Boxhill Share Discussion Threads

[monkey puzzle] 30/9/2015 09:18

Looks like a few impatient traders are bailing today, they obviously needed that RNS update to come out today....

[master rsi] 29/9/2015 22:53

uptrend continues

[kingston78] 29/9/2015 22:31

It is quite significant that the share price has turned round from an initial small loss to a small gain, and closed near its high today.

As soon as the share prices breaks into the 0.4 p range I expect it to climb higher and more quickly, probably to coincide with a positive news announcement.

A dramatic increase in sales will change the bottom line. Boxhill is undervalued. It is not too late for newcomers to get on board.

[113mike] 29/9/2015 15:20

Hope so...news can't be far aware imho

[hydrus] 29/9/2015 15:18

Breakout today?

[moormoney] 28/9/2015 13:13

Up again while we wait and still very quiet here. Very overlooked IMO

[monkey puzzle] 23/9/2015 14:41

MM,

I think many get distracted by the latest hot stock each day.....this will be one of those soon enough.

[moormoney] 23/9/2015 14:39

I am surprised it has taken so long for people to wake up to this one.

[monkey puzzle] 23/9/2015 13:59

Looking at all the buying here over recent weeks it is pretty obvious MMs are struggling to fill orders of any size. hence yesterday and this morning they tried to scare a few into selling by creating a false drop based low volume sells...looks like they tried to find sellers and failed and got buyers instead. Tightly held stock both with management and PIs and with good news earlier this year which promised alot more to come next as well.....people are investing in this rather than trading it as you get with most AIM shares. Next update will be coming any day in the next week or so, rather be in and holding than watching and waiting but each to their own.

[hydrus] 23/9/2015 13:41

Impressive intraday turnaround

[moormoney] 22/9/2015 12:53

My only blue well done Box!

[master rsi] 22/9/2015 11:26

re - update

From the "UPS" thread......

Master RSI 20 Sep'15 - 23:22 - 391 of 421
BOX
Trading update due possibly next week ( RNS stated update due by end of Q3 which is a week on Wednesday ) 10 days left

[newvest1] 22/9/2015 10:36

Looking good today steady climb under the radar of traders

[a2584728] 22/9/2015 10:17

Chart looks ready to break out

[ianb5004] 21/9/2015 17:00

interim results are not until january however a trading update will be rns,d very soon. 11th june rns stated update market in next 1/4. Had on very good authority that is happening soon. see where the casino roll out is at.

[the bounty hunter] 21/9/2015 08:45

I reckon october

[a2584728] 21/9/2015 08:40

Results this week?

[kingston78] 20/9/2015 23:10

I am optimistic about Boxhill's future. Someone has pointed out here before that most of the company's costs are fixed, so any incremental income will flow through to the bottom line. Companies of this type can see their profits leap in good times.

[kingston78] 19/9/2015 21:51

Short-term trading in a long-term growth share like Boxhill will not make you much money. Growth shares are meant to be held for long-term until their fortune reverses. Boxhill should be held for at least 2 to 3 years and you will reap handsome rewards.

The MACD signal line is about to cross and this will usually mean an accelerated upward movement. The next box-range will be in the 0.4 p range at least. A supercharge will double it in a short space of time, as we have witnessed so many small cap shares exploding on positive news. Market makers do not keep many stocks in their books. A tight squeeze will trigger a buying frenzy when new investors join in.

[eric76] 19/9/2015 14:24

So he did the research on BOX then bought 16%? Can see why you're impressed.

[ianb5004] 19/9/2015 14:19

Interesting that James Rose who is the largest shareholder here with just over 16% was the research analyst for Allenby who are BOX's NOMAD. Given that he must see literally hundreds of companies and be exposed to far more info that us mere PI's I find it interesting that he chose to invest such a substantial amount in BOX

[ianb5004] 19/9/2015 14:17

excellent posts from othe side.

RNS - 14/05

· Total transaction volume growth within the Payments Division, on a like for like basis, of 374% for the six months ended 31 January 2015, with a positive trend continuing in Q3.
· The Company returned to profitability in the first six months and the early indications show Q3 profitability has accelerated.
· Net increase of 20 customers using the Company's payments technology in the 9 months to 30 April 2015

RNS - (1 Month later!!)

• Profitability for the three months ended 30 April 2015 exceeded profitability in the six months ended 31 January 2015.
• Management remain confident that out-turn for the full year will show revenue for the financial year ended 31 July 2015 being at least double revenue in the year ended 31 July 2014 based on current contracted business.
• The Company has interest from overseas operators in rolling out Casino Cash in other countries and expects to make an announcement in the next quarter with more details about Casino Cash.

Additional key points - my interpretation but DYOR!

• Double revenue from contracted business only - doesn’t include anything new (Domestic or Export!!)
• Payments Division - The -ve impacts of May June football betting is baked into the revenue/profitability expectations
• Cost base is predominantly fixed - incremental revenue = increasing profitability (absolute and ratio). Highly contributive revenue growth!
• RNS reads conservatively
• Soccordome topic still to come (Sale or JV)
• All trends point 1 way (upwards!)

In summary, the rerate should come with the next RNS. If your in for the short term gain ask yourself one thing…. if you just simply annualise the final month Revenue and profits… whats the impact on profitability growth in 2016…. then add domestic growth, then add export growth, then add the soccordome outcome, then remember it is all highly contributive to bottom line…. What have you got? I’ll leave you with that thought...

DYOR!!

[newvest1] 18/9/2015 10:39

Finally moving mm's woken up to the buying

[monkey puzzle] 18/9/2015 10:37

now bid higher