Share Name Share Symbol Market Type Share ISIN Share Description
Tandem Group Plc LSE:TND London Ordinary Share GB00B460T373 ORD 25P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 167.50p 160.00p 175.00p 167.50p 167.50p 167.50p 2,936 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Leisure Goods 32.5 1.9 32.3 5.2 8

Tandem Share Discussion Threads

Showing 4651 to 4673 of 4675 messages
Chat Pages: 187  186  185  184  183  182  181  180  179  178  177  176  Older
DateSubjectAuthorDiscuss
15/10/2019
11:35
Tiger you’ve answered your own Q’s It’s a lobster pot...huge spread & illiquid Mgt are overpaid Dividends are too low to attract income investors No-one goes out looking for cycles/novelty toys/marquee/mobility scooter investment opportunities ...but it’s still v cheap I’d like to own the company as a whole...but not a minority stake
rhomboid
15/10/2019
07:45
Were none of these things known 2 months ago? To value a company at almost half net assets and 5 times historic earnings which may fall to 3.5 times is madness. I would hardly call them retail as well to be honest. We have an online platform and I would assume this years sales are in the bag. Imagine someone comes along and offers a tender at £2.00 a share they could quickly own 30% of the shares for 3 million quid. I agree with David the divided needs to be in proportion to earnings. I would take 30% which would underpin the shares on pay-out rather than the current system where to be honest there is no real market. You pay 15% spread on either trade. Tiger
castleford tiger
15/10/2019
07:15
"What is wrong" is that the outlook for the sector and retail in general is very uncertain. A good Brexit outcome should make a difference, although even then we are not going to know the impact of Brexit for a long time. In these circumstances it's difficult to see the uncertainty being entirely removed so the effect could drag on for a year or two. The market hates uncertainty so its not entirely surprising there is pressure on the share price, just as there is for the sector in general. Having said that if the market could see through all these issues over consumer confidence the share is an absolute bargain.
amt
14/10/2019
18:17
Only 45 p up from the start of the year yet the outlook has never been brighter. What am I missing that means someone will sell shares in the low 160,s? By any measure we should make 30-50 p eps ( yes I am nearer 50 than 30 ) Debt gone and net cash by the end of the year Nav keeps rising.Was standing at in excess of 12 million against a market cap today of 8 .So 240 p covers assets only. This could be as high as 14 million by year end so 300 p a share. What is wrong? Tiger
castleford tiger
30/9/2019
18:58
Overall it was a move in the right direction in terms of shareholder engagement by the Board. The presentation was helpful, they have invited shareholder questions, and a shareholder discount now exists. Positive steps. In terms of Outlook for H2...I though overall it was positive...with more parts of the business doing well compared to those parts finding it more challenging. Cycles looked the area which was more difficult...anyone with any idea what proportion of the business Cycles is?
simso
30/9/2019
11:01
Very good. Chance that net debt of 2m will be eliminated by year end subject to no significant Brexit or economic issues.
amt
30/9/2019
08:59
Having a presentation on the website is certainly a big improvement but surely an offer by the executives to meet shareholders for one presentation on results day or even a conference call is not that difficult or unreasonable in this age of easy communication
davidosh
30/9/2019
08:53
Numbers ok and only marginally short of my forecast posted a couple of days ago...with the difference being a slightly higher cost. If we can match / beat H2 last year, then we are heading for Operating Profit north of £3m. The outlook for H2 feels broadly positive...with more things seemingly doing well into v Ly. In the "positive H2 outlook Box" we have: 1) "Our licensed properties including LOL Surprise!, Peppa Pig and Paw Patrol have continued to perform strongly since the half year. Our new Disney licences, including Spider-Man and, most notably, Toy Story and Frozen, have also performed well. 2) "Hedstrom has continued to perform very well with significant growth since 30 June over the corresponding period. 3) "Our Squish lightweight junior range continues to be significantly up against the same period in the prior year. We reported that Squish had been a particular success story at the half year, gaining market share and greater consumer brand awareness. This has been sustained in the second half 4) Our investment into the Ben Sayers brand delivered double digit growth in the first half of the year which has improved further still going into the second half. On the negative side 1) Other independent bicycle dealer (IBD) sales from our Dawes and Claud Butler brands continue to be more challenging.... National retailer bicycle sales, from our Falcon, Boss, Townsend, Elswick and Zombie brands, which were tracking at similar levels to last year as at June 2019, have weakened slightly in the period since. 2) Our online and direct-to-consumer activities continue to progress in a number of product areas albeit hampered by reduced gazebo revenue from a major online platform, the mixed August weather and overall economic environment Other comments on things like Pro Rider, Garden Comforts,Kickmaster, U move and Wired are all reported as "Strong" and /or ahead of LY...though it is less clear if that includes the second half to date. I suspect it does, Overall feels good, and am pleased they have done a presentation and given contact details for questions...which is a good step in right direction.
simso
30/9/2019
08:48
The offer is still there for them to come to Mello in November and with 60 companies and 700 investors there it would certainly improve their profile. As the company are now giving 10% shareholder discount on outdoor products via the websites(what about bikes and toys though?) I am happy to give them 10% discount if they come to MelloLondon
davidosh
30/9/2019
08:15
More than a 10% spread does not help. 5000 at 1.865 and 2.085 Tiger
castleford tiger
30/9/2019
08:14
The new board appointment may suggest some corporate action?
balcony
30/9/2019
08:11
Self promotion was touched on at the AGM and David offered. There was no interest. The danger is someone offers 250 and a tender offer could quickly have 25% The share price should start with a 3 at the very least. Net cash and trades under NAV Thank you
castleford tiger
30/9/2019
08:07
Results are fine, Shares look cheap. But, their ability to surprise on the downside is well demonstrated over the years. And they do not do enough self promotion to get rerated. You have done well in the last year, and I have missed out.
graham1ty
30/9/2019
07:56
Tried but on the go so using phone? What’s your view here?
castleford tiger
30/9/2019
07:46
Tiger, click on the September 2019 It has significant formatting problems, but that may be as I am on an IPad
graham1ty
30/9/2019
07:40
Better but well below my target. Can anyone get the presentation? Tiger
castleford tiger
29/9/2019
22:38
The interims have been out on the 28th , 29th or 30th every year for the last five years.....they are clearly not in a hurry to get them out.
davidosh
27/9/2019
23:07
Releasing results on the very last day - another sign of the (lack of) importance they attach to their shareholders.
rndm355
27/9/2019
18:54
I think under reporting rules it HAS to be Monday ( last day of the month) I do think they will be good tiger
castleford tiger
27/9/2019
17:28
I think it is quite positive that results are out on Monday......good news tends to be at the start of a week and bad news buried on Fridays
davidosh
27/9/2019
15:31
Results are out 7.00 am Monday tiger
castleford tiger
27/9/2019
14:09
You can have mine for £3.75. No need to thank me :-)
cwa1
27/9/2019
13:44
Simso Cannot disagree much there except as you say you are being Prudent. Likewise my 1m was optimistic. Either way we should be around these numbers and deducting 3.2 from 9.5 leaves 6.3 value on the company. That's excluding what cash we have left after debts. To buy or to bid for the company one would find that 15% of the shares are lost. If we are making 2 m and you value it at 8x that's 16m plus the property and EXCLUDING net cash it still comes to £4.00 a share as a base value. Tiger
castleford tiger
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