XP Factory (XPF) – CEO interview – 13 Oct 2022
Disclaimers – I did not charge any fee for this interview. I do hold shares personally, intended as a long-term investment. This podcast is for general interest, it is NOT financial advice nor a recommendation, so as always, please do your own research.
XPF is a rapidly expanding experiential leisure business, operating escape rooms (Escape Hunt), and Boom Battle Bars (acquired in Nov 2021). I think it looks very interesting, although historic figures show losses, broker Shore Capital is forecasting a move into profit, with many more sites, in 2023.
Obviously higher risk, being small, and exposed to consumers, but it looks potentially interesting I think.
Let me know what you think, in the comments below, or on Stockopedia.
I hope people find it interesting. Also, coincidentally, Vox Markets published a really good interview with XPF yesterday, so take a listen to that here. I tried to not duplicate too much, so went down some different avenues of questioning to Vox, so I think both are worth listening to.
Hi Zaq, yes I like XPF, but I would prefer it if Richard would hold back on using too many buzzwords like “box economics”, and “counter-factuals”, “low dens”. Plain language is much better I think. Don’t get me wrong, I think Richard sounds good. But the less jargon, the better. Paul.
Cheers Paul ~ interesting interview. I hold too and if their box economics play out it’s easy to see where the share price should be going a few years out. So fingers crossed.