Cake Box Share Discussion Threads

[s_a_b] 19/2/2020 09:27

All very quiet on here!

[vanilla_face] 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.

[trytotakeiteasy] 02/12/2019 12:15

Were they positive or negative? Main points?

[vanilla_face] 02/12/2019 12:10

featured on Investors Chronicle podcast recently

[trytotakeiteasy] 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.

[martywidget] 26/11/2019 11:25

New thread started by trytotakeiteasy here:

[onjohn] 26/11/2019 07:04

Very agressive buying by director. Excellent news for holders.

[justiceforthemany] 25/11/2019 17:35

Was greatly oversold with RSI just 7 hence the bounce today.
Trading on >20x earnings however and growth clearly slowing.

[trytotakeiteasy] 25/11/2019 14:25

- Interim financial results just released (period to end Sept 2019).

- CFO buys 150,000 shares at 150p. Total £225,000 invested.

- Equity Development note on Cake Box:

www.equitydevelopment.co.uk/edreader/?d=%3D%3DQM2YjM

Great investor presentation that is well worth listening to:

[edmonda] 25/11/2019 08:24

Some forecasts if you're interested.

[hiraniha] 24/11/2019 17:42

We'll see tomorrow, I guess.

[nobilis] 22/11/2019 10:01

Whey price and flour prices gone up


will get smashed

[hiraniha] 15/11/2019 16:43

Got some at 142.5 before close.These shops are the first port of call for most Hindus and Sikhs and there is very little competition for these franchises.

[nobilis] 15/11/2019 14:29

bad news and this is 40p

look at bilby today

[nobilis] 15/11/2019 14:28

hope it dont do a Patisserie Valerie. I was stuffed with 100pc loss when it went bust and was a fraud

[trytotakeiteasy] 15/11/2019 14:22

Hmmm..... issue appears to be weak new franchise openings in H1 at 9. Also investors focused on how much of revenue and more importantly profits come from selling franchises. The latter is important but as the business grows the relevance of selling new franchises will decline over time.

[nobilis] 15/11/2019 13:57

Something smelly coming


Bad egg

[s_a_b] 15/11/2019 13:45

Surprised at the drop in price given LFL sales growth and the 'in line' trading update. Not many quality growing AIM companies trading at 14-15x forward earnings. They are up to 124 stores per their website now so have continued opening post period end, including Cardiff. Hoping for further positive comments in the interims on 25th.

[starpukka] 15/11/2019 13:02

Have bought in today after recent fall. Can buy in the spread. This company is growing and there should also be a weighting to H2. Also, always a possible T/O target.

[nobilis] 21/10/2019 13:38

Theres no egg in their cakes so i thought i would make my own.

I went to the store today and bought some really oddly shaped eggs.

Now I can't find them.

I think they've been mislaid.

[nobilis] 21/10/2019 13:37

Just hope there aint bad news cos the Egg will be on ur face



Eggggggggy

[nobilis] 21/10/2019 13:36

Smells like a bad egg the way this is falling



Eggggggggy

[dtaliadoros] 14/10/2019 09:39

Also the new stores might not have been online very long. More recent additions may only have had few weeks worth of trading. There will always be a lag period.