Member Info for Holden77

Helios are trying to buy CABP on the cheap! The fact that they are prepared to pay around 85p yet not accept the 110p by StoneX would suggest they think CABP is worth more than 110p per share.

Helios could have banked a profit of 30% in a few weeks .....110p vs 85p = 25p or a PROFIT of 30% - This would suggest that Helios values CABP more than 110p?

KEEP for over 150p which could happen in the next 12/18 months IMHO - NAI- DYOR

The two joint CEO’s and the management team at Helios are having a laugh and cannot be taken seriously here. It’s a case of it’s my ball and everyone else can play if I want to ! AIMO..NAI.. DYOR

Its funny but....not one person from the research department of the brokers who follow CABP has done a research note with an increased target price....since they were around 50/60p.....when the only direction could be up!

Any decent analyst following CABP should have realised that 50/60p was rock bottom and issued a "Buy" note ....and would be looking good now.

Some analysts are totally oblivious to what's in front of them. :-)

NAI - DYOR - AIMHO

The update from CABP tomorrow should go a long way to showing how the management team have turned this company around.?

he Independent Board remains confident in the Company's strategy and its ability to deliver long‑term value for shareholders and will continue to focus on the execution of that strategy. The Independent Board looks forward to providing an update on the Company's Q1 2026 performance on 21 April 2026.

just copied this from bigwadds from the other message board:

my *** packet calculation:

30/01/26 75p

16/04/26 110p offer

equates to return of 35p or 46% ...in 3 months

if helios were prepare to pay 83p its still a return of 27p 32%...in 3 months.

helios are not looking to exit otherwise they would be glad of 110p!

helios and stonex both want cab. cabp want to keep going as is and not interest in 110p...simple!

stick with it guys and gals - aimho - nai - dyor

Helios are in a good position but don't have total control....IMO. They want CAB at 85p knowing they are worth much more in the long run. However, if their bid doesn't materialise, the value of their holding will increase..... IF we are led to believe the rumblings form Mr K and his management team.

CAB could be over 150p in the short term...one way or another IMO - NAI - DYOR

110p Cash Offer just announced

The strengthening USD should improve the share price? It was 1.36 when the offer was made… it’s now 1.32 and likely to fall under 1.30 soon? AIMHO NAI DYOR.

With a substantial revenue of $1.2B and an employee range of 1,000-5,000 employees, Keb Hana Bank demonstrates significant scale and operational capacity within the Banking and Finance industries. Its competitive positioning is evident through its presence alongside numerous global financial entities.

Good spot fre1.

Do you think the CABP IR Team have forgotten to make this RNS as it seems significant IMHO?

Best wishes,

The next move should be for Helios to make a revised offer of around 95p. This way they still get CAB on the “cheap” and at the apparent start of the turnaround. CAB announced they are over the worse so 80p should be the bottom. If Helios offer 95p plus, they will get their required percentage to acquire CA.

AIMO NAI DYOR

Best wishes all

Will CABP have to issue their RNS?

It looks like the market doesn't think this $1.15/83p offer will go through?

The Grant Family own 52% ? If they delist do they still get anything?

Anyone know why these are now 7p with a Market Cap of just £3.7m ?

CABP will issue their Trading Statement on Thursday, 15th January 2026...

Figures will be as at the year ending 31st December 2025.

The honeymoon period is over so NK needs to deliver now?

AIMHO - NAI - DYOR

A few chunky buys from someone in the know perhaps?

Results to the end on 2025 are due on 15/01/26.

Someone always deals on inside information?

CABP has to report decent numbers this time....the honeymoon period is now over for AK?

AIMHO - NAI - DYOR

Still the most boring share! ZZZZZzzzzzznnnnnnn

Is this the most boring share in the UK?

If not, I'd like you to let me know one that is even more boring!

ZZzzzzzzzzznnnnnnnnnn

AIMHO/NAI/DYOR

CEO promised a turnaround strategy.

New CFO

New US licence – massive growth potential in North & South America.

Nigeria IMTO – more access to key African markets.

Cost-cutting – should now kick in.

Revenue increases.

New markets opened.

FY25F revenue forecast: £115m (+8% YoY)

Adjusted EBITDA: £34.4m (30% margin).

CABP trades at a low P/E of 5x (FY26F) and 4x (FY27F)

Downside – CEO has not delivered on his turnaround/cost-cutting so volumes and margins down.

Upside – CEO has finally earned his massive salary package and reports better than expected figures.

My friend CHAT has calculated the following from previous forecasts:

• Revenue (FY25F): £115m

• Adjusted EBITDA (FY25F): £34.4m (30% margin)

• Adjusted PBT (FY25F): £23.0m

• H1 Adjusted EBITDA=51.75×0.30=£15.53mH1 Adjusted EBITDA=51.75×0.30=£15.53m

• Final Estimates for H1 FY25:

• Revenue: ~£51.75m

• Adjusted EBITDA: ~£15.53m

• Adjusted PBT: ~£9.83m

• Net Profit: ~£7.38m

• Conservative Price Target: 93p (FY26F-based valuation).

• Fair Value Estimate: 100p.

• Optimistic Price Target: 122p (FY27F-based valuation).

• Blended Price Target: 105p.

my "*** packet calculation"

i estimate a net profit (profit after tax) of £23.3m for 2025

reverse-engineer from the historical eps data:

eps per £ of net profit

from 2024:

net profit = £14.2m

eps = 6p

eps per £1m profit = 6p / 14.2 ≈ 0.4225p per £1m profit

estimate eps for £23.3m net profit

eps ≈ £23.3m × 0.4225p ≈ 9.85p

apply market p/e ratio

previously assumed a p/e ratio of ~10x, based on historical data.

estimated share price = eps × p/e

⇒ 9.85p × 10 = 98.5p

estimated 2025 share price: ~98.5p

(based on £23.3m net profit and a 10x p/e multiple)

aimo/nai/dyor