Member Info for Maximus20

This is starting to look really good …

Fantastic set of results. Ahead of market expectations.

Just looking at the broker note. They have a £2.20 target. I think that sounds like a fair target seeing as they’ve been awarded a 5 year agreement with network rail and a new 5 year contract with southeastern trains. Contract signing should be this month. That was their key target this year and it’s been achieved.

Plus growth in uk, Germany and Austria. This is a steal at this price?

Did anyone attend yesterday? I couldn’t make it. Be good to hear some feedback.

Been loading up here. The seller seems to have presented an amazing opportunity.

If you have Instagram I’d strongly reccomend you see their stories. Showing their BBBs absolutely packed for the football last night. Expect the same again for Sunday. I think also the bad weather over May and June and start of July would’ve meant people opt for more indoor leisure like escape rooms and bbbs rather than beach, theme parks etc.

I think the recent holdings rns’ and share price action is a really good indication of a decent trading update. Hopefully 🙏

Are we expecting a trading update soon? They did one 17th July last year

If you follow them on Instagram you’d see that all their boom bars where absolutely rammed during the game. So likely again on weds and Sunday if England get to the final. I think compound that with the unusually bad weather and more people would be opting for boom bars than usual. So id expect to see more double digit lfl sales in May / June / July. And going from last trading statement April was a good month. Interest rates likely to drop in August now election out of the way.

Reminder of ceo comments in last trading satement;

Commenting, Richard Harpham, Chief Executive of XP Factory plc said "The Group's continued strong performance in the final three months of the financial year culminates a period of exceptional growth and development within the business. Trading in April has continued the positive momentum. Our investments into new sites are generating industry leading returns setting the business well to generate growth in shareholder value and providing the blueprint to continue our expansion."

Results out late summer or 30th sept latest. Maybe a trading update before that? Last year they released one early august.

Another strong start to day. They where showing am absolutely packed out boom bar Manchester on Saturday for the FA cup final. That boom bar has 4.9 star google reviews from over 2.5k reviews!

Nice move today. Hopefully the start of its uptrend. Should be a lot higher!

“UK set for slower inflation than Eurozone and US

Drop in household energy bills set to push price growth close to Bank of England target”

https://www.ft.com/content/a9ec45a8-6f60-4955-80c8-c1d5fb6105fb

CPI data predicted to be decent tomorrow. Bank of England will likely cut interest rates in June (or summer). People will be looking at leisure and hospitality again. I think now is the time to get into the best leisure growth company on aim if you want to get the early rise.

I have no doubts this could bag quickly. All my opinion of course.

On another point I see most BBBs promote live sport now. Boxing events like last night with Fury vs usyk and between June 14th - July 14th we have the euros. Must be good for revenue. They where just showing a busy lakeside boom bar for the fury fight on their Instagram as well as an absolutely packed out Cardiff boom bar.

They’re much more mature business’ with huge mcaps. If your goal is multiple returns then these aren’t the way forward imo. I’m looking for growing business’ at a small mcap that are of good value. These type of business’ have the potential to multiple mag. BBBs are in their infancy and have the potential to do very well over the next couple of years. Xpf is the only leisure business I’ve seen that’s achieved double digit lfl sales during a poor market and cost of living - correct me if I’m wrong? Continue this trend and it’ll be a very profitable business.

But if you disagree why are you posting on this board? Why not buy some JDW and post there?

On a macro level the market is improving. Inflation improving, interest rates likely to cut in June, gdp improving in uk. The leisure industry is becoming fertile ground imo. Xpf has cash, growing double digit lfl, giving cstomers a great experience (check their reviews). I’ve looked at nightcap, revolution bars, tortilla (#mex), loungers, Brighton pier group etc. surely this is the best in the market? Especially when comparing. I know slightly different models but still this has to be the best bet when cost of living drops off and people start going out more and discretionary spend increases.

I think Aberdeen minerals looks like a potentially great investment. This is from 25th March;

Aberdeen Minerals announces an equity financing of up to £5.5 million to invest in its mineral exploration programmes for deposits of nickel, copper and cobalt in North East Scotland. Responsibly sourced and secure supplies of these metallic raw materials used in batteries and electrification are critical to a just energy transition in Scotland and the UK.

The financing comprises:

A conditional cornerstone investment by Central Asia Metals plc (CAML) of £3 million at 8.5 pence per share to acquire a 28.7%[*] shareholding in Aberdeen Minerals

Warrants to be granted to CAML to invest an additional £2 million at 11 pence per share, which, if exercised, would take CAML ownership to 37.8%

An Entitlement Offer to existing shareholders to raise up to an additional £0.5 million at 8.5 pence per share[†].

CAML current mcap is £390mil - they’re not Mickey Mouse

Would be interesting to know the value of all their investments plus cash in bank. must be significantly higher than their current mcap of around £800k. Especially if you factor in rincons current rise, the progression in low6, and other potential positive outcomes with 1911 gold, charger metals, eagle mountain and aberdeen minerals etc. Obviously have to factor in the cash burn but this does look like a good bet at this price?

Low 6 looks to have been a great investment. Any idea what their investment of £265k is worth now?

Rincon up over 50% today

Sorry 🤦‍♂️ quick typing, 113k in cash as of 31st Jan. But also raised money via sales of shares.

But net asset value plus their cash makes this look like a very good buy to me.