Tandem Share Discussion Threads

[18bt] 21/9/2020 09:36

Tiger, I can't see that the nutrition market would be the major reason for recruiting her - if that were the case, just as easy to do a deal with Grenade. But I do think their web-sites and multi-channel distribution experience is highly relevant. The Grenade carb-killa chocolate bars are also rather tasty! I've also been impressed at the considered way they have extended the brand into related areas - TND's usual solution has been to buy another brand. But I suppose some joint marketing with the cycling brands or kickmaster might be interesting.

[castleford tiger] 21/9/2020 09:23

Can you see us getting into this market?
Her web sites are good that’s no 1 for Tandem

[18bt] 21/9/2020 07:56

At first sight, that's more like it as an NED appointment

Juliet Barratt
Grenade

At only 45 years old, Grenade’s Co- Founder and former Chief Marketing Officer, Juliet Barratt has had a fascinating career which has spanned education, charity and training, before succeeding in the world of marketing and sports nutrition, with the launch of market leading sports performance and active nutrition brand, Grenade.

Beginning her career in education, Juliet worked in schools and a sixth form college before going back into a secondary school as a sixth form director. Juliet then decided to move out of teaching and worked for the Learning and Skills Council, pioneering a European funded programme for Post 16 vocational education, before becoming the Head of Education for a National charity, where she developed and delivered training and sat on various DfES / National advisory committees developing educational policy. Additionally, Juliet wrote exam papers and moderated GCSE examiners.

Juliet’s journey in the education sector came to an end when she decided to follow her passion for health and fitness and join her partner Alan, to work in a sports nutrition distribution business. Juliet and Alan worked tirelessly importing and distributing a range of sports nutrition supplements on behalf of other people, until being inspired to create their own Sports Nutrition Brand. This was always the plan as from 2006, Grenade® had been trademarked and the following years were spent working on packaging, positioning, tooling before launching Grenade® into the UK in February 2010. Grenade® was intended to be a hobby after selling the distribution business but soon turned into an obsession.

The brand grew at an accelerated rate thanks to innovative marketing tactics, and a fresh approach to sports nutrition. Industry recognition soon followed, with Grenade® listed in the Sunday Times Fast Track 100 for the last 5 years and entering the SME Export Track 100 in 2017. Grenade® were regional winners and National Finalists of GBEA Entrepreneur of the Year in 2018. The brand has continued to go from strength to strength. Grenade® are now leading innovators in the wider lifestyle and Active Nutrition space, renowned globally for their product range which includes Carb Killa® bars and shakes, Hydra 6®, and Thermo Detonator®. One of the latest product launches from Grenade®, Carb Killa® chocolate flavoured protein, low sugar spreads is set to revolutionise the healthy snacking, confectionary and preserve market, offering a healthy, protein-packed alternative to traditional chocolate spreads. Grenade®’s Active Nutrition range comprises of bars, spreads, shakes and recently launched its first Vegan bar into the UK. Listing are wide and include high street retailers, grocery, convenience and online. Currently selling into 80 countries Juliet has vast experience in global marketing as well as scaling growth. Juliet also has experience of working for Equity backed companies having had investment into Grenade® from GrovePoint Capital in 2014 and Lion Capital in 2017.

Juliet still prioritises education and spends a lot of her spare time mentoring young entrepreneurs and assisting them with start-ups. She loves business and is hugely proud of Grenade®’s growth and position in the market. Juliet talks at various events about Founding Grenade® and the entrepreneurial journey. Having stepped away from day to day Grenade®, Juliet holds Chairperson and NED roles in several branded goods businesses and is excited about working with businesses on their growth journey. Her no nonsense, straight talking and very practical viewpoint is refreshing along with determination and unrivalled work ethic.

[castleford tiger] 17/9/2020 13:28

tiger plus 1 the 1 is a hopeful

[davidosh] 17/9/2020 12:44

How many are attending on Tuesday? Who is going from here?

