/2020 09:26

Nice to see Peter Gyllenhammer has increased his shareholding to 10%

[baner] 01/10/2020 11:54

forensic

agree - management should not be given options for free - they must take on a risk if they want the same kind of upside as shareholders. not good.

[forensic] 30/9/2020 18:44

Nil cost share options for the directors. The rich get richer.

[baner] 29/9/2020 10:03

good to see the chairman adding significantly - mr mcdowell has an excellent track record and this is really a positive sign for Brand A! no doubt time to jump onboard here!

[baner] 29/9/2020 07:22

It seems western selection sold out yesterday so mr Beale likely to be replaced soon.