Best Of The Best Share Discussion Threads

[grabster] 10/3/2021 14:44

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[this tea tastes of chicken] 10/3/2021 12:58

That question can be answered by how many minutes it takes to make an entry, whether it can be done on the move, the extent to which the new app facilitates this, the extent to which society returns to "normal", the desire to play a game of skill and win a prize, and finally the extent to which the advertising spend correlates with sales. Just one more, the extent to which marketing is wholly committed to terrestrial tv which is in the course of becoming programmatic over a series of media verticals.

[peart] 10/3/2021 12:36

pob69 - interesting assessment. I've wondered if the lockdown has been boosting sales. But perhaps the other side of the coin is that maybe people will spend more on such games as BOTB when they have more confidence in their job and future once lockdown eases. Or maybe it's not relevant and it's more the marketing machine that BOTB appears to have got moving really well. Have lottery ticket sales gone up or down due to lockdown, I suspect they will have stayed pretty solid and steady. This issue will be interesting when lockdown eases. I suspect it will be onwards and upwards regardless.

[ryanc106] 10/3/2021 12:06

We do indeed seem to be working from the same page of the same text book Peart :)

None of what you said above is that far away from reality imo.

[peart] 10/3/2021 11:54

We both keep saying the same stuff Ryanc106. If fwd earnings are £3.00, which might be light - who knows, a fwd p/e of 40 is not crazy stuff - just look at other companies out there. That equates to £120 per share. I would say we weren't cheap then, but it all depends on the earnings. If we were sat here in a years time with a share price of £120 and earnings at £3 with fwd earnings of say £6, I wouldn't think that was expensive.
To me its all about earnings and a reasonable market backdrop. If the stars align, this coming year could be a repeat of the last year. The power of compounding starts to kick in then for long term holders. We'll see.

[pob69] 10/3/2021 11:44

Interesting to compare Maynard Paton's new blog assessment of the company with Funky Finance

[investographer] 10/3/2021 11:43

Surely there will have to be a stock split soon.I envisage this will happen once it reaches GBP 100

[ryanc106] 10/3/2021 11:02

£33.64 paid now.

My £75-100 price target is looking less and less crazy by the week.

[this tea tastes of chicken] 10/3/2021 10:57

Yes Mateus is carving a good brand for himself there. Clear and concise.

I think he missed an opportunity to tuck into the well worn notion of skin in the game by the founders. I alluded to it the other day. We have a board of directors with 70%+ of the co who have presented themselves for auction at a time when there has been a transition from airports to sticky yet zero marginal cost, optionality based online platform.

Whether they had offers or not, and nor do we care now, they have said to the world, we believe based on what we know that WE can grow the business much faster than any other option presented to us including the option that we invest the 9 figure proceeds afterwards. We will continue knowing that there are risks, opportunity cost lost on other options (land, tax haven trusts etc) if it goes wrong. We simply don't think it will.

I'm wittering on a bit but when you hear directors ramping up their company prospects it never quite feels the same does it when you know all that is at stake is their salary, a few options and some shares worth less than ten million or so. And that's if that is the case, many times not.

No, they've seen something here and they don't have to discuss their pipeline with anyone.

Just the 31 quid in the middle as I write.

Some large trades gone through in the last few days btw.

[ryanc106] 10/3/2021 10:55

We're gaining traction again on L2 - Onwards and upwards from here I believe.
Seems to be coming on the mainstream radar now :)

[investographer] 10/3/2021 10:40

Enjoyed his video too!Has anybody got an idea if/ when & how international expansion will occur?Last May, 80% of players came from U.K.It will be interesting to see what that % is now.

[jlstocks] 10/3/2021 09:18

Can't argue with anything in that video. Indeed, I think it's what we've all been doing within this group for the last 12+ months! Having it explained in this manner, in an accessible format can only help spread the word. Nice work Mateus!

[grabster] 10/3/2021 09:13

pob69 - thanks for that video link. Powerful case, well explained.

[pob69] 09/3/2021 21:18

Energetic BOTB video from Funky Finance

[jackson83] 09/3/2021 21:06

17p in 2012 and now look

[ryanc106] 09/3/2021 11:04

Agree 100% Peart

[peart] 09/3/2021 07:45

I suspect we are trading at circa 20 times current year earnings which is cheap for a company that will grow earnings by about 300% this year. It's the forward earnings projection for the year, starting 1.5.21, that is key to me.

[ryanc106] 08/3/2021 22:40

Who cares!
This is just the start for BOTB!

[this tea tastes of chicken] 08/3/2021 18:02

Someone wants a piece of it. A few trades reported during hours between 10 grand and 20 grand which is unusual but none as unusual as the deal crystallised today and delayed reporting until after hours at £30.60, all £123k worth.

[this tea tastes of chicken] 08/3/2021 14:37

"Cough" shanklin

[shanklin] 08/3/2021 14:23

Perhaps you need to announce them at 16:30.

[davidosh] 08/3/2021 14:21

I suspect some investors are assuming the verdict on the company will be very positive and buying before the BASH session. It does happen which is one reason why we try to announce those as late as possible before the event.

[this tea tastes of chicken] 08/3/2021 14:04

Was Mello brought forward by a few hours?