Best Of The Best Share Discussion Threads

[investographer] 15/9/2020 22:28

Https://twitter.com/research_ccm/status/1305952292147998721?s=21

[investographer] 15/9/2020 22:27

From Chalmers Capital Management based in Gothenburg, Sweden

[serratia] 15/9/2020 22:25

Not active for a click.

[investographer] 15/9/2020 22:21

Just click on the link

[serratia] 15/9/2020 22:17

Nothing there when copied .

[investographer] 15/9/2020 22:13

Saw this research note out today from SwedenHttps://drive.google.com/file/d/1Xs2vvXTTVo-TZSu18eazpnfSTNo3VjEE/view

[investographer] 15/9/2020 17:55

If it is just a basic trading update, then we have to assume that FSP talks are still ongoing.

[peart] 15/9/2020 17:12

We might hear very little, so I'm prepared to be disappointed on a lack of any news of any substance. Hopefully that won't be the case, but as I've said before - time will tell!

This is what was announced last year and if there is nothing to report on the FSP, we may hear something not too dissimilar to the first paragraph;

"The Group is pleased to report that the positive momentum to the start of the year, reported at the time of the full year results in June, has been maintained and the Company has continued to make good progress and is trading comfortably in line with market expectations for the current financial year.

The transition to a pure online business is now complete, following the closure of the Group's final physical site at Birmingham airport. The Board continues to be confident about the prospects of the Company in the year ahead."

[ryanc106] 15/9/2020 14:43

I'm intrigued to hear what they have to say tomorrow.

[investographer] 15/9/2020 09:21

I really do hope that there is a conclusion to the FSP process that has dragged on for 3 months.Combined with a current trading update, could be interesting.

[peart] 15/9/2020 09:11

Hopefully it will be interesting and positive day for BOTB tomorrow....

[steptoes yard] 14/9/2020 14:52

Using the S Curve of value creation, that is, the value creation through invoking the strategy agreed by directors, it is still at an early stage frankly and the line for share price appreciation is usually some way behind the value creation line.

[peart] 13/9/2020 14:01

You're quite right Investographer, they do do a November update also. It wouldn't surprise me if they increased the frequency of special dividends, as I believe they are going to get higher and as such it would help them if they made smaller more frequent payments.

[peart] 13/9/2020 13:22

If the FSP fails on price and the company can show significant growth over the next, say two years, that growth and the by then 3-4 year trend will prove very valuable and might tease out a realistic offer at that time from say a bigger player than is perhaps currently interested. By then if the expected trends in growth continue we might be looking at a massively higher share price. ie. let's assume that in two years a forward p/e of say £2.20 - £2.50 per share is on the cards - do the maths - on a take out price of say 40 times forward earnings we're talking £80 - £100 per share. Obviously a bit of wishful thinking here, but certainly by no way impossible - maybe quite a bit higher, particularly if USA buyers were interested and it is a tech stock. If the company performs as we all feel and hope, this one is off to the races. I'm also excited about the possible dividends for the current year, as I've said before 60 - 70p per share would not surprise me. We received 37p on 37.51p of earnings in the last financial year, and with eps expected at circa 70p this year, which they are most likely beating 60 - 70p might be conservative.

[mobtheplod] 13/9/2020 09:38

Investographer - I agree with you on that, this company is still quite low on its trajectory imo and the last thing I want is a takeover, I hope they state that there will be no takeover, the share price drops a few quid and I will buy some more. Macro conditions permitting I can see it pushing £20 buy year end - just my opinion of course.

[investographer] 13/9/2020 09:20

There will actually be a trading update before that half year report.It will be in November with figures up to October 31st.Remember we only know figures up to end of April & since then web traffic has doubled.The AGM will provide an update next week on current trading.I hope they tell us that all takeover talks are over, so the company can move on.3 months of talks & no buyout probably means a price could not be agreed on.The story has only just begun here.This is my largest holding & will remain like that for at least the next two years.

[ryanc106] 11/9/2020 21:31

Cheers Peart

[peart] 10/9/2020 20:49

They tend to just issue trading updates Ryanc106 which if their history repeats they will do so at the AGM on 16.9.20. Half year report will be in January. Unless they change and issue more details say every quarter, only time will tell if they decide to go down this route. We may possibly hear nothing on the FSP, but may be advised that trading is way above current market forecasts - again only time will tell, who knows! I hope this helps.

[ryanc106] 10/9/2020 19:54

Anyone aware of when they will be releasing their interims? Assuming next week before the AGM but may be wrong?

[steptoes yard] 08/9/2020 14:12

It is this type of free advertising that puts it on a par with an industry that has barely had to do any advertising and in a good many places cannot: tobacco. Long may it continue.

[jeff h] 08/9/2020 12:38

Nice bit of free advertising:-

[grabster] 08/9/2020 09:42

Topped up my isa holding with a small buy.

[investographer] 08/9/2020 05:54

This is an outstanding share & I do now hope that the trading update next week at the AGM coincides with a no sale of the company.Can see massive growth in this tech company over the next few years.Also looking to see if they broaden/ expand their product range