Tandem Share Discussion Threads

[taffee] 20/10/2010 08:32

I've followed tandem for years and years.....the share price is cheap and will get chaeper because of the continued contrary statements made within short spaces of time....this is either because of the type of industry,or gross incompetence

reality is that companies like this should not be on the stockmarket imo

[yoyoy] 20/10/2010 08:24

Ths is what was said in the Trading statement in early Sept

"Outlook



Although national retailers continue with a cautious buying strategy, reaction to the launches of their Autumn/Winter catalogues has been very encouraging with increased orders placed within the last fortnight.



Improved Spring/Summer 2011 catalogue listings have been finalised during August and the sales order books in both bicycles & accessories and sports, leisure & toy businesses continue to grow.
.."

This is what is being said now


"September and October have been challenging months, particularly in the bicycles and accessories businesses, due to cautious consumer spending and delayed purchasing by independent retailers of our junior models for Christmas. As a result we remain cautious about the Group's outlook for the Christmas trading period."


To hold or not to hold that is the question

[supreme mo] 20/10/2010 08:13

I appreciate honesty with the board, but lets say they make one 1 gbp pre tax at year end - which is feasible. How many companies under 15m mkt cap can boast this together with tnds assets?

[taffee] 20/10/2010 08:11

good old tandem....always manages to excite then disappoint...little wonder the share price never really gets anywhere

This will drift for years and years...probably down

[greengiant] 20/10/2010 07:51

Some good, some bad very quick summary here:

The Good
* Increase in Operating Profit to £648k
* Dividend 1p
* 2011 is looking to be a good year for MV
* 2011 Bikes to Nationals looks to be up
* Earlier release of 2011 Bikes

The Bad
* Moved back into a net overdraft position again, through the increase of stocks and debtors, partly offset by the increase in creditors
* Cautious on Christmas
* Earlier Chinese New Year will mean higher stock holdings
* Zero growth (would prefer profitable revenue growth to dividend payment)

Would expect share price to fall on this statement. C'est la vie.

gg

[greengiant] 15/10/2010 14:15

Simon,

Def next week

gg

[davidosh] 15/10/2010 10:05

I think we can expect them next week...no idea which day but hopefully not late in the day on Friday.....lol

[grahamty] 15/10/2010 09:52

Andrew, David, you not been given a date for the interims ? Thye must know by now.

[greengiant] 12/10/2010 08:19

Davidosh - That Carmensfella is one to watch :-)

yoyoy - The best way to get value out of the company is to ensure that the Board (and senior employees) feel motivated to ensure the company performs above its peers. This can quite easily done through issuing those people with shares in the company (Through LTIP's). The the Board (and senior employees) needs to have their interests aligned with shareholders.

This is something that the Tandem Board have started to do and something, which I personally applaud. The next critical stage for the company comes in the next 12 months where the company needs to implement its Growth Strategy. As a shareholder I am extremely happy with the way the company has embraced the suggestions put forward by shareholders and become more shareholder friendly.

SM - I would like to see the share consolidate at these levels first.

gg

[supreme mo] 11/10/2010 23:06

Your absolutely right... if ab didn't buy their holding the price would have stayed depressed for ages!!

Corporate activist - I'd like to think of him as sweetcorn personally...

[davidosh] 11/10/2010 21:44

Hopefully that Carmensfella chap got Andrew Burgess to sign an 'introducer' contract !! LOL Drinks all round and very well done to all those who kept the faith. Not to forget the excellent work so far by all the hardworking staff delivering the good results...which reminds me only a week to go.

How must Venaglass feel only seven months on ?... They sold all their stake at about 65p and it is £1 higher now or over 150% they missed whichever way you look at it.. Tandem takes two.

[yoyoy] 11/10/2010 21:09

With Andrew Burgesss now holding over 19% (thanks oscarino) its worth pointing out who he is.

He is a corporate activist and enjoys shaking up the boards.

here is an excellent bit from fool

[supreme mo] 11/10/2010 19:38

Yes great day again!!!

