Share Name Share Symbol Market Type Share ISIN Share Description
Tandem Group Plc LSE:TND London Ordinary Share GB00B460T373 ORD 25P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.0% 230.00 220.00 240.00 230.00 225.00 225.00 0.00 08:00:04
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Leisure Goods 32.5 1.9 32.3 7.1 11

Tandem Share Discussion Threads

Showing 3601 to 3624 of 4750 messages
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DateSubjectAuthorDiscuss
20/10/2011
05:29
why not just phone the company and ask them what type of hedge they have and then see what you can make of it. shouldnt be hard but you will see that i am right notice bozzo hasnt come back after his incorrect rant.
neverforget
19/10/2011
14:15
Are you sure the company will divulge detailed commercially sensitive information ? They are not normally so communicative. I was assuming you had obtained the info from a document that is publicly available. Did you get the information from Jim Shears ?
davidosh
19/10/2011
13:05
call the company and speak to jim shears he will confirm that what i have said is true.
neverforget
19/10/2011
10:51
neverforget....That is very interesting but where does it show that cap & collar hedge in the accounts ? Are you sure your assertion of facts are verifiable by the rest of us ? If not in print anywhere who told you this information ? I thought the results read well considering the current economic climate and balanced against the horrendous results from Argos who of course are one of Tandems customers. The management deserve credit for steering the ship well. I do think they could have increased the dividend to say 1.5p interim and then 3p final to give 4.5p for the year and a yield at around 5% on current price which may then be attractive for income investors. That is important if Tandem is not seen as a growth stock and gives us long termers the real benefit of being loyal shareholders. There was an earlier comment about the result being at the lower end of market expectations !! Where are there any market forecasts ? I have not seen any and I do not think any analysts are covering Tandem.
davidosh
19/10/2011
07:38
first and foremost the company has about 1/3rd of revenue in dollars and opeartes a cap and collar hedge. currently this is fixed until the end of december but then reverts. current offers are for 1.56 cap to 1.50 collar. current are for a cap of around 1.62. This means that raw materials which account for around £7m of £11m. do the sum and it shows that last year you had an exchange of 1.53 last year giving you a $0.09 advantage which equates to around 6% which is around £420/. All the increase is currency relatd. what will you do when this favorable currency changes this year?
neverforget
19/10/2011
07:38
Topped up my shareholding - now up to 0.3% of the company for those interested. If the co would like to buy these back from me at 140p ....
18bt
19/10/2011
07:21
Reread the statement. About the fifth line: flagging potential for more buybacks.....if was cheap at 140p.....cheaper at 80p.......
graham1ty
19/10/2011
07:15
alun, that was all flagged in the trading statement. Yes, was expected. These could have been much WORSE, so overall, very happy. The Board is showing initiative and new ranges/parts etc are showing real progress. This is not a super profitble, growth company. It is a continuosly profitable, cash generative company and 4x eps more than compensates for some ex-holders negatives
graham1ty
19/10/2011
07:07
>Those results are fine. No surprises... "Board anticipates full year results to be at lower end of the range of market expectations" Did you expect that? I sold as soon as Burgess sold at 131p. The board are complacent without the real threat of being turfed out. Alun
alunmorris
19/10/2011
06:59
Enviro.......one buyer, yes, stays where we are. One seller.....fear down.....
graham1ty
19/10/2011
06:49
Will it be enough to sustain the shareprice at the present level though ? Given the stingy yield, well hmmm
envirovision
19/10/2011
06:46
Those are great. Barnstorming result from bikes ( I take back my comment, Steve). Leisure/toys we were told were dependent on takeup from retailers which was proving slow: so no suprises there. Slightly cautious divi imho, but in returning money to shareholders ( well, Andrew) they did their bit earlier in the year. Those results are fine. No suprises and good news from dawes, CB, parts its and lots of new licenses in place for the rest of the year. Even on eps of say 17-18p this is on just over 4 times ....... The whole statment has a different feel. Less sucking in of teeth than usually and contain new initiatives and good news. Well done Steve.
graham1ty
19/10/2011
06:38
Did well to hold EPS at roughly same level as last year - that's the power of the buybacks. Profitability held up on the back of quite steep turnover decline - changes to supply arrangements, which have come not before time. On the whole, not nearly as bad as I had feared. Also some evidence of more disclsoure in the interim statement as well. NAV now 168p per share. Mcap £3.9m with cash still in the bank. No meltdown in profits. Some prospect of stability at least next year and possibly an Olympic filip. Worrying increase in trade receivables has led to a cashoutflow. Why is this not commented on? When retailers are going bust all over the place, is this not a big risk?
