Shouldn’t have mentioned BTC but its a token like gold. Only difference is you can make things from gold and you can expedite and secure transactions on a blockchain using BTC. |
IGR warns. Goes to show how good the update here was. Hopefully see a gradual rise in share price over the coming months. 12mth rolling p/e just 6.2 and yields close to 6%.
A multiple of just 10 takes the share price to £1.50+ |
Try the candles on the live ARQQ chart, they've been pretty good today but have quietened down this evening.
Or DJT, that one is doing pretty well tonight, but no surprise there. I bought a few earlier to make Monday more interesting. |
:) Let's do that. Haha, no more BTC for me for quite some years after I realised it was basically a delusion. |
Lets reset.
Anyway its more fun atm watching the candles on the live BTC chart. |
I apologise if my comments came across as rude but I stand by their substance. |
Yump, there is nothing to indicate that the overseas expansion will entail a broad store roll-out. It's not me trying to be rude, but unless you are guessing at something that hasn't been signaled, then looking into the detail you mentioned would be a waste of time.
They could announce it but they haven't. |
Thanks. Still reading about the partnerships etc.
fwiw I thought this looked safe at this level as hadn't realised the dividend was good and had read the confirmed 2026 outlook, which is a major positive for safety.
So an initial stake, regardless of whether I think it will reliably grow. |
It seems since Clintons more or less went, Card has mopped up the high street and Moon the online.
(Not sure about Card going into gifting, unless it optimises the shop space, or they use gift cards. Thought they'd already got a few gifts anyway.)
Er yes: "gifts and celebration essentials now representing 52.6% of total sales". So not new.
I'll have to read up about overseas, as have no idea if the shops/streets there are in any way similar to ours when it comes to sending cards, or whether there are already plenty of outlets.
Not looking for growth, seeing as I have others - with one going from less than 10mln t/o to probably around 100m for the next few years. There's growth and then there's growth ! Risky though. |
There's a good chance that next year they do grow by more than 10%. Management is conservative and competent in guidance generally. |
Seems safe enough to hold for a bit of recovery and then see if it turns into what I’d call a growth stock, not just one expanding revenue.
ie. Profits growing over 10% per annum. Then you get the eps and rating increase working together. Old fashioned stuff with pe at some point = eps growth. |
they have invested towards 100m into the global expansion for no real return up to now. buying prices and other costs. they are now in a good position in order to support the best foreign market out of many first. highest possible return on the cash invested from now on. as they know where to accelerate first. returns and margins will improve after the initial foreign investment phase where returns are probably low(er) than their domestic business. costs of buying, integrating, restructuring, building communication and supply....
i expect higher revenue growth due to increased prices and foreign expansion
i expect higher margins as the associated costs of the main office regarding foreign expansions will decrease, domestic (higher prices) and foreign profitability should improve. |
Yes it's a growth stock with global expansion underway. Maybe that's why the market is nervous and assuming such expansion will go wrong. The market in general at the moment seems to find an excuse for knocking shares down. Sentiment is dreadful.
However although the UK economy is dire there are opportunities in other markets and Card actually benefits from Customers cutting back on their expenses. Why pay 3 or 4 quid for a card when an equivalent in Card Factory is 1 to 1.50p |
Yump - I disagree with your comment about CF not being a growth stock. If you look at just the UK card side I would agree that the rollout of new stores will be more limited in future however this management is looking to break into the gift and celebration market where they have only a small market share so plenty to go for there. Outside of the UK they have recently expanded into the US, Ireland, Australia, South Africa and Middle East. I see plenty of growth here.I have looked at Pets@home in the past and they have two headwinds I can see - competition investigations into vets pricing and (I believe) falling pet ownership. |
I know its undervalued now on what looks like a fairly solid forecast. Been reading all the financials.
I’ve got a few for what looks like a good dividend (as insurance) and possible permanent rerating.
Just very curious about the volume of posts. Perhaps it stands out as a trading share, as well as a recovery investment. There’s not many posters talking about the actual figures.
Watching PETS as well as drop may get overdone. Card is more interesting as they’ve specifically said that the NI increase will still leave a modest increase in profits. Pets just said they’ll do their best to mitigate - unless I’ve missed something.
Neither is a growth share though, whatever the BOD’s say.
Unless cost of living leads to yet more economies for households leading to more demand for cheap cards. (Sorry I mean budget cards) (or in case that offends, more economically priced cards) |
Yump, there really are lots of reasons if you go out and do the work.
I also see that you recently posted on Ramsdens. I've been invested there before, but what I would be interested in is why Ramsdens should trade at a pe of at least 10 and CARD should not, which for next year would put its value at 1.50? |
Yes it's an incredible bargain.
Was recently £1.40 and then market got worried that numbers wouldn't be met.
The numbers have been met and the outlook is very good but the shares have 50% upside just to get back to that value. Even then its very cheap. |
Yump, my reasons are pretty simple, but I encourage you to analyse the company. |
Why on earth, amongst all the available stocks is a card retailer featuring so heavily on advfn ?
Not saying its a good or bad investment, but ???
Has it popped up somewhere as a bargain based on a low p/e, or dividend ?
If its the latter, there are FTSE's yielding 10%. |
amt - too true, hence why I've sold none...
_____
Might get a rash of bids on small caps, some of which look very cheap.
It would be good, as providing a base for the sector(s). |
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