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Rabot estate coffee is out with 5 offerings, pods, beans. My aeropress is pumped to try these out. Im a coffee snob.
But what it means? I think gourmet coffee is a big market. Stars are aligning . Im getting ready.
Many companies have repaid furlough e.g KAinos did it- see how much increase theyve had since. It will resonate loud and clear in the city. I personally dont care about the general public- though it is on the DAily mail that theyve paid back. I want institutions and more broker coverage. Share price might fall over next few days- as markets facing a bit of turbulence this week but Im sleeping soundly with my investment. Im confident and hoping we will be testing 4.20, then 4.70soon.
Trading update fit for rerate as I was expecting. In my opinion. And its not trading advice.
Personally, we do need shops to represent the brand but the online business in terms of subscription amd velvetiser has so much potential. I own different types coffee machines eg tassimo etc. Ive stopped using so many. Although ill take a break from the velvetiser, i keep refilling stock. Nothing better on a rainy weekend or winter. Hence why rather than buying chocs for family. I gift them a velvetiser or tell people how good it is. And then they go on buying and rebuying for life. They should hire me as a velvetiser agent. They need to tap into it more. Lots of knock off velvetisers now but as long as people buy the hotel chocolat hot chocolate powder, does not matter. But anyway, im hoping for a rerate. I have been right, about ocado and kainos rerating, lets see. But the 4pound mark will need to be teated again. And it might be we go back to the 3.30 mark. Ive beeb there a few times.
To me there is no doubt that this is going up again. I truly believe it needs to re-rate especially after the velvetiser, waitrose and international expansion. I love the brand and buy it for birthdays, christmas as gifts to other people and we regularly buy for home for the velvetiser and chocolate batons for children as with the cocoa/sugar content- i feed them 70% cocoa batons. we get them on ocado. The velvetiser is discounted right now. If every shareholder bought as gifts ready for people you would normally speak 80-100 quid on. Then these people would be buying hotc hot chocolate for a life time. If every shareholder did this, it would have a boomerang effect. There is no question the hot chocolate has no competition . If you are invested- think of gifting hotc.
I have been observing the NYCT share chat for some time now. Some of the discussions on here are quite childish. I will post once and wont post again. I am heavily invested in NYCT. I am very confused by the ignorance of some people as they seem to think COVID is going away because the GOVT wants to make it go away to open the economy.
You have to understand that opening the economy creates more opportunity for NYCT. The way we can move forwards is test, test and retest. So we quarantine infected people early and we do contact tracing.
How do you think flights and cruises will happen over next few months?
There will be a big need for mobile testing. Big tourist destinations like Asia, Islands like Mauritius, SEychelles, Maldives, or going through Dubai, Singapore or going on a cruise- all these destinations will wants people to have been screened for COVID before going on the plane or boarding the ship. You will have a test before and after you reach. We do know most fingerprick Antigen or Antibody testing is not reliable yet. There is a big need for PCR and need for rapid results and also mobile PCR testing.
Who do you think has this? Of course NYCT!!! This was just an example. But companies, healthcare , care homes, will need to be testing on a regular basis, test and retest.
As for saliva etc:- who stops someone from just putting water in a tube at an airport so they dont ruin their holidays? There is no reliable saliva tests yet but even if there was, if I was another country with low or no COVID, I would want to make sure anyone coming in is 100 percent COVID free.
There is a whole new market being created- watch this space!
Hmmm, looks dirt cheap, seems mostly institutional investors rather than PIS whats not to like.
Istitutional investors playing out their usual strategy- as I was expecting last night. Tree shake tree shake. Happy with my holding now. We should hit previous highs again in next 2 weeks- of 11p. IMO
Weve now reached bottom IMO, Ive bought in. Should rise nicely to +4% by end of the day in my opinion. Thats my strategy anyway.
The problem was the news were already know, it was not a surprise and expected. The sharp rise from the 1 week before was overvaluing the company for 100m dollars over the 3 years. Institutions played the market and PIs that followed the rising trend. Im not a dreamer but unfortunately this is going to drop a bit more till real value is reached.
Lets put things into perspective. The news is fantastic, no sharp rise as we knew it was coming hence some rise priced in the week before. This means we should see gradaul rise over next few weeks and months. OXB made the delivery mechanism, it does not have to spend any money on phase 3 trials which NOVARTIS will have to. OXB has already done hard work, and will get 10m upfront, 30million a year without having to do more work. Boohoo made 30m pounds profit and is worth 2 billion. Plus the image of OXB, and all other products in pipeline immediately attracts premium. This delivery mechanism could be used potentailly for different type of cancers , diseases. So do you think a 300m valuation is fair? I dont- comparing worth to simialr companies, my valuation came at 800m +. But do your own work
We've just won the lottery today!!!!!!! Haha- SP will be easily 50 p by end of the year!!!! All out pipeline projects will come at a premium now.
CTL019 has been ggranted Breakthrough Therapy designation by the FDA. OXB has 'invented' the delivery mechanism and will be getting royalties once commercialised. This is only one of multiple pipelines. A one year royalty could be 75million. Do the maths and guess your valuation. There are more companies on CAR-T territory, much smaller companies who have not gone to FDA yer. Data from the phase 11 trial is very good. I believe and see no reason why it won't get approval myself, but read up on CTL019 and make your own judgement if you are familiar with health sector. This will be hugely significant for OXB and everything else in pipeline will attract a premium. Check pipeline on OXB website. So standing at 9.85p. I am personally not bothered if this is 10p, 9 p or 11p. My prediction is we should rise to up to 15p before approval or even higher. All big institutions will have their scientific working groups analysing CTL019 data, or even retired FDA committee members to get an inkling on what likely to happen. Im predicting we will open at 20p and see 40p by the end of the year and at least 1 pound in next 5 years. This is purely my prediction. don't follow it. Google CTL019, check OXB pipeline, read about phase2/3 trials.
Knowing the health sector well, POTENTIAL is also a key thing........ and the right timing. I believe the timing in terms of drug development was not right before. If you look now over the timeline, I myself saw it was the right time for myself. Each to their own
Should we see TR1 soon on who has been accumulating?
What's up with these series of 5000 shares buy? Is that a code. Im in now as I think decision will be positive and expect trend up to this and after. Institutions would have had their teams work out likely outcome and seems to be overhwelmingly positive hence rise now. But up to you, predict what it could be and decide accordingly.
http://www.belfasttelegraph.co.uk/business/news/hotel-chocolat-to-open-choc-chain-cafe-in-belfast-35730713.html There is a place for you in USA HOTC, why dont you do like purplebricks.
Last time I was here- HOTC had dropped from 3.00 to 2.40. I bought at 2.45 and sold back at 3.20. I believe similar pattern repeating. HOTC will quintuple in its lifetime. I believe that. It has already started in Europe. I believe it can run in US, Dubai, rest of middle east and make real profits. Opening more cafes and diversification.......... Im holding to 4.50 with sell price in mind. Lots of pension funds are becoming holders in it. `
I am thinking it is likely companies like woodford or investec would buy more... As it seems lots of people didnt udnerstand the RNS and sold off. Let's hope it will be this afternoon or tomorrow. SP is a steal right now. Wish I had more liquidity.
I am a longer term holder. Saw a big drop yesterday and read the RNS yesterday afternoon. It seems it has been worded in a real bad way or to cause drop when in fact it is good news. Yes- they just made bumper >50m profit. There was no way to word the rest like that. But anyway, I have bought more on dip