Brand Architekts Share Discussion Threads

[ali47fish] 21/7/2022 07:50

update doesn t sound good and no numbers

[ali47fish] 14/7/2022 07:24

fidelity increases holding fromc 4 to 5pc

[baner] 07/7/2022 20:59

i would be surprised if Creightons are not having a serious look at Brand A today - should be very tempting for them with all net cash within BA and 26m of turnover that should deliver at least 3m of EBIT in a couple of years time. and what defence could mcdowell possibly mobilise - he has been a complete disaster as a chairman. if not chreightons there will very likely be someone else popping up as a predator if the shares continue to trade at these levels.

[pldazzle] 02/7/2022 12:41

At 30/6/21 Edale held 11.46% of InnovaDerma = approx 3,137,000 shares (of 27,374,673 then in issue).
The scrip element of the merger involved 0.3818 BAR for each 1 IDP. If Edale still held 3,137,000 IDP at the time of the merger, they would have received just under 1.2m BAR shares which would translate to slightly over 4%. They now hold 953,004 BAR, which suggests their holding has in fact *reduced*.

[chop50] 02/7/2022 11:57

Work behind the scenes for some advantage to their investors for some reason?

[chop50] 02/7/2022 11:47

Work behind the scenes for some advantage to their investors for some reason?

[ali47fish] 02/7/2022 10:25

so wth this background to edale, what could be their intention to enter the merged entity

[arthur_lame_stocks] 02/7/2022 09:26

Well he's obviously not a bear here.

[chop50] 02/7/2022 04:01

Edale were a large early investor in InnovaDerma if I recall. And an agitator for a board position. "Rupert" someone was the name that comes to mind as the main person behind Edale Capital.

[buywell3] 01/7/2022 23:34

Edale also currently involved in SDX











Re this share

Mr Market seems not to have been very impressed with this deal

Mergers & acquisitions
Acquired company Deal status Date BAR:LSE since announced Transaction value

Innovaderma PLC Deal completed 31 Mar 2022 -46.95% ......... 17.56m

Data delayed at least 20 minutes, as of Jul 01 2022 15:40 BST.

[baner] 01/7/2022 14:31

never heard the name Edale before. i guess the new shareholders are not too impressed with the chairman - there may well be some "corporate action" here soon.........

[ali47fish] 01/7/2022 12:40

Edale Capital LLP invests 3.4pc - who are they?

[ali47fish] 27/6/2022 13:36

sp up for a change any reason

[baner] 27/6/2022 07:45

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 15:04

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

[rettah] 16/6/2022 09:02

H-L money now in.

[beetroot juice] 15/6/2022 09:22

rettah... Thanks for the response.

[rettah] 15/6/2022 08:31

ii yes, H-L no.

[beetroot juice] 15/6/2022 07:46

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 15:33

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 17:14

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

[ali47fish] 07/6/2022 17:12

why so many instititions reducing their holdings here

[arthur_lame_stocks] 11/5/2022 18:58

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 12:03

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.