Cake Box Share Discussion Threads

[simmsc] 14/11/2023 18:55

you can't keep a good stock (with good divis, a decent ROCE, cash in the bank, still growing and a sensible PE of just over 10) down forever.


just over 200 shops in the UK over-saturated? Greggs have over 2,300 stores ... so to get to ca 400 cake shops is feasible (bearing in mind Cakebox is one of the only nationwide independent cake suppliers (to consumers) in the UK).


Free money on the streets.

[levinson1] 14/11/2023 18:05

Don't think the growth that you anticipate is there at all. Number of shops now saturated. It's a luxury item where imo demand will fall. Well overpriced

[tomtum1] 14/11/2023 15:21

Diggers is back. Well at least he is using one ID today.

[justiceforthemany] 14/11/2023 10:54

Bumper Xmas season to come.

[disc0dave46] 14/11/2023 10:28

On face value it does look like decent numbers (I get circa 11.6p eps for the year).Still no confirmation of what "expectations" actually are though.Their bottom line earnings (eps) per £m of income has reduced significantly when compared to pre Covid. It was consistently around 0.4 to 0.5 (median 0.45) but now it's half that, so they are ramping up sales at declining profit margin and their additional costs (particularly marketing & staff) are taking a bigger piece of the cake. Before anyone says, their shares in issue hasn't changed so that's not the reason.Haven't checked but they have in the past ramped up the costs disproportionally to new franchisees via their "franchise package" rates to improve profits.

[justiceforthemany] 14/11/2023 10:09

Still growing and dividend up 10%.
NET CASH POSITION.

[justiceforthemany] 14/11/2023 10:09

Excellent results!

[saurish] 14/11/2023 08:37

We'll I won't call a 19.6% growth in EPS ex growth or a boring stock. Each to its own but I'll take a 19.6% growth at a fwd PE of 11 any day!

[levinson1] 14/11/2023 08:23

V unimpressive results. They're clearly going ex growth . Boring stock now and miss the previous ChairmanWatch these slip back a lot imo

[tomtum1] 05/11/2023 14:42

Diggerdog1

[disc0dave46] 05/11/2023 13:46

Meant to add they are likely to give notice of H1 results in the coming week.

[tomtum1] 05/11/2023 13:32

Hello diggers

[disc0dave46] 05/11/2023 13:13

CBOX are presenting their business plans at the next "Shares" investor webinar on 14th Nov, which I guess aligns with them reporting interim results - either on the 14th or perhaps a day or two before.

[tomtum1] 02/11/2023 08:14

Diggers people do the opposite to you and make money.You have called every share wrong Saga, Ashtead and cna

[levinson1] 01/11/2023 22:22

Wonder who sold 490,000 today ? !!! I think these are falling away fast

[disc0dave46] 31/10/2023 10:29

Interims I guess in a couple of weeks. Interested to see if their "meets board expectations" inference for income also applies to profit - somehow I'm thinking not.

[levinson1] 31/10/2023 08:09

Yet again, CBOX have to issue a corrective RNS today. Not very confidence inspiring. I see these imo below £1 in near future

[diohohku] 30/10/2023 19:50

I've proven with your multiple past post's how devious you are, for balance post where you claim I have another handle....waiting.

[disc0dave46] 30/10/2023 19:37

Trying to improve the quality of the BOD but at what cost and I still don't trust a word the CEO says.

[levinson1] 27/10/2023 13:43

Looks like a persistent seller around. Imo into the 120's imminently on its way downnto sub £1

[levinson1] 25/10/2023 09:45

Don't like saying I told you so. But I've consistently posted since CBOX were 184p that imo they will fall below £1. IMO sell in the 130's while you still can !!!!! They are ex growth and imo margins v squeezed.

[levinson1] 25/10/2023 06:18

I agree - I think discodave is long in the stock and under pressure. He keeps ramping CBOX. Since 184p I've posted that they will imo fall below £1. They've been falling consistently and now are into the 130's

[tomtum1] 24/10/2023 12:48

Cake box looks like another Discodave46 special

[theaccountant2] 24/10/2023 09:52

What a pathetic little clown you are Discodave

[levinson1] 24/10/2023 08:44

Falling again. Imo will be under £1 shortly. Sold all my CBOX