Brand Architekts Share Discussion Threads

[awise355] 15/3/2021 07:59

Could be a number of reasons. Octopus also bought into EVG. Follow the money?

[baner] 15/3/2021 07:56

Two smart investors sold to Octopus.......after having bought the stock very cheaply and now exiting at smashing returns.........i am more concerned by their exits than i am encouraged by Octopus investment.......!

[awise355] 15/3/2021 07:06

Very nice to see Octopus in here

[tomps2] 12/3/2021 15:58

BAR Interim Results 2021 Presentation
Presented by Quentin Higham, Chief Executive and Tom Carter, CFO present interim results followed by Q&A. They outline the transformation strategy to grow BAR to a £50m revenue business within 5 years.

Watch the video here:

Or listen to a podcast version here:

[balcony] 11/3/2021 19:43

baner-I am not sure but there are other large trades today matching other holders.

[baner] 11/3/2021 19:34

this is only double- or triple-counting of the shares traded today. so it seems Gillenhammer sold out at a 60% profit in less than a year - cannot blame him.....it seems he made a £1m or so of profit on the shares he bought from Western Selection - who had board representation when they sold out to Gillenhammer - one would assume mr Beale has some explanation to do to his masters........not a very clever move.

[p@] 11/3/2021 19:05

Millions sold today,no effect on price,looks like somethings imminent.

[balcony] 11/3/2021 18:41

Looks like major shareholders including PG have sold today,To who and what next?

[countryman5] 11/3/2021 17:33

Large block of shares changed hands today. Hopefully we shall see both sides of bargain. Simon Thompson of Investors Chronicle likes this one. I expect mention next Tuesday and then in hard copy on Friday. Market cap £30 million. T/O last year (Covid year)£16 million. My adviser says that going rate for good brands is between 2.5 and 4 times T/O. Suggest brands must be worth £45 million ++. £19 million cash but IAS 19 pension liability estimated at £13.2 million. This is very high because of low yield on gov gilts. Inflation is coming and gilts will drop and the £13.2 million liability will shrink a lot. Currently £19 million in kitty earns nothing but rising interest rates will start to earn a return on cash balance. I looked at zoom call; body language and CV's of directors gave confidence. I understand that they have LTIP share options. Chairman is major shareholder. There is mention of a 5 year appointment of Global leading and e commerce providers. If BAR gets into bed with a big player, this will raise company profile and there will be speculation that BAR will be gobbled up by this organisation.

[dgwinterbottom] 09/3/2021 20:35

I said I did not have problem with them not paying a dividend at this stage, that is my opinion! You suggested a buy back I gave my thoughts on this option, I am so pleased you agree!

[baner] 09/3/2021 18:53

Winterbottom

So why do you suggest BA should not pay a dividend? What is your rational behind that?

Total agreement re buy backs - however, is it your view BA should consider this or not?

[dgwinterbottom] 09/3/2021 18:22

I do not have a problem with a dividend not being paid notwithstanding the cash surplus after the issues that the Co like others has had to endure during Covid.

As regards a share buyback unless the share price paid, is below the intrinsic value of the company per share then that destroys value, something that many company buybacks fail to appreciate.

[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.