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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
  10.00 5.56% 190.00 185.00 195.00 190.00 179.50 180.00 296,867 13:35:56
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Food Producers 21.9 4.2 8.4 22.6 76

Cake Box Share Discussion Threads

Showing 526 to 545 of 700 messages
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DateSubjectAuthorDiscuss
15/6/2020
09:32
#CBOX trades on a trailing EV/sales ratio of 3x. This rating is only in line with its franchised food retailer peer group, a surprise given the brisk underlying sales growth @eggfreecakeuk plus a robust balance sheet and a capital light business model. https://research.equitydevelopment.co.uk/research/stores-reopened-and-a-positive-outlook
edmonda
14/3/2020
11:25
Useful info investographer.
dtaliadoros
13/3/2020
14:09
Do not be fooled by them being empty. I have visited over a dozen as part of my research, different locations in London. Look at how many are ordered online & kept in the fridge behind the counter. Try & engage with the staff how many they make.The average sales in shops is GBP 7k a week I think.The actual shops are just a pick up point for a unique personal cake that is ordered elsewhere
investographer
13/3/2020
13:19
Has anyone actually been into one of their stores. I'm intrigued to know how busy they generally are. One has opened near me.....the only one that I've ever actually seen on a high street and must say on both occasions the store was empty (might just be this particular location and the fact that they were new).
dtaliadoros
13/3/2020
09:55
How will this virus affect cake box? I imagine less birthday parties over the next few months and less new franchises why people wait to see what happens to wider market?
dtaliadoros
05/3/2020
07:20
Analysts at Liberum initiated coverage on bakery chain Cake Box on Tuesday, hitting the group with a 250.0p target price and a buy rating.Liberum said Cake Box benefits from being fully franchised, providing it with a capital-light rollout model that will earn it double rates of growth every year for at least the next five.Wayne Brown and his team of analysts said Liberum, which was led by its founders and has a proven track-record of expansion, was also blessed with a scalable model and infrastructure able to accommodate a tripling of its estate. Cake Box benefits from high growth, which is all funded by its franchisees. A strong working capital profile and limited need for capex means the group generates a ROCE >60% and earns more cash than it needs, said Liberum.Liberum also said that limited competition and being the only national operator of scale gave Cake Box a "strong market position"."While barriers to entry are low, we see brand awareness rising from continued expansion. We see numerous positive catalysts from new product adjacencies, routes to market, and channels over time," added the analysts."The current valuation does not reflect the quality of the business."
investographer
03/3/2020
10:15
So hard to top up here, just had to put in an order!I post quite a lot about this cash cow on Twitter!
investographer
03/3/2020
10:01
Cheers Saints
s_a_b
03/3/2020
09:38
Have you got the note?
investographer
03/3/2020
09:09
Looks like Liberum have initiated with a price target of 250p
saints98
22/2/2020
13:44
I will probably check stores on the website at the end of March because that is their year-end. Their goal is to open two a month but were below that rate in the first half. These things ebb and flow. In previous years they have beaten the store opening target. The new distribution centres will presumably make it easier to attract and service franchisees around the UK.
trytotakeiteasy
20/2/2020
16:44
Agreed - last time I checked they had 131 stores on the website, up from 122 at 30 Sep, and some more in the pipeline as mentioned on their Facebook page. So they seem to be continuing to expand the business and on track for a decent H2, assuming LFL sales hold up.
s_a_b
20/2/2020
14:27
Only thing we can do is follow new store opening progress on the website. Trading update April and then I think final results June. Of course people can do on the ground research if they want too. Not much to comment on with companies that don't generate much news. But that is usually a good sign. Companies that generate a huge amount of newsflow are generally over-hyping things and end in disaster!
trytotakeiteasy
19/2/2020
09:27
All very quiet on here!
s_a_b
02/12/2019
14:58
all positive. Reflected on the asset light franchise business model,the egg free selling point and how far the growth story has to run.
vanilla_face
02/12/2019
12:15
Were they positive or negative? Main points?
trytotakeiteasy
02/12/2019
12:10
featured on Investors Chronicle podcast recently
vanilla_face
28/11/2019
10:34
A couple of weeks ago no one was buying and everyone was selling... now no one is selling and everyone is buying. Welcome to the world of small cap investing. The COO bought 5,000 shares at 148.5p. Not a huge amount but better than a slap in the face.
trytotakeiteasy
26/11/2019
11:25
New thread started by trytotakeiteasy here: https://uk.advfn.com/cmn/fbb/thread.php3?fav=add&id=45281753
martywidget
26/11/2019
07:04
Very agressive buying by director. Excellent news for holders.
onjohn
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