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Hi Fortitude, not too concerned about the fact Barkby own 11% and the Dickson family 41%. Look at everything out there on both the Sleep Hub and Vivoplex and if you are like me you see a carefully crafted long term strategy where the desire is to make exceptional returns for its shareholders. In both cases I believe we are close to realisation.
I’m sure you have pored over the admission document. Tell me where you see so many associates as heavily invested as this one ? Out of 135 million shares I reckon 118 are held by the previous board and related Dickson parties. In total I calculate 21 different investors making this 118 up. That is some leap of faith is it not ?
Why would a wealthy family such as the Dicksons with a superb track record need to reverse into a listed company when they were very successful the way they were operating. My belief is they have been putting this together over a period of years not months, I also think it would be extremely remiss of CD if he did not have plenty of options prior to going down the listed route to drive serious growth. Don’t underestimate the part Chris Dickson is playing here, I think he’s pivotol.
C1 yes , your views and mine just about identical........view sleephub exactly as you do . Going to be a big earner. Vivoplex whilst having certainly as much potential as sleephub possibly more as a massive problem for women is 41% owned by the Dicksons. Any thoughts on what might happen here to the potential as well as shareholders holdings in the future.......?.....
We need to have a clear focus on what is very uncertain times and arguably going to be very trying times certainly for the next 3 to 6 months. Many will fail.
You have to look at not just the composition of the board but recent hires and determine why recruited and the size of the prize.
CSS looks a sexy acquisition dwarfing the market cap when it gets going. I noticed a recommendation from a CEO in a sleep related company from America endorsing the Sleep Hub and its market potential over there. I’m not going to lose sleep- if you pardon the pun- due to a few small holders clearing out or the pandemic impact. This for me is a superb company to be in.
May take another look - market was down today re concerns about the pandemic but it looked as if the BARK bid had simply been marked down.
LOL. I’m very relaxed about the size of my holding here as it’s substantial. I may dip in on Friday. We shall see.
Half full dude.
Looks as if you two are all talk - no trades today from either of you.
Seconded...........
Keep buying
Almost 16p bid!
I am of the view that positive features in this company will be timed exactly when the BOD want. It was a very interesting article in the Mail on Sunday in terms of the level of detail the journalist had. I’m sure Charles Dickson is very well connected as is Jonathan Warburton. Sentiment alone is holding this company back. If you take the medium to long term view then I’m sure the rewards will come. Not that solely applies to Barkby but at 25 million I believe it’s a steal. Buying a £1 for 50p perhaps ??
Good lady Cawdor1! I'm seeking a bad one. We are almost.4 months from the year end and it is fair to say that there seems to be a little more interest in the stock. We have had a couple of RNS's and it would seem there are subtle but perhaps meaningful changes happening - senior staff, shares issued, and the more recent Sleep hub announcement. I am wondering if either you or Fortitude have any thoughts on PR and if we can expect a much more informed package when the final results are announced. These results I feel will be no more than accademic as it will be the longer term potential that will be of interest. I have been here from the early mining days and was pleased excited by the transformation into BARK - but a little dissapointed with the collapse in the sp having taken more stock at 30p plus. I seem to remember a splash in the MOS which was also upbeat, and I trust that the BOD will make it a point of it not being a one off. We shall see.
Thank you Ismailia. I agree with many of your points. Having researched this company in-depth it is I feel a compelling play. I have a significant investment in here as I do feel there is more to it than many believe. In saying that I won’t be adverse to asking Charles Dickson for a discounted stay in one of the gastro pubs given the level of believe I have placed in his leadership. My good lady would most certainly approve.
Keep buying at these levels !!
Cawdor1/Fortitude, I must say I am enjoying your posts and feel you both have a good understanding of what is going on at BARK. Off the radar certainly but not perhaps by those who can see beyond the smoke screen of pubs and fast cars. These two operations I can see being developed, being grown and parcelled up and divested. This I feel was always the plan but unfortunately the pandemic has impacted this. Not too sure how the construction side fits in and again this could be developed and sold. The interest now is the Sleep hub which if effectiff could be an international winner with sleep deprivation being a major problem for many in all walks of life. There will be and is demand for the product and the price is affordable. So how will the product be marketed and can production align with demand. As far as Vivoplex is concerned there seems little point in having the Dickson family holding 40pc and BARK holding 11pc whenthe Dicksons control BARK so when the time is right BARK will take the 40pc in shares, some of which will be placed to get a broader shareholder base, and provide some cash to the Dickson family. We will need the sp to be nearer the 50/60p level to avoid cheap dilutions. Going back to Sleep hub it is perhaps unfortunate that the current health climate will serve as a driver for many who are now more conscious of their well being than ever before.
Hi Fortitude,
I certainly respect your opinion and views here.
My view is that I expect Chris Dickson and Julian Stone to be major players here with our current life sciences businesses and also potential acquisitions. Look at their background, where they are invested and who they advise. I may be reading more into it but I see companies that would interest Barkby. You as a Giles Clarke fan will also see repeated links with Alex Snow who has recently resigned as Chairman of Excientia. Market cap of 1 billion when it lists ??He has recently been appointed to the board of Vivolex and both the CEO and finance guy have left their roles. Turf to Table Is a major investor with Barkby which as you know was his brothers business. I’m not adverse to Alex being involved , it lends itself to the view there is a serious plan here. With his pedigree I would be delighted if he is involved. My guess is he is.
Hi Cawdor..
Totally agree company off the radar and like others suffering from the COVID-19 issue.
Yes your right ,don’t normally missprint over info. Vivoplex is indeed 40% owned by family. Where I disagree is with your assessment of the commercial business. I see this as the major plank for the immediate future and expect to see revenue from this dwarf the rest. Final thought I see the sleep hub with the ability to disrupt the market a formidable product which will show through in 21. The licence is granted for all the major world markets , a big returner here............
I’ll also wager that the share price will not stay sub 20p for much longer. Turf to Table have taken 60k stock at 23p. This along with the % of stock held by associates tells you there cannot be much free float. If demand rises then mm will be scratching around for stock. I’m actually amazed we are still buying below 19. Flabbergasted in fact. It looks like money for nothing.
Fortitude just to correct you on the Vivoplex holding. It’s the Dickson family that own over 40%. My calculation for Barkby is around 11-12%. I initially made the same judgement.
Good luck to all.