Mm's really short on stock - can't see where sellers will come from. Some good comments with results and a divi could see these as £2 easily....

[yoyoy] 11/10/2010 12:03

moving up through the gears again

[whoppy] 09/10/2010 14:26

Analyst's Point of View, London Stock Exchange.

Settlement as of 08/10/2010, at 5:45 p.m.
Tandem Group comes out on top in UK FTSE All Share index as it closes +10.43% up. The security had a weak start to the day, holding above the previous range bottom, but then increased its performance as trading progressed, closing in flying form at 153.5, near the session's highest level. The weekly view shows the share's trend line moving parallel to the benchmark index, which confirms that Tandem Group's movements are determined by its reference market rather than by any events linked to the share itself.

Status and Trend Analysis
At present, the short-term scenario for Tandem Group anticipates a sharp rise towards a target price of 163.7. In the case of a healthy temporary correction the most immediate target would be the 133.2 level. However, we expect prices to climb to the 194.2 high.

Risk Analysis
Here is an investment for risk-loving investors, who will choose to venture large sums despite the security's high daily volatility of 4.68. With daily volume equalling 50,084, above the moving average of 6,748, Tandem Group is clearly attracting interest in the market.

[bozzy_s] 08/10/2010 16:18

DD, I only recently bought into CCT, at a bit higher than today's price, based on their Bob the Builder deal. Given that no deal would have them on a forward P/E of 5-6, I'm betting on that deal pushing up earnings significantly from next year.

[bozzy_s] 08/10/2010 16:16

LOL! Missed the boat many times (in shares I hasten to add, not Miss Englands). Bought EO. this January at 16p, sold at 19p in an emergency, now 126p.

On the bright side I do tend to pick good stocks. The timing of taking profits seems to be my issue!

[davidosh] 08/10/2010 16:14

Bozzy...yes I have a few CCT. I did have a large holding in the Dr Who days but sold 75% as demand waned there because the toy business does go through cucles depending on what is in fashion and 'must have'. Ben10 has been a good example for Tandem.

[balcony] 08/10/2010 16:11

Bozzy-I liked that,Hope you pick some future Miss Englands and hold on and enjoy the ride

[bozzy_s] 08/10/2010 16:07

Actually I never lost faith in either company. Both did nicely for me, made a profit, and I took those profits. Reckon TND is a better bet than LOQ at the moment to reinvest in, but buying demand has obviously spiked the price recently.

LOQ at nearly £20m is becoming 'fully valued' in my opinion - and based on that will no doubt race to £30m by Christmas!

Have you got shares in CCT? It has some of the characteristics of TND (toys market, large cash pile, low P/E ratio).

[davidosh] 08/10/2010 15:59

Sorry to hear that bozzy. Sometimes it pays to keep the faith even when others have little and for so long it was difficult here so I can see why some left the moment they saw a few pounds of profit. LOQ I held from single digits so that was one ugly duckling that became a very pretty bird in that case. I have had to tough it elsewhere but overall my hard work and research tends to pay off. Tandem is a well run company and the future looks bright. Results coming within two weeks so much more to look at and discuss then. Have you considered buying back in ?

[bozzy_s] 08/10/2010 15:43

Good work DD. From my point of view it's like watching an ex become Miss England! Sold both LOQ and TND at half or below today's prices!!

[davidosh] 08/10/2010 14:51

Directors will not be able to buy until after the results are released which should be in about two weeks time at the latest.

bozzy-s.... you are spot on there as I was buying LOQ when it fell to a quid as I felt that was far too low. I did try to get more TND earlier this week but failed to get more than 2500 before a mad panic started and price shot ahead. I do not chase and prefer to buy the dips when stock around.

[whoppy] 08/10/2010 14:07

REH Directors buying this week aswell. Will be 30p soon. Any such buying here would be very welcomed although they might be locked out, so maybe after results. Getting nearer £2.

Edit: JSJS is one to get into as is BPC...shhhh don't tell anyone.