Brand Architekts Share Discussion Threads

[arthur_lame_stocks] 31/3/2022 06:34

Taking over Innovaderma eh? Two loss making companies and a pile of cash earmarked for the pension fund. Is it worth it?

[dipike] 24/3/2022 23:53

I think the late interims will be because they are strategising on how to shake off the strangulation effect of that massive pension liability. If they can't get a solution, I think a downward spiral will happen and it will just become a pension with insufficient cash instead of a profitable plc. Bad news for share holders and those with big stakes in the pension fund such as former directors.

[arthur_lame_stocks] 23/3/2022 19:12

These are now trading at about the level of net cash and normally i'd buy some but when so much of that cash is earmarked for the pension fund I see no point buying.

They'll have to get cheaper before i'm interested again.

[dipike] 16/3/2022 10:55

Still no interim report for FY22 - and the Financial Calendar on its website is a year out of date. If they can't keep the basic investor info on their website up-to-date, it makes you wonder how they run the company internally. Late interims usually have bad news....

[jbarcroftr] 04/1/2022 13:40

Has this been tipped somewhere?
I imagine ST who tipped it originally might include it in his 2022 Bargain shares again
Must meet his Benjamin Graham margin of safety test

[baner] 15/11/2021 21:18

Exit the Chairman. He is an excellent industrialist but that is not what this company is about.

[dipike] 15/11/2021 14:08

A classic case of "jam tomorrow"

[dipike] 15/11/2021 10:18

To me, this is a pension fund with a B class toiletries shop attached. As said above, the cash will wither via inflation and losses. Shareholders would be better off getting their hands on the cash and making their own investment choices.

As for the "Project 50" - have they not heard the old saying "turnover is vanity, profit is sanity"? There is no explanation in the strategy about yielding an improved profit from such a modest (in cash terms for a plc) turnover increase.

Looking back at when it was SWL.L, there was a vanity top line objective of getting turnover to £100m some 25 years ago when JA Wardell was the CEO. He failed miserably at that silly strategy (cost him his job) - there is a de ja vu factor here.

We should also question why they ditched their manufacturing capability - undoubtedly this is because it was mismanaged and then taken under Mr How's control as CEO - but he had no manufacturing experience. He was in reality a good brand sales expert who's background was with big manufacturers who made margins out of making stuff and not just wholesale brand margins.

The net result is a watered down wanna-be mangement team who are burying their head in the sand whilst their contract manufacturing suppliers cream off the better margins.

[dgwinterbottom] 14/10/2021 06:48

Anyone any thoughts as to why the share price has declined, nothing appears to indicate any issues.

[baner] 12/10/2021 12:30

you are absolutely right - they all share the responsibility for the lack of progress.

[dgwinterbottom] 06/10/2021 06:06

I cannot agree given the company is having to start again from scratch, if there is no progress in 12 months time then yes there may be a case. However that may apply just as much to the Board generally as to the Chairman himself.

[baner] 05/10/2021 21:34

Lack of progress - as simple as that.

[dgwinterbottom] 05/10/2021 06:05

On what basis?

[baner] 04/10/2021 21:25

The Chairman has failed completely here and needs to be sent out. He is an excellent industrialist but this is not his cup of Tea at all.

[dgwinterbottom] 01/10/2021 12:45

Had a quick skip through IC this morning, nothing in particular in a small side column is stated Simon Thompson had recommended Brand on IC online, saying they would "clean up". Can anyone expand on this please?

[arthur_lame_stocks] 29/9/2021 06:39

I have sold out of these at about breakeven, mainly because the pension fund is going to take a large amount of cash in coming years and I can't see them purchasing enough profit to make these anything other than fair value at current prices.

[countryman5] 04/8/2021 08:47

The Hut group makes another brands purchase.

[dgwinterbottom] 28/6/2021 09:54

Indeed, mutter in the gutter perhaps?

[balcony] 28/6/2021 09:28

A little bit of movement over the last two sessions.

[lilly 01] 19/5/2021 12:04

Noticed today in Retail Gazette:
ASOS may be interested. Is this relevant?

[tole] 17/5/2021 09:23

Actually just spotted it was covered in themomemtuminvestor this weekend. I dont subscribe however. Brand Architekts - Personal care consumer brands group looks dirt cheapJune 2021With consumer confidence rebounding as hopes for a return to normality grow, I think Brand Architekts, which owns a portfolio of challenger brands in the haircare, facial skincare and bath & body segments, will turn out to be one of the better "re-opening trades" as the year ...

[dgwinterbottom] 17/5/2021 09:01

My thoughts also!

[tole] 17/5/2021 08:12

Perky today. Has this had a write up somewhere.