Cake Box Share Discussion Threads

[discodave4] 08/4/2019 08:24

Thanks Marty, missed that.

[martywidget] 07/4/2019 12:03

In the RNS dated 06 March 2019:


"The Group expects to give an update on trading for the year ended 31 March 2019 in April 2019."

[discodave4] 07/4/2019 11:37

Guess we should be getting results next month ?

[discodave4] 02/4/2019 11:19

Fairly decent sized buy gone through and not even a twitch!.

[discodave4] 25/3/2019 20:28

Could you post up the main themes please, thanks.

[dtaliadoros] 18/3/2019 21:43

Cake box got a positive mention in tonight's evening standard financial section.

[s_a_b] 06/3/2019 07:26

Nice RNS this morning - acquisition of two warehouse and distribution centres. No trading update but they have 111 stores open, that's 25 new since March 2018. Can't fault them so far for doing what they said they would do at IPO - or investor communications.

[edmondj] 23/2/2019 19:55

Whoever CAN (?!) deliver 'vegan cream cakes' is probably going to leave Greggs' sausage rolls well behind! ;-)

Otherwise, as you imply, the appeal is to a strict segment of society plus those too swayed by cream cake to be fussed about sponge quality.

[randomambler] 23/2/2019 18:06

That's a good point about the cream not being vegan compliant! Actually it looks as though the target audience is very much an Indian one where cream is allowed:



This style of cake doesn't much appeal to me either but I can see where the demand lies (and I guess that most of the UK supermarkets and cake shops don't cater to this requirement).

[edmondj] 23/2/2019 17:45

As you say, some remarkably polarised views on the product, with some complaints also about the colouring staining hands (quite how it leaves the gut?!), e.g.

hxxps://www.tripadvisor.co.uk/Restaurant_Review-g580415-d7046725-Reviews-The_Eggfree_Cake_Box-Gravesend_Kent_England.html

The cakes can't be vegan compliant as fresh cream i.e. the loathed 'dairy' is involved, unless their 'vegetarian fresh cream' is some synthetic variant, but if 100% dairy free/vegan then it would likely be marketed as such. Quite why anyone would want to eat egg/dairy free cake, mind?!

[randomambler] 23/2/2019 14:21

I spoke about Cake Box the other night at an investor event and figured that I'd write up my thoughts. I haven't done in depth research on the company but there are definitely some pros and cons to consider:

[discodave4] 21/2/2019 19:16

No problem radioactive.Did check some recent IPO's that had subsequently issued profit warnings and a couple has the same broker managing the IPO (can't remember now though which broker it was and may have been for UPGS, LUCE and a.n.other).

[radioactive_man] 21/2/2019 09:04

Hi Disco, agree with you but the principle of listing with a few skeletons in the closet and using a listing to cash out is still valid. Maybe less so compared to other recent examples.Like I said I'm not trying to be inflammatory I'm just trying to understand the motivation of the listing for my own peace of mind about my investment.

[discodave4] 21/2/2019 08:57

RadioactiveTAP has been listed since 2014, not a recent IPO.

[gswredland] 21/2/2019 08:41

Must be due an update or results soon?

[davr0s] 16/2/2019 08:54

I hold CBOX and with all my shares I'll exit if any start trending down. I find that in most cases this takes me out before bad falls which more often than not precede bad news. It's unusual for shares to fail in uptrends though CAKE was one example (thankfully I didn't hold)

[radioactive_man] 16/2/2019 01:19

Happy holder here after some considered discussion on IPO frauds. Does anyone have any thoughts on the amount of IPO's that have gone wrong recently? CAKE, TAP, LUCE, FOOT, the list goes on and on. However most of these fit into a particular profile. Exciting growth and directors cashing out some of their holding rather than raising cash for growth. I'm sure you can see where I'm going with this... I will say I do not suspect CBOX of fraud but these companies have all appeared fine prior to an event that leads to a massive fall in the share price There may have been amber flags but nothing concrete.It could be argued that CBOX has a couple of amber flags of its own: directors cashed out (I'm not sure the listing provides any benefit to the company). The company is profitable and growing do I'm not sure why this step was taken. Unless it is to grow the share price to cash out further. Finally the stores are incredibly profitable which is a benefit of the franchise model. However it could be argued that the (incorrect) use of EBITDA and lack of LFL figures are hiding the important numbers.Not trying to be inflammatory but would welcome any comments on why this is/isn't a stupid idea.

[tongostl] 13/2/2019 11:07

Ooh there's plenty of historical financial data available if you dig deep enough. Given that CBOX is growing growing growing, these ratios seem about right to me :)

[dtaliadoros] 13/2/2019 09:51

I always take ratios from newly floated companies with a pinch of salt. Not enough track record to be convincing

[davr0s] 12/2/2019 19:23

Crikey what have you been on?

[tongostl] 12/2/2019 17:45

Don't forget Cakebox's outstanding ratios:
ROCE 50%+,
ROE 50%+
ROA 30%+

Truly outstanding. CBOX is on my '100 bagger list' for the long term.

[discodave4] 11/2/2019 16:36

No probs sab.Opodio is a troll so shouldn't take any notice of what it posts.DD

[s_a_b] 11/2/2019 06:51

Cheers DD. Wouldn't be ADVFN without one or two turning up!

[discodave4] 10/2/2019 13:53

s_a_bWouldn't hold your breath. Have filtered opodio in the past as it's a well known deramper/troll.