Tandem Share Discussion Threads

[charo] 19/5/2022 08:28

His last position lasted a year and company was a dog,see companies House.

[our haven] 19/5/2022 08:14

Looks a very good appointment of CEO given the unexpected situation.

[melloteam] 15/5/2022 20:57

Mello2022, the popular three-day Investor event takes place on 24TH-26TH MAY at the Clayton Hotel & Conference Centre, Chiswick, W4. The breakdown of the three days is as follows:

Tuesday 24th May, 9am - 6pm - Mello Investment Trusts and Funds (WE ARE GIVING AWAY 20 FREE TICKETS TO THE TRUST AND FUNDS EVENT - THE FREE CODE IS FIRST20TF)

Wednesday 25th & Thursday 26th May, 9am - 6pm - Smaller Growth and Mid-Cap Companies

Just to let shareholders and prospective investors know that TANDEM will be among the 60+ LSE Small Cap and AIM listed companies attending. There will also be keynote speakers such as Lord John Lee, Andy Brough, Rosemary Banyard, Clarke Carlisle and Gervais Williams.

Tickets for 1 day are £115 and tickets for 2 days are £189. To get 50% off, use code MMTADVFN50.

For more information, please visit the event webpage:

[my retirement fund] 12/5/2022 12:40

Only limited by air but there's a few organisations now pushing for more limitations on boats.

[davidosh] 12/5/2022 12:03

Just to let you all know that Tandem will have a stand and about ten different products on display at Mello2022.....probably half the attendees are the perfect target market for e-bikes.


Mello2022, our annual flagship two day smaller growth company event will be returning to the popular Clayton Conference Centre in Chiswick, London W4 on Wednesday 25th May and Thursday 26th May.

Just to let shareholders and prospective investors know that Tandem will be among the 60+ LSE Small Cap and AIM listed companies attending. There will also be keynote speakers such as Lord John Lee, Andy Brough, Leon Boros, Clarke Carlisle and Gervais Williams.

1 day tickets are £115 and 2 day tickets are £189. However they are available at half price to shareholders so to obtain 50% off just use code MMTADVFN50.

For more information, please visit the event webpage:

[castleford tiger] 12/5/2022 11:49

mrf

a premium to normal shipping rates then with limited capacity on each boat

[my retirement fund] 12/5/2022 09:23

Shipped as DG9 UN3480

[castleford tiger] 12/5/2022 09:04

MRF
Are they classed as hazardous like fireworks?

[my retirement fund] 10/5/2022 20:00

Lithium batteries. To be fair I plan to retire in a few years so perhaps I'm not as cautious as a younger specimen as I will sell up or liquidate prior.

[castleford tiger] 10/5/2022 08:09

RCTurner

its a pity its not doing anything for fuel prices........

However that the exchange rate now that is pushing the price up.

Note
remember Tandem were fully hedged this year.

[castleford tiger] 10/5/2022 07:47

What do you bring in MRF?

We do also but not in such vast numbers it could damage a business.

We have been cautious waiting for freight to drop now 10k rather than 20k.
We have also moved to more deposits that tie the customer in ( or if they fail the deposit sticks).

darrin1471
The civil service agreed 1% this year and teachers and NHS are not getting anything like inflation.
the government must and will step in

[my retirement fund] 10/5/2022 05:41

I bring in stuff without firm orders. I just look at the input prices and selling prices to decide. I'm not bothered either way. If things are bad my business crashes. That's the equivalent of your Tandem equity crashing!

[darrin1471] 09/5/2022 23:37

"Rising interest rates is the wrong way when its a structural jump in inflation caused by a rush to go green and a war."
Agree to a point.
If wages do not keep up with inflation in 2022, UK employment stays high, then wage pressure may roll over into 2023. Even if food and energy costs stabilise and imported goods fall.
If in 18 months inflation was falling towards 2% and wage inflation was over 5% then where should BoE interest rates be?

[darrin1471] 09/5/2022 23:13

"There are very few importers who bring stock in without firm orders"
Tandem?
"Customers to June 2021 include blue chip national retailers (42%), independent shops (37%) and direct consumers (21%)"
Will the 58% be ordering now for summer 2023 or does that risk fall upon TND

Tandem should have some protection against possible cheaper imports next year as TND sell licensed and own brands product rather than generic goods that are more easily priced matched

[castleford tiger] 09/5/2022 18:41

Wage inflation is following energy led inflation.higher interest rates are wrong.
The consumer will need supporting not hammering more.
Fuel prices are still rising and the one thing that’s causing the increase now is FX rates and a weaker £ v $
That’s a major factor.
There are very few importers who bring stock in without firm orders. Freight is down 50% but still up 3 fold from normal.

[darrin1471] 09/5/2022 16:06

tiger. Costs of goods landing in the UK have gone up due to freight, energy, raw materials and China lockdown.
Higher per unit costs and falling spending will result in reduced demand then oversupply in Chinese factories and falling freight, energy and raw materials costs.
Goods prices are then likely to return to their previous price or may overshoot to the underside depending upon the demand destruction.
A BBQ manufacturer is now receiving order 6 months early for summer 2023. If supply chain times return to normal then they will not receive their summer 2024 orders until November 2023.
Many importers have built up stocks to secure supply chains. They may have had to borrow to finance this, which is now expensive. As lead times fall, so will the need to hold stock causing a further drop in demand. This could lead to a rapid fall in freight rates
So the BBQ manufacturer in February 2023 can either shut down for 6 months or can stimulate demand by selling cheap excess stock to the market using cheap empty containers.
That is why I think there is a risk importing expensive summer 2023 stock now when significantly cheaper stock may also be landing in summer 2023. This could happen as soon as in summer 2023 or Xmas stock at the end of 2023.

I don't think energy prices will fall much due to the continuing Ukraine conflict, its in the interests of producers to keep a prices high and the lack of investment in traditional oil and gas.

Goods inflation is likely to turn negative later in the year. However wage inflation and the consequences is likely to continue and will have to be dampened by interest rates rises in the west.

[hpcg] 09/5/2022 14:58

apatel21 - if they put out a profit warning then wait for the third before buying.

[bwm2] 09/5/2022 14:28

Personally, for those companies I invest in, I prefer them keep the capital in the business and not pay dividends.

[castleford tiger] 09/5/2022 13:29

was that not the note said or are you predicting a further down grade?

tiger

[apatel21] 09/5/2022 12:46

Given significant year on year decline in sales to date and forward order book plus 'cost of living crises'. - must be a strong chance EPS will be down significantly year on year.May be the time to buy will be when they confirm this is the case ie issue a profit warningAgree it's very cheap - does not mean it can't get cheaper

[castleford tiger] 09/5/2022 12:41

So the market cap would be under 8 million v assets of 22m.

You know why the dividend is where it is.
EPS has to be the measure not dividend.

tiger
in my opinion

[my retirement fund] 09/5/2022 12:29

This may look more attractive once its yielding over 5% which suggest to me it needs to fall around 50%

[castleford tiger] 09/5/2022 11:10

56.7P EPS was the figure given at the time of the results.

If that was to remain we are trading under 6x current year.

tiger

darrin
i see your point.......... but if you order for 23 you are not shipping now. so any fall in freight is reflected.
goods are going up in price not down?

you said.................

Over order higher priced stock now that can not be sold when cheaper stock (lower freight, energy & demand destruction) may be available later in the year.

i dont see that at all
tiger

[apatel21] 09/5/2022 09:28

Anyone know what latest market forecasts are please for PBT/EPS?Thanks