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% 170.00 160.00 180.00 170.00 170.00 170.00 811 07:46:30
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Leisure Goods 32.5 1.9 32.3 5.3 8

Tandem Share Discussion Threads

Showing 4651 to 4673 of 4675 messages
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DateSubjectAuthorDiscuss
04/11/2019
18:14
Article in today’s Times about bloke just cycled the world on a Dawes bike. Good to see TND getting lots of publicity from this .......NOT.
graham1ty
24/10/2019
17:19
Redmayne B to their clients see above tiger
castleford tiger
24/10/2019
11:15
This is the front page of the City Confidential newsletter out this morning.... Out of favour Tandem pedalling on Tandem Group (170p) has been making steady progress in recent years and the current market capitalisation of £8.5m looks exceptionally low. Being a shareholder certainly requires patience but 2019 is likely to be another year of impressive profitability given that market conditions are far from ideal. The AIM-listed company is a designer, developer, distributor and retailer of sports, leisure and mobility products. Bicycles brands include Dawes, Claud Butler, Falcon, Boss, Townsend, Elswick and Zombie. The Squish lightweight junior range has been particularly successful recently. Licenses for products such as wheeled toys include LOL Surprise!, Peppa Pig, Paw Patrol, Spider-Man, Toy Story, Frozen and Disney Princess. Owned brands include Kickmaster, U-Move, Wired, Hedstrom and Ben Sayers. Online and direct-to-consumer activities continue to progress in several product areas. Interim results for the six months ended 30 June 2019 were released at the end of September. Revenue jumped 27% to £16.0m versus £12.7m in the six months to 30 June 2018. Profit before taxation after none underlying items was £370k compared to a loss of £348k in the corresponding period last year. Basic earnings per share were 3.1p compared to a loss of 7.1p per share in the first half of 2018. Net assets as at 30 June 2019 were £12.4m versus £10.6m as at 30 June 2018. Cash and cash equivalents were £3.74m, up from £957k a year earlier, and there was a 43% reduction in net debt from £3.51m as at 30 June 2018 to £2.01m as at 30 June 2019. The cinema release of Frozen 2 next month is expected to bring further growth and the timing of this should help ensure a positive end to the year. The recent addition of Mark Taylor as a non-executive director is also interesting and suggests that there could be activity on the pension deficit which has been a thorn in the company’s side, although it now only represents the equivalent of one year of profit. Weak sterling would impact on profitability and the company has inevitably noted that Brexit could have consequences. However, with the shares trading on broadly 4x our own estimate of earnings for the current year and a healthy net cash position also likely by the year end the shares must be a BUY.
davidosh
15/10/2019
17:30
RHOMBOID I suppose buying a 30% stake and then bidding for this there would be serious money to be made. I don't think the BOD have enough support if it went hostile. I just want....... A fair market A share that can be traded. A return on my investment. If that's not forthcoming I can see things erupting here Tiger bought more this morning.
castleford tiger
15/10/2019
10:59
I agree with a lot of what rhomboid has said. I used to be a sizeable holder here but have largely sold down due to a lot of the factors mentioned. Horrible illiquidity and spread-if you ever want out in a hurry, you're stuffed. Management that are happier to feather their own beds than the owners'. They also seem very reluctant to engage with the actual owners of the business and impart any information. The business is of a lowish earnings quality IMO and is open to "surprises"(sometimes positive ones I concede!!). Enough already, but I think it is cheap for a reason. Don't get me wrong, I'm still a holder and follow the company with interest but I doubt I'll be back as a sizeable holder unless a few things change for the better.
cwa1
15/10/2019
10:35
Tiger you’ve answered your own Q’s It’s a lobster pot...huge spread & illiquid Mgt are overpaid Dividends are too low to attract income investors No-one goes out looking for cycles/novelty toys/marquee/mobility scooter investment opportunities ...but it’s still v cheap I’d like to own the company as a whole...but not a minority stake
rhomboid
15/10/2019
06:45
Were none of these things known 2 months ago? To value a company at almost half net assets and 5 times historic earnings which may fall to 3.5 times is madness. I would hardly call them retail as well to be honest. We have an online platform and I would assume this years sales are in the bag. Imagine someone comes along and offers a tender at £2.00 a share they could quickly own 30% of the shares for 3 million quid. I agree with David the divided needs to be in proportion to earnings. I would take 30% which would underpin the shares on pay-out rather than the current system where to be honest there is no real market. You pay 15% spread on either trade. Tiger
castleford tiger
15/10/2019
06:15
"What is wrong" is that the outlook for the sector and retail in general is very uncertain. A good Brexit outcome should make a difference, although even then we are not going to know the impact of Brexit for a long time. In these circumstances it's difficult to see the uncertainty being entirely removed so the effect could drag on for a year or two. The market hates uncertainty so its not entirely surprising there is pressure on the share price, just as there is for the sector in general. Having said that if the market could see through all these issues over consumer confidence the share is an absolute bargain.
