Brand Architekts Share Discussion Threads

[hydrus] 21/3/2023 14:57

So having your products sold by Boots, Sainsbury's and Waitrose is now a bad thing? Lol the stale bull aroma here is strong. The point about profitability is of course key but surely selling more product is a good way of trying to get there?

[dipike] 21/3/2023 14:32

Listing does not mean that they will sell AND deliver profit. If you look back at other brands that BA have pushed (eg Mr Stevens Real Shave, Bagsy, Dr Salts and more), they have all been touted as "good news listing" over the last 3 years or more in various recoginsed retail outlets. But we have to ask, what have these listings delivered at the share price and dividend level? The answer is nothing of any use (share price collapse and no dividends). Presumably because the sales volumes in number of units is low and the margins are thin (remember that these "High Street" retailer heros keep plenty of the selling price for themselves). Just because something is listed in recoginsed retail stores and has a high shelf price, it does not assure share holders that decent volumes will be shifted and that profit will flow back into BA coffers.
I don't know if it still happens but it certainly used to be the case that grocery retailers demand an upfront listing fee before they stock a line (ie the brand owner starts day 1 of goods going on the shelf with a sizable negative net margin).
"In Waitrose" etc does not equate to a sales success - it just means the goods have made it to a shop shelf.

[chrisdgb] 21/3/2023 11:58

Agreed......

[hydrus] 21/3/2023 11:47

I've taken a few here despite some concerns about the pension. 'Skinny Tan launched into Sainsbury in September; new listings confirmed in Boots in January 23, Superdrug in March 23 and new launch into Waitrose for Spring 23.-- Launched New Super Facialist Clear Skin, targeting problematic teenage skin care needs, on Amazon in September. Listing confirmed in Boots for June 23.'Surely a sign that management are making significant progress. Appreciate there are some jaded bulls here upset about previous actions but the business appears to have some momentum.

[dipike] 21/3/2023 09:19

Sensible words from Baner. Time is up now and the BoD is effectively just playing around with shareholder's cash.
Prior strategies have failed time after time (with little or no explanation and feedback to shareholders).
Time to wrap up and draw a line under the experiments.

[baner] 21/3/2023 08:57

The brands should be sold - could generate £20m +/-. The Pension Deficit is coming down reflecting increasing interest rates. Turn it into a property company with strong cash flow, and amortise the deficit over time. Meanwhile there will be ample room for a divi to shareholders. But to continue with this incompetent management team destroying shareholders money - no thanks.

[chrisdgb] 21/3/2023 08:52

Inflation issues should pull back to some extent this year, shares pricing in no recovery prospects.......

[beetroot juice] 03/2/2023 09:32

Maybe more. My IDP now BAR holding is showing a Huge Loss. However looking on the bright side, S.T and BAR brands are established some like S.T more than others. Averaging down here for me anyway, is IMO, my only chance of ever re-couping my original Stake. So I have done, somewhat.

I will see how it Pans out from here. Might be throwing good money after bad. Or I manage to get back my original funds with a little profit.

Still would require the share price to be in triple digits However. A long way to go. Correct Ward shafted OLD IDP holders. So did Choudray before him:)

[chop50] 03/2/2023 09:26

Given the value loss/share reduction deal of IDP shares from the BAR conversion back then thanks to Ward and cronies, some of the longer term holders would have to see something like £1.50/BAR share to probably even break even!

[beetroot juice] 03/2/2023 08:24

Nice to see the Price moving upward slowly. I agree things are looking much brighter for BAR now, ex holder myself of IDP and checking through you tube vids and S.M looks like sales of Skinny Tan products are doing very well even this early in the season. Have bought a few more here recently.

[ace ventura11] 02/2/2023 10:42

Price looking to break through the 40p mark.

A little good news here and a solid re rate will be nailed on.

[ali47fish] 01/2/2023 18:28

crystal filtered

[ace ventura11] 01/2/2023 11:52

Thats a certainty....

[someuwin] 01/2/2023 11:49

In to February now - sun will soon be shining and Skinny Tan sales will soar

[ace ventura11] 01/2/2023 11:29

MMs have zero stock its 39.9p for a measly 10,000.

[ace ventura11] 01/2/2023 11:27

No real Volume yet but 10% up, last weeks RNS informed us Trading was inline with expectations.

SP is in Line with bankruptcy:) Skinny tan could/should add £10 Mill turnover here this year, add in their other Brands and a stronger Management Team and should see this really BOOM.

[ace ventura11] 01/2/2023 10:55

Maybe Peter Gyllenhammar and Mark ward are having cosy chats about how to take control here.

[ace ventura11] 01/2/2023 10:53

Still dont know why Mark Ward decided to agree with a buy out, IDP and Skinny Tan could/should IMO have gone it alone. But he did and Skinny Tan is now moving toward prime time Sales, as a Brand its very much growing could be the saviour of Brand Architects.

Only reason I added more

[ace ventura11] 01/2/2023 10:48

Much better buy than Creightons which has a Miles Bigger MKT Cap.

[ace ventura11] 01/2/2023 10:46

Any Hint of Growth here and we will be back in triple digits rapido. Only 30 mill in issue with a big Chunk Locked up in a few safe hands.

[someuwin] 01/2/2023 10:34

Moving up on little volume.