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I think you will be pleasantly surprised by the way they board will shape their proposition and take their product to market. This is not your “average” start up company. They have a premiership line up at board level.
Expectation is incredibly high due to IOP opening week. It’s understandable many are nervous and don’t expect a return on their investment anytime soon.
I truly believe in the next 30 days the share will be trading in double digits. Low teens.
In 6 months it will break the 20p barrier (if not slightly sooner).
My Christmas I believe (depending on distribution channels) I will to be playing in the region of 30p to 50p.
In 12 months - that’s a totally unknown. That would be largely dependent on the R&D line. Which I will watch with interest.
I do find it odd that the measure is “deep heat” .... “dragons den” and “pound shops”.
The proposition at board level is enough to get my pulse racing. It’s very narrow sighted and somewhat risk immature.
Let’s revisit this thread in 6 months time & assess the overall performance and value proposition.
In my opinion it’s a very sound c-suite that strengthening by the day. They have some of the leading experts in their field and currently they have a premiership line up. I fully acknowledge that they’ve not played a “game” so to speak. Your measuring purely on the line up and the division they aim to play at.
They are going to market with a premiership team and looking to capitalise at the higher end of the market. Personally, I believe they will do it.
I do wholeheartedly believe there are some small time “market makers” trading the highs and lows (hence price monitoring). Again, I have no objection to anyone making their money in whatever method they are comfortable with. I don’t personally have the skill or capital to play about with margins. As a medium to long term investment this is a very good share to have in a portfolio.
There will be others with differing opinions. Again, NOT a share for the nervous investor.
Nadia Yaqub - at the Motley Fool posted Sunday 2nd of May.
To start this thread please note the following:
1. I hold a position in this share
2. I’m holding a position at a loss
3. I have significant confidence in the share
4. I do not recommend this share for the nervous investor
The reason for today’s post - I read some very odd reporting on CBX this weekend that has galvanised my opinion that this share is being manipulated by “market makers” those that ride the highs and lows. There is nothing wrong with this strategy. I simply don’t have the skill to do it effectively.
What concerns me is the comment around the surprise CBX are entering the pet market. This doesn’t surprise me whatsoever. It’s one of the biggest growth sectors out there. Further, it’s less regulated than the pharmaceutical beauty industry. So it makes perfect sense that CBX want to a launch a product in this area. They can bring it to market quicker than their other lines in development. Also, like to deliver better returns.
Don’t believe me check this out. https://commonthreadco.com/blogs/coachs-corner/pet-industry-trends-growth-ecommerce-marketing
Again, I have confidence that this share will grow. It’s not hype. It’s business analytics, understanding the overall market and product placement. By the end of 2021 - I expect the share to be in high double digits.
A buy at anything under 20p per share will deliver a nice return in time for Christmas.
If you really want to understand more about the market head over to the USA. There are loads of well written, financially astute, observational articles written. It will highlight the “highs” & “lows” of this market.
Yes it’s competitive. So is football. It’s not about the market it’s about what your bringing to it (management & product). The USP. The distribution channels & creating market share.
CBX are positioning themselves well.
If José Mourinho started a new club and entered the football league at the very bottom would you bet against him reaching the top of the lower divisions in year 1? Further, if he made a signing from the premier division (think Ren) within weeks of his announcement what would you do? Would you sit it out of the sidelines and “wait and see” or would you have confidence that he knows what he is doing and over a period of time will be playing with big boys? Thus buy a season ticket? That’s what this share represents to me. The management & team they are putting in place inspires confidence.
Incidentally people in the U.K. spend as much money on their pets as they do their spouse and children. More so. We are a nation of animal lovers. This team knows what it’s doing. They’ve probably got distributors already lined up.
If the price had bottomed out at 3p I would still be “in” .... my only regret is that I don’t have more money to invest. I have a private pension and I’m seriously considering selling some of my portfolio to buy more.
Opportunities like this are rare. It’s scary as hell and I have to avoid obsessively checking the price. However, I’m very happy with my choice.
I have confidence in this share.
This trade isn’t for the nervous investor. My advice would be to steer clear if you don’t have the stomach for it.
For everyone else, if you can buy for under 20p and can hold onto your investment until October/November I think you will see a nice return on your investment.
Lots of little positive indicators. Good management structure. Inspired hires. Growth market. Kanobo is a good measure of it’s likely performance after product placement.
I’ve placed £10,000 in this share at 11.76. I’m down quite considerably but I’m not remotely sweating it. I’m very relaxed.