Cake Box Share Discussion Threads

[disc0dave46] 29/4/2024 17:17

You bought at 165.7You've posted this is a pump and dump but because you now hold it's a fantastic business. Two faced flip flopper.I have many interests in the market and none are any of your chuffing business.

[levinson1] 29/4/2024 16:46

How dare you. I've said I was a seller at much much higher levels. I've been buying recently - at half the price they once were. I did say it was jam tomorrow in the past. I firmly believe the 'tomorrow' has now arrived.Discidave - what is your position in the stock market- you seem terribly interested in it.

[disc0dave46] 29/4/2024 16:19

Not so long ago you were saying this is a jam tomorrow Stock and a lost cause.Now sitting on a loss and it's the best thing since sliced bread.Clueless flip flopper.Stay away from YU - it's a pump and dump too :)

[levinson1] 29/4/2024 11:34

Trades at 167.5 this morning are all buys. The buyers will imo be waking up soon to how good and undervalued this stock is

[levinson1] 26/4/2024 09:58

Don't think they are suspended as market makers are making bids and offers

[levinson1] 26/4/2024 09:32

No volume ? Unusual ? Are the shares suspended ? If so, could it be ahead of a bid announcement ?

[levinson1] 26/4/2024 09:14

Share volume has gone very quiet ! Bid talks with River Capital pty ???

[levinson1] 23/4/2024 08:27

hxxps://www.ii.co.uk/analysis-commentary/stockwatch-capital-growth-and-good-yield-trigger-upgrade-buy-ii531320BUY

[justiceforthemany] 22/4/2024 14:15

hxxps://www.ii.co.uk/analysis-commentary/stockwatch-capital-growth-and-good-yield-trigger-upgrade-buy-ii531320
BUY

[justiceforthemany] 17/4/2024 12:33

Royal Mail about to be taken over now as per the FT.
UK companies are significantly undervalued.

[justiceforthemany] 16/4/2024 08:14

The Aussies like the company.
All that matters.

[disc0dave46] 15/4/2024 22:02

Sorry but LFL was negative H2.The UK is saturated they need to expand abroad. Earnings growth forecasts aren't even double digits anymore.Always liked their business model but they seem to lack any longer term strategy IMO.

[sid_b] 15/4/2024 21:57

LFL sales will more likely move in line with general economy. Practically, growth for biz will come from new store openings. And there is still lots of scope for new store openings. They have cracked the operations for their hub and spoke model. Now they just need to execute their playbook at a faster rate.
Lower interest rates will help as franchise will find it easier to get loans to open stores. It will also help with their RoI.
CB have a long runway unless they screw-up something real bad. Of course, I would still say a new professional mgmt will be useful.

[disc0dave46] 15/4/2024 21:21

Seems priced at fair value IMO.Hardly a growth stock with H2 franchise LFL sales negative compared to H1.

[levinson1] 12/4/2024 17:25

Absolutely Sid B - good analysis.And international expansion - especially with River Capital PTY into Asia and other areas potentially.

[sid_b] 12/4/2024 16:43

CB is undervalued. They have shown the ability to keep growing without compromising on profitability (except for the high volatility period post-COVID). Market will be pleasantly surprised by this under-the-radar, steadily growing/compounding company.

What CB definitely needs to do is to increase the rate at which they open new stores/kiosks. Their capital-light model enables them to grow faster but they haven't really leveraged it fully. A look at some of the other big franchise chains will give you an idea how quickly they expanded their store footprint in their growing days and that is reflected in their multi-billion $ valuation. However, that also brings the operational risk of managing the fast-paced growth that the mgmt. hasn't witnessed yet. I am happy with 'slow and steady' but let's see what they do in future.

[levinson1] 12/4/2024 10:42

Cake Box discuss latest developments following its Full Year Trading UpdateApr 8, 2024 2min 43sechttps://www.youtube.com/watch?v=M2i421s6BPwCake Box, UK's largest retailer of fresh cream celebration cakes, announced a Full Year Trading Update with strong growth across the business, reflecting new store openings, positive sales growth ...View Full Message

[levinson1] 12/4/2024 09:30

Investors Chronicke - buy ?Will Midas re pick up this share over the weekend ?Much more detailed growth plans to emerge in June on the basis of the podcast below

[levinson1] 12/4/2024 09:20

Cake Box discuss latest developments following its Full Year Trading UpdateApr 8, 2024 2min 43sechttps://www.youtube.com/watch?v=M2i421s6BPwCake Box, UK's largest retailer of fresh cream celebration cakes, announced a Full Year Trading Update with strong growth across the business, reflecting new store openings, positive sales growth ...View Full Message

[martywidget] 11/4/2024 17:30

Cake Box discuss latest developments following its Full Year Trading Update
Apr 8, 2024 2min 43sec



Cake Box, UK’s largest retailer of fresh cream celebration cakes, announced a Full Year Trading Update with strong growth across the business, reflecting new store openings, positive sales growth from the enhanced marketing campaigns and increased online sales. The Group expects to report revenues for the year up c9.0% year on year (FY 2023: £34.8m), along with adjusted profits slightly ahead of market expectations.

[levinson1] 11/4/2024 15:08

BUY note on CBOX in tomorrow's Investor's Chronicle ?

[levinson1] 11/4/2024 09:06

Did you not read the statement. They've now consolidated and going fir growth . EPS over 20p won't take long imo

[disc0dave46] 10/4/2024 17:01

Thanks for your article.You mentioned getting to 20p eps, given their current high single digit eps growth that's going to take 5+ years or thereabouts.I'm assuming you don't hold?.

[levinson1] 10/4/2024 10:39

Higher than 20 when growing like CBOX is. River Pty need to hurry up if they want to get CBIX at 2.50