Cab Payments Share Discussion Threads

[popit] 15/1/2024 19:02

Everyone knows that the results tomorrow will be good as they have already said that there will be 17% growth

The main problem with CABP is that there is no moat to their business model and it is just one of many thousands of Fintech companies that basically do the same thing of transfer money and payments on an app

Any excess profits that CABP may be making at present will be very easily eroded away in future years by new entrants to the markets where CABP operates

At the end of the day CABP is just a bank app and it is on a forecast PE of about 10

When you consider that Lloyds and Barclays are on a forecast PE of about 5 it is not difficult to see that it would be wise to take any profits on CABP before the market inevitably decides that CABP is very overvalued in comparison to these other banks

The other main problem with CABP is that it is very dependent for its profits on very high risk countries in Africa such as Nigeria

Nigeria is not exactly known for successful businesses but it is well known for very high levels of business fraud and corruption

This is not a successful long term business model

Take any profits and avoid

[london07] 15/1/2024 15:52

Go parabolic break 100p today
Tomorrow open up 40-40%

🤔

[london07] 15/1/2024 14:25

Revenue Growth 37%
Share Price Target 585p

Revenue Growth 20% minimum
Share Price 92p

🤣🤣🤣🤣
What a corrupt and stupid market.

Expecting a BIG BIG gap up.

[london07] 15/1/2024 14:15

Smashes 100p tomorrow

CABP have 2 licenses pending, would be transformational.

With CABP Hugely profitable/massive cash flow positive, would not be surprised with a handout to shareholders via a dividend.

I'm sure someone has posted the year prior to floating £11m was paid out in dividends, which is about 4.5p each, that would bring in a totally different kind of investor.

Would thrn tick all the boxes...

Huge margins ✅️
Profitable ✅️
Cash flow positive ✅️
Growth ✅️
No debt ✅️
Low overheads ✅️
Low capital expenditure ✅️
Huge competitor advantages ✅️
UK Banking license ✅️
Dividend ✅️

Would just have to sit back and reap in the rewards for years to come 😉

[london07] 15/1/2024 13:24

Buys 4:1 🤣

No matter how many tree shakes they have tried over the weeks, no one is flinching.

Everyone sees the massive potential here and undervaluations.

You will not find 1 company out there that will have achieved anywhere close to 57% EBITDA 😂. most don't even have gross profit near this level forget about EBITDA Margin 🤣 truly remarkable.

[tsmith2] 15/1/2024 11:16

v good vol already..

[tsmith2] 15/1/2024 09:35

Pre close statement tomorrow

[london07] 12/1/2024 16:26

96-86 now 🤣🤣🤣

Just how desperate are they 🫣
Shorters are in big big trouble.

[london07] 12/1/2024 10:46

Biggest clue yet this is going to explode next week

Just look at todays shenanigans, they are desperate for shares, an 8% swing already.

Get the traders offloaded before the big leg up...

[johndoe23] 12/1/2024 09:19

Has he? Nor mentioned in diary unless I missed

[hatfullofsky] 12/1/2024 08:35

Robbie Burns has taken a position here

[london07] 12/1/2024 08:26

Yep desperate closing of the UT yesterday 😂

Big orders being filled after hours for days now.
Who knows, 120p could well be reached by Monday.

News already leaked 🤔

No one is selling, looking at the fundamentals, pound for pound cannot think of a better company out there.

[tsmith2] 12/1/2024 07:36

Hobbes robbed a couple pence in the close

[london07] 11/1/2024 16:34

Whoever said 120p by the 16th Jan, 2 days left.

Shorter closing/buyer, someone is desperately hungry for Cabp shares. Who can blame em

[tsmith2] 11/1/2024 16:07

feels like someone trying to buy in or a shorter trying to unwind short.

[london07] 11/1/2024 09:27

Cannacord Price Target - 585p
Current price 89p 🤣

Yes growth was revised down, but that's a huge gap Lol

Just read the note, unique competitive advantages and unrivalled EBITDA Margin.



3 days left. Hope they spring a little surprise with an indication of a small dividend/share buyback with all the cash they are generating.

[tsmith2] 11/1/2024 08:18

Do we get a strong move up today?

[samdb] 10/1/2024 18:49

I know of at least one London fund manager that is adding, but the afternoon moves suggest there is someone in another time zone building a position.

[london07] 10/1/2024 15:18

Another PM reversal??

Similar pattern for days now.

Seems like someone is happy accumulating around these levels, will break out soon. Nobody is really selling.

Again Buys vs Sells 2:1
Everyday much more buys than sells, double, trebble, quadruple buys to sells, somehow they still manage to drop a few pence before the inevitable reversal.

Once CABP breaks, straight through 100p

[tsmith2] 09/1/2024 14:38

Do we get an afternoon reversal again?

[london07] 09/1/2024 11:07

As always buys vs Sells 3:1 so far 🤣

Afternoon comes, expecting mid 90s, same pattern 😉

[london07] 09/1/2024 09:14

The other beauty with CABP which most people miss, its Premium Listed.

[con90210] 08/1/2024 15:46

Happy to have a takeover as been loading up since the 60p days.... for me this is a £2 a share.

[london07] 08/1/2024 15:31

IMO CABP needs to rerate ASAP, otherwise its inevitable someone will swoop in and buy CABP out.

Must be on plenty of institutions radar at just 3x EBITDA 😂, huge potential growth, profitable and a major competitive advantages.

Share buybacks/dividends would be nice on 16th.

[london07] 08/1/2024 15:25

£0 Debt
Huge cashflow positive
EBITDA Margin in excess of 50%
Growth 20%+

Mad to be shorting, they better close quicktime,or else it's 🔥🔥🔥

5 trading days remain before the update on the 16th 🤑