Cake Box Share Discussion Threads

[levinson1] 23/4/2023 10:55

Just registered fora webinar with AJBell on Wednesday 10th May where Sukh Chamdal will be presenting for Cakebox. Imo that can only be good news and AJBell clients will no doubt be buying from this silly discounted share priceUp, up and away CBOX

[levinson1] 23/4/2023 10:55

Just registered fora webinar with AJBell on Wednesday 10th May where Sukh Chamdal will be presenting for Cakebox. Imo that can only be good news and AJBell clients will no doubt be buying from this silly discounted share priceUp, up and away CBOX

[levinson1] 21/4/2023 16:22

I know you are a shorter but if you weren't and if you really had no position then you are a saddo spending hours every day trying to talk down CBOX !!

[disc0dave45] 21/4/2023 14:48

Agree, better value and quality options out there.....at the moment anyway.Their CAGR earning growth has averaged 28% since 2017, and apart from a Covid induced decline in 2020 its mainly been very decent double digit (from +21% to +70%) annual growth but now it seems to have reduced considerably and IMO FY23 eps will have nearly halved. Yes inflation and cost of living has clearly impacted them but with such a high gross margin (circa 48%) why aren't costs being fully passed on?, why has Rev growth not kept pace with store growth? and why are they ramping up significantly the charges to new franchisees aka the DOM strategy that failed? (no brainer in that this has come from Mr Botha).

[nakedmolerat] 21/4/2023 14:34

I had a look at it from a franchise point of view and thought it was too much investment for little return, although Cakebox themselves do okay on margins. For me as a share I wouldnt invest currently as plenty of other stocks are better value.

[disc0dave45] 21/4/2023 13:53

Shouldn't worry about Levinson, he thinks everyone that isn't ramping this is a shorter.I'm not a shorter either by the way, I'm actually interested in investing but need to see this demonstrate sustainable growth and not seeing that at the moment.Perhaps more info in their prelims might enlighten us as to what their longer term strategy is....if their income per shop is falling then it's obviously not going the right way.A new website apparently next week so hope that goes okay, wouldn't be surprised if there's a few glitches though.

[nakedmolerat] 21/4/2023 13:34

I'm not a shorter, so put that in your pipe and ramp away

[levinson1] 21/4/2023 12:33

Funny that. Because NW11 and Cricklewood branches were packed this morning !!!!!! A few shorters around today who have got burnt

[nakedmolerat] 21/4/2023 12:23

The local shops are empty, it was a nice idea for a biz, but hasnt really got legs long term.

[disc0dave45] 21/4/2023 12:18

Errr 125/10 (FY23e eps) = PE 12.5IMO 125/7.7= PE 16.2xDYORVOX last interview zero mention of overseas expansion, just the usual chit chat IMO.

[levinson1] 21/4/2023 12:12

Discodave the shorter getting very desperate !!!!! 50,000 just bought @1.25p Next stop : international expansionPE now is about 6 btwImo a roaring buy.

[disc0dave45] 21/4/2023 12:03

Ps if anyone locates the store that's gone awol please let the CEO know, thanksPps thought they were targeting 24 new shops for the year, not 20?.

[disc0dave45] 21/4/2023 11:06

CBOX pay VOXIt's not unbiased analysis, they are paid to focus on the positives, likewise the house brokers 250p target that's been that even after their massive profit warning, hello, they are also paid by CBOX.Only naive people would think this is worth a PE of 25x to 32x.....get real.Also, the BOD still have to convince the market that they are trustworthy IMO, that won't happen overnight.I'll keep watching to see if they do turn this around and generate serious growth.

[levinson1] 21/4/2023 10:44

htTPs://www.voxmarkets.co.uk/articles/cake-box-s-lowly-rating-offers-a-tasty-entry-point-68c1b24/Puts the correct price of CBOX at 195p per share

[levinson1] 21/4/2023 10:43

htTPs://www.voxmarkets.co.uk/articles/cake-box-s-lowly-rating-offers-a-tasty-entry-point-68c1b24/Puts the shares at 195p

[martywidget] 21/4/2023 09:00

Is Now An Opportune Moment To Examine Cake Box Holdings Plc (LON:CBOX)?
Simply Wall St
Thu, April 20, 2023 at 6:04 AM

[martywidget] 21/4/2023 08:47

The Analyst: Cake Box's lowly rating offers a tasty entry point
19th April 2023

[disc0dave45] 20/4/2023 18:44

PaulWith your 40% cash are you a buyer here yet?

[brummy_git] 20/4/2023 14:27

No sellers

[justiceforthemany] 20/4/2023 13:46

The spread is huge here.

[levinson1] 20/4/2023 07:22

Discodave the shorter. Still expanding in U.K. and now have whole international arena to expand intoWhere else can you get a rapidly growing stock on a PE of 6, that gives a high dividend tooGo back to school Discodave - you're remarkably interested in this stock and can only be short which is why you spout such disingenuous nonsenseI'm a buyer of CBOX roght back up to £6 per share

[levinson1] 20/4/2023 07:18

CBOX ate imo as cheap as chips. They are doing better now than where share price was ?4. Next will come the international expansion On a PE of about 6 for a fast growing company . These will soon be racing ahead

[levinson1] 20/4/2023 07:16

CBOX ate imo as cheap as chips. They are doing better now than where share price was £4. Next will come the international expansion On a PE of about 6 for a fast growing company . These will soon be racing ahead

[diohohku] 19/4/2023 20:01

disco how much have you lost, boo?, Saga, (398) cake box?

[disc0dave45] 19/4/2023 19:54

You haven't a scooby have you.One minute you were ramping, then calling 90p, then saying 900p. How much have you lost?.Have absolutely no position here. Never shorted it, have held but at this price not inclined to go long again......unless they change strategy to generate growth.