Coolabi Share Discussion Threads

[lord gnome] 15/7/2011 14:55

Nobby,
Coolabi has been investing heavily (cf market cap) in its products especially the Poppy Cat tv series. That was behind the recent fund raising. Hopefully, with the major expense now behind it they can start to reap some reward.

[norbert colon] 15/7/2011 10:16

I am really interested in the Coolabi story but am really concerned about their CAPEX which last year was circa 2m or around 700% of net earnings. Assuming net earnings this year (pre-tax) of £1m (as per broker note) and consistent CAPEX that that it still 200% of net earnings which is a real issue. I would appreciate anyone views / comments on this please as most other metrics look pretty good.

Nobby

[iloveit] 14/7/2011 13:43

Interesting that we have turned up north pretty quickly ,hopefully breakthru 0f 10p not far away now .
Next bit of good news should really kick this off .

[saucepan] 14/7/2011 09:55

There we go, buying already.

[saucepan] 14/7/2011 09:19

Interims are due late September.

Whether interest is created as a result of tip sheet coverage or a corporate development RNS before then remains to be seen.

COO stands out as being cheap on fundamentals, so those who identify stocks through data trawls may also trickle on board.

In fairness, however, it does not take much action to make the share price quite sharply.

[iloveit] 14/7/2011 07:12

morning,still waiting for price surge here.

[palace andy] 12/7/2011 10:14

Orange1 - Very funny!

[orange1] 11/7/2011 11:50

MMs have 20p target here I feel and shaking out PIs to let in institutions on the cheap at bargain price here I feel. Anyone topping up?

© Drivel International PLC - prop: I. Lovemyowndrivel

[moosh2] 09/7/2011 11:23

it took a while for Peppa Pig to do the biz for entertainment one, and that's on channel 5 lol!

[iloveit] 08/7/2011 11:27

i think mm are having to lower price for a treeshake here will they get it?

[iloveit] 06/7/2011 14:55

Poppycat does anyone see this on childrens radars?
Has anyone actually got or heard about poppycat as a household name?

[saucepan] 05/7/2011 15:37

Thanks, LG

[lord gnome] 05/7/2011 15:35

My email to Jeremy Banks received the teflon treatment and was passed to the PR company. We can forget any possibility of an IMS or an end of period trading update. So much for good investor relations. Harrumph!

[iloveit] 05/7/2011 13:52

Not much stock available ,you try and get some stock now and see what price you have to pay for a decent chunk,this in time is going to be BIG and shareprice could multibag very quickly .
I for one will not sell my stake at less than 20p a share,bearing in mind that is my target,but if it suddenly surges to that 20p magic number for me i may hold out as selling to early may be a big mistake.
approx 30m mcap @ 28p a stock thats approx 4x times shareprice it is now .

[someuwin] 05/7/2011 07:23

Not much stock available online.

[iloveit] 05/7/2011 07:21

Looking forward to today as yesterday was very exciting as you know ,something has kicked started this at last ,its obvious now that punters are tasting this stock now and accumilating stock.

[bensdad2] 04/7/2011 22:09

Almost certainly not worth it.

[lord gnome] 04/7/2011 22:01

Could someone please translate that into English for me? Or isn't it worth the effort?

[iloveit] 04/7/2011 21:20

Its now being bought and surely will see stock looking exhausted at this level,20p a share is my target and i WILL NOT SELL BELOW THAT PRICE,WILL NOW HOLD ON AND ALWAYS TOP UP WHEN I CAN ,I ONLY WISH I COULD HAVE BOUGHT BUCKETFULLS AT THIS LEVEL AS ITS OBVIOUS THIS STOCK IS GOING TO BE A MONSTER SHARE .
ONE THING I AM CAUTIOUS OFF IS THAT AS IT TRAVELS UP BEYOND 15P ?WILL THIS HOLD AND STEADY SHIP AS MORE SHOULD FOLLOW.

