Cake Box Share Discussion Threads

[andrew122] 21/5/2019 20:22

There are no additional branches in the Store Locator in the last time. Is there a reason for this?

[discodave4] 07/5/2019 20:28

What's getting hammered?

[larva] 07/5/2019 11:00

getting hammered must be problem with post brexit flour buying for sponges and fresh fruits

[discodave4] 03/5/2019 20:55

That should do it, along with the classic "I wouldn't want to be holding these over the weekend".Right, sit back now and watch it surge next week :)

[s_a_b] 03/5/2019 19:21

Haha, yes it's an obvious short, Brexit etc etc ;)

[discodave4] 03/5/2019 18:35

Yep, happy to top up before the herd arrive!.Perhaps too much positive posting causes a retrace!, in which case "this is a dog!" Lol

[s_a_b] 03/5/2019 11:10

Agreed, topped up post trading update. Unless I'm missing something it still looks like a high quality growth business at a reasonable valuation... not too many of them around on AIM at the moment!

[discodave4] 03/5/2019 09:31

Me too, with forecast rev £17.1m eps could be around 10p, so only on a PE of 17 which IMO is good value.

[s_a_b] 03/5/2019 08:22

Was really surprised at lack of market response to a strong trading update. This share still seems to be flying under the radar... not heard many PIs mention it at all.

[discodave4] 02/5/2019 22:37

Is this the build up to results........bit early though.

[discodave4] 14/4/2019 11:54

Midas tip in today's Mail on Sunday: HTTPS://www.thisismoney.co.uk/money/investing/article-6918809/MIDAS-SHARE-TIPS-UPDATE-Egg-free-bakery-chain-Cake-Box-winning-formula.html

[discodave4] 09/4/2019 19:45

A fairly positive view from Graham Neary (Stocko small cap report): HTTPS://www.stockopedia.com/content/small-cap-value-report-tue-9-april-2019-mello-2019-sos-cbox-luce-deb-tpfg-biln-pam-467226/

[molatovkid] 09/4/2019 11:40

Could do well out of BREXIT comfort eaters....the world might go to shyte but there's always a cream cake to make you feel better

[opodio] 09/4/2019 09:58

The head office costs have also increased which is bigger fixed cost base to cover together with loss making new stores.IMHO the market won't like central cost increase and margin deterioration

[s_a_b] 09/4/2019 09:38

Lol any stock could drop 50% on a profit warning!

[onjohn] 09/4/2019 09:21

could fall to 90p on a profit warning. Times are tough for retailers

Local one I see is always shuttered

[tongostl] 09/4/2019 09:16

CBOX will be single handedly proping up your local high street this time next year. It's the next high street darling and I for one can't wait for the £500M+ market cap valuation. Good luck guys :)

[tongostl] 09/4/2019 09:08

Tesco's muck? Good luck with that plank boy.

[verulamium] 09/4/2019 08:57

If consumer confidence is back we'll be buying decent cake, not this muck.

[tongostl] 09/4/2019 08:48

6.5% lfl sales growth in a deflationary consumer environment is pretty darn good, add on top of this the opening of more stores and you have a great recipe for increasing profits. This time next year when Brexit has concluded and everyone realises the world isn't going to end, consumer confidence will be back with a bang and CBOX will be flying.

[discodave4] 09/4/2019 08:15

Thanks St Albans!

[s_a_b] 09/4/2019 07:53

Fair enough DD - for what it's worth I think 6.5% is still very good. Not sure 15% was ever going to be sustainable.