Brand Architekts Share Discussion Threads

[ali47fish] 27/6/2022 12:36

sp up for a change any reason

[baner] 27/6/2022 06:45

Clearly the Chairman must resign soon - this is a complete fiasco and i doubt the Soros camp will accept this to continue - i guess they are in at ca 200p.

[ali47fish] 24/6/2022 14:04

can anyone give me a link o info about the new reconstituted board and managers of the merged company please

[rettah] 16/6/2022 08:02

H-L money now in.

[beetroot juice] 15/6/2022 08:22

rettah... Thanks for the response.

[rettah] 15/6/2022 07:31

ii yes, H-L no.

[beetroot juice] 15/6/2022 06:46

Has any IDP holder received the Cash and BAR shares yet? Still nothing showing in my Trading account.

Thought it was meant to complete 14 days at the latest, after the approvals were granted to merge.

[dipike] 09/6/2022 14:33

Yes - just the dilution effect. Shame that the share price has dropped by over 7% at some point today.
It still looks like a hotch-potch with a BOD that have failed to deliver.
I have been looking at some of their competitors accounts and most are making tidy profits. Covid and all that is not an excuse and indeed some spa/indulgence products saw growth in lockdown as consumers spent on stay at home luxuries and not makeup and meals out etc

[arthur_lame_stocks] 07/6/2022 16:14

They've probably just been diluted by the merger rather than been actively selling.

[ali47fish] 07/6/2022 16:12

why so many instititions reducing their holdings here

[arthur_lame_stocks] 11/5/2022 17:58

I may be going mad, but i'm thinking of buying some shares here. After paying out IDP shareholders they will have around £15m in net cash and they should be able to strip out significant costs from the combined entity. IDP is a very seasonal business so the second half should be much better.

Roger McDowell has invested a lot and I think he's no mug.

And how else can you get an interest in a men's vibrator on the LSE?

[baner] 07/5/2022 11:03

how can Soros possibly support this proposed transaction - it is utter madness. Brand has underperformed massively in this sector and the company clearly need a new BOD and CEO.

[dipike] 03/5/2022 11:33

They are paying 6x Nav for that small suncream and novelty goods business - madness!

[arthur_lame_stocks] 27/4/2022 18:35

Is project 50 where you buy shares in Brand Architekts and promptly lose 50% of your money?

[dipike] 04/4/2022 16:53

Come on Team Soros - get stuck in

[baner] 04/4/2022 09:04

Complete incompetence - look at their competitors, making excellent returns! There are no excuses and this proposed merger of two failures should be stopped and Brand A given a new BOD with appropriate skills. Time for Soros to take some action here.

[diku] 03/4/2022 08:27

Like saying 2 wrongs don't make a right...maybe they have hatched a plan...




dipike31 Mar '22 - 19:02 - 72 of 75
0 1 0
I agree. How can 2 loss makers merge for a planned profit when prior financial estimates of cost and margins have been nonsense. Looks like 2 failures rolling up into one big one. A total chenge of BOD is required, not just the Chairman. BAR should be turning a decent profit by now and I'm very disappointed.

[pldazzle] 01/4/2022 17:53

Note 26 to I'derma's 2021 accounts reads:
"The Group operates defined contribution retirement benefit schemes for all employees. The charge for the year relating to the Group defined contribution schemes was £111k (2020: £124k). Contributions of £15k remained unpaid as at 30 June 2021 (2020: £4k)."

[dipike] 01/4/2022 11:41

My plan is to block the merger - if there was a complete change in BOD to go with it, maybe. However, the new company will be run by a BOD that has comprehensively and repeatedly demonstrated failure to deliver. I have not had time to examine the Innovaderma pension liabilities - has anyone got a fact based comment on that?

[topvest] 31/3/2022 18:09

For once, Western Selection plc made the right decision and exited this about a year ago. I've taken off my watch list. Looks one to avoid.

[dipike] 31/3/2022 18:02

I agree. How can 2 loss makers merge for a planned profit when prior financial estimates of cost and margins have been nonsense. Looks like 2 failures rolling up into one big one. A total chenge of BOD is required, not just the Chairman. BAR should be turning a decent profit by now and I'm very disappointed.

[baner] 31/3/2022 12:59

having looked into this more, i believe shareholders should block the proposed "merger". it is time to throw out the chairman and replace him with someone who understand this trade better - he is an excellent industrialist but that is very different from selling cosmetics. the Soros camp must be rather upset with events, they have paid nearer to 200p for their shares some years ago.

[kinwah] 31/3/2022 07:38

I can't knock the deal as I suggested it in the opening post on the previous thread. As baner says poor management of both companies has been the problem. In theory the merger is an opportunity to keep the best bits of both companies and jettison the distractions. The pension fund liability is a regular cash outflow but doesn't stop BAR expanding by acquisition às we've seen today. We just need to get into the virtuous circle of having a rising shareprice to make good acquisitions easier to make.

[baner] 31/3/2022 07:24

Arthur - this is tons of egg in the face of the BOD with Chairman McDowell. Absolutely terrible. I do not think the pension situation is as grave as you suggest, however the operations represent a total fiasco - which is only due to internal mistakes. These shares could well be 50p unless they quickly turn the operations around. Currently there are no signs this will happen.