Member Info for pbody

great to see both interest and the SP price has gone up but is there any new site photos of progress and developments to add that extra boost? Were well into June or is the consensus that you think there will be multiple releases on the same day as SirG thought a while back? Have to admit TASTY restaurant chain looks a bargain in waiting too......

june getting closer..........see crawfords meat has done a boom.....cant wait for 30p there......tstr at .20 too would be a boom

total market value and debts that hi are a worry.

on its way at last. heading to a more sensible level

Crawshaw Group PLC Issued Shares 113,025,049 5p shares Significant Shareholders at 1 September 2017 (unless otherwise stated) (Defined as holders over 5% plus Directors) Name Shares Percentage of Issued Share Capital Stephen Henderson 200,000 0.18% Jim McCarthy 190,000 0.16% M Naughton Rumbo (Director) 54,456 0.05% % of securities not in public hands 0.68% Other major shareholders: Name Shares Percentage of Issued Share Capital Boparan Private Office 33,594,490 29.7% Schroders Investment Management 13,316,303 11.8% Unicorn Asset Management 7,292,175 6.5% Hargreave Hale 7,080,185 6.3% Columbia Threadneedle Investments 6,159,843 5.5% Total Voting Rights As at 1/9/17 the total number of shares with voting rights is 113,025,049 as the company does not hold any shares in treasury. This figure may be used by shareholders in the Company as the denominator for the calculations by which they will determine if they are required to notify their interest in, or change their interest in, the share capital of the company under the FSA�s disclosure and transparency rules.

There is a full list of Major Shareholders on the RNS as its just been released. If your interested.

its ok as long a you dont have a large holding. There isn't he volume. However its trickling up.

BRILLIANT VALUE!!! 50+ shops at 5M net worth......that's 100,000 a shop???Are you joking! Jump in before the others realise they are having a joke, the new management come in and the stock turns the stock n figures back from mincemeat to rump steak!!!

...And June not far away too......

The individual profits per item as per shop or shelf space are an internal affair and I am sure other firms would like to know this (as would crawfords like to know theirs). From a management perspective it would also be disruptive to staff and could result in people either thinking their jobs were insecure or leaving prematurely increasing training costs or causing cherry picking of positions internally or with transfers. I think the fact that the sales are the same if not better than predicted means that repeat customers are there (i.e the quality is good) and not just a fad. Sometimes the best thing that can be taken from the figures is the time taken for the shop to pay for itself and turnover. There are both types of shops opening which means both formats are working in the mind of the BoD and their figures to hand, now it's a case of picking the bones of the operation with fresh insight.

I think Carpetright are in a Mothercare situation where they are downsizing. IIRC. Not collapsing? Not that up on them. Not all the supply is from 2 sisters IIRC, and their suppliers are costing more looking at the books (some pound related issues) which SHOULD come back as the pound is closer to its original value. Associated Diaries was a group of farmers that set up ASDA, its an example you might want to look at with takeovers? The butcher Supermarket (Factory Shops) looks like giving much, MUCH more turnover per shop and certainly seems to be another string to the bow......Not sure its the saviour, but its a format that has better than expected turnover so it should see the firm effectively expand at a greater rate than expected. Like everything there are local butchers and other shops that sell meats as competition not hot food, so better than expected turnover from the Factory Shops might mean the principle is picking up customers not found at the other branches......which is another market niche. Lets hope their niche noticing continues and we can get back to some sense from business investors that see a way to grow a profit and a business. Sometimes its easy to forget IF you wouldn't invest (assuming you have the money)now when would you? At the minute there are going to be the at and around 5p stalls. What it really needs is the directors to see the SP as a bargain and perhaps that is where the 2 leaving with more money than shares is a sad indication of their own faith and perhaps why your a non shareholder and others feel similar at this point?

well..... news as the throughput of trading is a just trickle......looks like its on a drip.......for the moment.....is there any mention of the raw material infrastructure being in place? I presume their antimony supply was tested at another plant just to test their supply chain? thought that might be a bit of a positive? Perhaps their waiting for MAY or as F.E. said will release multiple news in quick succession?

There 10 1/2 M goodwill right off is one thing. However, there 150k per shop expenditure is the interesting thing. So this expansion is working out at more or less break even (small loss) without having to take out huge loans. 150k per shop seems a lot to me. I think someone else mentioned that. At 52 stores with another 5 to 10 planned per year that's a long term plan....I wonder if a few southern factory shops would work? I guess their supply chain delivery network would be stretched??? Nothing worse than having a shop with everything sold out!!

SO the first 5 trades are sells.......the rest buys looking at the price........a lot more volume. Surprised a few on the board haven't bought in at this price....just to give confidence.......perhaps their waiting for the new men before the to share price a buy in gives.......GL TO BUYERS

Agreed, Results pretty much as expected, but big positive is 1/4 sales coming from Factory shops! SP will dump and hover around the 5p as speculators cut and run.....I would buy and hold for a few years if you can. Still looking to get 5 to 10 shops per year expansion so board aren't sweating.... The 2 top guys to arrival to factor in. IF those 2 get it back to profits, work as a team get DIVYS again they could probably write their own wage slip in their career!

looks like it could drop yet further.......I know it looks stable but over the next 2 months I would expect another collapse. anybody have the full listings of who owns what now? above 3% needs to registered. then every whole 1% change up or down after that. that many issued means massive voting changes. transparency. aim rules for money laundering apparently, but has other benefits. Or are they playing the joker of we tell you when we feel like it? it should all be down in the RNS. investor informs the company then company issues news on RNS. IF THE DIRECTORS HOLDINGS ARE AT THAT LEVEL AND ABOVE AND HAVE HAD A CHANGE WITH THE RE`ISSUE, THEN YOUR DEALING WITH A VERY BIG GAMBLE IF THERE NOT STRAIGHT ON THE RNS........

