Best Of The Best Share Discussion Threads

[ryanc106] 01/10/2020 21:49

Maybe much sooner Pearl. You never know, we might even get a knock out offer before then too :)

[peart] 01/10/2020 18:00

Another month and we'll get a 6 month trading update which should be good!

[perimore] 01/10/2020 15:17

Good article just posted on stockopedia for those that have access.

[investographer] 26/9/2020 23:34

William Hill could be about to be taken out.There is plenty of cash sloshing about in PE Private Equity

[steptoes yard] 25/9/2020 08:38

No no. Not at all. I'm saying remarkable things happen in businesses and the very big ones do extraordinary things to maintain their strong position. It was the reference to rival ads at 20 quid a ticket that made me smile, whether they are genuine or whether they are not they reinforce any faith a BoTb punter has when they have purchased a ticket at least in terms of value for money.

[grabster] 24/9/2020 22:51

SY - are you suggesting that some big rich rival who regards BotB as a threat would buy the company to shut it down??

[steptoes yard] 24/9/2020 11:22

Grab, msft and good buy several businesses a year for millions (small change to them) and shut them down immediately as they posed a threat to their strategic model ;-/

[grabster] 24/9/2020 08:47

SY - I did wonder if the batch of 'rival' adverts that crop up after visiting BotB, asking up to £20 a ticket, were fake ones circulated to emphasise how low the BotB ticket prices are in comparison. ;-)

[steptoes yard] 24/9/2020 08:34

That's free advertising to help punters stick to BOTB.

[milliecusto] 23/9/2020 17:58

Yes second hand mk1 rs Mexico , don't do them New, ticket prices are adjusted fur new and old

[investographer] 23/9/2020 16:31

Their prizes are rubbish too.Second hand cars & pre owned watches

[grabster] 23/9/2020 14:46

Each time that I (now and then!) enter a BotB draw, my screen gets visited by other supercar win offers from rival sources -- and the ticket price every time is way dearer than BotB's ticket prices.

[jlstocks] 22/9/2020 08:19

For those tracking web traffic etc, the past week and the week ahead might (?) be interesting. For the 2nd consecutive week, the BOTB Dream Car comp is a special where the ticket prices are significantly reduced AND every car comes with an additional £50,000 cash. E.g. a winning £3.30 entry would get you a £178k Lamborghini Urus plus £50k (and for another 30pence, another £20k on top of that!). They do similar specials every 2/3 months usually, but as a player (and stock holder), I’ve not seen this back-to-back before. Suggests, possibly, further confidence in the pricing model / lifetime return per user etc. You can be sure that a typical entrant will likely enter more overall (in £ terms), as the prizes are exceptionally attractive in weeks like this (and they are great normally...)

[ryanc106] 18/9/2020 12:45

Agree with everything you say Peart!

Cheers, You have a good one too :)

[peart] 18/9/2020 08:35

Ryanc106, I've cut off the heads of daisies before too! I think it's luck to sell at the peak of something that then say goes into a decline. People can, if they choose, talk clever to others around their great timing, which to me is nonsense. It's also easy to look back and say I wish I'd held on for longer - I know I have! But then again, I've wished I sold out of certain positions when I thought they were going higher and they didn't - they fell (dot-com crash comes to mind!). Sometimes I think it is best to perhaps be grateful and happy for a nice profit. All these thoughts in mind, I'm, like you, holding BOTB!!

I think a lot of businesses are pretty hard - fighting for orders to keep things going. Some in the commodities type field, don't have to fight for orders too hard and as long as they have reasonable scale can make reasonable trouble free money, but they are never going to be high fliers. Then you have businesses like BOTB, that to me have worked hard to find a formula that works and have now got there. I imagine it's just an execution type of business now, just a formula to work on and expand, and the cash is starting to pour in. The big money is often made easily. I feel and hope that that is where we are with BOTB.

We'll see. Enjoy the weekend Ryanc106.

[hotaimstocks] 17/9/2020 23:00

this was 16p in 2012 & now worth £178m hmmmm will so little free float any selling now expect sub 1000p

[ryanc106] 17/9/2020 20:00

Yeh GAW has been a phenomenal performer!
I got in early’ish but sold out too early in the 50’s,60’s & 70’s unfortunately!
Still very grateful for the life changing sums of money I made on it though.
I genuinely believe BOTB could be on a v similar trajectory and anyone selling out now is likely to regret it as I did with GAW.
I won’t be making the same mistake again with BOTB that’s for sure!

[peart] 17/9/2020 17:22

Ryanc106 - I've just had a look at GAW. Wow! What a success story. I'm amazed that fantasy miniatures could create such a large business. BOTB is still a minnow and could grow substantially.

[ryanc106] 17/9/2020 17:09

Exactly! Operational gearing is off the chart Imo!
A cookie cutter approach Could easily be applied to their proven method For roll out to the ROW!

[pastybap] 17/9/2020 16:55

Disagree. What's to stop them using the business model in the US? Doesn't even need to be football. They could use American football, basketball, baseball etc to appeal to different markets. They have the engine and the marketing know-how. Fully scalable with potentially further operational gearing.

[ryanc106] 17/9/2020 15:51

Agreed Peart, I don’t think it’s out the question either. After all who envisioned GAW would get to over £100

[peart] 17/9/2020 09:54

3p dividend today (ex div day) - something else to look forward to!

[peart] 17/9/2020 08:28

I would agree that 100% plus rates of growth are not sustainable long term, but let's just assume that in 2 years time fwd eps is £2.25/share (say £1 this year + 60% + 40%) - £50/share doesn't sound so fancy if that scenario plays out as it would be on a p/e of 22 ish which is fairly low for a business with a growth rate of 40%. I suspect that growth rates for this business might be higher than plus 60% & then plus 40% over the next two years from Apr 21. They will come down eventually, but perhaps not for a few years. Assuming the company knows they are clearly on target for circa £1 per share earnings this year and can demonstrate that say circa £1.60 is a clear and obtainable figure for next year that would mean that a £50/share take out price is not too unrealistic as it would be on a fwd p/e of circa 30. I appreciate that az4hr sees this differently, but that's what makes a market. I was thinking that early 40's was a knock out price when the FSP was first announced, but with the recent trading update I now feel that closer to 50 would be the knock out offer that the board would snap up. A lot of this will obviously depend upon what the Hindmarch's and Rupert Garton feel and know about the future. But if they are super confident of say fwd eps by this time next year of say £1.60, and then say £2.25 the following year, I'd be holding out for £50/share as of now.