Crawshaw Share Discussion Threads

[shanklin] 19/8/2014 15:26

proteam

Yes you are probably correct.

I think the above post by carmensfella/davidosh may have had a major influence on today's share price move.

Cheers, Martin

[protean] 19/8/2014 15:24

Chart basing nicely here. Looks like it's finished consolidating and is getting ready for another move up.

[nbudh80] 14/8/2014 10:30

Thanks Dragon, interesting read!

[dragonsteeth] 13/8/2014 22:36

A mention for Crawshaw's :

[garbetklb] 05/8/2014 15:12

This looks like the case; from what I can see, Shroders recent DISCLOSED shareholdings have been :
11/12/12 6,290,368 10.88%
07/02/13 5,422,607 9.38% RNS 07/02/13
28/02/13 5,422,607 9.38% Confirmed - Annual Report 2013
31/03/14 3,173,622 5.49% Annual Report 2014
28/07/14 1st tranch of placing available to trade
29/07/14 2nd tranch of placing available to trade
30/07/14 5,690,568 5.72% RNS 05/08/14
31/07/14 3,799,314 3.82% RNS 05/08/14 - sold 33% of their holding.

They don't appear to be the sort of steady long-term institutional investor we were lead to believe had been signed up for the placing - and, in my case, that comes from a conversation with Richard Rose.

All adds to the sour taste of the placing.

Anyone know who Arrowgrass Capital Partner are - who appear to be one of our largest shareholders now?

Garbetklb / InTheHighlands

[shanklin] 05/8/2014 13:06

So did Shroders get a load of shares in the placing and then flog a fair number of them on for a quick buck? If so, its pretty scabby behaviour from both them and the CRAW NOMAD.

All IMHO.

[nbudh80] 04/8/2014 09:24

The following advert appeared in the FT last week: (demonstrates the level of ambition that Richard Rose has and given his retail experience I am very happy to back him!)

Our client is an AIM listed value food retailer based in the North of England, with 20+ stores across the region. The business currently turns over in excess of £20m, is highly profitable and the share price has grown rapidly recently to reflect the health of the business. Our client also has a distribution and processing centre in the region which gives it control and flexibility over its product range and supply chain.

Although highly cash generative, the business has recently received a significant cash injection by some key institutional investors to fund an aggressive store rollout strategy, which will see the business opening 10 new retail outlets in 2015 and then 20 per annum for several years.

As part of this new strategy, our client is now actively seeking a highly energetic and entrepreneurial CEO who will lead the rollout strategy whilst continuing to improve the current operations too. This is a career defining opportunity for a senior retail executive to turn a successful regional value food retailer into a highly profitable nationwide business, with a significant seven (or even eight) figure wealth creation opportunity available.
The Role

The role is to significantly increase our client's sales and profits by investing their recently raised war chest in multiple new retail outlets per annum, whilst creating an internal infrastructure to support the rollout and continued growth of its current outlets. The incoming CEO will be required to:

Rollout 10 stores in Year 1 and 20 stores Years 2, 3, 4, 5, as well as bespoking certain stores for its target market
Initially expand the retail operations in the North of England but ultimately expand it nationwide.
Significantly increase the impact of its marketing through thoughtful use of in store campaigns
Increase innovation / product development
Drive commercial strategy through pricing / margin/ product/ retail operations to achieve continuous growth in sales and margin
Maintain and improve upon current operational excellence and food hygiene standards
Build a high quality management team and infrastructure which can support the rapid growth
Be visible in the business and on the shop floor regularly
Liaise with the City and investors as and when required


The Candidate

The candidate will be an entrepreneurial high achiever within the retail sector (preferably with experience in the value sector) and their career will be in its ascendancy. They will also have:

Entrepreneurial flair, demonstrable throughout their career
Previous significant retail, cafe or restaurant roll out experience
A highly commercial background with a breadth of experience in retail businesses
Experience and/or an appreciation of the value retail sector
Strong marketing understanding or experience
A demonstrable record of value creation in current and previous roles
Experience of recruiting staff at all levels and an ability to retain staff
Numeracy skills and an aptitude for setting variable pricing structures
Experience of bringing new concepts and products to market
Personal Attributes

Personal attributes are fundamental to this role. The successful candidate will be:

Highly energetic, confident, self-motivated and target driven
Extremely entrepreneurial and with an ability to think creatively and laterally
A strong man manager with a high EQ
An influencer and motivator of people, rather than a dictator
A hands-on operator rather than an office based strategist
Meritocratic
Intelligent, consistent high achiever with no or few blemishes on their CV
Financially driven and able to be highly credible with the City.
Unafraid to try new concepts
Excellent negotiator and strategist
Package

The salary will be dependent upon experience but the package will consist of a highly competitive six figure salary, bonus, and company benefits. However, this is an opportunity for significant wealth creation through an extremely generous share option scheme which will result in a multi-million pound wealth creation opportunity for the CEO, dependent on achievement.

