Comptoir Share Discussion Threads

[ak62] 31/5/2022 08:09

paid 10.48 X 3529= 369.83 12:14:1
SOLD 7.70 X 3529=(271.73)
------
NICE LOSS OF 98.10 PLUS CHARGES

good investor

couldn't even hold it for 24 hours

[tiredoldbroker] 30/5/2022 12:18

I'm glad they've weathered the last 5 years since I last commented here :) Too small to attract any attention, the whole sector is short on fans compared to the period before Patisserie Valerie collapsed and wiped out the over-optimism that'd ruled up to that point. I think this one will be a survivor/get taken out by a bigger group, in due course. Wouldn't chase the price today.

[robhammers] 30/5/2022 12:07

Not sure they include estate rents

[inthemix] 30/5/2022 11:59

Any debt, this looks ridiculously good... Please someone what's the problem here, I can't see it...

[dillydally2] 30/5/2022 11:57

Here comes the dump

[oilandgasman1] 30/5/2022 11:39

Wouldnt chase this nowMorning buyers will be soon exiting

[babbler] 30/5/2022 11:36

A bagger and no commentd.... funny lol. Now at cash level.

[texaschaser] 08/10/2021 14:20

more lockdowns = no revenue

[glavey] 17/6/2021 05:02

Dips just a side order.

[ny boy] 16/6/2021 09:32

Yes btfd’s..itR17;s an order!

Looking good, for a run up to 12p over the summer

[glavey] 10/6/2021 00:13

Not too keen on the dips.

[ny boy] 24/5/2021 09:53

Buy the dips astir!

[fneipw] 21/5/2021 15:25

The £33m in revenue? doesn't sound very unloved to me. Yes there is a margin problem as of 2015 but that's a different issue.

[glavey] 21/5/2021 05:09

The results.

[fneipw] 20/5/2021 19:28

what makes you say that out of interest?

[glavey] 20/5/2021 06:46

So why didn't they love it before?

[undervaluedassets] 19/5/2021 05:35

I stand by my post on 25 feb 21 ..

So far not wrong.

This is the kind of restaurant that people love.. the ultimate antidote to CoVID.

[glavey] 18/5/2021 06:43

Time will tell.

[fneipw] 17/5/2021 14:33

The UK casual dining scene is clearly not the same as where it was pre 2016. However, bear in mind back in 2015/2016 they sustained an £80M valuation. They have doubled their annual revenues since then, and are valued at £12M. If margins improve even the slightest amount such that this revenue now feeds through to the bottom line (competitors closing up shop etc), I think you could see the market cap multiply substantially.

[glavey] 15/5/2021 04:34

That idea hasn't worked too well since 2016 though.

[fneipw] 14/5/2021 17:51

@glavey - they consistently generate operating cash flows though, and as such can use that to re-invest into opening more restaurants. All it takes is margins to improve a little (as they were pre 2015) and they're making £2-3M a year easy imo.

[ny boy] 14/5/2021 09:03

Onwards & upwards here, indoor dining on day, turnover up substantially.

This is going the same way as (RNO) UP&AWAY!

[glavey] 12/5/2021 00:44

Might be because it doesn't make any money.