Member Info for andyRobinson

Now what’s your view?

Don’t miss it again !!
We get close to 60 p eps with no increase in 2 nd half!!
I expect there to be an increase as more sales are direct to consumer!
Expect very exciting news soon.
So let’s assume 60 p eps x 10 gives 600 p
Less net cash 120 p so 720 is a fair target.
Growth again next year and more direct sales I am going for eps of 100 p in 22 and a target price of £10.00 .
Exciting times ahead. I remain a buyer

Tandem design and import nearly all their products. They own many brands. They also have a division selling direct to the public and this is growing fast. There is 200 p short term and 600 p in 2 years to go at here. Profits of 5 million within 2 years is very achievable . Net cash over 6 million v market cap of 20 and current profits circa 3 possibly 4 million.
DYOR but I can’t get enough of these

And net cash 100p a share

Looks like I underestimated at 20 p
Numbers were eps 22.7
Now can you see my 50/60 p

Eps up to 22.7 p from 3.1 last year. 2/3 rds of profit comes this half. Certainly think my 50p is more than possible. Maybe even 60 p plus
Strip out net cash £1 a share and we trade at 5 x earnings
The shares are worth buying up to 600p and some exciting developments to come that could see next year us making more.
Dividend doubled
DYOR but it’s a steal
I am a holder

I see 20 p first half
Great chance to buy now as MM are looking for stock by shaking the tree. Private Equity have a sniff here.
4 m in net cash v a 17 m market cap and well over 2 m or earnings.

And watch the shares then shoot up. Very few to buy. Have to be worth 15/20 p
Nav is 19 p

Now is the time to get these
Dividend 10% next year plus 50% under nav

What have you pencilled in for the first half number? Eps

Steve
They were both buys.
They were mine.
1.29 was a sneaky 5000 reported as a sale .
I have bought 220,000 since March.
I use ADVFN boards I find these hard to read

I hope it’s invested in the business
Not sure we will get a great deal

Well you got that wrong.
I see 200 p here

With eps Ilkley to be 60 p plus the rise has just started.
DYOR but loads of upside

I was buying today got the later 2500 and then 5000

And still we climb

The shares are more than double the years low.
I don’t think we have even started yet.
Watch this space

My view is that this is seriously undervalued.
I estimate over 2 m net cash
Market cap is still just under nav and they are real assets

Having a great year up 7% at half time.
Could make 60 p plus eps this year
That’s only 5 x at current price
Most sales have been retail rather than fob do more margin
I expect the shares to go to over £5