Member Info for HedgeHogarth

If you are invested Billybamboozle (which i doubt you are) you are a very poor investor.

Nothing has changed in 12mths from an adverse perspective - the company has done everything it said it would and more; 12mths ago they would not have predicted the l4l growth to be quite as strong

So if you genuinely did invest 12mth ago - i find it very strange to see you having to post multiple messages on here quite so regularly saying how corrupt things are and suggesting other investors should stay away.

We all know your game - this forum is full of scummy posters like you

The TRUTH is, c95% shares are held with he following - Not a single share has been sold by any of these holders since the start of 2022

55% of shares are in the hands of IIs

16% with private companies

9% with Hedge Funds

14% with two large individual investors John Story (8.7% including 5% through soread bets) and Stephen Lucas (4.9%)

1.6% with current directors

These holders are going nowhere - the current SP is in no way reflective of the company's progress in the last 18mth - it's just a output of a small number of shares changing hands and shorters

You are clearly not invested

Your agenda is very clear to eveyone on this site

This is a good compnay and at a point in time in the futire I have no doubt the SP will reflect that - it could be tomorrow, next week, or next month, but it will happen

Billybamboozle

I disagree completely

When I suggested that maybe something is going on - it has nothing to do with insider information. I am very confident that the compnay have been very open and they always provide lots of granularity in their accounts. ENough that allowed me to pretty much predict their Full year results at GM / EBITDA / Cash bob on.

This is pureley speculative and for illustrative purposes...

If, you were Blackrock and wated to buy XP Factory.

Would you (a) take a 3% stake when SP is 20-30p and push the SP into the 30/40s

or

(b) take a short position and suppress the share price, tease out the weak hands and make a move when SP is much lower.

What issues does Paul Scott point out?

I perdaonlly don't see anything that worries me here

Looks like soe big short poistions revresed yesterday.

My suspicion is that there is soething going on behind the scenes which accounts for the shorts / suppressed price.

Yes, still in offer period - there is no set end date

As soon as you hit 1% you have to disclose all dealings

I dont beleive there is any exclusion on Directors - but the first RNS stated that the founders and directors were assumes, for takeover rules, to be acting in concert. They have between 25 and 29% already so any buying could require them to ake an offer for all shares if they go past 30%

XP FACTORY PLC (AIM: XPF), one of the UK's pre-eminent experiential leisure businesses operating the Escape Hunt and Boom Battle Bar brands, is pleased to announce that Richard Harpham (CEO) and Graham Bird (CFO) will provide a live presentation relating to the Group's unaudited interim Results for the year to 31 December 2023 via the Investor Meet Company platform on 26 Mar 2024 at 14:00 GMT.

The presentation is open to all existing and potential shareholders. Questions can be submitted pre-event via your Investor Meet Company dashboard up until 25 Mar 2024, 09:00 GMT, or at any time during the live presentation.

Investors can sign up to Investor Meet Company for free and add to meet XP FACTORY PLC via:

https://www.investormeetcompany.com/xp-factory-plc/register-investor

Investors who already follow XP FACTORYPLC on the Investor Meet Company platform will automatically be invited.

Newboy - there's already a fair few - at least 50% sit wih IIs

Canaccord Genuity Wealth Ltd. 32,387,845 18.55 %

MFT Capital Ltd. 23,924,420 13.71 %

CRUX Asset Management Ltd. 14,458,731 8.283 %

J.O. Hambro Capital Management Ltd. 9,100,000 5.213 %

Sankofa Investment Management (Guernsey) Ltd. 4,543,194 2.603 %

Unicorn Asset Management Ltd. 2,190,834 1.255 %

Teviot Partners LLP 1,685,000 0.9653 %

Nice lunchtime shopping spree from someone....

9-Mar-24 12:06:48 15.487 241,256 Unknown* 14.50 15.00 37.36k

MikePickle

I'm sorry Mike, you won't get any advice from me. You will have to draw your own judgement.

Unless things have changed (and depending on how many shares you have), if you want to sell, I don't imagin it will be difficult. I've always been able to get 'dummy quotes' for decent volumes

I'm going nowhere personally, a decision entirely down to e and my own research and judgement.