[saucepan] 04/7/2011 20:12

Nice find bbd2! Things certainly seem to be falling into place.

Here is the URL to the article in case anyone wants to check out for themselves:

[bbd2] 04/7/2011 19:29

Thursday, 30th June 2011 at 11:52 am

Bagpuss


by Samantha Loveday

Bagpuss has been enjoying a resurgence recently, thanks to the continued popularity of classic properties. We find out how Coolabi is looking to boost the brand even further.


The Bagpuss series was first aired on the BBC in 1974, and, although just 13 episodes were made, the films aired for 26 weeks a year for 13 years.

In 2010, the show was voted number one in a BBC poll of programmes which adults would most like the BBC to bring back, as well as the number three greatest kids' TV show in a Sky survey.

On top of this, Bagpuss has also been enjoying a resurgence in licensing activity – notably, the brand generated over £35 million in UK retail sales between 2001 and 2005. There are currently 20 licensees on board.

Fran Huxley, licensing consultant, tells Licensing.biz: "Plush continues to be a real hit in the marketplace with new lines being developed to fulfil demand. At Christmas 2010, the launch of the microwaveable Bagpuss plush by Intelex saw exceptional sell-through at 2,000 retail accounts in the UK, and Bagpuss was listed as the number one retro toy property by the Daily Mail. Retro t-shirts have proved time and again to be a hit with consumers via online retailers such as Play.com."

New products launching this year include nightwear, bags, greetings cards, more plush and gifts. Huxley also adds that new deals will be signed in toiletries and food, as well as further apparel and gift licensees.

So what's the secret to Bagpuss' longevity? "Bagpuss' innocence and gentle stories endeared audiences to the character in the 1970s and 80s, and so they have always had a place for him in their hearts," Huxley continues. "Wherever Bagpuss is available, the public's affection for the brand is triggered and his appeal is proven by the sell-through of merchandise.

"It is also the original audience introducing Bagpuss to their own children that is contributing to the brand's current popularity. He's just a saggy old cloth cat, but everyone loves him."

As is now becoming the norm, live performances are forming a key part of Coolabi's plan with Bagpuss going forward. The brand's debut stage show at the Soho Theatre during December 2010 and January 2011 was a sell-out, so The Birmingham Stage Company will be performing The Bagpuss Show for another season later this year. Dates have been confirmed in Edinburgh, Birmingham and, for the Christmas season, Canterbury.

In addition, a dedicated pop-up shop and exhibition is also being planned for October half-term in London. This will feature all of Smallfilms' original puppets and merchandise, with special events taking place throughout the period.

By the end of this year, Huxley is hoping to have grown the number of licensees, skus and retailers for Bagpuss.

"We have seen great momentum and significant growth in recent years, and the new products that were developed last Christmas sold out, so our aim is to give retailers even more of what they want this year and into next.

"Further success by continuing to re-establish Bagpuss with the generation who loved it originally and by introducing it in many fresh and exciting ways to a whole new generation. Bagpuss is here to stay."

[saucepan] 04/7/2011 17:35

Excellent initiative, Lord Gnome, thanks for sharing.

[lord gnome] 04/7/2011 17:15

I have just emailed Jeremy Banks to ask him if he plans to issue a trading statement or IMS.

[lord gnome] 04/7/2011 17:10

Fair to say though that COO under-delivered last year. The broker's estimate was for eps of 1p in 2010 and COO delivered just 0.4p. I am more hopeful for this year and next, however, as there has been a steady flow of good news and positive developments from the company recently. Can COO convert good news into profits for us? I guess we'll get a good idea as to how things are going at the half way stage when they report in September. In the meantime, aren't we due an IMS? One to update at the close of the first half of the year certainly wouldn't go amiss.

[saucepan] 04/7/2011 16:35

ShareScope fundamental information updated in the header. I note that, if 2011 forecasts are met, COO will have a P/E of about 3.5.