Xp Factory Share Discussion Threads

[red army] 23/5/2022 13:16

Yes but a slower growth economy.

[hatfullofsky] 23/5/2022 12:42

You need to factor in the growth, 7 BBB bars at end 2021, target is 27 end 2022.

Escape Hunt exceeded expectations with £2m site EBITDA for H2 21 (which was also impacted be Omnicron).

They have spent £10m on BBB, will have around £7m cash. So the Market is valuing Escape Hunt business at £18m for a £5m EBITDA business.

I can understand the weakness today (no forward guidance) but I think we'll start to see a recovery once the BBB numbers start to flow through.

From the acquisition RNS - The Acquisition is expected to be significantly earnings accretive and profitable in the first half of 2022

[red army] 23/5/2022 11:06

This has much further to fall as way over valued even at £35m and showing no profit . To support this level you would expect to see £3m of NET profit.

[red army] 23/5/2022 11:05

This has much further to fall as way over valued even at £35m and showing no profit . To support this level you would expect to see £3m of NET profit.

[hatfullofsky] 23/5/2022 10:53

Very weak into results on very low volume

[parsons4] 20/5/2022 08:55

Any news confirming that things are in line with forecasts will be the end of this rout !! A £37m market cap is cheap imho

[playful] 19/5/2022 21:04

I'm still walking along the road to £1.50.

[markstevenkirby80] 12/5/2022 15:40

Absolutely but the store is good, it's just the markets I don't know when we'll find the bottom, but it needs to be soon I am 40 big ones down

[hatfullofsky] 12/5/2022 12:13

Even crazier now

[markstevenkirby80] 11/5/2022 10:53

Crazy price fill your boats before it's too late

[parsons4] 24/4/2022 11:56

Yes czar it should be 15x at least, the market is really under-rating this one. This is now my third biggest holding behind Zephyr and Bidstack. GLA

[czar] 24/4/2022 10:26

At the moment the market does not get it, but it will.

"We are delighted at how well Boom Battle Bar has been integrated into the Group. It has been an extremely busy period for site development and we have an exciting run of openings in the coming weeks and months which position us well to deliver on our estate targets for the end of the year. The recent performances from our new Boom sites have validated our expectations for the site level profitability we believe is achievable. In addition, Escape Hunt performance has exceeded expectations for Q1, giving us confidence for the execution of our strategy as a whole."

The broker has XPF on 5x EBITDA for next year, I reckon it will be 2.5x. With sensational growth prospects, this is an undiscovered gem IMHO.

[buying] 22/4/2022 14:28

RBG also had a 4 percent dividend while you wait for it to rerate

[czar] 22/4/2022 13:41

Useless, but nobody has the opportunity that XPF has to clone their very profitable leisure offerings all over Europe and combine their two, potentially three (they have an option on another business) products into one venue to use up defunct property like closed down department stores etc that they can get on ridiculously cheap terms. This business will become a monster very quickly IMHO.

[useless23] 22/4/2022 09:18

If you think this is cheap, you should check out RBG as it has 10x more revenue but a valuation of 41m

[parsons4] 22/4/2022 08:11

A great RNS, the £44m valuation is ridiculous for a company that is heading for over 40 venues by the end of this year.

[markstevenkirby80] 22/4/2022 07:22

Got to booooom soon

[markstevenkirby80] 22/4/2022 07:21

I have no doubt we will :)

[czar] 22/4/2022 07:19

I don't understand why this fabulous little Company isn't trading at £1. It will.

" The recent performances from our new Boom sites have validated our expectations for the site level profitability we believe is achievable. In addition, Escape Hunt performance has exceeded expectations for Q1, giving us confidence for the execution of our strategy as a whole."

[likya123] 22/4/2022 07:13

Esys gap 195p and presentation this morning at 11am.

[actybod] 22/4/2022 07:11

It will get there

[actybod] 22/4/2022 07:11

Will get there...

[parsons4] 21/4/2022 08:47

Just topped up again , couldn't resist at this price. Volume is very low, I think the market believes that the general shortage of money because of fuel, energy costs and everything else going up will stop the leisure industry in its tracks !!! I think the younger generation in particular will want to go out to drown their sorrows and have some fun. Both Escape Hut and Boom Battle Bars can deliver this !!!