Member Info for 42trader

https://www.investegate.co.uk/obtala-limited--obt-/rns/holding-s--in-company/201811050700062582G/

Not a lot to say really. HOTC are doing well and sp has drifted low on no news and general market fluctuations. I was hoping it would stay down just a day or so more as I have £30k plus to invest soon and HOTC is one of the first shares I’ll be adding to.

Very positive.
Only a small dilution of 5% which will provide funds to step change the company via the trading side which is where OBT will make the most profit.
The name change is also very positive as it makes sense to use a name well know in the wood industry.
New bod members is encouraging, especially as the current person running Woodbois is one of them with a huge amount of experience.
And once again MP is buying more shares via the fund raise.
Chart wise 5p area has large support so Im guessing the decline will reverse from this level.
All in all, very pleased.

I use Iweb. Trade it fine with them.

The results were very encouraging. The sp drop is because of general market conditions and sell off. The market never goes in a straight line and has had a long upward run. Whether this is a correction (approx 10%drop) or whether the market has changed from bull to bear no one really knows.
It’s not nice to see your shares drop in value but hotc are doing well and will rebound. These drops are buying opportunities.

The spread is actually 5p not what is shown here or what is offered via a spread bet. It is surprising how much the chart is similar to the FTSE. But yeah, solid company that is doing very well.

No worries. Let’s see if the correction bounces soon. Pretty sure there’s some big support here. Monday maybe. Not over happy. Just in process of swapping pension funds and they’ve been dragging it out. Could get hurt.

Some big sells going through dropping the price. Trend line broken so i am looking for additional buy at 245p where there is some major support.
Approximately only 15% of shares in public hands so this can do big swings. If 245p hits then that will be £1 less than a month or so ago on strong results. Big buying opportunity imo. Should see a TR-1 RNS some time soon.

I think its a general market sell off. This could be the start of a market re-rate. Happy to hold here though and if the market does re-rate then this will be one stock I will add to in the future.

Hotel Chocolat sidesteps high-street woes as profits, revenue jumps
25 September 2018 | 09:25am
StockMarketWire.com - British chocolatier Hotel Chocolat reported Tuesday improved first-half profits and revenues as its sweet treats and drinks helped it overcome the woes of the high street.

For the 12 months to 1 July, profit before tax rose 13% to £12.7m and revenue rose 11% to £116.3m.

The uptick in revenues was achieved on improved gross margins to 68.4% from 67.9%, driven by the increased efficiency of production and better buying.

The decline of sterling, however, created pressure on raw material costs, but this was offset by improved productivity and gains from increased scale.

Sales through company's own website increased by 14%.

The company declared a final dividend of 1.1p per share, taking the full year dividend to 1.7p a share, up from 1.6p a share seen last year.

'I am pleased to report another year of significant progress for the Group. Revenue grew by 11%, underlying EBITDA rose by 16% and profit before tax increased by 13% to £12.7m slightly ahead of expectations' said Tobias Johan Toft, Co-founder and Chairman of Retail Brands.

'The encouraging performance of our UK channels means we remain confident of further growth, with an exciting range of new product innovations for this autumn, including our Chocolat Cream Liqueur and the Velvetiser in-home Hot Chocolat system.'

'We are increasingly confident that international expansion presents a growth opportunity, and will be adopting a cautious 'test, learn, grow' approach to our new partnership in Scandinavia and our new ventures in the US and Japan, where we intend to open our first stores this winter.' At 9:25am: [LON:HOTC] Hotel Chocolat Group Ltd share price was +7.5p at 345p

Just added a small amount as it has now hit the bottom of an upward trend channel.
Very little news about that isn't positive.
Decline imo is due to weakened pound from brexit fears and general retail decline. HOTC is breaking the retail trend though, with increased revenues despite additional ingredient costs due to exchange rates.
Pre tax profits are up 13% which is beating the revenues increase of 11% so the company is very aware of cost cuttings.
HOTC expanding into Scandinavia with a franchise and early next year a joint venture in Japan will start. There is also a new shop to be opened up in New York this winter.
So, the only negatives I have found are exchange rate, possible market re-rate and possible this report:

Four Reasons To Sell Luxury Stocks (1003 Gmt)
Luxury is "so last year" – that's what Morgan Stanley analysts are saying, in a nutshell, in a note which is partly responsible for the drop in stocks like LVMH, Kering, Hermes, Moncler, and Ferragamo today.

The selloff in luxury has been building over the past few weeks, and here are MS' four key reasons to sell the sector. They say it's not too late to do so despite the recent falls:

1. Luxury is vulnerable to underperformance of growth versus value – 92% of the sector is in Europe's growth index

2. Valuations remain elevated despite falling recently (see chart below), and investors are still heavily positioned in luxury

3. Earnings momentum is slowing – analysts have begun downgrading earnings and sales estimates

4. China's consumer confidence may have peaked – Morgan Stanley's China economist expects Chinese consumption figures for the second half to slow further

Looking at latest trades there is a seller selling 15K chunks. Rest of the sells are in fact buys. Will be holding off now on more buys until I see seller gone and where the market is going but HOTC is looking very good and this is a good example of a share to buy that is doing well but taken down by market sentiment. It will come good again at some stage and the small dividend helps.

Ive finally dipped in here after watching for a long time. Don't know why they show the spread so high because it's inaccurate. The real spread is 310p to sell and 315p to buy.
The fundamentals of the company are pretty solid and it is growing.
The chart shows an upward movement which then tells you to buy the dips.
Could go a bit lower, maybe 300p or just under but I will likely buy again if it dips lower.

http://www.chartupload.com/viewer.php?file=84744674958063656517.png

Not a massive contract in terms of finance but huge in terms of potential. Walmart is massive and this is just a small part of Walmart. This is also just 1 of 500 companies potentially a contract could come from.
With the very low sp not a lot needs to be invested for a possible huge return. Little downside but the upside could be massive.
The company is financed for another year and looks like they have now got the proper directors in place to run this type of company.

Trying to find out where it says 15p. I was going off this rns

http://www.lse.co.uk/share-regulatory-news.asp?shareprice=OBT&ArticleCode=eaoscgee&ArticleHeadline=Preference_share_subscription__Forestry_division

Certainly looks more probable now with the amount of Argento shares being bought. With the conversion rate of the shares at 20p MP is paying a premium.

80% sales are on the high street. 20% online.

Talking now about deb

Yet when directors buy in such huge quantities they are in it to make money.

So much buying going on by CEO and previously other BOD. Pretty hard not to see this rerate.

Well if aim wasn’t so bad, we would never get decent buy in prices. The price will rise when it’s ready. Slow and steady hopefully.