Hardy Amies Share Discussion Threads

[jethr0] 28/4/2005 19:03

Nat,
I sincerely hope you're correct as my toe is not just dipped but well and truly scalded at present, some soothing "folding" balm would be very welcome at this time when all around is red! lol

[nat007] 28/4/2005 16:24

I would love to hear anyones thoery, who understands these things,
about what is going on over the last two days. It appears that
nearly 2,000,000 shares have been bought from 4.7p to 5.12p.

Why buys, well f you were that far over NMS surely the deal you could get
would be 3p or so, secondly the MM´s marked the price up...

Unless the MM¨s know something and they are bidding the market
higher becuase they want stock, becuase something is going on...

Doh.. dunno... please help...

N

[nat007] 28/4/2005 16:08

At mid 20´s they would be valued at 17M GBP.

How likely is this?

Consider MPH, essentially the same business,same shares in issue and almost identical troubles and put a new CEO at the same time as HRD.

On one million profit the price went 30p + valuing the business at about
30 mil a crude pe of 30...

HRD will, I believe (based on the interims) announce a loss of
500k top line this time around.

However, they own thier brands, unlike MPH and have durable revenue
of 1m in license fees on operating cost of around 750k making a
profit of 250k inlaid in the company right now and probably
1 million left in the bank from the recent issue. On 30 pe, thats
7.5M valuation. With 86m shares in issue thats 9p..

A new fragrance due... guaranteed licensing deal for 100k perhaps
plus royalties?

Stuncroft paying 250k per annum, guaranteed with royalties (typically
10%) RTW Suits retail for 400 GBP lets say. Net to Stuncroft 150, lets say..
would need to sell 1666 suits to get their 250k commitment back, thats
8 suits per working day. (we have to assume that Stuncroft, who sell 300,000
suits per annum in the UK, know a few retailers that would take the suits)
Lets get bold and say 100 suits sold per day that would be royalty
revenue of 100 suits per day X 200 working days X 150GBP X 10%. Thats
300k GBP , 50K on top of their guarantee.

Basic maths I know, but if good old Jenson starts wearing the stuff
and the brand is taken up in stores like other suits (how many do
dunhill, boatang, YSL sell) then this number does not look to
far beyond reach.

An this is only in the UK, Shops in Shanghi and Beijing and
the flagship store in the Ginza district in Toykyo can only
add to the bottom line if the brand is managed correctly.

Just my two penneth, jethro maybe 20´s may not be too far away.

From my keyboard to Gods ears...

N

[jethr0] 28/4/2005 12:40

Nat007, At mid 20's they need to sell a LOT of suits to get my money back!

[nat007] 28/4/2005 12:01

20p might be pushing it a bit... but even if it reached
the proportional level of 12p (which would be inline with being
at 25p on previous shares in issue) that would be a fair price IMHO.

[jethr0] 28/4/2005 11:39

Let's hope so, then I won't be losing quite so much!

[snookered4] 28/4/2005 11:22

Nat007 - The great thing about EIS investments is that it does encourage investors to hold on to their shares for 3 years and gain the tax reliefs. This creates very tight markets for the stock as their is little free-float.

If good news is leaking into the City, then this stock will continue it's recovery. 20p here we come!

[nat007] 28/4/2005 10:36

Another 340,000 shares at 5p... somethg is definately
going on... an theories?

MM´s finding buyers for their holdings??? Should we
expect to be called buy principal dealers selling HRD?

If you have follwed this stock from day one, you would know
that there is now hardly any shares about. If they were
being offloaded as put throughs buy the MM´s why wouldthey be marking
up the price??.

Looking forward to an annuoncement and a flurry of buyers... come
on HRD!

[nat007] 27/4/2005 14:43

interesting trades today, 1m shares purchased at 4.8 odd...

somebody know something we don´t?

[jethr0] 27/4/2005 09:51

The Norman Hartnell brand was well known in the past for the royalty connection, I don't think that name "cuts the mustard" anymore, Us old un's remember the brand but today's youth/young execs won't think of it as an exiting name. IMHO

[snookered4] 27/4/2005 08:53

I don't think so Nat007 - I looked at that website about 6 months ago. Everything is as it was before.

Looking forward to hearing news from the Far East - I think that may drive the price alot higher than it is at the mo.

