Best Of The Best Share Discussion Threads

[igoe104] 13/8/2021 06:24

CR only talks of his stocks that go up.. You never hear a word about his loses...

[petitchablis] 13/8/2021 06:18

Worst of the worst

[scepticalinvestor] 13/8/2021 06:04

Dear oh dear, another popular stock thats worth less than half the current mcap. Condolences to all holders

[hotaimstocks] 12/8/2021 23:49

could be a great time to top up if we see 500p on a profits warning !!!

[investographer] 12/8/2021 10:52

Being such an illiquid stock does not help. Another whiff of bad news will seriously collapse this.Management took their eye off the ball with the protracted FSP which dragged on for several months. They still havent got the app right, having removed it from Google Play. Where is the international launch they keep banging on about?Management have become lazy since they pocketed tens of millions of pounds

[serratia] 12/8/2021 10:47

The question for me is what multiple the market applies in relation to cash flow. Going back, growth in revenue was around 15%/yr. The market gave it a price of 20* OCF. Then the slow down comment came in and the price dropped to 10*.
I would in general think 10* on a good dividend payer would be quite attractive. Two things are working against it. Uncertainty which is always a market worry. What does slow down mean in revenue terms. Secondly there's always a suspicion that companies in general are slow to announce bad news ie could slow down precede poor figures. I think both are holding things back.
From my figures I'm seeing growth but mid single figures. The unknown is will the market be relieved and up the ratio from 10* or cautious as growth used to be 15% ?

[bookbroker] 12/8/2021 10:39

Be awarding second hand motors soon, such is the difficulty sourcing new!

[peart] 12/8/2021 10:17

I've just noticed BOTB are doing a special competition. Interesting to see if this is a one off or the start of a fourth regular weekly prize....

[jackson83] 11/8/2021 19:18

can see this drop to 1000p on results day ... numbers down again.

[peart] 11/8/2021 14:36

It feels like the glass is half empty at the minute whereas a few months ago it was half full, and at that time that perception was wrong! As smarties123 posted the next trading update which should come next month should be interesting. Have things stabilized or has it got worse, or are they growing again? We will simply have to wait and see.

[smarties123] 11/8/2021 13:21

I think this share is so difficult to value in the short to mid term at the moment given so many variables and the lack of information we have at the moment. The next trading update will be very interesting.

[investographer] 30/7/2021 12:12

Why has the Android app disappeared? The iOS one is still there

[investographer] 28/7/2021 16:50

Looks like they added before the collapse in June

[serratia] 25/7/2021 21:02

As it's been mentioned as potential competition I had a look at Companies House re Yiannimize and its founder. It does not read well as a potential threat. ie not in the same league as BOTB.

[drinkdoctorpink] 23/7/2021 07:02

This one is a good place to put your BOTB money



Look at the chart!!

[whittler100] 23/7/2021 06:52

During the first lockdown, many people did at least some of the following as I did: home exercise such as PE With Joe, home delivery shopping from the supermarket and also for a little lockdown excitement playing on a number of occasions on BOTB (I knew the company well having invested from the first lockdown). Now after the gradual restrictions have been lifted, personally I have returned to shopping in supermarkets I am back in the gym/pool & I have not played on BOTB in 2021.

As an ex-investor in BOTB I do keep an eye on them and I guess we will find out in the AGM TU on 15th September if the lockdown was a transient “sweet time in the sun” or BOTB is an exciting growth company here to stay. Happy to just watch from the sidelines for now.

[onjohn] 22/7/2021 21:26

When profit warning no2comes maybe 800p

[investographer] 22/7/2021 21:17

Most BOTB players have a fascination with football & cars. The idea of guessing where a tossed coin is pretty rubbish. It looks like a very poor version of BOTBWhy did they just not copy spot the ball- a proven format that has worked for many decades.Spot the coin is pretty rubbish

[pireric] 22/7/2021 20:54

The comments are complaining about the mechanics of that competition... which appear to me to be the same as BOTB... in that there is not one winner for each prize every week? So not sure that's a valid criticism of the competitor format given it's the same BOTB are using

In essence, to me it looks like this is by far the most copy-cat competitor to BOTB to date

Eric