Cake Box Share Discussion Threads

[pogue] 19/11/2022 10:46

Doing very well lately thanks very much couple of baggers in the last month.

[sid_b] 19/11/2022 10:11

Good luck with short-term trading Pogue :)

[pogue] 19/11/2022 09:10

Long term we are all dead.
We are at the start of a long bad run for retail. I like the company even had some shares when they were rising but don't see why I shouldn't wait till the recession end is in sight before buying back? Plenty of other companies that are rising in other sectors that I can make money on short term.

[sid_b] 19/11/2022 08:37

To those with a bear case for CBOX, IMHO, you are taking a very short-term view. Long term, they have a -
simple business (easy to run by avg executives),
profitable business that is very scalable,
capital-light model i.e. cheap to scale,
no large competitor i.e. better margins through economies of scale,
and a very long runway (next US after UK).

[pogue] 18/11/2022 16:54

Sales of cakes are going to grow and new franchisees will be breaking the door down with unborrowed money, as the cost of borrowing is not cheap, to get a franchise as we head into a massive recession where people are struggling to afford to heat their homes. Manufacturing costs must be at all time highs for the core business of making cake bases as energy and wheat prices are very high. Something not right there all of retail is suffering but a luxury cakes business is thriving?
I will continue to watch this miracle company rather than invest just now, it looks like Wile E. Coyote going off a cliff to me.
Good luck investors.

[thelongandtheshortandthetall] 18/11/2022 16:37

I have to agree justice.
I think the curve balls are behind cbox now.
Sensible business model.
It's the 7% divi that is the icing on the cake. I'm pretty sure the shares will be bought up and cbox will be treated as a decent growing co. On a divi yield of 3.5%..
Meaning the share price ought to double from here without much effort.

[disc0dave45] 18/11/2022 14:50

I'm in two minds tbh. Like the business model too but looking at the latest income breakdown the only element that had growth was the "franchise packages" (+40%/franchise, based on new franchises in the reporting period v H1 2021).So will such an increase be sustainable?, plus I'm uncertain that they will hit forecasts, looks a big ask to me but then the house broker should know more about what's going on!.Will keep watching but it is tempting :)

[thelongandtheshortandthetall] 15/11/2022 13:49

Bought some today.
Always liked the business. Glad to see issues in the rear view mirror and current share price gives a fantastic margin of safety.

And decent director purchase yesterday.

[babbler] 14/11/2022 08:07

I think you will find that's better than anticipated hence the rise. They have surprised to the upside.

[brummy_git] 14/11/2022 08:00

Encouraging progress being made at CBOX - the UK’s ‘go to provider’ of specialty, fresh cream cakes.

Find out all the news here.

www.linkedin.com/posts/paul-hill-a5994116_cbox-activity-6997817197951602688-sZwL?utm_source=share&utm_medium=member_desktop

[terminator101] 14/11/2022 07:56

Oh dear. 45% down on profits. Not so good huh.

[dudishes] 10/11/2022 14:51

Unravelled @ 110.

cheers

[sideshowbull] 07/11/2022 19:48

Wiggle.

BWTFDIK

[disc0dave45] 07/11/2022 19:33

Like the business model here, operational gearing, but the BoD haven't exactly covered themselves in glory.....will see what they say next Monday.There Asda franchise near me wasn't busy at all yesterday when I went but in truth the whole store was quieter than normal.

[johndoe23] 01/9/2022 19:36

Yes, Cannacord reducing

[dudishes] 01/9/2022 16:56

Nice cat bounce.

Short 141. Good timing as 138 was the quote.

cheers

[babbler] 01/9/2022 11:01

yesterday's shorters a bit hurt today.

[babbler] 01/9/2022 07:39

Nice vote of confidence from CEO...

[sapporo59] 31/8/2022 15:17

john doe 23 brutally shafted

[trytotakeiteasy] 31/8/2022 14:07

Would pretty much agree with the below comment. The founder sold at 350p. CFO resigned and then sold a lot before this warning.

"My opinion is that this was a well timed listing for the founders who have since used it as a money extraction scheme…"

The company has seemed to have a lot of positive PR and done lots of investor relations things. AJ Bell webinars, Vox Markets etc.