Location

The role will be based in the North of England and travel will be required initially across the region and then nationally as the roll out program progresses.

[janeann] 30/7/2014 22:10

Well watch the parking charges - they're getting a bit steep in the visitors car park! Mind drop down to the aerodrome or even the white horse car park, enjoy the walk and save the charges!

[thekida] 28/7/2014 18:16

Funny enough I`ll be going up Sutton bank on wedenesday...BY CAR...lolol...I`m old enough to your daughters grandpa......nope cycle days are long gone.

TK

[sir leonardo] 28/7/2014 16:03

WELL WELL WELL!!!!!!!!!!

SIR ARCHIBALD WANTS TO SEE THOSE CURTAINS OPEN!!!!!!!!!!!!!!!

FFS LET SOME SUN IN!!!!!!!!!!!!!!!!!!!!!!!!!YOU MUPPETS!!!!!!!!!!!!

[sir leonardo] 28/7/2014 15:55

WELL WELL WELL !!!!!!!!!!!

FFS STILL FLOGGING THOSE DEAD HORSES!!!!!!!!!!!!

SIR ARCHIBALD LAUGHS AT THE SMALL HOLDERS WHO COULD NOT BUY AT 40P!!!!!!!

HA HA HA HA HA HA FFS YOU MUPPETS!!!!!!!!!!!!!!!!!!!!!!!

BEEF UP YOUR CURTAINS FOR SURE!!!!!!!!!!!!!!!FFS

[davidosh] 28/7/2014 15:15

I used to go over Sutton bank on the way to Scarborough for my holidays as a kid. The cyclists will be responsible for picking their own routes lol

[thekida] 28/7/2014 14:39

Doshie....I`m to old for all that lark...but best of luck with it.......ermm have you seen some of those banks in Yorkshire?

TK

[davidosh] 27/7/2014 19:33

Any of you fancy doing a leg through Yorkshire or indeed anywhere in the UK in my cycling relay challenge ?

[davidosh] 18/7/2014 18:20

I have not been to one but some of the ShareSoc directors based deeper into Kent do go I think....Ashford is at least 50 miles from me.

[drsmessguide] 18/7/2014 18:07

Hi David

Where in kent are you, do you come to the Ashford Sharesoc sessions?

[davidosh] 18/7/2014 17:56

A lot of buying today. Was there a tip somewhere ? Is this the start of a leg back upwards ? Lovely BBQ weather down here anyway so we had one for lunch.

[protean] 18/7/2014 11:39

Trendline buyers?

[gengulphus] 16/7/2014 07:31

Garbetklb,

Did you get the PM I sent you on another board?

Yes. Sorry about the long-delayed reply - due to a combination of having been quite busy with other things, plus a general reluctance on my part to do this sort of stuff privately (*), plus the fact that I was intending to do some significant trading and so information about how many shares I was going to vote against resolution 2 was very likely to go out of date...

Anyway, assuming no settlement difficulties that delay changes to the share register, my votes against will come to about 0.56% of the shares in issue, i.e. broadly similar to what you've said your family holdings are. Almost certainly both will be a somewhat higher percentage of the votes, of course, as it's very unlikely that absolutely all of the shares in issue will be voted. But I don't expect that effect to be particularly major - this issue is important enough for the company that I think there will probably be a fairly high turnout, at least by shareholder-vote standards...

By the way, for anyone thinking of trading the shares, note that from today onwards, trades won't settle until Monday 21st or later unless you use accelerated settlement. That's after the company's voting deadline (share ownership needs to be on the register by 10 am on the 20th) and so standard-settlement trades won't affect the number of shares you vote.

That's for certificated and CREST holdings, by the way - voting for nominee holdings is controlled by your broker's deadline (and whether your broker supports voting at all) and I would guess those deadlines have already passed.

(*) Among other reasons, keeping track of which details of my shareholdings I've made public and which I'm keeping private is enough for me. "I've told fact A to X and Y, fact B to W, X and Z, etc" simply gets too complicated!

Gengulphus

[playful] 15/7/2014 23:33

The Driffield show is on tomorrow which is well underrated in my opinion...

[extrader] 15/7/2014 22:12

Hi TK

...Durham forever Hic

Shome mishtake, shurely...?

DurVEG from now on.. !

ATB