Cake Box Share Discussion Threads

[levinson1] 05/3/2024 20:11

Hi Justiceforthemany - wasn't it about this time of year last year ? Suppose it could come anytime soon.You normally know - can you ask the CO's brokers when it is expected.

[justiceforthemany] 05/3/2024 13:41

Has anyone found out when the next trading update is?
Inflation cooling, rate cuts coming, should see margins rise.

[levinson1] 05/3/2024 10:29

10m for the year would put them in a P:E of 9 for a growing company with no debt and international expansion roll out to come.No wonder the bidder will imo imminently be back at 250p per share

[levinson1] 05/3/2024 10:21

10m for the year would put them in a P:E of 9 for a growing company with no debt and international expansion roll out to come.No wonder the bidder will imo imminently be back at 250p per share

[levinson1] 05/3/2024 10:18

Adding to holding now. Cheap as chips

[levinson1] 04/3/2024 09:43

Wouldn't be surprised to see a good trading statement soon !!! to push up the ante for the potential bidders! Will River Capital Cty be buying more this week ?I've got every week right since 130p. This is the week imo to rise and consolidate around 210p

[levinson1] 03/3/2024 07:27

As foreign buyers cream off stocks, here's a tax cut that would count - OLIVER SHAH aim Sunday Times today March 3rd 2024

[levinson1] 03/3/2024 00:38

Good Sunday press for CBOX.Tax cuts and lower inflation to boost consumer stocks as increasing number of U.K. companies being taken over by foreign entities.Won't be long before CBOX is taken over cheaply at 250p per share imo. River Capital PTY increased their stake this week to over 5%. Cannot be a coincidence that they own the Cheesecake Company in Australia

[levinson1] 03/3/2024 00:20

Good Sunday press for CBOX.Tax cuts and lower inflation to boost consumer stocks as increasing number of U.K. companies being taken over by foreign entities.Won't be long before CBOX is taken over cheaply at 250p per share imo. River Capital PTY increased their stake this week to over 5%. Cannot be a coincidence that they own the Cheesecake Company in Australia

[levinson1] 01/3/2024 15:57

The perpetual ius of 200-250 shares are interesting. Imo the franchisees knowing the business is doing well with increased product ranges etc etc etc

[levinson1] 01/3/2024 15:50

They can't fulfill the whole buy order at presentWe KNOW from the RNS that River Capital PTY that own the Cheesecjaje Company have now bought over 5% of CBIX this weekCBOX is better now as a Complany that it was when price was ?4.41 per shareDoes anybody think Greggs or one of the supermarket chains are going to come in and bid for CVOX on ...View Full Message

[levinson1] 01/3/2024 15:46

They can't fulfill the whole buy order at presentWe KNOW from the RNS that River Capital PTY that own the Cheesecjaje Company have now bought over 5% of CBIX this weekCBOX is better now as a Complany that it was when price was £4.41 per shareDoes anybody think Greggs or one of the supermarket chains are going to come in and bid for CVOX on the cheap. ? Big synergy values too

[levinson1] 01/3/2024 15:19

Just bought 4,500 at 1.845. Working a bigger buy order. Imo will be £2.50 v soon

[levinson1] 29/2/2024 15:58

The 3 trades of 14,292 at 180p just posted were all buys because at the trade times they were 170-180p. Won't be much stock left to buy soon

[levinson1] 29/2/2024 15:19

Over 1m shares on the bid at 170p !!!! My guess is that River Capital Pty trying to increase their stake further. It's a win win for them if another budder comes in Imo £2.50 imminent. Midas got it bang on

[levinson1] 29/2/2024 11:02

2 way action imminent imo1 River Capital PTY announced this week that they have increased their stake above 5%. What increased bid will they come back at - 250p2 is their another bidder in the wings - could it be GreggsIn either event price would be 250p v v soonExciting

[levinson1] 29/2/2024 10:43

Lull before the rise ???

[levinson1] 28/2/2024 07:37

Only on 60 shares. Bluffing downwards for River Capital to buy more

[justiceforthemany] 27/2/2024 17:47

Ridiculous UT. 170p? WTF?

[levinson1] 27/2/2024 15:40

178p bid for 75,000 - very telling !!!

[levinson1] 27/2/2024 00:21

River Island PTY RNS - buying more- stake now over 5% of CBOX. Renewed bid at 250p imminent ?

[levinson1] 26/2/2024 23:31

See below- from last July. Why is River Capital PTY increasing its stake ( see yesterday'RNS) . River Capital PTY owns The Cheesecake Shop. Imo 250p bid imminent British bakery chain Cake Box Holdings has rebuffed an offer from a privately-owned Australian company to take over the company.The chain released a statement in response to press speculation after Sky News reported that The Cheesecake Shop offered to purchase Cake Box for 160 pence a share.Cake Box, which trades from around 230 locations across the UK and specialises in egg-free products, was valued at 150 pence per share when the market closed on Wednesday (19th).The Cheesecake Shop is owned by Melbourne-based River Capital.The chain confirmed the existence of the offer, which it said was made in early June. However Cake Box said its board had "unequivocally rejected" River Capital's offer, describing it as "materially undervaluing" the company.It added that no further discussions with River Capital had taken place.Last month, Cake Box revealed plans to almost double the size of its store estate

[levinson1] 26/2/2024 23:18

Midas verdict: Cake Box specialises in egg-free, fresh-cream cakes, popular with consumers who do not eat eggs for religious or dietary reasons and anyone else with a sweet tooth. Midas recommended the shares at £1.38 in 2019. They have been on a rollercoaster ride since then but the price seems too cheap. Some analysts believe the business could attract predators if the shares do not pick up soon.

[justiceforthemany] 26/2/2024 21:05

Adding a standard premium of 30-40% gives 240-250p.
I think this would be seriously considered.