Member Info for Cherokee101

As confirmed today, FIPp are still holding ex but have been selling down to monetise the position. Bunch of other companies now at inflection points.

It is a serious fallacy to rate a high growth company on earnings alone. Look at the EV/Sales. Still reasonable.

There are amost no other competitors in their position and so far their growth in the US and Japan has been explosive. This is a definitive rollout story, backed by an incredible premium brand.
I've been a customer years and nobody comes close to their quality or service.

They are only useable with specific nespresso machines, not all of them.

If they get this right it could be a game changer for them. But it's not about the coffee right now.

Market was looking for an excuse to take profit after a stellar run. In the grand scheme of things this is nothing!

That dude is using a P/E ratio to value one of the fastest growing businesses on the market.

Not a whiff of Cash flow, or DCFs adjusting for intangible assets.

This has the potential to be a cyber monster on a 10 year view (or sooner).

Just fill your boots on down days. Hold forever.

Well I've 2x bagged on this baby now... crikey what a ride.

Potentially fully valued as it has rerated to peers level - market expects very high quality earnings growth going forward. Keep the faith!!

If investors checked stock prices as often as they checked their house prices, we'd be in for a smooth ride.

Yeah I only just saw it but no RNS was released.

The Company decides what to report to the LSE, but there are specific criteria.

If the news is 'price sensitive' then it must be reported via RNS as soon as possible (unless the information is incomplete. But then the company has to judge how long until people get wind of it and start to insider trade).

I would have thought this is a material bit of information, as it will impact revenues positively. Shrug.

Just curious why you would value a company without earnings, on earnings?

Wouldn't it be better to do price to sales? Or EV to sales (hardly any debt so PS is fine).

Also sales to Market cap - it is absolutely ridiculous.

Can you show me any company that has sales double its market cap?

I'll wait.

Also, your other point about YU only growing sales due to the Covid debt bubble... does this explain the years of rapid sales growth PRIOR to Covid?

The weirdest thing about your post is the caution on profit. Fast growing companies rarely make a profit, precisely because they are investing for growth.

Amazon made a loss last year as it invested in infrastructure.

In fact, Amazon spent 20 years as a loss making business.

You clearly have no idea what a viable business is assessed on. It is the cash flow, not profit. Profits are an accounting mechanism.

If YU Group was loss making AND had declining cash flows, then that would be a disaster. But that is not the case.

Thorntons used to buy their chocolate in ready made for shaping and flavouring.

Hotel Chocolat grow their own or buy in raw cocoa beans to make it.

There is no comparison when you're dealing with a high quality bean to bar maker.

Took time out of their busy schedule to supply us with a nesr replica of last quarter's RNS after we recieved the first payment.

They have to send this stuff out by law, even if they are super duper busy.

I can't think of any other fast growing company that currently has a market cap of 50% of one year's revenue.

50%. Of. One. Year's. Revenue.

Companies growing at this rate should be on 10x revenue to market cap. So this could very easily be a billion pound company purely on a re rating.

I hope this company doesn't pay a dividend. It's a sub £100m market cap company trying to smash all the competition and consolidate the end user base.

I would hate for a disruptor to pay dividends so early in its journey.

If the UK economy does well, Lloyds does well?

That hasn't been the case since 2008. Mainly because the interest rate cycle has been killed (deliberately).

The share price for the last cycle peaked in 2015.

You don't know how a company could make so much in sales but report a loss?

Ever heard of reinvesting for growth?

Amazon made losses for years whilst building revenues.

I suspect people are profit taking after a stellar run.

Other forums seem to suggest that there isnt enough clarity on 2021, so here's hoping the 9am call sorts it out.

Really good progress, huge increase in portfolio value and unrealised profit.

Perhaps a large entity sold some shares? Can't see any reason this should be selling off.

Never trust someone with less than 40 posts on the same stock.

It is very likely that the reasons for RL's posts are one or more of the following:

1. A worker/ investor of a competitor mine
2. A short seller
3. Genuinely wants to help investors save face, but only on Amur Minerals

I genuinely cannot think of other reasons for the posts.