Cake Box Share Discussion Threads

[danmart2] 15/2/2024 09:12

I can’t see how this firm grows in the UK

[levinson1] 15/2/2024 09:04

They will start their big upward move today

[levinson1] 15/2/2024 08:46

Good , nosy buyer around this morning in CBOX

[justiceforthemany] 06/2/2024 17:09

Surprising retrace.
Time to add in bulk.

[levinson1] 01/2/2024 14:40

V good subtle RNS today referring to the Non Exec Appt - to help with the expansion of the Company What expansion is afoot ? I think donestic and foreign. CBOX imo is very ubdervalued

[levinson1] 26/1/2024 17:12

Me too . Bought 10500 at 165.7. Imo it's going to burst into action soon.

[justiceforthemany] 26/1/2024 16:22

Added a small amount.
Revised bid possible.

[levinson1] 26/1/2024 12:53

Hi Justiceforthemany - you've always been right. There was v heavy buying at £1.70 but buyer seems to have paused for the minute A great update imminent imo

[justiceforthemany] 26/1/2024 12:13

Update soon.
Inflation falling, fuel costs down, margins should be rising.

[levinson1] 26/1/2024 07:18

When is next dividend due ?

[disc0dave46] 18/1/2024 17:23

I was just surprised at how alike the cake and bake business is to here.You could always do your own comparison test?.Have a Cakebox near me but not a cake and bake.

[sid_b] 18/1/2024 08:18

Well, I knew of cakes and bakes and there is space for multiple players in the market. Plus, Cake Box is substantially bigger (# of stores) and hence has bigger 'economies of scale' to leverage.
Though my big assumption was that both will taste similar but I would like to hear from others if that is indeed the case.

[levinson1] 18/1/2024 07:40

Interesting - it demonstrates there must be a good market for this

[disc0dave46] 17/1/2024 19:21

Thanks, had never heard of them. But they seem to have a very similar model to here and have been around since 2002.Https://www.cakesandbakes.co.uk/files/10000/CakesBakes_Prospectus_Draft-01042022-web.pdf

[levinson1] 16/1/2024 23:11

You must be desperately short of the stock. I've never heard such nonsense. Are you in league with the persistent buyer who has raised his price from 170p to 173p in the market ? !!!!

[sid_b] 16/1/2024 22:55

Heard a bunch of people from different neighbourhoods say that Cakes and Bakes are making better cakes than Cake Box. One important distinction mentioned was that Cakes and Bakes balance the cream and sugar content better.

Have any of you compared the cakes from these two places recently? Any difference that you have noticed?

[levinson1] 16/1/2024 13:06

They are very strongly bid in the market. Is bidder still stake building ?

[levinson1] 11/1/2024 01:51

An Intrinsic Calculation For Cake Box Holdings Plc (LON:CBOX) Suggests It's 45% Undervalued January 2, 2024 Key Insights Cake Box Holdings' estimated fair value is UK£3.07 based on 2 Stage Free Cash Flow to Equity Cake Box Holdings is estimated to be 45% undervalued based on current share price of UK£1.68 Cake Box Holdings' peers seem to be trading at a lower discount to fair value based on the industry average of 42% https://finance.yahoo.com/news/intrinsic-calculation-cake-box-holdings-125004344.html The above from Martywidget

[levinson1] 11/1/2024 01:49

Now v bullish on CBOX. Big buyer around all weekImo £3 soon , or perhaps higher if bidder, River Island returns

[martywidget] 10/1/2024 09:23

An Intrinsic Calculation For Cake Box Holdings Plc (LON:CBOX) Suggests It's 45% Undervalued
January 2, 2024

Key Insights

Cake Box Holdings' estimated fair value is UK£3.07 based on 2 Stage Free Cash Flow to Equity

Cake Box Holdings is estimated to be 45% undervalued based on current share price of UK£1.68

Cake Box Holdings' peers seem to be trading at a lower discount to fair value based on the industry average of 42%

[levinson1] 10/1/2024 09:15

Seems like I'm wrong. But this stock is cheap as chips. When it was £4.40 per share the figures and growth were not imo as high as they are now - and has River Island, the bidder, been buying more ?

[levinson1] 09/1/2024 08:29

2nd Wednesday ( tomorrow) or following week would be the usual time fir a Christmas update ??

[levinson1] 09/1/2024 08:01

Continual buyer soaking up everything at 170p. Looking good

[levinson1] 06/1/2024 09:36

Brokers says momentum building in CBOXLiberum, Edison and Shore all upbeat . £2-50- £3 price target. Looks very exciting .