Member Info for Madtom

Going the wrong way currently.

The afore mentioned sentiment and momentum of just a week ago has clearly stalled for now.

We know it can move quickly as seen in recent times but this current slide is a concern. IMHO DYOR

Whilst the dividend’s reinvested have given a boost, there were also a few chunky buys yesterday of £50k and £20k amongst others.

They will be the one’s that really make a difference.

I’m expecting a little flurry of activity as most will likely re-invest their dividend payments over the coming days 😁

AGM to be held later this morning and AB has already announced that H1 sales are 10% up on last year same period.

That is some achievement in current conditions , so obviously gaining more and more market share.

The main competitor is offering desperate discounts and rebates to all of their customer base. Desperate times, desperate measures.

That is a sizeable ‘bet’.

Either inside knowledge or a crazy punt ?

11th July I believe.

You’ll get paid out on what shares you hold today.

It’s not always clear which are sells/buys on the transaction list when the price is close to the SP but anyone thinking of selling now will be missing out on the dividend payment this side of 6th June.

Great to see a decent number of transaction’s here today.

Hopefully it’s a sign of more interest in this company and people’s awareness that this is a great opportunity for investment.

DYOR !!

Another great set of results from LIKE as expected.

Group sales up 7.4% with Likewise branded sales up over 11%.

The first 4 months of 2025 up over 10% of the same period last year so clearly looking strong and progressing nicely.

Mon 12th May it is !!

‘Notice’ of the results date came around 2 weeks before along with notice of the webinar presentation.

Last year final results were on 20th May, so I am assuming it will be around the same date this year.

Some decent buys today and even the later reported 2 or 3 sells were likely buys looking at the SP at that time.

I guess a few are topping up a bit ahead of next month’s Final results (2024) & annual report in the expectation of almost certain good news.

‘Good News’ that is ….. in comparison to most of the rest of the industry.

So maybe some steady buying from now until report’s are published.

Wow ….. So the CEO & CFO both get a large tranche of free shares from a performance related bonus scheme.

Just imagine how many more shares they would have got if the company actually performed well !!

It needs a change in sentiment towards this share.

Right now with a succession of large losses and a direction of change that the majority of its customer’s don’t like, it’s difficult to see that sentiment changing.

Add to that the lack of leadership within doesn’t help either.

Lammtarra…..I think you are right, but they may be reluctant to sell if they are sat on a loss currently. Being trapped with a loss give’s you two options…. either sit it out and pray or sell up and try to trade your way back with a better available option !! DYOR

A great update in a market that has appeared to be fairly flat.

This proves to me that LIKE are taking a lot of market share from its biggest competitor whilst growing organically in its infrastructure.

When one is making big losses and one is making gains, the pendulum appears to be swinging in the LIKE direction.

I think possibly one of you is referring to turnover and the other talking actual financial losses.

The losses are greater than the T/o deficit.

Two very different things.

I agree, the whole infrastructure appears to be growing and strengthening all the while.

So far, just that a bunch of independent sales agents were let go from some of the brands.

Not sure which brands though. The commercial brand JHS lost some employed reps last week I believe.

Not head about any other redundancies as yet.