Tandem Share Discussion Threads

[davidosh] 20/9/2014 11:12

The company really should be meeting with investors more IMO. The only time they meet any shareholders is at the Agm which is compulsory so they do zilch aside of that.

I have mentioned my Mello investor events to the chairman but he is very derisory towards them even though he has never attended one. I will remind them about the event coming up in Derby (just up the road for them !) as they are out of the closed period now.

mello2014.com will be the largest three day investor networking event ever so if Tandem are serious about meeting potential investors and engaging with their current shareholders then they should attend and present to us.

With 1200 high net worth investors and fund managers in the room they may even be able to shift some product too... the new acquisition is probably perfect for promotional activity. Checkout the website at mello2014.com and all investors welcome....I have 17 half price tickets still available if you email me.

[poley] 20/9/2014 08:44

Pension deficit of 3 million. Anyone know what the likely contributions into that will be going forward as its a fair size compared to the market cap and growth seems to be stalling abit.

[amt] 19/9/2014 21:18

Actually 20p was my estimate this morning after first read. 40p was based on growth on bike sales which I had hoped for, so disappointed about that. Halfords must be taking share, their bike sales were up 30% or so vs last year in the Spring.

[horndean eagle] 19/9/2014 11:37

amt - you are rapidly talking down your position here. You were hoping for 40p earnings this year. That went down to 25p this morning and now revised down to 15-20p. It looks like they added on further costs in the first half. The fact second half hasn't gone well suggests profits might be whacked a fair bit.

[amt] 19/9/2014 10:30

Last year second half turnover was 17m. Looks like this year will be 15.0 to 16.0m based on current trends and good order book for sport & leisure. Excluding acquisition.
That would add between 400k to 700k to net profit.
Add on say 200k for the acquisition and that gives net profit for the year of 700k to 1.0m or EPS 15p to 20p.
Cycle business is a disappointment given the strong market but the competition is a worry.
Next year if we get 500k from new acquisition then things could look a lot better.

[castleford tiger] 19/9/2014 10:16

Dissapointed.

not sure how they have maniplulated these down but its worked.

tiger

[horndean eagle] 19/9/2014 08:35

Probably better just to get with probabilities here. Management are inept and have a terrible record despite the boom in UK cycling over the last decade or so. Can never seem to manage to string together 2 decent periods of trading. That being in case its not a good idea to extrapolate one period of trading.

[amt] 19/9/2014 07:51

Bikes flat. Sport leisure growing especially into 2015. Acquisition beded in well and strong contribution expected. My estimate of EPS now 15 TO 20 p. Next year could be very much higher with full year of new business.

[castleford tiger] 11/9/2014 10:49

Quite a bit of shuffling amongst the big holders this year.
Are the two ladies connected?
Harvard now under 3% but a further increase for Mr Bragg.

I think against a very poor half year last time these numbers could be special.

I expect a further hike in the price to a minimum of 150p

Tiger

[peterblok] 26/8/2014 14:10

Oops -

To be honest Graham I never kept track, until now. Sorry to have troubled you all on this board. I'll get back to my own sad old shares ;)

PB

[graham1ty] 26/8/2014 13:24

Peterblok........have you forgotten that there was a 25:4 consolidation in Sept 2009 so a 15p shareprice in 2008 is actually 94p after the consolidation. So, at 125p bid, the shares are up just 32% after 6 years.......hardly "well ahead". Look at a chart ( which will reflect the adjustment) and on 29 Feb 2008 they were 106p, so just 12% ahead of that level after 6 years.

To quote 15p is very misleading

[peterblok] 26/8/2014 09:29

They weren't from you amt, they were from Pbracken. Mind you he tipped me WTN which made me a lot of money when they were taken over.

[amt] 26/8/2014 07:13

I had forgotten. What were the other 3. ?

[peterblok] 25/8/2014 10:59

amt,

You won't remember, but you tipped these shares at 15p in Feb 2008, so very well done. However, the other three "hot tips" received then have all gone belly up but had I invested equally, I would have been well ahead thanks to TND

Good luck!

PB

[puffintickler] 08/8/2014 07:47

Yes, a good bolt-on acquisition that should provide some synergies. Is TND finally on a sustained upswing? I hope so.

[amt] 07/8/2014 09:28

Increased my EPS for this year to 40p given the tail winds and this acquisition.

[amt] 07/8/2014 09:08

It gives them on line skills together with a good website. The Pro rider products get very good reviews.

[18bt] 07/8/2014 08:57

Seems a sensible acquisition. Glad that they are doing something. Let's hope that they can keep the new entreprenneurial talent.

[amt] 07/8/2014 08:18

Must have good cash flow recently to pay for this out of cash resources

[davidosh] 07/8/2014 01:09

A bit more on the Pro Rider business from an old story two years ago...


Business is booming for Simon, a former school teacher from Oadby who set up Pro Rider seven years ago.

The firm, which also makes electric golf trolleys and bikes, employs 12 people in Sileby and made a turnover last year of £3million, 150 per cent up on the previous 12 months despite the recession.

The firm has sold 2,000 Road Kings at £939 each in the past year.


Read more: hxxp://www.leicestermercury.co.uk/Meet-Gear-host-Jeremy-Clarkson-s-latest-ride/story-15232865-detail/story.html#ixzz39eTv3wfv
Read more at hxxp://www.leicestermercury.co.uk/Meet-Gear-host-Jeremy-Clarkson-s-latest-ride/story-15232865-detail/story.html#vmoO6qlr0QWqPS2E.99

[amt] 18/7/2014 08:12

Good tail winds here. Halfords cycle sales of high end are booming, up over 30% from prior year. Good weather and Tour de France are main drivers.

[graham1ty] 18/7/2014 07:48

Like the Olympics.....made not a jot of difference

[mrshaungcm] 07/7/2014 21:15

tour wont have a huge effect on overall demand - maybe a minute spike

[balcony] 07/7/2014 20:21

The AGM mentioned promotion models been launched at the time of the tour.Of topic,showed Yorkshire at its best