Best Of The Best Share Discussion Threads

[dan_the_epic] 07/5/2020 15:53

Well done everyone

I would never invest as I think players are getting wise to their worse and worse odds of winning. I would never pay more than 15x for a gambling or FOBT company but that is what makes ammarket

[investographer] 07/5/2020 15:28

No, as a subscriber to SCSW, not been covered before.Just put a search in the site & nothing came up.This has all the makings of the type of Zulu shares that SCSW cover.

[johndoe23] 07/5/2020 14:48

Has SCSW covered before?

[johndoe23] 07/5/2020 14:47

Yes, I do like it's seemingly under the radar still. I came across during my own stock screens for value shares. Still can't really find a fault here, peg under 1, excellent profit and revenue growth, asset light, stands to benefit from lockdown.Only negative is spread, I don't like buying on more than 3%...

[investographer] 07/5/2020 14:27

Im sure there could be some weakness/ better entry point before June 25th Finals.Luckily this is not being ramped by the usual crew, so not many traders about.Amazing potential for this Zulu stock.Just need a write up from SCSW to top it off!

[johndoe23] 07/5/2020 13:50

Nice to know Paul Scott shares the same price target as myself!Will wait here on any potential price weakness, if any...

[investographer] 07/5/2020 13:38

Paul Scott from Stockopedia writesOnce again, BOTB has out-performed against forecast. This is becoming a pleasing habit!The Company's financial performance throughout the Period, and particularly the second half, continued to be strong.As a result, the Board now expects to report full year revenue and profit ahead of current market expectations.Note this comes on top of repeated increases in forecasts previously. Another point to consider, is that these big increases in profitability have been achieved despite the headwind of adverse changes in taxation (remote gaming duty, and VAT).Forecast - house broker FinnCap is excellent in getting its research out to investors, via both Research Tree, and its own research portal. A brief update today shows a big increase in forecast for FY 04/2020 - EPS is up to 33.2p now, up nearly 91% on last year!Forecast PBT has gone up 27% on the previous forecast, to £3.8m.My opinion - this share should fly today, it's way too cheap, in my opinion. It's rated at only 13.1 times newly raised FY 04/2020 forecast. The share price should be double the current level, in my view, since a PER of 26 would be perfectly reasonable for a share that's growing earnings so strongly.I just emailed the CEO to congratulate him with a simple message, "You guys are on fire!"This company should be benefiting from more people staying at home, and not being able to spend money on socialising, etc. We all know what most men do when stuck at home - watch football, and try to win a supercar online! ;-)

[johndoe23] 07/5/2020 13:16

One that got away. Had finger on buy at 400p but didn't for some reason. Based on 33p EPS, would a price target of 825p be unreasonable?33 x 25 PE = 825p

[jeff h] 07/5/2020 13:03

Yet another profits upgrade, the 5th this financial year for a share that keeps on.... motoring!

Y/E 30/4/20 Pre Tax £3.8m EPS 33.2p Div 14.1p (FinnCap 7/5/20)

Looks like another Special Dividend to ocme as well as the div forecast been increased by 14p a share.

[johndoe23] 07/5/2020 11:46

Wow. Amazing share price performance this morning!

[from8to800] 07/5/2020 10:18

You call it downside (at it may be if you're moving size), to small fish like myself I'd call it opportunity. Taken some to pay for the risk, free rolling the rest. Onwards and upwards.

[dan_the_epic] 22/4/2020 08:57

Revcomps.com the copycat merchants with the same shaped sign outside the winners cars gaining speed.

One would be concerned that the barriers to entry here are not high.

[grabster] 19/4/2020 14:38

TV adverts for BOTB have become more evident this month. (Not sure if there are more of them or if it's just me seeing channels I didn't previously watch much). Huge captive audience at home during lockdown.

A search for BOTB on Google News brings up regular headlines regarding prizes won.

[studentinvestor13] 24/3/2020 15:49

I didnt realise this company was listed as I've been playing the dream car game for a couple of years! Theyve really stepped up the quality of the car offerings. I have purchased stock today after 2 hours screening the numbers and I am shocked it's actually this cheap as it should be at 450p and over

[pireric] 23/3/2020 12:32

Thanks Jeff. Taken my position to 10% today and done for now. Ask of 337p at present pretty nice for anyone who wants to buy at <12x forward P/E

[jeff h] 17/3/2020 16:40

FinnCap latest:-

BOTB’s increased investment in marketing has continued to deliver better-than expected results, with the strong start to the second half continuing. We consequently make further forecast upgrades, despite having already raised guidance twice in the past five months. We raise FY 2020E and FY 2021E PBT
forecasts by 15% and 8% respectively to £3.0m and £3.2m, reflecting the improvements in customer engagement and new customer acquisition that BOTB has been able to achieve through its focused investment on marketing.

As BOTB has transitioned to being a 100% pure-play online operator, we see scope for additional share price improvement and highlight the 26% upside offered by our 490p unchanged target price.

Effective content and marketing driving customer engagement and acquisition.
The strong second half of the year, with particularly compelling winners’ videos and other content alongside a broad range of marketing initiatives, has driven customer engagement and acquisition, which has given the Board confidence in increasing investment across all channels and platforms. This strategy appears to be working and is evidently delivering further momentum and growth.

.....A company reporting good news a very rare beast in these tough times. Current year (to 30/4/20) profits forecast now £3.0m from £2.6m in Jan, and £1.5m at the start of the year. EPS 26.0p now forecast up from Jan's 22.7p

[pireric] 17/3/2020 15:05

Nice trading ahead statement today and forecast upgrades again. + 2021 expectations on revenue growth look like they can be beaten

[henwii] 04/2/2020 21:45

It is spot the ball. hence it is not gambling in the eyes of the law as there is perceived to be an element of skill involved.

[kimball808] 03/2/2020 13:30

Is this just spot the ball online???. I initially thought it was buy a ticket, if your number gets called..One shiny new car heading your way...

[rambutan2] 30/1/2020 15:30

Tesla’s are one of the choices, as are other hybrid and pure electric vehicles.