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
  2.50 1.85% 137.50 135.00 140.00 137.50 135.00 135.00 4,430 11:27:36
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Leisure Goods 38.8 2.5 40.5 3.4 7

Tandem Share Discussion Threads

Showing 4026 to 4049 of 4875 messages
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DateSubjectAuthorDiscuss
10/6/2014
16:28
Graham, Lazy me now I know where you are coming from! Have looked at interims and they need to be clawing back at least 30% to be making a decent profit in first half. Overheads are probably lower but its a big ask. I missed the obvious and glad I took a profit.
simon templar qc
10/6/2014
16:14
Graham, Thanks for your earlier comments. Slightly confused over one area. The company is well up on last year why do you see the company barely profitable in H1? I must confess I haven't looked in detail at last years interims so being a bit lazy here. I have taken a profit on todays rise however as like you I did not like the way the statement was worded. I think as the shares are illiquid the share bounce may soon fizzle out. We could both be wrong here but I managed to buy in on day of final results at the low point and have made a good profit since and got a dividend as well.
simon templar qc
10/6/2014
14:50
ST. If, if, if profits were consistent, then this would be more highly rated. However, it is a "glass half full" company and something always derails them. It has always generated cash, but reducing net debt from over £10m ten years ago, to net cash effectively ( before they bought their site) I had always hoped the cash would be invested to produce a return. But no. I may be wrong to be negative, but 1H always looks a bit weak, so any negativity at the interims, and higher share price will not be held. I am slightly surprised by today's movement. The comparisons only look good against 2013 as last year was the worst first half on record. This company is still smaller than it was in 2012. If u believe in trends, look at the five year record. Revenue has fallen every year for the last five years. One apparently good statement does not mean this is out the woods But then what do I know ? It will probably now double !!
graham1ty
10/6/2014
14:32
Graham, Thanks for that, it doesn't instil much confidence to invest from the replies you got! Seems you covered most questions that I would have put to the board. Looks to me like they are frightened to promote the company in case they miss the targets then shareholders revolting over management! Well done in any event its a pity more shareholders like you cannot pluck up enough courage and say more of what you said. I have to say after the initial bounce today if investors are not careful the share price may weaken in due course.
simon templar qc
10/6/2014
14:19
Two shareholders only. I have become more critical of the Board and I think that was reflected in the tone of the meeting. I had pointed out that revenue is still down on 2012. Obviously no answers on profitability so 1H will come out probably just profitable, then we are down to the usual lottery of dollar and weather. They are capable of profit, but as last spring showed, also sudden losses. They have no intention of engaging proactively with shareholders, and no intention of promoting the Company. There will be no research and no forecasts. Seem paranoid about trolls and ramps ( scarred by AB experience ?). Where AB was absolutely right is that they appear still to be devoid of ideas. There might be an acquisition ( there seem to be a few more things to look at) but they have been saying that for five years....and earlier acquisition history hardly inspires confidence. The fact they have survived the recessions seems good enough. There is no sense of frustration at being "undervalued", no sense of being under "rated". They might remain a £5m Market cap company in 5 years time for all I see. They seem happy that the shares are up from 80p to 120p. And, if u chose that period, is better. However, three years ago the price 110p, and ten years ago adjusted for the consolidation, they were 140p. So, after today, making a bit of money, but only off the lows. On presentations, there was a comment that one off "snapshot" presentations are a waste of time and may actually mislead. I pointed out that their presentation of c5 years ago had five aims. Higher share price ( failed); higher profit (failed); higher net assets (failed); better communication with shareholders (failed); consistent divi ( horay) In conclusion, as last year I said: " if I am going to remain a shareholder, excite me". The answer was " well, we have not got anything to say". How depressing PS Jim, Mervyn, I know u will have read this by the time I get home. Email me if u want...
graham1ty
10/6/2014
09:30
Graham, Your thoughts concur with mine. If you are going to the AGM can you ask how strong pound will affect things? The company covered itself in case second half doesn't meet last years sales.
simon templar qc
10/6/2014
09:30
Tiger....no sign of you. Are u coming to the AGM again ?
graham1ty
10/6/2014
09:27
Slightly misleading statement. 2013 was 30% down on 2012 and the worst half year on record. So a 26% bounce is slightly less impressive than it seems and 2014 still below 2012. In 2012 H1 was only just profitable, so this year ?? And if 2H may not match last year, then not yet a mega year. All good, and all in the right direction, but not yet time for Directors bonuses
graham1ty
10/6/2014
09:26
Surely the Tour De France here in UK will boost sales ?
