Best Of The Best Share Discussion Threads

[shanklin] 25/6/2021 21:29

It was a profits warning… …just that management gave us zero useful information about the scale of the issue in the early months of the current financial year. All we needed was a definition of “customer engagement” so we would know what was “somewhat reduced”.

It’s the resultant confusion which is causing much of the share price hit IMHO.

[az4hr] 25/6/2021 21:20

really getting on my bloody nerves. down 50% from the highs could your imagine what the outcome would have been if there was a bloody profit warning. Hate this stock. First boought this stock at £4 then watched it go down all the way £2 but im more irritated with it now than even then.

[hotaimstocks] 25/6/2021 19:55

BOTB just keep bombarding you with 25% off , deals and constant messages / emails about competitions daily now ? its obvious they are having problems / customer numbers - I would not be surprised to see a profits warning RNS with its next update. RED FLAG expect 800p

[jackson83] 25/6/2021 19:47

seems more and more loyal original customers are leaving BOTB competitions now ... check out posts on LSE chat ... 1200p soon

[whittler100] 25/6/2021 12:31

Clanger66; sensible balanced post IMO

[whittler100] 25/6/2021 10:37

To be honest Investographer, I have not really noticed much scaremongering from what I would call good investors. I have seen and been involved in exchanges of views on the current position with BOTB and that’s healthy IMO. As I say, I will stay on the sidelines and wait to read progress at the AGM update; good luck to all those that currently hold.

[doctor888] 25/6/2021 10:33

@investographer which higher profile posters?

[investographer] 25/6/2021 10:25

I agree- this is now priced for missed targets.An in-line TU should send this soaring back up.A lot of scaremongering from higher profile posters has sent their sheep scurrying.

[doctor888] 25/6/2021 10:20

Interesting views from the poster with 3 accounts...

Re the director sells, this was announced before the easing of lockdown, so not related to any reduction in revenues, if we believe them.

@whittler100 Fundamentally, in my view, the market has already discounted any COVID tailwind and, technically, we look to be running along the lower part of a channel going back pre COVID. I would be adding if I had funds. Finncap left the forecast unchanged. As you say, the next TU could be a catalyst for price movement. An in line forecast should cause a significant re-rating. Fingers crossed for LTHs.

[investographer] 25/6/2021 10:17

Too early in the financial year for revised forecasts.Finncap are more than happy to stick with current forecasts.Have to spoken to the guys at Buchanan?

[whittler100] 25/6/2021 09:41

A friend called to say he has just sold his holding at a tad over £17 for a decent profit and like me will now be sitting on the sidelines waiting for the next trading update before deciding on any further position. It’s a balance between “things are picking up” & “a post lockdown profits warning”. I have to admit to taking part in the BOTB draws occasionally during lockdown; a nice distraction but never lucky enough to win the car. Since the vaccination process started I have not bought another ticket but maybe other punters are keener than me on winning a car. In the meantime as we wait for the next TU, where will the price go? I honestly don’t have a clue but suspect we may see a touch more drift south for a while. As I say, happy to reinvest if the next TU is very positive. I suspect the next indication on trading will be at the AGM in mid-September; I think it’s set for 15/09/21.

Just a thought, has anybody seen any revised as opposed to unaltered broker forecasts since the Final results?

[jackson83] 24/6/2021 13:58

SEA OF RED SELLS .. RED FLAG folks man the life boats ....

[hotaimstocks] 24/6/2021 13:33

if we get a profits warning expect 300p as YIANNIMIZE has big plans to take over

[transhoneyqueens] 23/6/2021 17:19

wait for 800p to top up folks. profits warning could be on the cards and then expect 400p

[jackson83] 23/6/2021 16:17

Do not forget anyone buying in now will still get the huge special dividend lol 50p

[investographer] 23/6/2021 16:13

Those selling now are giving away a 50p per share special dividend!

[transhoneyqueens] 23/6/2021 15:58

can on get 1750p on the bid ... unless we get buyers this is going lower this week.

[jackson83] 23/6/2021 11:33

Yiannimize competitions is a real worry now.

[jackson83] 23/6/2021 11:30

you can buy at 1805p now... will wait for 1500p to top up

[investographer] 23/6/2021 09:59

It is still very early in the year, but if there is a profit warning further down the line- they could say we warned you!If I was you, raise your concerns with Buchanan- contact me & I will pass you their contact there.

[shanklin] 23/6/2021 08:55

That is why I would like to know how BOTB define "customer engagement". Is it just the number of site visits or does it relate to the conversion of these into sales or perhaps the inducuments necessary to convert them into sales?

All we needed was a definition which, if I had something to hide, I would not provide...

...It may be that BOTB were just very badly advised. I just do not like this uncertainty.

I appreciate your past contact with management, and the historic business and share price growth, is more likely to elicit some tolerance of this on your part.

[investographer] 23/6/2021 08:27

Remember that these guys have 100 bagged this company & returned millions back to shareholders via dividends. They have always evolved through economic downturns & the internet revolution.They still own a massive chunk of the company.As for user engagement- I am more than happy with Mays numbers on SimilarWeb

[investographer] 23/6/2021 08:24

The use of the word 'somewhat' was appalling & I made that clear to the guy at Buchanan who said they would pass it on to management. I also asked them if they wrote the rns- but he declined to answer.That uncertainty, coupled with many higher profile holders selling (with their sheep in tow) has crippled the share price. I have faith in management to continue growth. Looking at international growth....