Card Factory Share Discussion Threads

[elsa7878] 24/4/2024 12:44

Librium put out a broker note saying they thought it could double. Think that was the reason for the rise initially.
Results are on Tuesday.

[billy rector] 23/4/2024 14:59

Had enough time now ya mug.

[havinthelasttoast] 22/4/2024 10:41

Give it a chance ya daft mug

[caveater] 22/4/2024 08:56

And the market has spoken...modest rise, due to impending results April 30th, not takeover talk. But hopefully still a steady climb till we find out the full results.

[harry_david] 22/4/2024 08:32

The heavy turnover and strong move on Friday is starting to look like a big institutional order rather than anything like a bid. Good news of course but not immediately. But you never know

[harry_david] 21/4/2024 22:24

A bit of media speculation, none looks informed. The market will tell us Monday morning.

[bountyhunter] 20/4/2024 23:24

I noticed the 6% hike in the price on Friday but have just noticed the accompanying volume spike in the header, interesting. Prelims 30 April.

[harry_david] 20/4/2024 20:29

Let's wait till Monday, it could be good.

[ggrantsu] 20/4/2024 16:01

Thought I’d chime in after yesterday as a big (relative to my overall holdings) holder of CF. Good comment below about this not being on the market for much longer…couldn’t agree more. Generally, massively discounted businesses which the stock market fails to appreciate in terms of quality are snapped up at a bargain price by PE. Make no mistake - this business being bought for a penny less than 1.80 would be a robbery for shareholders but I grant that with plenty of other attractive names around, potentially a lucrative way to make a quick buck. Friday may well just be random, although 7x avg volume is pretty substantial.

PE will recognise the opp here. A growing but very predictable recurring revenue stream in terms of store revenue, a huge growth opportunity for online (which I don’t think needs to be pursued but obviously could be), and an exciting opp in partnerships. After revenue comes the highest margins I know in retail, fabulous cash flow conversion and a very unique negative return on tangible equity ie a business which can grow infinitely without putting up any of its own equity - financed by suppliers and landlords. Qualitatively, I can’t think of any other retailer which benefits from such an attractive competitive position, with these two American behemoths supplying the grocers and Clinton’s etc who can only match in terms of quality but charge 2-3x as much.

This has all long gone unnoticed because it just garners scepticism from a city investor base who are male and rich (cards demographic is female and on a tight budget), and will see patient holders very well rewarded. Only positive I can see to a bid is a catalyst to make people see the value on offer…but personally I want to hold this for years while picking up good income while a niche little story plays out.

[bbonsall] 20/4/2024 14:21

Did you see The Apprentice final this week?
Alan Sugar told the runner up that he was wasting time and money by wanting to expand his online presence selling pies. Sugar’s emphatic advice was to open more shops!!

[bbonsall] 20/4/2024 12:09

Caveater
You didn’t emphasise that your yahoo link is two moths old.
You present it as though it is new.

[havinthelasttoast] 20/4/2024 11:02

He knows that and the same bot says that on P/E is trading a lot less than its peers. 14.7 x vs 6.7 x

One can always choose any metric to come up with something negative

For example. A company that is in growth stage you can use P/E as the metric. A company like card factory that has little earnings growth but a fantastic P/E you use earnings growth as the metric lol.

Bottom line is it’s growing revenue which will lead to more profit growth next year but that profit growth has been stagnant but still significant size and the company is trading at 6.7x P/E with close to 10 percent revenue growth. You could also use revenue growth as a metric to show a far higher val.

You will always get small time PI that are frustrated that they missed the sudden rise. Hehe.

7x volume on a Friday when stocks are selling off and retail sales report show sales are weak in the U.K tells you all you need to know. Someone was using a weak day to load up and hoping plenty of the mugs will let go of their shares with a sharp rise up. Those same mugs that sold will now become bearish lol.

The rumour is takeover. However it can also be an earnings leak but it ain’t nothing.

[bountyhunter] 20/4/2024 10:54

Isn't that Simply Wall St stuff just bot generated one size fits all nonsense taking no account of the wider picture? It generally spews out garbage in my experience.

[caveater] 20/4/2024 09:56

Is Card Factory plc (LON:CARD) Worth UK £1.0 Based On Its Intrinsic Value?
[e-mail] (Simply Wall St)

Using 2 Stage Free Cash Flow to Equity, Card Factory fair value estimate is UK £0.76

Card Factory estimated to be 29% overvalued based on current share price of UK £0.98

The UK £1.47 analyst price target for CARD is 93% more than our estimate of fair value

Eeeeek, lets hope they have got it completely wrong !!

[bountyhunter] 19/4/2024 21:24

Nice to see a 6% rise today to close at 101p as we move closer to prelims on 30 April.

[ste2000] 19/4/2024 20:42

hahahhahahaahah

Are you using the advfn algo to tell you its a sell, ya daft mug!

Of course they are buys, you cant buy two bananas worth so by the time the shares are accumulated the price is up and the average price paid is lower than the mid price hence the muppet algo here tells you its a sell, but any seasoned investor knows that sizeable orders are worked orders through out the day or days and reported later.

If there was sizeable sales the price would tank, ya daft daft silly daft mug

[s34icknote] 19/4/2024 20:26

Chunky sells , seller clear ! Simple !

[crystball1] 19/4/2024 17:05

Good to see.

[havinthelasttoast] 19/4/2024 16:33

The opportunity for PE is to take the business and build an online operation using infrastructure and costs.

This won’t be on the market very soon.

[havinthelasttoast] 19/4/2024 15:40

Volume gives it away

[omron] 19/4/2024 15:35

If there is something going on then expect an article by Mark Kleinman of Sky News - he always seems to break this sort of thing and usually just before the weekend...

[s34icknote] 19/4/2024 15:34

When the divs start rolling card will rerate !

[bbonsall] 19/4/2024 15:27

CF is drastically undervalued. As I have said before, the penny will drop eventually. Perhaps it is at last!

[longwell] 19/4/2024 15:12

The business is simple but effective and good profit margin. Recovery play from covid and should reach previous valuation.