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Hotel Choc Share Discussion Threads
Showing 26 to 44 of 50 messages
|Stop moaning about SETS - you can't complain surely with the rise here !|
|26% rise in two days time for me to take some profits !|
|Well maybe not lava.Stunning results.|
|coco is imported so weak pound must be bad for it|
|Maybe I have a cognitive bias, as I have held shares in Fevertree for over a year now, but I like the story Hotel Chocolat are putting into their brand, and it seems similar to how FEVR have a emotive back story of where they source their product from...I should point out here, that Schweppes beat Fevertree in a blind taste tests by a panel of experts, and I really think FEVR's success is down to it's strong brand.
Over on Mumsnet the general vibe is that this choc is good choc, although a few people spotted it was slick marketing. If you watch YouTube reviews on this, choc-heads love it...
FEVR have 17K followers on Twitter, HOTC have over 50K.
I think I might be interested in HOTC.|
|The broker earnings forecast is 4.98p. A price earnings ratio of 40.96 at the current share price , compared to a sector average of 22.98 !|
|Beafort note out this morning: Https://www.research-tree.com/company/GB00BYZC3B04
"Beaufort recommended participating in Hotel Chocolat's IPO back in May, which priced at 148p per share. This was because we saw sufficient 'momentum' at the time to achieve a successful IPO and to power its immediate after-market. In the same respect, however, we were less convinced regarding the Group's ability to sustain the premium 24x forward earnings multiple awarded to upon Admission. In the event the share price got carried away, peaking on second day post-IPO at 210p. Since then it has fallen back to 178p. The reality is that Hotel Chocolat has created a powerful brand, from which has developed a loyal and highly engaged customer base centred on its core competence in chocolate. But some investors have long memories. They recall another chocolatier, Thorntons, having a similar booming experience back in the 1990's; then, near-term success led to its dramatic over-expansion (600 national stores at one stage), followed by implosion and ultimately financial collapse. This is a stark reminder of just how painfully fickle the consumer can be, particularly when dealing with narrow product offerings and rapidly changing tastes. The reality is that having created outlets in the most obvious high-footfall, international and wealthy customer locations already, Hotel Chocolat is likely to find that going forward it is more difficult to sustain a profitable domestic expansion, while more intense competition will possibly limit international ambitions to all but the most costly locations, like airports and luxury malls. Post BREXIT, the share price has suffered, weighing the fact that the majority of its revenues are derived from the UK (Revenue Split: UK 92%, Europe 5%, Rest of the World 2%) while, the Group purchases ingredients in Euros which of course has risen by +10% against Sterling. More to the point, Hotel Chocolat's product will be impacted by any fall in consumer confidence, given that it has set its pricing at the premium end of such discretionary purchases. Based on GfK's early findings, the UK's consumer confidence index dropped to -9 in July from -1 in June, marking its highest monthly decline since 1994. With this warning and yesterday's news lacking any excitement ahead of release of its FY2016 figures, confirming only revenues roughly in line with consensus and no comfort regarding like-for-like sales growth, we were left unexcited."|
|Does anyone know when is the next trading update?|
|another Fevertree or Just Eat food type performer?|
|ram, I agree, not looked in great detail yet, but what transactions are you referring too?|
|Hope they don't make chocolate teapots. Seems overpriced to me.|
|A new high coming here.|
|isaready - As I said before, I like the company. It ticks all the important boxes.
So if the company can be more transparent and show that the related party transaction was above board and fair, then I will take a stake.
With AIM companies, putting trust in the management, especially when they are new as a plc, is not a risk I want to take. Burnt my fingers too often in the past.|
|isaready - I'm sure you're right, but do you invest because you admire what they have done to date, or because you want to make a profit on your investment?
If the former, remember you may be making a charitable donation. If the latter you'll look from every angle.|
|Ram, what are you on about. This is to guys, who worked hard for their company, opening up a small shop and building a business. simple.|
Clearly the related party transactions in relation to the St Lucia company are very opaque. They are not even disclosing how much was paid to the founding directors to buy out the remaining shares.
An admission document which goes into great detail in every other respect lacks basic disclosure when it comes to this related transaction - precisely when they should to show propriety.
One of my rules is not to invest in a company where the management appears dodgy, no matter how good the business. There is nothing worse than bad management to destroy a perfectly good company.
I am going to sit on my hands until there is clarity around this issue.|
|This might be worth reading ... as over-rated as their product?
|Agreed with your view about being over valued and rated, however as regards the comments about the goods, I cannot comment other than to say that the odd few that I have tried (having been given them as a gift)is not something I would repeat but I would suggest others try them and see if they come to the same conclusion, as you seem to have done. The packaging of the product and design of the stores is what seems to sell the chocolate, presenting the products as being of premium quality. It is all about image and packaging, all down to good marketing.
Once the market has settled on this one, it could be one to put a a watch "short" list imo.|
It should work fine with window98, you could try downloading the application and just choose save. Then you just need to go to the file and double click on it, it should install just fine. then you can delete the file you downloaded, as it is only the installer it is not needed after installation.
basically the install should not take longer than a few minutes.