[castleford tiger] 17/9/2020 08:56

Someone knows the numbers?
Just a couple of thousand shares and back to almost 400 to buy
Still undervalued but on Tuesday we will see some numbers to back this up.
2000 shares to buy quote is over 407p
Tiger

[castleford tiger] 14/9/2020 22:44

Thanks

Smith
I apologise it was worded badly.
This year will we hope be one in a lifetime.
Hopefully never again will we be locked down. I don’t think the travel restrictions will be as tight next year.
The business this year will be up but we have suffered by having a shortage of stock.there is still loads of pent up demand to be had. Whilst I expect this year to show a big increase I expect the business to make 50/70 p a year going forward.
Hence my 10 times valuation .
There is also the factor that people will become more outdoors in the future.
Just like working patterns will change to home working more.
We will have an idea next Tuesday when we see what the lock down cost the business.
I am still going for underlying eps 15/20 p
Tiger

[davidosh] 14/9/2020 15:01

Maybe the investor day at the HQ can count as a workplace for exemption purposes....

At-a-glance: What are the new rules?
Social gatherings of more than six people in England, Scotland and Wales will not be allowed in law from Monday 14 September with some exceptions
The new rule applies to people in private homes, indoors and outdoors, and places such as pubs, restaurants, cafes and public outdoor spaces
In Scotland, the rule applies to a maximum of two households and in Wales it applies to the same extended household
It applies to all ages in England, but not to those aged 12 and under in Scotland, and those under 11 in Wales in those households
The rule does not apply to schools and workplaces, or weddings, funerals and organised team sports


Note....I have just received an email confirmation that it is going ahead.

[davidosh] 14/9/2020 11:04

I think there are lots more people buying outdoor equipment and bikes this year and it will be the same at Christmas and going into next year. These are not replacements but more likely completely new demand and it is building not reducing so the one off surge in demand will probably last for two or three years then the 'replacement demand' will no doubt follow on from that.

In summary two years of 40% growth in profits then a level off to 20% growth is more likely than a blockbuster then back to where we were last year.

[smithie6] 13/9/2020 21:32

Castleford posted the following but it is self contradicting & hence, well, wrong imo.

"Huge shortage of outdoor kit like tents as people stay in the U.K.
this year really could be once in a lifetime. Then the business settles making 50/70p eps"

"this year really could be once in a lifetime."

a once in a lifetime year is a one-off

and hence shouldn't be multiplied by say 10 to give an estimate for 10 sequential years of sales & profit being

"once in a lifetime"

-----

the people with 1 new tent, will they buy another new tent next year ?
well, no.

[davidosh] 13/9/2020 20:02

I will check what is planned for the investor presentation next week as hopefully it can still be done virtually if necessary.
A lot of investors showed interest but I do not know anyone who has received any sort of confirmation so communication is still not a strong point unfortunately. It is a 350 mile round trip for me so I do need to plan ahead and would prefer a zoom presentation in the current environment.

[dplewis1] 13/9/2020 12:43

It's spam.. nothing related to tandem he's just a sad old bloke trying to get people to follow him on twitter

[deanowls] 13/9/2020 12:28

Give us a clue simple. I don’t click on links.

[castleford tiger] 12/9/2020 22:39

Meeting Tuesday week likely to be cancelled?

[jeff h] 11/9/2020 12:40

Tamzin posted this on another thread:-

Tandem Group (TND) mentioned in this interview with Castleford Tiger.

Video:
Podcast:

[tomps2] 11/9/2020 11:01

Tandem Group (TND) mentioned in this interview with Castleford Tiger.

Video:
Podcast:

[balcony] 10/9/2020 13:31

Coming back to life.

[castleford tiger] 02/9/2020 14:39

and me managed 1000 at 340p

[bwm2] 02/9/2020 14:10

Had a top up @ 340

[castleford tiger] 01/9/2020 18:15

mm trying to shake a few sellers out!!

Don't get caught this will go back up just as quickly giving an easy 15%

tiger

[davidosh] 28/8/2020 13:53

MRF....It is a new chairman, new non execs and most importantly there is a new shareholder base with Jupiter having left and at least ten new shareholders taking their place with some still building their stakes here. We have seen the largest shareholder showing that he has teeth and two new notifications of shareholders over 3%.
That means that the culture here will hopefully be very different and any management incentives and remuneration policy will be agreed with large shareholders so that there is not a repercussion of the events leading up to the last agm.

I think the presentation and HQ tour is an excellent first step when many companies are using the Covid excuse and are hiding away so not even allowing proper AGM voting or Q&A.

Let's see how this plays out and most importantly we want the company in a strong position to deliver for shareholders whilst demand for the products is so high.