I would, get in and hang on for a bit, if it doesn't move with the figures it will go up with the appointments probably. Like the earlier post I said, the ridiculous situation is the total value issued is less than is in the kitty! Each shop is running a 20k loss. (1.3M total) .Which is probably less than 1 employee. With a turnover of around 1M a shop.........ish So I wouldn't look at that as a big problem as poor weather could have that effect. The top tier staff bill probably equates to a hell of a lot more than that loss. That includes expansion costs! Each shop is going to be valued at better than 500k I would think(if not a lot more). SO I WOULD THINK OF IT AS A FLAP FROM INVESTORS WITH NO DIVY JUMPING SHIP AND NOT LOOKING BACK!!!! How do you stop the freefall SP? At a risk of repeating myself, dont think the value is anything realistic with the SP. And the true valeu being somewhere around the 30p mark at least. Probably why 2 sisters (SUPPLY CHAIN ETC)at 15p was seen as a better partners to stop freefall than just a re`issue (especially if they expand nationwide), and indeed the shares went to around 30p!! But investors do have more memory than sense and that perhaps is why it has carried on dropping?? god knows!! ITS AROUND THE SAME SLOPE!! I (and I suspect their board) would have expected that to bring the dropping to a halt. Perhaps the DIVYS were supposed to come back straight away!! and as they didn't more kept leaving! They could at this point keep buying to get past 75% total equity as a group and go private with the warrants in their back pocket to use as a trump card. As I said there are a lot of options at this price no one could or would tell if they consider it an option. There are a few on the board with around 20%- ish. 5Million for 50 stores......I don't know. I THINK ITS BETTER TO BE IN HERE THAN OUT. It all sounds very good value (because of lack of investor confidence) for something that should be on hell of a lot dearer !and isn't about to go bust! At the end of the day has not done something totally daft like opting for a big revolving credit facility that runs out AND THEN CANT GET RENEWED because the SP is so low! I think if you could take away investors memory and stigmatism from getting fingers burnt on the SP or perhaps the re`issue going to 2 sisters, the SP may be a lot different. I think they were lucky not to get drawn in to a large loan and quite frankly the board did do something's right but pitfalls you don't fall into aren't always seen, reflected or headline grabbing. As I say Investors can be as Fickle as a Cat, the SP and true worth have NO correlation, what is to come (with SP being so low) be difficult to see, and errors they haven't made be even harder to spot. I THINK WHATEVER ITS ON THE UP AND UP. GL ALL

I take it back. they have around 7m in the bank and the total value floated is 5M. It might pay them to buy a millions or 2's worth!!! and hang on for a bit!!! at this price!!

unless I am wrong with the expansion that's going on (which must be costing quite a bit and eating some profits) there making around a 5% loss. They have a bit in the bank (15 ` 20%) . 2 sisters bought in at 16p IIRC with the option to buy more at 16p at a later date. As there expansion is starting to be slower it might be we get back to a positive swing. Its going to get back to that at least where 2 sisters make money and past that I would guess when that option becomes the profit buy in for them. So in the long term I reckon double 16p as a rule of thumb is where its heading. This weather were getting should start to help. The crap weather at the start to the year is going to hurt anyone who has figures based on going out I would guess. I think the line on dropping SP has been drawn, shareholders can start to look at it from the point of going forward. You have to feel for the shareholders who bought in at the top price, but hey, it might get back there in the end...when they start putting out divs again. k When they appoint 2 new board members might see another big jump. I reckon tho, 50 ish shops, at a very very conservative 500,000 each. as a rule of thumb. min is net worth. the SP should be around the 25P mark if common sense were to prevail. Investors have just become very, very weary. Which s good. If everything was priced correctly there would be no money to be made!!!!!! It might really be worth quite a bit more than 25p as 500k is perhaps a bit on the cheap side!!! but there you are. Its the investors that pulled out and lost on the way down that are going to find it hard to jump back in and make it on the way up.

There could if the share price falls lower be an adjustment or reissue as long term 18p or much worse on a 50p share is going to be hard to sell as value to serious investors thinking of jumping in. A year or so at this price and it might just be. but again its all about timing I reckon. TBH with EPOS it shouldn't take em too long to figure revenue per store, which stores are drawing in the same revenue from closures and people travelling and which stores are getting the toys r us kickback customers. THAT will take a bit if time, plus they have to layoff and possibly redistribute staff. again taking time.clear the old stores off. again taking time. and there is the summer weather sales to take account of. they might re negotiate credit, in fact I would guess that would be prudent, but I would bet on it happening after they get the figures from things like toys r us closure kickback just to give their remaining stores a more positive spin to the creditors and themselves a slightly better deal. I haven't read too deeply in to their debt. I just know at the moment because of their reduced pps their net worth to debt seems similar to interserve. ludicrous. I wouldn't want to go asking for an adjustment to a loan when the news is all bad and I can show some light from the restructuring, especially if the few positives mentioned above create a much less reduced turnover than the reduction in floorspace staff. I reckon they are hoping for improvement before anything (if not actual on paper at least). I would be put it that way. either in share price (market cap) or in turnover per headcount. then go with a begging bowl half full when you ask for more or readjust. I just hope for them it doesn't have more of a slide or a bounce along the bottom for 6 months.