Brand Architekts Share Discussion Threads

[pugugly] 15/6/2015 16:31

Moving up on Luke subscription but his winning plays have maninly been in food and dining - Mabe we will see a change to fine dining with cakes on the side ??

[mach100] 25/3/2015 13:52

Looks a bit flat today PUG. I hate these shares that are clearly overpriced from the get-go. Someone sold 144k of shares last week at 93p and the drinks must be on them. Horrible update and three outlets seem to be performing. They might be better turning the rest into flats or B and B's. Last orders here!

[pugugly] 25/3/2015 12:47

Glad you agree with me that this is going to money heaven !!!!!!!!!!!!!!!!1

[bad robot] 25/3/2015 10:48

F8ckugly

Move on muppet. I remember those days you were learning from me.

[pugugly] 25/3/2015 09:48

Face even longer -no one in the bar and no cash in the till -

Looks as though (imo) could be terminal - Wrong platform - Offering does not appear to satisfy a sufficiently large enough number of potential customers -

sorry for all who hold -

[mach100] 16/1/2015 14:37

A shareholder walked into a BAR and the barman asked "Why the long face?"

[snape] 25/11/2014 09:37

Not enough students entering Dirty Blonde

[poppet123] 02/12/2013 21:39

Big late buys by the look.

[jrewing3] 09/7/2009 14:49

any bargains/no brainers????

[jrewing3] 09/7/2009 14:34

any bargains/no brainers????

[rainmaker] 26/6/2009 22:47

Checck through this lot

999 Dreamer-Is this a seminal moment in your Investing life?

The legendary Stock market Investor and Teacher,Ben Graham* described a share as a "Bargain" when you could buy the Company at the equivalent or less than it's Net Working Capital-that's liquid assets of stocks, debtors and cash less all liabilities(ie borrowings deferred taxation, provisions etc since you would be getting the Company's Fixed Assets for free ie you would pay nothing for it's tangible fixed assets such as Property,Land, Plant and Machinery and nothing for it's intangible assets such as Brands, Patents, Distribution Agreements, Copyrights.

Ben Graham noted that a Company could not be liquidated for less than this value. Certainly such shares have consistently delivered market beating returns over a two/3 year period.Ben Graham expressed a bargain ratio as net working capital divided by Market Capitalisation so if a Company NWC is twice the share price then it's bargain ratio is 2.Ben Graham said that if a Company could be acquired for the equivalent of two thirds of it's net working capital(ie a Bargain ratio of 1.50) then the Investor did not need to know anything further about the Company before buying.

*The Worlds richest Man, Warren Buffet(who started with $10k and made his fortune wholly through the Stockmarket) was a Pupil and it is fair to say Ben Graham has been the dominant influence in his Investment thinking. in fact, I'm sure that I have read somewhere that he himself describes his investment style as 80% Ben Graham and 20% Philip Fisher)

600 Group(SIXH) 2.00
Abbeycrest(ACR) 2.15
Acal(ACL) 1.16
Alba(ABA) 4.51
Blue Oar(BLUE) 1.14
Delta(DLTA) 1.22
French Connection(FCCN) 1.63
Leeds Group(LDSG)2.00
Litho Supplies(LTS) 1.19
Mallet(MAE) 2.91
NBA Quantum(NAQ) 2.50
Northamber (NAR) 2.50
Robotic Technolgy(RTS) 1.58
Theo Fennell(TFL) 1.68
Titon Holdings(TON) 2.28
Total Systems(TTS) 1.18
Wensum(WSN) 2.54

According to Ben Graham's 2/3 of net working capital rule, the following 12 Companies now qualify as an automatic purchase at current levels-

600 Group(SIXH)
Abbeycrest (ACR)
Alba (ABA)
French Connection (FCCN)
Leeds Group(LDSG)
Mallett (MAE)
NBA Quantum (NAQ)
Northamber (NAR)
Robotic Technology(RTS)
Theo Fennell (TFL)
Titon Holdings (TON)
Wensum (WSN)

There a Value Thread-search epic VAL if you need any further help.


regards

[knowing] 26/6/2009 22:43

Take a look at TTG. Big Director buy and a broker note for 78p. Presently 28p.

Hope it helps

[jrewing3] 26/6/2009 22:37

any tips much appriciated
thanks

[jrewing3] 26/6/2009 22:24

any tips much appriciated
thanks

[jrewing3] 26/6/2009 22:20

any bargains out there?
tia

[rainmaker] 30/11/2008 22:01

999Dreamer-Is the stuff I've posted what you had in mind. Your feedback would be appreciated.

regards

[rainmaker] 30/11/2008 22:00

Thanks,Looks very cheap and I've already highlighted it on the Value Thread(VAL). I believe it is trading at Net Working Capital ie it's minimum liquidation value so you pay nothing for it's Fixed Assets either Tangible or Intagible.

regards

[poppadomonlinedotcom] 30/11/2008 21:47

check it out