Patisserie Share Discussion Threads

[manrobert] 26/2/2018 07:59

A group of us played in a chess congress at Exeter at week end and visited their shop and we were all very impressed with their products including smoke salmon scramble egg and a number of delicious cakes.

[audigger] 08/2/2018 07:26

Two director sales; very uninspiring. 400 seems a distant memory already!

[manrobert] 05/2/2018 16:25

666666 options.money straight in his . did he have to sell them all

[trt] 05/2/2018 15:59

It fine for personal reasons. Very small amount why not !

[manrobert] 05/2/2018 14:40

director selling doesn't inspire confidence

[sharesoc] 02/2/2018 22:22

There is a recent blog post on Patisserie Valerie available here:

[nw99] 02/2/2018 16:47

Dir selling

[trt] 02/2/2018 09:27

It will cross £4 just give it time.

[acamas] 02/2/2018 08:19

Yes you seem to be correct re 400p ceiling. From April 17 todate it appears to have spent much of that period in the 350p to 400p channel. So I would feel more confident if the share price bounces off this level back towards 400p

If it drops below 350p I think then I am a seller till it finds a new channel to move in

[audigger] 31/1/2018 18:27

Almost sold yesterday but held off. Whalloped today so regretting it. Doesn't seem to be able to hold 400.

[acamas] 31/1/2018 17:41

Tree shake down to the volatility of the last dozen trades. It should I think open at 384p in the morning

[manrobert] 31/1/2018 16:44

anyone know whats going on here//?

[audigger] 29/1/2018 15:55

Would be nice to break and stay above 400p

[valhamos] 02/1/2018 11:52

Pat Val preparing to tap investors for £35m to fund takeover of company that owns Gail's the chain of artisan cafes according to Telegraph.

[essential] 02/1/2018 10:57

Time to sell?

[nw99] 02/1/2018 09:13

Thanks Placing coming

[3rd eye] 02/1/2018 09:08

AN UPGRADE FOR CAKE.................

Patisserie Holdings Plc CAKE Peel Hunt Buy355.50 353.25 425.00 450.00 Upgrades

SP target 450p........think ill add a few, somebody knows something.

[simso] 15/12/2017 11:10

One of the most impressive factors about CAKE is the consistency of achieving 23 month Payback on new openings. They mentioned that 23 months number in the latest Prelims, and in severalk other results Announcements going back to the IPO document. For a Roll Out, payback achieved (or ROCE) is probably the most important number. No other roll out I have reviewed (RBG, GYM, FUL etc) achieve anything like as fast a payback, more with that level of consistency.

[asagi] 15/12/2017 08:50

blog confirms they recently opened two stores in one week: Cwmbran and Chesterfield.

hxxp://www.patisserie-valerie.co.uk/blog.aspx/1/81/Patisserie-Valerie-Opens-Two-New-Stores

not sure the seating outside the Chesterfield shop is kosher though, can a wheelchair/buggy get by on the footpath?

Asagi (long CAKE)

[bestace] 30/11/2017 23:18

If they are seriously considering a deal, you have to wonder whether it's being done for the benefit of RCP/Johnson or for CAKE shareholders as a whole.

Bread's 2017 accounts haven't been filed yet and today was the filing deadline. The 2016 top line grew 42% compared to 2015, so if they grew at a similar rate in 2017, £100m revenue sounds like the right ballpark, and that's not an insignificant figure compared to the £114m revenues CAKE generated last year.

A £150m price tag when they only have £22m of cash suggests a chunky equity fund raise or a lot of debt, or both. Not sure I'm keen on that at this point in the business cycle.

[useless23] 30/11/2017 20:30

Profit before tax almost rose by 100pc from 2015. Operating profit rose by over 50oc.

[useless23] 30/11/2017 20:28

Bread holdings2016 accountsRevenue £64mOperating profit £6.5mPre tax profit £4.8m

[simso] 29/11/2017 21:08

i read that the bid is being considered at £150m, that Bread Holdings have sales of £100m, and that Luke Johnson is chairman of both. i am away on holiday with intermittent internet, so can anyone see from companies house records what Profit Bread make?