Orchard Funding Share Discussion Threads

[cwa1] 26/1/2024 08:06

Anyone up for a game of "which broker coughs up the dividend first AND last"?

Just checked ii and there's nothing there yet, so the field is still open to all runners and riders for first payment...

[97peter] 25/1/2024 16:28

Konradpuss and Davidosh - Replies:
Ravi is probably looking to do a Mello in May this year! He has said that he is looking at the IR on his website and also that clients and profits as stated in AGM are good.
Plus why did none of you join AGM and ask questions? It lasted only 15 minutes online!
In response to your lists:
> This is medium to long term investment not 1-2 years!
> There are better opportunities in the market short term.
> Buybacks would benefit who?
> The AGM divi dates was not handled well.
> De-listing why? Ravi and family do hold 59%+ of the company, not an issue?
> Investor presentations? Why do them if nothing new? Plus did Mello in 2022. Probably do another Mello in May if news and or new products, clients?
> Don’t know which forecasts and drop in profits you have read Davidosh?
> why are research notes important to you?
> The large seller - playful announced on a RNSand TR1 that they had reduced by 1%. No big news?
> I share your lack of comms and have raised this with Ravi. It is a small company, plus IR needs to be better and Ravi is focused and working on this element.
I hope all who read this should watch the Mello from 2023, should DYOR and look at what has been written and researched what has been done at ORCH and then will see other than a few minor IR issues and drop in so, which is market wide. This is a strong robust company with a great outlook for growth medium to long term.
I am a shareholder and believe strongly in ORCH!!

[konradpuss] 25/1/2024 14:44

David, I think you should add that there is value almost everywhere in the market. Look at the buy backs.

It's just that there are better opportunities elsewhere (perhaps) so poor old Orchard is being overlooked.

My big negative is the .ock up in respect of the dividend payment date.

[davidosh] 25/1/2024 14:25

ORCH is now yielding almost 10% so what is allowing this to fall rather than investors buying up the stock?

I will throw in the negatives and see if any of you want to add to them and then lets list the positives.

BEAR points.

1. Large dominant family/founder holding so now it is very small in market cap the options are limited. Fear of a delisting maybe?

2. Communication and investor relations have been lacking. No presentations in 2023

3. No research notes out there.

4. Forecasts suggest fall in revenues and profits

5. Investors fear recession and possible headaches for banks and finance providers.

6. The largest external shareholder has been selling. Is there more to come?

7. Investors writing here and shareholders appear frustrated.

Any more? I intend to ask Ravi to provide his answers to these

[34adsaddsa] 25/1/2024 11:15

Thanks for answering my question.

[davidosh] 25/1/2024 10:40

checkers2....that story is ten years old and not the same person as our Ravi, thankfully.

This is the landlord in the story...

[fozzie] 25/1/2024 09:11

'I honestly believe as a medium to long term investment and income return and growth there are few better shares' I don't disagree with you Peter but Ravi has to get the IR part of this right. He either does it himself or employs someone competent to do it for him, it's not difficult! The difficult bit is running a successful company and he is doing that pretty well but communication is king.

[checkers2] 25/1/2024 08:52

Anyone have an answer for post 696 from 34adsaddsa

"Is this the same guy?

hxxps://www.getreading.co.uk/news/local-news/millionaire-landlord-out-filthy-house-6254099"

[97peter] 20/1/2024 13:06

He he he! Konradpuss. Plus CWA1 thanks. Things will be different in 2024, spoke to Ravi about IR and communications with PI’s. Enjoy the rest of the year with Orch, get in now while it’s at 33p, as I honestly believe as a medium to long term investment and income return and growth there are few better shares and company!! Hargreaves and Interactive think so as have quite a few shares!!

[cwa1] 20/1/2024 12:03

Cowie19/97peter

Thanks for the confirmation of the pay day, it's good to hear it. You won't be surprised to hear I would rather have read it on a public announcement as opposed to a bulletin board...but hopefully we'll get there in the end!

On that note, assuming it IS paid on the date that will be a commendably quick turnaround from XD date to pay date and something that I'd normally be happy to publicise as a positive thing. Instead of which folk on here and other media sites have been very negative about it🤷‍♂️ A trick missed and a lesson to be learned IMHO...

[konradpuss] 20/1/2024 11:03

Peter, did he 'tap you up' for a loan to pay the divi?

[97peter] 20/1/2024 10:13

All - Spoke to Ravi yesterday and he tells me definitely the 26th Jan divis paid. Plus he will be sorting Investor Relations piece and may do another Mello in May? Orchard are doing well!

[cowie19] 19/1/2024 22:06

CWA1 - Stockopedia states 26th Jan and they are usually accurate.

[muffster] 19/1/2024 22:02

97peter, aka Ravi, when is the dividend

[cwa1] 19/1/2024 21:47

Thanks for that Cowie19. If I may ask, where did you pick that up from?

[cowie19] 19/1/2024 20:47

Now I believe the divi to be paid on the 26th.

[cowie19] 19/1/2024 18:48

Sitting on one's hands watching the price action here is becoming rather boring.

[34adsaddsa] 18/1/2024 16:00

Is this the same guy?

hxxps://www.getreading.co.uk/news/local-news/millionaire-landlord-out-filthy-house-6254099

[cwa1] 18/1/2024 08:13

Well, XD day today, we know that for sure. Obviously there's no publicly announced pay day. Went to one of my favourite dividend sources...



...just to see how they handle it. And they've simply left it off their normal list because it doesn't have an announced pay day! It's the first time I've seen that happen on that site and it's not a good first IMO

[konradpuss] 16/1/2024 15:42

My view, ineptness.

I hope it is not that they have run out of money!

[davidosh] 16/1/2024 15:32

97peter...I think you are very unfair having a pop at CWA1 as he is certainly a respected investor making a valid point.

This frustration has been caused by poor communication and lets face it the dividend is now a crucial part of the investment case.

[cc2014] 16/1/2024 14:55

I've been watching and drawn my own conclusions.

Best not to ignore red flags for too long in my experience.

[cwa1] 16/1/2024 13:38

I AM a shareholder. I DID read your post. Everything I have stated is factual(to the best of my knowledge and I'd expect to be picked up on it if it wasn't). Perhaps YOU could deal in some facts rather than make up dates and then criticise others for asking you politely about them? In my business accuracy has always been important and I prefer the same from others.

I'll be delighted if they pay within a week-but it would be nice to be told this by the company themselves.

Anyway, I've cluttered up the board enough for now and everyone can draw their own conclusions and inferences.

[konradpuss] 16/1/2024 13:24

Now even Donald Trump was calling for peace with all yesterday!

[97peter] 16/1/2024 13:23

Did you not read my post? ORCH have always paid within a week so settle down CWA1. I bet you don’t even have any shares??