Tandem Share Discussion Threads

[castleford tiger] 28/7/2021 14:17

It would be nice David but August is a bad month to get information pulled.

I can wait because for sure this is massively undervalued.

It will recover to fair value in time
Tiger

[davidosh] 28/7/2021 13:24

Nice to see confidence coming back. Only a few weeks and we will have the H1 results. I am hoping they will get them out a bit earlier in September this year as usually right at the end. The unaudited interims should not take three months.

[gabrielsant] 26/7/2021 12:29

It'll probably recover all at once

[smartmoney100] 26/7/2021 09:25

Just taken a few more here, only 1000 but every little helps

[castleford tiger] 26/7/2021 08:57

Suffering from news void but boy what a steal these shares are now. Almost 200 p down from the high.
I think I need to buy more

[jeff h] 25/7/2021 11:45

Cargo bikes seemingly about to see a boom in sales:-

[davidosh] 19/7/2021 16:48

If anything fears over more lockdowns and outdoors only activities favours Tandem so the weakness is crazy. Just across the board it seems and of course small caps get hit most

[castleford tiger] 19/7/2021 16:23

A good buying day

[gabrielsant] 14/7/2021 15:04

I know, it would be too hard without me :) it's a fantastic news though. They wouldn't implement in that way if it wasn't like shooting fish in a barel. It is a good answer against concerns IMHO, especially in light of the massive book order we have.

[bwm2] 14/7/2021 12:20

Gabrielsant
Well spotted eagle eye!

[gabrielsant] 14/7/2021 11:29

Shimano is investing more

[castleford tiger] 13/7/2021 17:19

Jim was pretty confident that purchasers were prepared to accept price increases.
TBH I am in the same position. You accept or you don't get the stock!

Once supply catches up with demand ( or demand drops off ) then its more difficult.

He was very upbeat and expected freight rates to fall later this year as we all do.

There was/were no negatives

[rcturner2] 13/7/2021 16:47

In the presentation what was said about the supply constraints and price inflation of raw materials?

[castleford tiger] 13/7/2021 16:15

I don't think so

[gabrielsant] 13/7/2021 14:48

Should we have another update before earnings?

[bwm2] 13/7/2021 13:44

Note to myself: find the old Casket plc share certs

[davidosh] 13/7/2021 12:16

I agree with Ken and the only thing that it may be useful to do again would be a consolidation of the stock so that all the really small holders are given a fair price with no commission to pay and their stock is bought in. That could be for holders of say less than £100 in shares.

The company has quite a long tail of shareholders on the register and many receive dividend cheques that are for less than £5 which is very inefficient as the registrars charge for looking after the administration. A company of this size should only have a sensible number of engaging shareholders not thousands with tiny holdings

[w13ken] 13/7/2021 12:08

They can split when they get into triple figures :-).
I think share splits are less common nowadays and I can't see the point of the expense and admin just to lower the share price when the market cap remains the same. The only people that it might persuade to buy would be newbies on a reddit bulletin board.

[castleford tiger] 13/7/2021 11:02

Moving up again.

Anyone think a share split might be a good idea?

tiger

[bwm2] 13/7/2021 10:29

Dear David
Thankyou for your persistence
I was particularly interested to hear Jim's description of the three growth opportunities.
I assume that Cenkos will provide a research note with the half year results

[castleford tiger] 13/7/2021 10:17

David

Agree an excellent interview and I thought the news was excellent

A possible note.......... A very strong order book.......Directors interested in engagement.

Handled very well by Alan who is really good ............and Jim answered everything.

Tiger

[davidosh] 13/7/2021 08:42

Well done Jim and of course Alan too. I thought that was an excellent interview and the audience of over 300 appreciated it as well. Some very good feedback and it looks like it will be positive engagement.

[davidosh] 09/7/2021 13:41

A Mello email went out to their database this morning about the event on Monday and as you will see the interview with Jim Shears our CEO is taking place at 7.25pm. We nearly always have some of the investors taking a look at the companies and buying ahead of the show after researching them....


Monday 12th July 2021, 5.30pm – 9.30pm
Programme for the evening

5.30pm Welcome and news
5.35pm Company presentation by CentralNic plc
6.15pm Interview with Philip Rodrigs, Raynar Portfoilio Management
6.55pm Company presentation by Tharisa plc
7.25pm Alan Charlton interviews Jim Shears, CEO of Tandem plc
8.00pm Company presentation by Immotion plc
8.40pm The Mello BASH – Richard Crow, Kevin Taylor and Jack Brumby




Tickets are still available and if you would like one at half price then enter the code MMTADVFN50.