Cake Box Share Discussion Threads

[justiceforthemany] 20/6/2025 11:21:27

UT & spread is wild here.

[disc0dave46] 11/6/2025 12:33:57

Two in one FY

[justiceforthemany] 11/6/2025 11:24:50

Results date announced - will include Eid.

[disc0dave46] 08/4/2025 17:37:55

Yeah whatever
Edit: that was to my fan JD

[justiceforthemany] 08/4/2025 12:39:44

Added at 163p yesterday.

[disc0dave46] 07/4/2025 13:48:44

JDPot kettle black:
“A long list of ADVFN posters that think they know best, and are the Don Juan's of investing?l”

[johndoe23] 04/4/2025 20:28:57

I told you all

[disc0dave46] 03/4/2025 20:54:10

Starting to look tempting.Could be a TU for the year in a week or so, unless their "in line" comment in the acquisition RNS is it (be surprised if it was but who knows). Would like to know how the Ambala integration is coming along as still have some slight concerns.

[johndoe23] 03/4/2025 14:07:57

Looking at the 3 year lower trendline, would say 160-165p a possibility

[bigjon1] 31/3/2025 16:18:41

Completely agree, Ambala quality has always been top tier and Cakebox will be able to use their marketing team to increase sales(a key area Ambala were lacking prior to acquisition).

[greenbee92] 30/3/2025 17:44:30

went into the Ambala store yesterday in Ilford and was impressed with the offerings they had. I think this will turn out to be a good acquisition for cakebox

[greenbee92] 27/3/2025 21:27:42

Its a pretty clueless thing to say to be honest, and i think Verulamium probably knows that wont happen. Why would they fix something that does not need fixing? Clear distaste towards cakebox and spreading negativity..

[bigjon1] 27/3/2025 05:04:09

Verulamium I think you have got this completely wrong. The takeover has nothing to do with "changing what works" so to speak. It is all about expanding the distribution of what works. It makes so much sense. Ambala have the product/quality and CB have the distribution.

[disc0dave46] 26/3/2025 15:03:10

It mentions they "own" 19 stores but their FY23 balance sheet only has tangible assets at £2.3m, and they have operating leases of over £730k.So seems like they lease their 19 stores and what's the term?

[cyberdyne1] 26/3/2025 14:37:55

Great way to leverage the Cake Box franchisees by offering a bolt on Ambala option as part of their license. Many ways to spin this deal. I've got confidence that CB can work their magic on the new brand. Demographics are also at play here. A deal that literally will pay dividends.

[disc0dave46] 26/3/2025 09:26:36

Do think Ambala is a good fit I'm just not too certain the transition will be that smooth or believe Ambala's FY24 significant underperformance can be fully attributed to the unfortunate passing of the founder.Whilst there will undoubtedly be cost saving synergies once bedded in but IMO tgat won't be achieved at nil cost.The placing dilution could simply wipe out any potential eps benefit from the acquisition, going on Ambalas previous numbers FY22 pat margin was only just over 1%, FY23 was 9% (from memory), so quite volatile.

[johndoe23] 26/3/2025 07:13:13

Haven't seen any broker upgrades as yet? Stocko still has 13.8p for next year

[justiceforthemany] 25/3/2025 14:49:06

Ambala mithai/sweets is super popular, very high quality and people will pay over the odds for it. Boxes sold at every celebration, weddings, religious festivals.
Money spinner.

[cyberdyne1] 25/3/2025 13:31:49

What absolute rubbish. You don't take over a heritage brand and the production facility at a substantial purchase cost only to crash it with changes to recipes or ingredients. Savings will come from increased buying power, marketing economies and product exposure

[verulamium] 25/3/2025 10:22:33

The odds of Ambala's recipes staying the same for long after the takeover are zero. At the moment they make delicious sweets out of real (expensive) ingredients. Cakebox are a chemical company and I doubt if they'll resist the temptation to lower production costs and quality.

[bigjon1] 25/3/2025 04:48:15

Honestly don't see why anyone has an issue with the takeover given both sides benefit. Recipes stay the same but the distribution expands. Anyone that has a problem with it has just done no research. Great deal for both, very happy.

[tradehana] 24/3/2025 13:38:22

In regards to above post about Amabala - it is not changing - same recipes, same taste, just available in more places across the UK. Amabala takeover is a good deal and great synergy - cross selling of cakes and sweets in respective stores will add value

[disc0dave46] 21/3/2025 08:32:14

JDPot kettle black:"A long list of ADVFN posters that think they know best, and are the Don Juan's of investing"

[johndoe23] 20/3/2025 16:05:35

Can buy 20k at 178.2 fall not done yet

[johndoe23] 18/3/2025 19:43:12

Didn't I say 180p?!