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Share Name Share Symbol Market Type Share ISIN Share Description
Cake Box Holdings Plc LSE:CBOX London Ordinary Share GB00BDZWB751 ORD GBP0.01
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  6.00 3.16% 196.00 192.00 200.00 196.00 195.00 195.00 115,308 09:27:24
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Food Producers 33.0 7.7 15.8 12.4 78

Cake Box Share Discussion Threads

Showing 376 to 400 of 700 messages
Chat Pages: Latest  16  15  14  13  12  11  10  9  8  7  6  5  Older
DateSubjectAuthorDiscuss
02/1/2019
18:30
Shortage of cream with brexit and rising wheat prices This ready to warn
onjohn
31/12/2018
17:25
Happy New Year.....eat loads of cakes!.
discodave4
28/12/2018
20:45
They have been good at investor communications to date, would be great to get another trading update pre year end. The store locator on their website is also helpful for tracking new openings. Agree re H2 and good point re weather and Diwali.
s_a_b
28/12/2018
17:37
Wonder if they will provide a trading update in Jan?.s_a_bIMO It may be slightly H2 weighted due to Diwali (Nov), Christmas and New Year, as well as the fact that the long hot summer had a negative impact on H1 revenue, yet despite this they beat EBITDA expectations due to improved margins.IMO could see close to 9p adjusted eps for year end, so a PEG of about 0.5 which still indicates value.
discodave4
28/12/2018
15:34
Founders looking to offload a load of shares to mug punters
onjohn
28/12/2018
15:26
What do DpZ do? You just have to look at Coca Cola, Subway, Domino's, Pizza hut etc and the potential can be seen. I see the brand having an international presence. The UK market will start to saturate in the next few years when competition comes in. Hence revenue streams from other territories is crucial. I think £150k per store will be close to the ceiling especially where there are several other stores in the area. They've got a cracking location in Holloway recently with no other store near it so this is great. I'd like to see more new products like the cheesecakes and maybe a lunch menu in the next few years?
nitbhav06
28/12/2018
14:57
Agreed although DPZ shares (the US master franchiser) have had a phenomenal run over the past 10 years.
s_a_b
28/12/2018
14:54
Hasn't worked everywhere for Dominos - look at DPP shares.
discodave4
28/12/2018
14:30
While there's plenty of scope for growth in the UK I think it's great that they may expand internationally in the longer term. I'm no expert on franchising but quite like the overseas master franchise concept and it has worked for Dominos Pizza. Guess the benefits are not having to invest directly in infrastructure and less need to worry about monitoring local franchise performance and compliance with laws and regulations?
s_a_b
28/12/2018
14:30
Shouldn't worry yet about international expansion, they seem to have their feet well planted and are in no rush.Although they said that at the moment they haven't reached a sales ceiling at their stores my guess is they will eventually. Plus there is and will be greater competition, success attracts competitors so whether the growth slows at 150 or 250 stores only time will tell. That's what they need to plan for as that will dictate timing of any international expansion.
discodave4
28/12/2018
14:16
Yes the business model is superb and I highly rate it. By only nervousness is around international expansion. Sukh mentioned his mate has over 200 dessert stores in Mumbai. Imagine if we could get 50 going someday. Also there is scope in the UAE also which is excellent for us. In the long term I'm bullish but when we hit our ceiling off 250 stores, these guys must have a plan to continue revenue growth. Also we're making 70% margin on sponge but once we hit scale, I'd like this to he around 80% with our economies of scale.
nitbhav06
28/12/2018
13:41
They mention in the Nov Investor Day presentation that they will limit existing franchisees to 10 stores, some already have 7 stores. Would imagine for any future international expansion (India the obvious choice) they may IMO just increase that limit but fundamentally the business model is just the same as it is now in the UK.
discodave4
28/12/2018
11:31
Will take a look at the video.No expert but would imagine their margin will not be as good with a MFA, plus they lose a certain degree of control over who they sub franchise to. So quality/reputation etc., could suffer. But that said imagine there are some positives in that a roll out is likely to be quicker and less direct input from themselves.
discodave4
28/12/2018
11:09
Disco, Sab, not sure if you've seen presentation on youtube with Sukh and Pardeep but they made a very good point. For every new franchise we open, Cakebox has a new customer so there's an incentive to keep on opening new stores. Also they mentioned with international expansion that it would be awarded to a master franchiser, which I personally don't like if I'm honest. What's your thoughts on this?
nitbhav06
27/12/2018
23:08
Is that right, I best sell up quickly then!, many thanks, much appreciated.Filtered
discodave4
27/12/2018
20:02
Founders looking to offload a load of shares to mug punters
onjohn
27/12/2018
20:00
Thanks Sab, I'm also looking for broker forecasts but can't see anything just yet. Expect that to change next year. Standard life have a big chunk so they'll probably demand some type of forecast as the company grows. I don't think we're far off a 100m market cap, the way the company is growing.
nitbhav06
27/12/2018
07:26
Happy Christmas N. I'm hoping for at least double the half year results (so turnover c£16.5m, PBT before IPO costs c£4.0m) but if they can continue opening at two sites per month and maintain or improve LFL sales then scope to do better. Does anyone know if there are published broker forecasts in the market?
s_a_b
24/12/2018
22:06
Merry christmas. What's everyone's views for 2019. I think we'll smash 2018 revenues and profit levels at least 10 to 15% uplift.
nitbhav06
22/12/2018
07:23
Axa now own 8% of cakebox. No wonder I couldn't buy any shares yestersay. Super bullish now on this company.
nitbhav06
21/12/2018
15:43
Is Coke good for you? It has a market cap of $206bn. Is starbucks/costa coffee good for you? Everything is fine within moderation.
nitbhav06
21/12/2018
14:53
The cakes actually taste good. Any cake is probably not going to be good for you if you eat it all day long. Most of their cakes will be bought for an occassion and therefore eaten in moderation. So many shops, so many sales if they were all that bad, then people would simply stop buying them? Like S_A_B said, nobody is being forced to buy them and there is plenty of choice out there, including your M&S among other retailers. You make your choice.
jh420
21/12/2018
10:29
s_a_b Marks and Spencer produce cakes on a commercial scale without using rubbish ingredients. Life's too short for rubbish cakes... especially ones that are liable to shorten your life further.
verulamium
21/12/2018
10:16
Agree looks very positive at the moment. They have demonstrated product market fit and have a clear plan to roll out franchises across the UK. The beauty of the franchise model is they don't need much capital to expand so should throw off free cash and dividends in the meantime.
s_a_b
21/12/2018
08:48
Sab I think next year we will smash our revenue and profit numbers. As every new franchise opens, we are making money. I keep saying this but I just really admire our business model. We will see divi at least for next 10 years. Our new products are coming out. Cheesecakes, red velvet etc. Imagine when we hit 150 stores and expand internationally. Not ramping but I can see this hitting £500m market cap in the next 5 years easily.
nitbhav06
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