Tanfield Group PLC Discussion Board http://www.iii.co.uk/investment/detail?code=cotn:TAN.L&display=discussion http://www.iii.co.uk/icons/logos/uk_logo.gif http://www.iii.co.uk tag:iii.co.uk,2003:tst.5613934 ')" target="_new" rel="nofollow">http://www.uspsoig.gov/foia_files/DA-WP-09-001.pdf
Borrowed from LSE bb. By lightfooted ]]> http://www.iii.co.uk/investment/detail?code=cotn:TAN.L&display=discussion&id=5613934&action=detail Sun, 22 Nov 2009 22:10:00 GMT lightfooted tag:iii.co.uk,2003:tst.5613789
This just makes me even more optimistic - since at least 50% of that market will switch to electric in the next 10 years.

Ergo a £2Bn market for Tan et al to target over 10 years - And that's just UK.

By slim111 ]]> http://www.iii.co.uk/investment/detail?code=cotn:TAN.L&display=discussion&id=5613789&action=detail Sun, 22 Nov 2009 20:44:00 GMT slim111 tag:iii.co.uk,2003:tst.5613775 You are absolutely correct, however the major factor holding back the sales of commercial EV's at the moment are the costs. Yes there are savings to be made in running costs, but the upfront cost is too high, although probably not too high for major 100ftse company's but for others yes. The only way for the price to be brought down is via government subsidies, incentives and a major uplift in sales. Obviously the increase in sales was planned before the recession by Tanfield, but now this has been held back. I hope that into 2010 we will see a resurgence of interest in these vehicles, orders that have been held back will come, and cancelled orders due to the downturn will hopefully re emerge.

I think from memory Tanfield were planning to build a 1000 units per year before the collapse occured, and that was just the uK and EU markets. What we need of course is for just some of those numbers to re emerge and we could be off and running. It could be a long haul however, so I won't be holding my breath just yet.

Anyway this is way oversold again at these levels IMO.
Remember this at 5/6p was priced to go bust this time last year, does anyone believe this will go bust, no, Ford don't, the government don't, The directors bought shares this year, the SEV company was set up this year, Tanfield hold 49%. Mind you I suppose if it did the yanks could move in and pick SEVUs for peanuts, now theres a nasty though, the yanks get it for f/all. By Soolaimon ]]> http://www.iii.co.uk/investment/detail?code=cotn:TAN.L&display=discussion&id=5613775&action=detail Sun, 22 Nov 2009 20:37:00 GMT Soolaimon tag:iii.co.uk,2003:tst.5612561
The trouble for me is that this company is all about ifs, whens and maybes. The only certainties are that its backbone (upright) is struggling and Smiths is yet to turn potential into proper orders. If it survives it could be a big success story...... By dogstrader ]]> http://www.iii.co.uk/investment/detail?code=cotn:TAN.L&display=discussion&id=5612561&action=detail Sun, 22 Nov 2009 09:16:00 GMT dogstrader tag:iii.co.uk,2003:tst.5612226 I think you are confusing the facts here, you say the commercial vehicle sector in the UK was worth 4.3billion in 2008, I don't know where these facts come from, perhaps you could provide a link to back this up, but the key thing here is I said EV sector not the diesel sector, therefore I am correct. You are confused.

Can you please show me the company that is currently ahead of Tanfield in respect of sales for EV's. I will be very interested.

Again what annoys me is people who post incorrect facts, opposing views with some meat on the bones yes, but statements that are factually incorrect are just a waste of space.
Delusional, and avin a larf, yes I am at your reply.

Come on you can do better, can't you? By Soolaimon ]]> http://www.iii.co.uk/investment/detail?code=cotn:TAN.L&display=discussion&id=5612226&action=detail Sat, 21 Nov 2009 21:11:00 GMT Soolaimon tag:iii.co.uk,2003:tst.5611962 ')" target="_new" rel="nofollow">http://electrificationcoalition.org

Our friends a PG&E feature in the members section. By roobsta ]]> http://www.iii.co.uk/investment/detail?code=cotn:TAN.L&display=discussion&id=5611962&action=detail Sat, 21 Nov 2009 17:19:00 GMT roobsta tag:iii.co.uk,2003:tst.5611711 http://www.iii.co.uk/investment/detail?code=cotn:TAN.L&display=discussion&id=5611711&action=detail Sat, 21 Nov 2009 14:59:00 GMT Gambit07 tag:iii.co.uk,2003:tst.5611701
Remember also that turnover from the access side was £114m in 2008 but probably only £25-30m 2009. I think we all accept that 2010 won't show much improvement, but there is every prospect that this turnover can be rediscovered through 2011/12

IMO the company can achieve real success starting in 2011. When the market sees this and believes that it will survive until then, 30p will look very cheap. By Fiscus ]]> http://www.iii.co.uk/investment/detail?code=cotn:TAN.L&display=discussion&id=5611701&action=detail Sat, 21 Nov 2009 14:49:00 GMT Fiscus tag:iii.co.uk,2003:tst.5611191
"Tanfield is currently the world leader within the EV commercial sector"

World leader with £17.6m in sales over the last 12 months!!!