For comparison, Hollwoood Bowl's UK central costs are £23m.

Whlst not surprised, it baffles me that people cant see the wood for the trees. The challenging market appears to have created so much scepticism, paranoia and aversion to risk.

This company is performing excellently - some of the innovative activities i see every day posted on LinkedIn blow me away. The latest is that they are taking "Boom on the Road" and going out to corporates with a game.

Too much being made of the operating loss - it's about as meaningful as Russian democracy. Its generating significant Cash, EBITDA and and growing quickly and profitably.

I'm going on record now to say that this company will get snapped up for 80p before the end of 2025.

Signed: Hedgehogarth, 19th March, 2023

I think it is dangerous to assume you know why people bought or sold

The FACTs are that over 20% of the company has seemingly changed hands

Only one new major shareholder has emerged

Cannacord are OUT

Schroders trimmed but still have plenty

No other changes by any of the other big holders

As I have said before - 1p movements in price between 5p and 15p are pretty irrelvent in the grand scheme of things - the movments are there to create some liquidity but the bulk of the shares are in the hands of those whose average is close to £2. They are already £1.90 down , so a few pence is irrelevant

ShandyPants

I dont disagree about confusing accounts - but that is accounting for you. It gets increasingly blurred and confusing

What is undeniable though is:

- this company generated +£9m cash from its current asset portfolio

- Revenue has doubled two years on the bounce

- The venues are getting more profitable - becoming more effcient and finding innovative ways to maximise capacity which is more than offsetting wage inflations

- Escape Hunt is more mature - yet it is still showing double digit L4L growth in the most recent quarters' trading

- Corporate represents a big slug of revenues; meaning that XPF is not as reliant on Consumer spending

IMO - this SP is not sustainable. Another year of progress (12mth to March 2025) which I expect the 12mth operating cashflow to increase to +£15m, EBITDA to almost double and Operating Profit to be in the £5-£10m range - will make an mCAP of £25m looks even lighter than it does now.

I expect to see investors start returning to this stock - I like it's trajectory and would not rule out bid coming from private equity. If I was Blackrock - I would snap this up ASAP and merge it with Puttshack

I expect to see a few months of slow, steady growth to re-rate this stock.

They have a very small amount of debt I belive that is directly linked to when they acquire and fit out a new site. Not material - just sensible use of low cost finance.

They generated +£9.5m cash from operating (i predicted +£9m) and they have stated they they are self funding organic growth.

I think i there is an excellenet opportunity to grow quicker which is why I think these look dirt cheap and expect Prrivate Equity to be circling...

Brilliant update and broadly in line with expectations - the nice surprise being that Escape Hunt continues to grow stronger than i expected

£44m Revenue - TICK (In line with what i expected)

£28m GM - TICK (In line with what i expected)

Site Level EBITDA £15.3m - CLOSE(I said £17.9m)

Adj EBITDA £8m CLOSE (I said £9m)

Operating profit £1.7m (before fair value movements) VERY CLOSE (I said £2.5m)

L4L growth in 2024 - 11% Escape Hunt, 9% Boom Bar WRONG ( I undercalled this - 5% EH, 10% BB)

And nice Post period Outlook

POST PERIOD END TRADING AND OUTLOOK

" Both Escape Hunt® and Boom Battle Bar® have continued to deliver strong like for like sales growth in the first 10 weeks of 2024 (11% and 9% respectively), and the new sites and recently acquired former franchise sites are performing in line our anticipated maturity profiles. As we have come to expect, half term in February proved particularly successful for Escape Hunt, and at Boom, the operational focus over the last 12 months continues to yield the margin and customer improvements that were targeted. We remain confident about the outlook for the business and the board is confident that the results to 31 March 2024 will be in line with market expectations. "

Only on LSE

Any change would have had to been RNSd

That looks incorrect to me - still 107.8m

Looks like someone was very keen to get in early after the weekend...

18-Mar-24 08:03:08 7.4399 268,820 Buy* 7.00 7.50 20.00k

Northern - let it go fella - you clearly have a vendetta here

Let remember why many are invested here at sub 20p - to bag

Hence my comment, anyone sub 20p average, I think have a good chance of being OK