Best Of The Best Share Discussion Threads

[hotaimstocks] 16/6/2021 22:11

new kid on the block with SPOT THE COIN COMPETITIONS & he has almost 1.9 million subscribers ... YIANNIMIZE going take over lol .... BOTB top up at 1000p

[transhoneyqueens] 16/6/2021 21:41

looks like a takeover could be on the cards again if we stay below £25 ...

[whittler100] 16/6/2021 16:06

Whichever way you look at it and if you dig into the numbers for the past 4 half-year reporting periods, it indicates that whilst revenue is still decent it has not really risen by more than a small amount in the second half of FY 2021 as reported today. On top of that, the management tells us that “we have experienced somewhat of a reduction in customer engagement since the latest easing of lockdown restrictions on April 12, 2021”. To me, that’s sort of a post-dated warning when you consider the forecast is for a turnover of £54m in 2022 & we are already over two months into H1 of FY 2022 with a “ reduction in customer engagement”. Will the app make a huge difference? It may well make access easier but by how much will it really boost turnover as we enjoy our new freedom? As ever just my opinion as an ex-holder. Happy to watch developments before possibly taking another position.

[investographer] 16/6/2021 12:07

There will be a larger adoption of the App.Remember that the @BOTB_Dreamcars Android app was only soft launched a few weeks ago. The iPhone App earlier. This will be the future now.Surprised this hasn't been talked about.There will be more marketing for the App #BOTB

[investographer] 16/6/2021 12:05

20 quid a ticket- not massively appealing

[melody9999] 16/6/2021 11:44

Good luck with that Albany 1472. Made many top-ups lately?!

On a more serious note, the Finncap report as below leaves 2022 profit unchanged at £16M. At the current share price of 1900p that is a forward PE of 11.875.

The outlook statement highlights “somewhat of a softening” in customer engagement compared to the summer of 2020. This coincided precisely with the 12 April easing of lockdown restrictions and the reopening of hospitality and non-essential retail and is possibly the initial signs of the easing of the “COVID tailwind” that the group has to a degree probably benefited from. The extent of this however is impossible to quantify given the change in business model, its transition online and the increase in the number of competitions over the course of the pandemic. Management are monitoring the data closely and there are clearly a number of initiatives open to management to offset any “softeningR21; if the trend is sustained. At this early stage of the financial year, our forecasts remain unchanged

[investographer] 16/6/2021 11:42

I still maintain my 100 pound price target year end 2022- come back & chat to me then

[albanyvillas] 16/6/2021 11:42

think it was probably APAD

[kemche] 16/6/2021 11:40

Someone had a price target of £100! Cannot for the life of me recall who it was.

[albanyvillas] 16/6/2021 11:36

Might top up tomorrow if it goes to 400p

[investographer] 16/6/2021 11:07

I have been here for quite some time circa 4 quid days- my history shows this. Interesting to see that most that are out now got in really early & sold around 30 quid- of course they did not. I have already exposed one high profile commentator. Smart money will soon arrive #BOTB

[invisage] 16/6/2021 11:02

Positive spin does not make money, do the work and find the next BOTB. The honey moon is over here.

[jamessmith23] 16/6/2021 09:13

The issue is they didn't have enough time to run the business with the new model before covid, hence the difficulty in working out what normal is. I don't imagine it means the capital intensive methods previously as that makes no sense really does it? I'm not even sure management would know at this point.

[investographer] 16/6/2021 08:35

I assume it means to what they were before the drop?

[ryanc106] 16/6/2021 08:29

What does that mean though is the hard part to interpret. What is normal?

[investographer] 16/6/2021 08:25

we expect customer engagement to return to normal levels before too long

[ryanc106] 16/6/2021 08:16

Poor forward looking statement with growth seeming to dry up has cost us dearly here! This is either a one off blip and growth will continue or we will revert back to much lower eps as life returns to normal

[n0rbie] 16/6/2021 08:07

Someone got a trade through at £10, wow

[melody9999] 16/6/2021 08:00

expecting a recovery from here. the share price had already fallen a lot prior to results anticipating a temporary slowdown after the lockdown effect and into the summer, so no reason to think that things will not npormalise and continue upwards.

remember managment still hold nearly 50% of the company

[peart] 16/6/2021 07:41

Invisage - I wouldn't say I'm in love with BOTB. I certainly like it and it's done well for me. This financial year we're receiving 95p in dividends. That's not bad on a 63p entry price.....I'm a long term buy and holder, not a trader, so to me blips like this are just part of the game.