Are you avin a larf?

To put the current demand for Smiths EV's into persepective the UK market for commercial vehicles was worth £4.3bn in 2008

Delusional. By R Lipsey ]]> http://www.iii.co.uk/investment/detail?code=cotn:TAN.L&display=discussion&id=5611191&action=detail Sat, 21 Nov 2009 09:00:00 GMT R Lipsey tag:iii.co.uk,2003:tst.5611152 I think I do deal in facts, whearas I think you have never posted one single fact regarding Tanfield, apart from the general AWP sector is in decline. We all know this I believe, so may I suggest you change the record and think of something new to say.
My comment re debt is correct, look man can you name me a trading company that does not owe its suppliers, and is not owed by its customers. That my friend is called Trading, I will await your response. As you well know I was referring to bank debts, bank loans etc.
The order for 50 vehicles has not been confirmed as we know, but again your comments re final net/net whatever that means is silly. I think you refer to what is the net margins on these deals, well I suggest you get a copy of their accounts and read through them and do the maths. They are widely available. I think at the moment the main thing is that we get the orders and increase the top line, ie turnover, at the end of the day this is what will drive Tanfield back into a profitable situation. I am sure the margins are calculated, and possibly have fallen slightly but will still be there.

Now then your other comment, the company would be aquired by Ford or some major EV player. Now that is just absolutely hilaruios and shows what a twerp you are, tell me why would Ford want to aquire Upright/Snorkel? where is this major EV company, Tanfield is currently the world leader within the EV commercial sector, or perhaps you think Ford will just buy the Smiths section?. Ford were almost bust last year, I think they have more serious problems than buying an EV company. Ford are tied with Tan in any case.
Access has no chance for 24 months at least, is that your opinion or is that widely known? Again show me the facts. Tanfield have said it will be depreseed into 2010, but beyond that it is hoped that the sector does pick up. I believe it will improve through 2010, if the world economies carry on growing.
I think these are the facts unlike your constant rants, which incidentally are full of fluff and I am afraid little fact. By Soolaimon ]]> http://www.iii.co.uk/investment/detail?code=cotn:TAN.L&display=discussion&id=5611152&action=detail Sat, 21 Nov 2009 08:40:00 GMT Soolaimon tag:iii.co.uk,2003:tst.5610921
your nuts if you dont buy now . Total give away price Sidak lol . By Ace08 ]]> http://www.iii.co.uk/investment/detail?code=cotn:TAN.L&display=discussion&id=5610921&action=detail Fri, 20 Nov 2009 23:31:00 GMT Ace08 tag:iii.co.uk,2003:tst.5610491 Positive news must have actual quantifiable facts no more management fluff up.
Even regular posters on this board are loosing faith in the company and management but appear to be holding on and hoping. Next stop Maccau By layzymon ]]> http://www.iii.co.uk/investment/detail?code=cotn:TAN.L&display=discussion&id=5610491&action=detail Fri, 20 Nov 2009 20:41:00 GMT layzymon tag:iii.co.uk,2003:tst.5610378 As for Tan, this is a buy at these silly levels for me, it may go to 25p, we will see, but it will eventually rise. By the way AIM market has suffered a general decline over the past few weeks, but when the markets steady again we should see an appetite for AIM shares once again.
We could do with a little positive news on this, maybe confirmation that they have secured that order for 50+ vehicles would help, and a further update from across the pond.
Johng are you considering buying back in yet, or are you waiting for the 25p level??
Maybe we will get an opportunity to top up again this christmas at silly levels, and wait for the guaranteed rise into 2010.
Remember, market cap now 22mill, no debt, no plans to raise funds in the near future, cash in the bank, Snorkel, Upright, and Smiths all waiting for the orders to send this off and running.
I took a liitle dabble in Jarvis early this week, a company in a similar position to Tan, major downturn in its markets, interim results next week, may be a nice little run up to results I think. We will see.

Sool




By Soolaimon ]]> http://www.iii.co.uk/investment/detail?code=cotn:TAN.L&display=discussion&id=5610378&action=detail Fri, 20 Nov 2009 20:00:00 GMT Soolaimon tag:iii.co.uk,2003:tst.5609967 http://www.iii.co.uk/investment/detail?code=cotn:TAN.L&display=discussion&id=5609967&action=detail Fri, 20 Nov 2009 17:29:00 GMT SirGawaine tag:iii.co.uk,2003:tst.5609931 http://www.iii.co.uk/investment/detail?code=cotn:TAN.L&display=discussion&id=5609931&action=detail Fri, 20 Nov 2009 17:15:00 GMT layzymon