18bt
19/10/2011
06:31
2562 blown out the water nicely "currency costs are increasing" and suggestng that if the exchange rate stayed the same, TND would be in a loss-making position. Compared with facts "More favourable currency rates and shipping costs helped to improve gross margin...." and "a large percentage of turnover in the sports, leisure and toys business is conducted in US dollars..." Now I'd suggest if one is to come on here and trash a share whilst having a pop at existing holders, then at least try to get one's facts 100% watertight and correct. I'm not a holder, but an interested watcher / ex-holder.
bozzy_s
14/10/2011
16:21
David, is yr strddr email the one to use ? S
graham1ty
14/10/2011
12:41
Brief write up in todays Growth Company Investor as potential beneficiary of the Olympics..... wait and see.
graham1ty
14/10/2011
07:25
tiger at 155/ you have a disclosable interest in the company i would suggest you contact the company to issue an rns the issue here is not the results but the outlook statement and i expect that to be weak
neverforget
13/10/2011
17:01
e MAIL VIA TMF?? Can you e mail me direct quoting TANDEM to many thanks
castleford tiger
11/10/2011
17:57
Castleford Tiger....If you are a serious investor here then you need to email me via TMF and I will keep you in touch with presentations to investors etc..I have attended the recent Agms and there are quite a few of us who have done so. The BoD do not have significant holdings and there is no reason to delist so shareholders would not vote for it.
davidosh
11/10/2011
17:33
Never forget. I am sorry that you feel i miss-led you. i was answering the question and that was my direct holding was 105k. I have just under 50k in a nominee account if you want to check ,please be my guest.I will send you their number. I am concerned that the BOD are not pushing the company enough. Shareholders are a annoyance to them. They are not moving with Brokerlink, even though they have the only numbers out there on them. I did not buy yesterday because 1) The market would only buy 1000 at 90p to sell 10k it was 80p !! To buy 10k they wanted 99p. That is not a fair or proper market. The company is too small for the market and i can see this going private at a very low premium to current price. The BOD would be in on it just like TFC. I am going to write to the company and will attend AGM in future etc. Any presentations please let me have them Tiger
castleford tiger
11/10/2011
17:23
The company do partially hedge their dollar exposure and some sales are overseas or direct to the customer in dollars so I do not think they are quite as exposed as you think. The dividend was covered six times over last year and there is no bank breathing down their necks ! It should continue to increase and will help in realising value for shareholders. There have been changes on the Board so it is not quite the situation that prevailed before re Remuneration and Steve Grant has a good reputation in the industry so lets see if he can deliver. If you have thoughts on better guys for the job then I suggest you email me. I am not keen to disect the company further on here as competitors and employees will clearly be at liberty to read this and I am a responsible stakeholder.
davidosh
11/10/2011
16:50
Neverforget...I think you will find the directors did buy stock when greengiant sold. SG and JS bought 36k and 20k at £1.40 so not insignificant purchases and at almost 60% higher prices than currently. If you read back through the posts here I think you will also find that I have done much more than just 'huffing and puffing' as you call it. The NAV here is much higher than the share price and this is a steady profitable company paying nearly 4% dividend yield. Next year is 2012 and they have 'olympic' potential to increase sales in what will probably be the most successful GB sport. We shall see where the share price goes from here.
davidosh
11/10/2011
15:32
did you read the bear points? why would i want to buy any shares here? i have nothing positive to say about the company at all. what i cant stand is people all huffing and puffing about it and doing nothing either do something or get out. this company will die ever so slowly in the meantime directors will not care about anything other than there paychecks if they were so concerned why not buy some shares. the market works with buyers and sellers where are the buyers? still no bull points
neverforget
11/10/2011
15:08
Why not buy a few shares and show me how you propose to rally the shareholders to make some changes here ? Presumably you have some positive ideas and a new management team at the ready ?
davidosh
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