Cake Box Share Discussion Threads

[levinson1] 29/4/2024 23:04

U r a saddo

[disc0dave46] 29/4/2024 22:16

When you are holding you constantly ramp, when you have sold up you also tell folks to sell, it's a lost cause, it's a pump and dump, it's overpriced it's got zero growth, blah blah blah, you are a flip flopper and 100% not to be trusted and 100% clueless.

[disc0dave46] 29/4/2024 22:11

Levinson131 Aug '23 - 15:10 - 573 of 693
0 0 0
Jack and Jam went up the hill and then came all the way down again ... and more. I don't like this share at all. Wonder whose really selling the last few days !!!!!

[disc0dave46] 29/4/2024 22:10

Levinson111 Aug '23 - 09:34 - 546 of 692
0 0 0
As many as you want to buy at 160p or less.I've said this for some while . Pump been done, dump going on imo

[disc0dave46] 29/4/2024 21:57

Levinson126 Jan '24 - 17:12 - 625 of 691
0 0 0
Me too . Bought 10500 at 165.7. Imo it's going to burst into action soon.

[disc0dave46] 29/4/2024 21:52

Do you want me to post up where you said this is a pump and dump and when you posted up that you bought at 165.7p?You flip to being positive when you hold and then flop to being negative when you've sold up.You are clueless, always have been.

[levinson1] 29/4/2024 19:28

You are completely incoherent. Better if you posted when not drunk, best of all you don't post at all. You are now filtered

[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.