Tandem Share Discussion Threads

[amt] 25/3/2021 07:36

Cash at about £6.0 m about what I expected. Generated about £4m in cash.
Clearly margins will be under pressure this year due to the issues outlined and the travel issue will have an impact but outlook still looks very good.

[bwm2] 25/3/2021 07:30

My est 69.4p wasn't too far out. Plenty of detail in the report to refine 2021 forecasts of which the outstanding indicator is, as CT points out, the 90% inc in sales in the first 11 weeks of the year.
I look forward to reading the report in full and hope it never refers to ESG, an ESG committee or an ESG progress report (as I read in a report this week from a company with 91 av employees)!
Well done TND team

[amt] 25/3/2021 07:29

Well done to all the hard working team at Tandem. Its obviously been a very tough year operating during this dreadful pandemic but they have pulled off a fantastic performance.
The market is waking up to the potential here and I expect this to continue as it moves to a more sizeable market cap and moves onto more fund managers radar. Patience being rewarded.

[castleford tiger] 25/3/2021 07:09

Eps 68.5 p
Current year up 90%

Add at least £1 possibly £2 to the price
£10 here we come

[castleford tiger] 24/3/2021 16:39

that's it trading done lets see what 7.00 am brings

tiger

[gabrielsant] 24/3/2021 12:19

It was underpriced for so long! I hope also to not see again that 300.000 if I remember right charged for traveling during pre pandemic. I hope I missinterpretated it, I'm sure you guys know more about it. because that amount it's ridiculous, eps is reborn without it. Having said that I certainly believe in R&D and traveling if done a bit more sustainably, especially because it is in the common interest, the real money has been done with the stock price revaluation. Anyway since the day I'm in, I can't say anything bad about Management. But I'd like to know more about that charge

[mellotrustsandfunds] 24/3/2021 12:02

Yes, MelloMonday was terrific this week, great to hear your thoughts on Sanderson Group Castleford Tiger. As well as the other companies covered. Looking forward to Monday for another MelloBASH with you. www.melloevents.com

[castleford tiger] 24/3/2021 07:52

Amt
The second part for sure.

Excellent Mello again Monday David.

[amt] 24/3/2021 07:21

My back of envelope EPS is about 65p
We will find out very soon.
If the outlook is strong then no reason why share price shouldn't head towards £10

[davidosh] 23/3/2021 19:56

I really cannot see that many family holidays taking place outside of the UK this year. My view is that camp sites, Airbnbs of varied quality and of course hotels all around the country will be full throughout the year from May. That means lots of spending here and lots of equipment being bought for outdoor life through the Summer.

Just hope we have decent weather. More or less everything Tandem can sell will be bought and at good prices without the need to discount so whatever the the figures are on Thursday for 2020 I am sure they will be significantly better this year too.

[castleford tiger] 23/3/2021 17:58

I am hoping we do more than last years 40p !
Tiger

[castleford tiger] 21/3/2021 23:31

Yes that backs up all my findings.
I just wonder looking at January’s 75% increase in sales if the second half May of been flat due to shortages?
The current year looks like being huge and no matter if we get short term wobbles the shares look very cheap.
This week will give us some new trading data.
Container costs are falling which is good news

[ayl30] 16/3/2021 07:16

https://www.thetimes.co.uk/article/e-scooters-are-coming-to-street-near-you-amid-surging-demand-3vmw7d83p?shareToken=c03b134adf5bba22c499700dbb911c1b

[someuwin] 12/3/2021 10:35

Results in eight trading day's time.

[sundance 13] 12/3/2021 09:23

Topped up on these this morning.

[castleford tiger] 12/3/2021 07:39

Ex flo gas bottle gas depot. Having it next door is worth a small premium.
Price is fair I think

[gabrielsant] 11/3/2021 22:21

Just a little debt as I said :) interests are cheap. It seems that the benefits are multiple and immediate. Just for curiosity I did a little quick research about the price paid for acre, and at first sight it appears quite expensive, do you guys know something about it?

[castleford tiger] 11/3/2021 16:46

I have too many secrets that I might let out of the bag!!
Tamzin has asked me to present at the next one .

I agree with David it would be good for the new management team to share their vision.
I do like to see assets purchased and with a net cost saving of 200k.

A doubling of the building to 160,000 is a fabulous use of cash.

tiger

[az4hr] 11/3/2021 11:46

Thanks ZHO it was very good

[zho] 11/3/2021 10:45

az4hr - CT did an hour long interview on PIWorld back in September:

[az4hr] 11/3/2021 10:40

p.s. CT I wish you would do a stockslam or a mello bash. Your expertise and insight is incredibly valuable to novice investors like me.

[az4hr] 11/3/2021 10:38

have you added CT