Boxhill Share Discussion Threads

[the bounty hunter] 01/12/2015 17:16

probably a few t-trades that need to close

[newvest1] 01/12/2015 17:11

Sp doesn't look great @10% down hopefully mm collecting shares ready for the results due.

[a2584728] 01/12/2015 13:35

Chart looks great

[smudgedan] 28/11/2015 10:48

Yes, I have been assured by Phil Jackson that they are going to sort out the broken links on the website, so hope to see that rectified shortly as I completely agree that it is an own goal.

Am anticipating that we will get a trading update, possibly on Monday or at some point next week which should provide some details on the profit for the quarter just passed. I am hoping that they achieve a profit of around £500k for the quarter, given the revenue slippage from the previous year accompanied by the the new contracts they have been winning coming on line.

[hydrus] 28/11/2015 09:50

Smudgedan - as you have a large holding have you spoken to any of the Board or anyone else at the company? I emailed them about the website a few months ago as links on it don't work (it's dreadful) and got completely blanked.

[smudgedan] 28/11/2015 09:24

Nice balanced comments Michael. I have a large holding in Box and am quite excited by the future prospects here, given the exponential profit growth, high margins and relatively low fixed costs.

I would prefer a lower number of shares in issue and wouldn't mind a 10 to 1 consolidation. Also the % of shares in public hands has certainly been a hindering factor.

That being said, if the company can maintain anything like the growth they have seen over the past year or so then I can see a £20m market cap being easily achievable in a relatively short space of time based on a relatively modest P/E ratio of what I think they can achieve in profits for the current year.

[hydrus] 27/11/2015 22:02

Should say though - do agree it looks cheap and if they do grow in line with potential this year could be interesting. I think I'll see what next update says first though.

[hydrus] 27/11/2015 19:48

Michael thanks. The other potential negative here is the enormous amount of shares issued. Personally, not something I like. It seems to attract a lot of traders I note. I was in Box earlier this year but the delays announced in last statement (plus chairman sales as you highlighted) made me step out and watch from side lines. Will keep watching but every chance this will drop back shortly, due to the second point I made above.

[moormoney] 27/11/2015 12:43

Bring it on! Let's hope the rise continues.

[5uchchi] 25/11/2015 21:58

it would be a takeover target considering its market value (capitalisation). According to my view it could be sooner than later.

[johnyee 7] 25/11/2015 15:07

Supposed to be an update in November.

[moormoney] 25/11/2015 14:51

Nice! No news yet but looking good :))

[justanothergoodinvestor] 25/11/2015 14:37

It does indeed. Still under the radar as we await the newsflow :)

[newvest1] 25/11/2015 14:20

BOX looking strong today :-)

[the bounty hunter] 23/11/2015 18:57

The payments business looks as though it is set for a significant ramp up in profits in the next year - already Boxhill has proved the ability to grow its market share and revenues in its payments business and it is now gaining new customers via partner network.
The partner network will accelerate market share, and shared revenues will drop straight to bottom line without addiing to overhead costs. I had previously pencilled in £1.5m pbt for the payments business for the current year. Add in additional profit from new partnerships - say £750k. Add in a major contribution from casino cash when this is launched and one can see how this business can be worth £50m in the next couple of years

[justanothergoodinvestor] 23/11/2015 18:30

It would certainly look that way judging by some of the buys going through. Casino related news? We don`t have long to wait it would seem. GLA

[moormoney] 23/11/2015 17:49

Market certainly looks as though some know more than we do! ✴✴

[a2584728] 23/11/2015 15:55

Just added.

[jamdan1] 23/11/2015 15:53

News tomorrow?

[a2584728] 23/11/2015 15:18

Bit of news, then through .005p then blue skies

[moormoney] 23/11/2015 15:08

Good to see Box moving up again. Massive vote of confidence shown by that recent big buy! IMO.

[jamdan1] 23/11/2015 12:52

Buys coming in now....

[a2584728] 20/11/2015 10:56

Do not get dragged into selling here, great things coming soon.