[nat007] 26/4/2005 15:27

This was kept quiet, just noticed a link on the
HRD website.



Are they re-luanching this one on the quiet?

Anyone got any info?

[nat007] 26/4/2005 10:03

I would agree with Pillbox. walked by 14 Saville Row and had a peak as i did before I bought into the issue last year.. totally different. Looks more professional with new looking (I believe the fashionistas call it "contemporary"..!) clothes and I spotted people walking around with what looked like magazine shots.

I am looking forward to news, which it looks from other posters will have to come...

[pillbox] 23/4/2005 10:01

I took the old fashioned route and rang 'em up. They're always cautious about giving out information but the impression I get is that there's generally good Far East news due following their trip. The Japanese relaunch of Amies took place, there's something happening in China with regard to shops I think. Delays in news seem to happen because the big Far East companies are public ones too, so newsflow is slow. But a lot of action on the stock yesterday, so something's up.

[damloy] 21/4/2005 11:51

Is no news bad news....I E-mailed Hardy Amies at reception asking why no news....still waiting for a reply.

[nat007] 19/4/2005 16:01

Thought we would see some news on the press conference.... sure
it should be out by now... anyone pick anything up in the news?

[jethr0] 04/4/2005 23:12

Not seen anything, news seems to be all about one wedding and a funeral

[damloy] 04/4/2005 18:00

Any news on the Tokyo press conference today?????

[nat007] 31/3/2005 11:00

By my calculations there have now been more buys than sells
levelling out the amount of shares that were out there when this was at
7.5p.. in fact there are less shares about since it was at that price..

MM´s a bit skitish..

[addict] 29/3/2005 14:55

'Following our recently over-subscribed open offer'.Interesting,that....explains why the shares went up shortly after debut-but the subsequent drop looks like a factor of the market generally.Seems to me the company is well on it's way to achieving it's objective of re-inventing itself-just needs a while for the message to hit home.DYOR.

[nat007] 29/3/2005 13:14

Sorry... Found it..

Sounds good

For immediate release



Hardy Amies plc

Trading update


Hardy Amies PLC, which designs and produces haute couture and licenses the Hardy
Amies name in Asia and elsewhere has, since its AIM debut, made significant
progress in moving the brand into the mainstream and has undertaken a number of
initiatives.

We have developed a unique Hardy Amies fragrance which is expected to be
launched soon. Hardy Amies is in talks with a high-profile chain of specialist
fragrance retail stores to stock the new fragrance on an exclusive basis later
this year.

Hardy Amies men's ready to wear suits have now been added to the Hardy Amies
shirts and ties that have recently been launched in Australia's premier
department store group, David Jones, and are selling well.

Tim Maltin, CEO, and Ian Garlant will travel to Tokyo at the invitation of
Daitobo, the major Hardy Amies licensee for Japan, to attend a press conference
on 4 April 2005 at which Daitobo will commence the re-launch of the Hardy Amies
brand in Asia. Tim and Ian will spend the rest of the week visiting a number of
Hardy Amies' many sub-licensees throughout Japan.

As part of the revitalisation of the brand in Asia, Aussino (Hardy Amies
Master-licensee for China) is currently planning to open flagship Hardy Amies
stores in Shanghai and Beijing in time for the Autumn / Winter 2005 season.

Tim Maltin, Chairman and Chief Executive of Hardy Amies plc, said:

'Following our recent oversubscribed open offer and the subsequent AIM
flotation, I am pleased that Hardy Amies is now moving forward with initiatives
that we have been planning for some time. Recent licensing deals have allowed
the Hardy Amies name to be seen once again in department stores in Australia and
we are discussing similar launches with top department stores in the UK'


Enquiries:

Hardy Amies
Tim Maltin

[nat007] 29/3/2005 13:10

addict.... haven´t seen an announcement.... can you post it here?

Cheers

[addict] 29/3/2005 12:50

Seems this one has not received much publicity,and has limited BB participation.I suspect that will change following today's announcement.Opportunity to get in at well below launch price.Could have plenty of upside.DYOR.

[hirschnathan] 29/3/2005 12:08

ignore sparky. He has been on nearly every board, posting the same ramp.

[jethr0] 29/3/2005 11:46

Sparky 333, What's this got to do with HRD?