The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
I love CBOX's business model, growth story and the opportunity they create for franchisees. Taking into account the expected UK growth the price still seems attractive, but growing online sales and a strengthening brand aren't. What I would love to see is some start to an international expansion, albeit unlikely in near future, but one can hope - this would send share price flying.
I'm out today 4000 sell order (that I forgot about) hit. Nice run from 1100 - don't think I would have sold if it hadn't have been triggered though
Consistent revenue growth and consistently profitable. Good cash position, with more money in inventory and receivables. Positive trading update stating an additional £5mn in revenue additional to what would otherwise be expected - but despite this P:E is currently lower that previous years and IHC trades its 52w low. Has a range of products on offer, but notably CPAP is also key in tackling covid-19 as well as growing population of patients such as those with congestive cardiac failure.
Seems to have a lot of positive aspects on which momentum can hopefully build.
Somehow my stop loss wasn't triggered - they are sneaky.
- Best case: a RNS with standard wording, a nice 6 month extension after a busy business period time might allow more time to fill the balance sheet holes and consolidate AIM listing, with an equity raise, and subsequent share price increase towards the end of the year.
- Worst case: I wont state the obvious
- What will actually happen: I think on Monday share price will find it's new level, lower than this (unlikely as the RNS gives little business information - apart from stating they already do not expect 6mn raise to be enough). Share price will drift lower on low volumes and low news, with occasional spikes, and little liquidity. If the business performs well then massive returns at some point - all it would take it would be 1 positive trading statement to send this NORTH. But ultimately I think this will remain a punt, with some successful punters, until the inevitable. GLA
Such a fast bounce back! What a share.
3 things to raise revenues: Brexit stockpiling, Christmas trading, Covid-19 related increased demand.
Last year's interim accounts it looks like a widening hole was forming in the balance sheet, albeit with some outstanding receivables - and they only run to May 2019. Hopefully the rest of year's trading did not do irreversible damage, and the high interest loan with available 20mn credit facility are enough.
Up and down all the way up. Hopefully tomorrow is good
So even thought Stobarts are plastered all over the roads, it must be this complex ownership structure that is holding the price back. I'd imagine/hope this busy period will translate to greater revenues and enough cash raised.
too early is better than not all. They probably picked up a few more 8% cheaper today...
I have seen SO MANY Eddie Stobarts driving about, including being sandwiched between two and then three in a row, so they must be raking in revenue. I hope this is a leading indicator for a BIG RISE.
Strong balance sheet and lots of volatility to drag in users. I can see this taking off.
JP Morgan buying in is a promising sign
HSBC has a market cap bigger than the other 4 FTSE 100 banks combined with room to spare. In the short term they will shore up the balance sheet, then focus on efficiencies - focusing on profitable areas and cutting costs while managing risk - and in the long term should see 700+ again, hopefully within a couple years. The uncertainty holding its price down will start to become more certain.
I hope so... I picked some up just under 1100
However, a lot of volatility and uncertainty I would be happy with 3000 this year, nevermind Wednesday
it has everything to ultimately succeed, most importantly brand awareness and business systems i.e. Asos is near-synonymous with buying clothes online and offers a frictionless delivery/refund system
in the long run has to improve weak margins (reflective of competitive retail space) and decreasing consumer spending
a recession will ultimately make it more robust with cost-cutting translating to greater returns once through the downturn
this share has always been kind and rewarded buying when it seemed "cheap"
not taking supplier orders, other online retailers closing their operations as non-essential, lobbying to close their warehouses, income protection measures for employees
----> they will shut down, some of this is already priced in (Next down 10%) but likely still more to drop given it will be the entire operation
could be rapid bounces once up and running again
never-sell-shell
probably a lot of volatility on the way up
still oversold currently, weak retail already priced in. massive revenues and can trim down costs. still remains the go-to online fashion retailer
http://money.aol.co.uk/2016/05/19/could-bp-plc-fall-to-200p-and-royal-dutch-shell-plc-drop-to-1000p/ Surely this article is a load of bs?