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CAKE Patisserie

429.50
0.00 (0.00%)
28 Mar 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Patisserie LSE:CAKE London Ordinary Share GB00BM4NV504 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.00% 429.50 - 0.00 00:00:00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
0 0 N/A 0

Patisserie Share Discussion Threads

Showing 851 to 874 of 3425 messages
Chat Pages: Latest  41  40  39  38  37  36  35  34  33  32  31  30  Older
DateSubjectAuthorDiscuss
23/11/2017
15:53
At 1 year support levels
essential
23/11/2017
15:27
Bought in here not been in it since 350 levels
nw99
23/11/2017
11:50
"When the company reports full-year results on 27 November, it should have over 200 stores in operation. At the half-year stage new openings were on average paying back the initial investment in under two years. Meanwhile, cash is building up......."
samsj
22/11/2017
20:50
Year end sep 17 just gone will show circa 16p EPS. This year will be circa 18p EPS which leaves us on just under PE ratio of 17 with no debt, expected cash balance of approx 20 million, self funded rollouts, and bullet proof balance sheet. Not sure this is what I would class this as ‘priced to perfection’, rather priced as a bargain. DYOR.
smokybenchod
22/11/2017
08:52
Taken 5k at support.

spud

spud
21/11/2017
17:35
Digger,
the high rating here and worries about the sector got me out at what I though not a great price between 327 - 347p.

The rating here is expecting perfection - 15-20% growth and I'm not sure in this climate that is realistic.

They might do it though, it's a good business.

che7win
21/11/2017
16:57
Chart looking a bit ill, in need of some upward momentum driven by a positive update next week...
audigger
16/11/2017
20:55
I've raised my concerns earlier. Chart ugly now. They better come out with a very good update! Dyor
aishah
16/11/2017
20:35
RTN that is
davr0s
16/11/2017
20:15
Looks ready to rumble..... Down IMO
davr0s
16/11/2017
10:08
RTN looks ready to rumble
larva
13/11/2017
19:33
I just play the probabilities - sell weakness/ support break, buy strength and hold. Rinse and repeat, and never fall in love with any company/story. The share price can go anywhere from here but on average a support break leads to further weakness when averaged across many shares
davr0s
13/11/2017
19:08
it fell to around 265p this time last year DavR0s, buyers did alright on that trade!

Asagi (long CAKE)

asagi
13/11/2017
18:31
I sold at the open - support gone. Not what you want to see leading up to results
davr0s
13/11/2017
15:43
Good post Asagi - and the first time I have seen you since one of those Motley Fool monthly evenings at a pub in London about 12-15 years ago...probably discussing IND or FWY!
I suspect the other big difference between a Sainsburys and a Standalone is that CAKE would likely pay a commission based on what they sell, rather than a fixed rental. Also, I would expect the fit-out capex would only be a small fraction of a High St. Hard to even guess what the Sales/Profit on each Sainsbury might be, but its fair to assume both sides must be pretty pleased with their returns following the initial trial, given the scale of the increase in a short space of time.

simso
13/11/2017
15:16
Correct, rubberbullets. Looks like the Click and Collect offering has tripled in less than six months (assuming the announcement below is from June 1st):

"This proved to be so popular, that we are now introducing Click and Collect into these 12 stores, so you can pick up your Celebration Cakes and Individual Treats from your local supermarket!"

hxxps://www.patisserie-valerie.co.uk/press.aspx/2017/6/1/117/Patisserie-Valerie-Launches-Click-Collect-Cakes-Trial-at-Sainsburys

trial started with 12 stores and no Click & Collect in April:

hxxps://www.about.sainsburys.co.uk/news/latest-news/2017/28-04-2017

what sort of contribution to revenue will this have made? I'm tempted to say each Sainsbury's Patisserie Valerie is equal to one third of a proper store. But that won't be true. First, we won't get any drink sales, which will be very high margin. Second, on the positive side, footfall at Sainsbury's must be significantly higher, meaning higher turnover of cakes? Some cannibalisation likely.

Asagi (long CAKE)

asagi
13/11/2017
13:04
We now have Click and Collect available in 38 Sainsbury stores across the UK, and have Patisserie Valerie counters in 29 of those.







Well up on six months ago

rubberbullets
13/11/2017
12:40
did this last time and then bounced up massively
rubberbullets
11/11/2017
16:03
Stay in cash.
blueball
11/11/2017
14:58
SP now below 20,50 and 200 SMAs
aishah
03/11/2017
22:03
Sold higher up. Rising import costs, national min wage, rate rise, belts tightening. Not much room for any disappointment. Staying on the sidelines. Dyor
aishah
03/11/2017
21:17
With such a high pe and being thinnly trades only results move the price...
r ball
01/11/2017
15:50
CAKE, Patisserie holdings, riding along and upwards on the 200 Day EMA EPS forecast for 15.9% rise and a P/E of 18.3 for 2018, update 27th NOVEMBER.....
3rd eye
17/9/2017
08:30
In addition to the 23 openings, we also have the 18 Sainsbury Concessions. One assumes the performance of the first twelve opened in April must have been sufficiently encouraging to both parties for them to open a further six.

Of all the roll out stories I have either reviewed or invested in, I see this as the best. In roll outs, the ROCE ratio is even more important, and CAKE score on two counts here compared to any others I have reviewed. Firstly, a consistent and strong return on new store Capex...with payback average of 23 months being faster than any others I see. Secondly, the "maintenance capex" of keeping a PATVAL bright and fresh is much lower than the ongoing cost of (say) keeping a Revolution Bar of a GYM consistently updated and contemporary.

simso
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