Member Info for Run1

LawrenceH - the use of the word 'promise' is not right. No company promises anything: they forecast, they predict, they hope, they try, they speculate. I hope this isn't nitpicking words, but I think it's important to understand that TGR hasn't promised that anything specific will happen in the future (which only exists in our imaginations) any more so than any other PLC.

I, for one, would be very happy to accept £10-12 a share.

JD Sports is much better diversified than SD in every imaginable way. There's no justifiable comparison between their respective trajectories from here.

The Newsletter issued today paints a very promising transformative picture of the space tech sector. I'm happy to be invested here albeit at an average of 68p after multiple buys at prices between 100p and 28p.

Https://citywire.com/investment-trust-insider/news/spacex-take-off-could-boost-baillie-gifford-trusts-and-seraphim/a2432170

Tomorrowtoday, the recipients of the shares received in place of interest payments may elect to keep the shares with capital growth in mind. I can't see a good reason to sell them at around 15-17p given the potential for growth here.

Weary of it to be honest. I guess nothing seems to make any difference to the SP. Only a big IPO or two shooting ANIC to 100p will elicit a significant number of messages here.

The customer-reported weaknesses centre around just two areas - product quality (durability) and Customer Service. After the "This is Money" website reported yesterday's results the comments section was full of comments on quality ("They ain't made like they were before" and "over-priced for poor quality boots" etc), and "Customer Service is rubbish".

So I went to the company's website to see how they're talking about these two critical areas. They're not. Nothing on CS improvement plans, and Quality is buried in Sustainability in the Investors area of the website.

Good management would be talking about quality standards on the Front Page: quality assurance, how changing factories is a challenge and how it's managed, tannery accreditation, sole injection accreditation, bonding test results, how sewing threads and upper trims are sourced and tested etc. It is not confidential information, and it's a significant concern, real or perceived, by real customers. Why ignore it in Corporate Communications? Why ignore it on the customer facing pages?

The Dr. Martens product is a simple one with only a few components that need to be bonded or stitched together. There's no excuse for getting this wrong (if they do) but even more so no excuse for not addressing a major concern head-on.

I understand that CS is harder to address at a corporate level since the sales are regional and local, but quality is global.

Repression ... I am a shoemaker by past profession and I can tell you that these shoes are tremendous value for money. Of course, ugly is a matter of taste but quality can be measured,

Sushi,

A few weeks ago you said there was a gap up to 35p I think it was, and I asked you for information to support your opinion, you never replied, and it went down to 16p over the next few weeks.

Please substantiate your comments so they may be useful to others, thanks.

JP

Fantastic product, robust heritage, strong brand recognition, clear channels to global markets ... and yet spectacularly unsuccessful.

Smacks of mismanagement to me. I'm not sure the board is smart enough. Blaming the weather, really? That's a Joules level comment.

Need serious players from the likes of adidas who know how to make it come together.

And soon too.

Jollyspeculator, is it possible to know which shares are bought back by the company on the open market and which ones are bought by any other party?

I think that with competent companies that know how to make money these share buy-backs and dividends are a bit of a "damned if you do, damned if you don't" type of thing.

AndyCompanyZ - because many people are not investors they are gamblers and they want it all and they want it NOW!

Tomorrowtoday, given your bleak view of the company it may be best that you sell your shareholding as I don't think that you recognise any redeeming qualities, or any hope of improvement based on anything other than luck. I know it's not my place to advise others, but for your own sake perhaps best to move your money into owning a piece of a company that you actually like?

Tomorrowtoday, perhaps there are benefits to these arrangements. Could it be that Panagraph is able to sell more volume, more effectively, and more efficiently than Tirupati would sell directly with its own sales teams etc. Selling through a third party keeps fixed overheads off Tirupati's books is smart. A pure-play manufacturing business using a sales and marketing company is not unusual at all. Likewise, with the machinery manufacturing could it be that the Poddar association/relationship will ensure prioritisation of Tirupat's machine orders? Would it be better to go to another machinery maker just because they have no vested interest in Tirupati? Could Tirupati get favourable terms from the associated machinery supplier, rather than an unassociated one? Should Tirupati not be a mining-focused company at this stage rather vertically integrated?

These arrangements do not imply that Tirupati shareholders are being fleeced. Not all.

62 trades in the first 45 minutes today, totaling over 1 million shares bought and sold.

On top of a very liquid Friday last week,

Turning point?

Take encouragement from the fact that the Italian government sees the potential that lab-grown meat has in commercial viability to be a significant enough threat to their slaughtered animal meat industry.

Overall I agree with Paul Scott on Volex and for the same reasons I'm invested here, but Paul Scott's track record is hardly noteworthy (I have been on Stocko for several years), so I'm starting to question my judgment :-))

Oogleflugal - to put a bit more meat on the bone ...

https://thecaninetimes.co.uk/good-dog-food-rebrands-to-meatly-for-uk-launch/