Tandem Share Discussion Threads

[castleford tiger] 12/5/2020 14:57

If they can get stock they should be busy
Tiger

[debsdowner] 12/5/2020 13:23

niggle,

Sorry I didn't mention this on my other thread as soon as the weekends statements came out about bikes I thought of both Halfords and Tandem and was tempted to post on MARKS thread but got sidelined.

There is some negativity management aren't that focused on shareholders and I would t say they are the most focused company. Wide spread and can be volatile like most stocks.

Tiger has been an investor in the company for a long time.

[debsdowner] 11/5/2020 20:52

Tiger

Sector was tipped or mentioned by Bloomberg, market makers were prepared for rise on PM's press conference over the weekend and encouraging more people to bike, walk or scooter to work. It is a reversal of the last years strategy to get the public out of cars and on public transport.

However its OK in theory but there will also be congestion on the roads and more bike accidents.

The roads not geared up for mass cycling and scooters. If a bus used to carry over 50 passengers think of the space on the road will need as a bike needs 6 ft space to overtake. Its going to cause a nightmare for both public transport, cars and bikes and there will be many accidents and deaths.

[castleford tiger] 11/5/2020 20:37

Not sure it’s a real trade!
Mine no 101 is reported wrong
It was delayed as well.

So who tipped this?
Trades on 6.5 x last years earnings at at NAV now
Still see 400 as fair value
Tiger

[my retirement fund] 11/5/2020 18:35

Bet the seller of the 18825 trades just before 10AM this morning at 1.65 is feeling pig sick and then some right now.

[wapper] 11/5/2020 17:52

Another downside : all the idiots who think they can enter the bike market will be joining the feeding frenzy and selling on price. Barriers to entry are virtually non existent.

[wapper] 11/5/2020 17:49

Just for clarification as I can see posts referring to bikes from China : there is 64% Import Duty including a 48% Dumping Duty from China into EU which will remain until after Brexit completed.Can't buy in China as this makes these products uncompetitive.

[wapper] 11/5/2020 17:42

Downside ? Management who an't see wood for trees

[castleford tiger] 11/5/2020 17:30

I bought again today

[amt] 11/5/2020 17:03

Yes it's very much in a sweet spot. We would expect difficulties in the short run but this is a longterm Government strategy and the full benefit to Tandem should come through later on and particularly into next year. This is a longterm investment.

[niggle] 11/5/2020 16:36

If anyone can see any downside here please let me know as this seems to be in the sweetest of sweet spots!

Low p/e

High demand

[deanowls] 11/5/2020 16:28

Way I see it they will have sold through there stock and no doubt some staff will have been furloughed for a while and with stock and pent up demand to come should see it in good stead.

[s34icknote] 11/5/2020 15:13

Thanks net You still on wey and triad ?Sicknote

[netcurtains] 11/5/2020 15:07

well done s34icknote!

[s34icknote] 11/5/2020 15:04

And tandem was worried shops had left over stock from last year !!Sicknote

[castleford tiger] 11/5/2020 14:06

try buying
Charcoal
grow bags
Compost
BBQ
Gas calor has not metal work
can or bottle beer

My list goes on.

Charcoal containers all sold out till end of June.

Supply chain on many items is very tight

tiger

[my retirement fund] 11/5/2020 13:24

45% shareprice rise does somewhat warrant a market update imo. We can all see all the adult and teenage stuff of Tandems is no longer available in Halfords etc as sold out so a market update with some guidance is clearly required

[grabster] 11/5/2020 12:38

Apologies! Advfn search facility failed to bring up the existing popular Tandem thread when I searched earlier - hence my new one, which ain't needed so is now deleted. :-/

[maddox] 11/5/2020 12:35

Speculation on the stock position is all very well but I'd like to see TND issue an update on how Covid is affecting the business and what they are doing about it?

[s34icknote] 11/5/2020 12:26

Wow pe of 6 !Lol Sicknote

[mrshaungcm] 11/5/2020 12:26

looks like july as junes sold out - we will try elsewhere

[amt] 11/5/2020 10:16

When are you expecting to get more stock of Tandem products Mr Shaun?

[my retirement fund] 11/5/2020 09:10

Everyones in the same boat here. If you're a big wholesaler like Tandem, you don't need a masters in business to secure a whacking emergency order on good margin with say Halfords and hire a plane. It's does make sense when you're air freight consists of a million pounds worth of bikes.