Member Info for Cawdor1

The only frustration I have with this company is the amount of mistakes in their RNS announcements. To be frank if you go back over 2020 they want shot with s—- with the amount of errors made.

Hi Fortitude, I see no negatives attached to the statement only an opportunity to buy more at a bargain level. Worth noting comments from users on Sleep Hub which were posted on the site yesterday. The product is going to be a major success, 2 CEOs endorse it. Wow ??
People will regret selling. Glass half full ?? Mine is full to the top.

I think if anyone is any doubt about the potential of Sleep Hub then it maybe dispelled by where Barkby are promoting it. One medium is the free Metro paper which indicates to me the broad appeal this product may have. The clocks ticking but I cannot wait for the company update. For the uneducated look on the website.

I believe in 6 months the world should look somewhat different ie vaccines etc. In terms of this company the pandemic will not stop me from topping up when the opportunity presents itself. Brilliant company !!

Just to dispel the myth of all talk bought another 3k.
Another good announcement which strengthens both the reach and profile of Workshop. The type of company you want to be associated in today’s world to enhance brand.

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.

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.

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.

Keep buying

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 ??

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 !!

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.

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.

2 sites showing differing trades on Barkby. The last buy was 37k. I am surprised there are not more looking at this business. Look below the surface and you see more than just a pub/ car business. Neither am I convinced the property arm will be the main driver. Not unless they potentially diversify into say Build to Rent. They are heavily connected with Apache. A real top end operator imho.
I’m with Fortitude in terms of the quality of leaders we have here. Alex Snow has just joined the board of Vivoplex.
We have some serious players involved and I expect this to be a very interesting play. I’m in for the long term. Go on Charles Dickson.

I also cannot comment on Saffron Walden but clearly Hastings is done given the retail units are trading. One minor point about Centurion. They appear to be doing okay but don’t underestimate the potential PR via Aarron Lambo. He has a decent following and I could see this being a real plus to them.

I do like the comments from both Fortitude and yourself. I am also a large shareholder and have immense faith in Charles Dickson to deliver. 10 million recently put into Transcend by an equity house in London is a statement of intent. I would go as far as saying I believe the 3 investments underpin the current market cap. Very humorous your comment about 1 egg for breakfast. What happens if it’s a golden one ?.