21trader
10/6/2014
09:19
Pleasing to see the price head in the right direction!! I'm happy to hold and dont see any reason to sell.
supreme mo
10/6/2014
08:49
Hope you are right but the earlier boost in order intake must have had a significant boost to the 26% figure. World cup in second half may have an impact on sales, we will see.
simon templar qc
10/6/2014
08:42
Well 26% ahead of last year even though an earlier intake, I am sure they must be growing even if you exclude that.
amt
10/6/2014
08:38
Your comment as to consistent profitability not quite as I read it... "Although 2014 year to date performance has been very encouraging, this has been helped by better weather and an earlier intake of product by national retailers. The strong second half last year will therefore be a challenge to emulate. Nevertheless, our Autumn/Winter listings are promising and our hard working and dedicated employees continue to be focused on delivering profitability and growth for the Group." Early intake of products has boosted sales in first half!
simon templar qc
10/6/2014
08:27
Yes but last year was exceptional about 17m so its a tough target that would be terrific if they get near it. Important point is that growth is now consistent.
amt
10/6/2014
08:25
One caveat in the statement and that is the company stated the second half strong last year and would be a challenge to emulate this year!
simon templar qc
10/6/2014
08:08
And as I mentioned the share price will take care of itself.
amt
10/6/2014
07:20
Very encouraging AGM statement. Looks like heading for annual revenue of between 29 to 31m. So net profit of between 1m to 1.5m would be my guess.
amt
09/6/2014
22:36
A broker note may have a temporary impact on the share price but in general its pointless. Best just to let the share price take care of itself as it will over the long term. What can a broker tell us that we don't already know, nothing, complete waste of money and worse a waste of management time. Look what happened last time there was external interference, the share price rose, the company bought back shares as a relatively high price and the share price fell back later on. Net result bad for the share price. If the shares stay undervalued the company can buy back shares at these levels and then when there have been a string of good financials the share price will go up even more.
amt
09/6/2014
08:27
Thanks Graham
simon templar qc
09/6/2014
08:22
There was a paid for note about five years ago. Was not worth the paper it was written on. Was absolute rubbish. IMHO it has to be an independent note to have any credibility at all. re the numbers talking for themselves, TND have been unable ( I hope up to now) in producing a regular, steady income stream. Either the $ or the weather or the pension deficit have always been blamed. the numbers WILL talk for themselves if they are consistent. I do think the Company has done a very BAD job at promoting the cash generative nature of the business. Rmember it had net debt of £16.9m in 1999, down to £2.6m in 2005, down to net cash balances by 2011. The only reason they have moved back to a net debt position is the purchase of the factory/warehose which is itself very earnings enhancing. Do not believe the numbers on most websites as they include the pension deficits in net debt ( I know that is another long argument.....) but reported ACTUAL net debt was just £3.1m total cash generated by operations of £1.6m !!!!
graham1ty
09/6/2014
07:58
I'm for broker notes. Most companies Edison cover seem to get a much wider following as a result. Can't see any other way of promoting the company to investors unless it gets bigger and it won't get bigger without promotion.
18bt
09/6/2014
07:55
amt, No research notes=poor pe ratio and share price. Company is way undervalued and it has been for years. If they don't promote the company you will face a low pe ratio in future. Ae ration of 7 is far too low.
simon templar qc
09/6/2014
07:51
Tell them from me please not to waste money on research notes. Let the numbers do the talking.
amt
09/6/2014
07:38
Graham, If you are going can you ask them why they haven't a broker do research notes! Remind them of duty to promote company for benefit of "all members" under company act. Have no objections you telling them one of their shareholders understands a derivative action !!!
simon templar qc
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