amt
14/10/2019
17:17
Only 45 p up from the start of the year yet the outlook has never been brighter. What am I missing that means someone will sell shares in the low 160,s? By any measure we should make 30-50 p eps ( yes I am nearer 50 than 30 ) Debt gone and net cash by the end of the year Nav keeps rising.Was standing at in excess of 12 million against a market cap today of 8 .So 240 p covers assets only. This could be as high as 14 million by year end so 300 p a share. What is wrong? Tiger
castleford tiger
30/9/2019
17:58
Overall it was a move in the right direction in terms of shareholder engagement by the Board. The presentation was helpful, they have invited shareholder questions, and a shareholder discount now exists. Positive steps. In terms of Outlook for H2...I though overall it was positive...with more parts of the business doing well compared to those parts finding it more challenging. Cycles looked the area which was more difficult...anyone with any idea what proportion of the business Cycles is?
simso
30/9/2019
10:01
Very good. Chance that net debt of 2m will be eliminated by year end subject to no significant Brexit or economic issues.
amt
30/9/2019
07:59
Having a presentation on the website is certainly a big improvement but surely an offer by the executives to meet shareholders for one presentation on results day or even a conference call is not that difficult or unreasonable in this age of easy communication
davidosh
30/9/2019
07:53
Numbers ok and only marginally short of my forecast posted a couple of days ago...with the difference being a slightly higher cost. If we can match / beat H2 last year, then we are heading for Operating Profit north of £3m. The outlook for H2 feels broadly positive...with more things seemingly doing well into v Ly. In the "positive H2 outlook Box" we have: 1) "Our licensed properties including LOL Surprise!, Peppa Pig and Paw Patrol have continued to perform strongly since the half year. Our new Disney licences, including Spider-Man and, most notably, Toy Story and Frozen, have also performed well. 2) "Hedstrom has continued to perform very well with significant growth since 30 June over the corresponding period. 3) "Our Squish lightweight junior range continues to be significantly up against the same period in the prior year. We reported that Squish had been a particular success story at the half year, gaining market share and greater consumer brand awareness. This has been sustained in the second half 4) Our investment into the Ben Sayers brand delivered double digit growth in the first half of the year which has improved further still going into the second half. On the negative side 1) Other independent bicycle dealer (IBD) sales from our Dawes and Claud Butler brands continue to be more challenging.... National retailer bicycle sales, from our Falcon, Boss, Townsend, Elswick and Zombie brands, which were tracking at similar levels to last year as at June 2019, have weakened slightly in the period since. 2) Our online and direct-to-consumer activities continue to progress in a number of product areas albeit hampered by reduced gazebo revenue from a major online platform, the mixed August weather and overall economic environment Other comments on things like Pro Rider, Garden Comforts,Kickmaster, U move and Wired are all reported as "Strong" and /or ahead of LY...though it is less clear if that includes the second half to date. I suspect it does, Overall feels good, and am pleased they have done a presentation and given contact details for questions...which is a good step in right direction.
simso
30/9/2019
07:48
The offer is still there for them to come to Mello in November and with 60 companies and 700 investors there it would certainly improve their profile. As the company are now giving 10% shareholder discount on outdoor products via the websites(what about bikes and toys though?) I am happy to give them 10% discount if they come to MelloLondon
davidosh
30/9/2019
07:15
More than a 10% spread does not help. 5000 at 1.865 and 2.085 Tiger
castleford tiger
30/9/2019
07:14
The new board appointment may suggest some corporate action?
balcony
30/9/2019
07:11
Self promotion was touched on at the AGM and David offered. There was no interest. The danger is someone offers 250 and a tender offer could quickly have 25% The share price should start with a 3 at the very least. Net cash and trades under NAV Thank you
castleford tiger
30/9/2019
07:07
Results are fine, Shares look cheap. But, their ability to surprise on the downside is well demonstrated over the years. And they do not do enough self promotion to get rerated. You have done well in the last year, and I have missed out.
graham1ty
30/9/2019
06:56
Tried but on the go so using phone? What’s your view here?
castleford tiger
30/9/2019
06:46
Tiger, click on the September 2019 It has significant formatting problems, but that may be as I am on an IPad
graham1ty
30/9/2019
06:40
Better but well below my target. Can anyone get the presentation? Tiger
castleford tiger
29/9/2019
21:38
The interims have been out on the 28th , 29th or 30th every year for the last five years.....they are clearly not in a hurry to get them out.
davidosh
27/9/2019
22:07
Releasing results on the very last day - another sign of the (lack of) importance they attach to their shareholders.
rndm355
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