Card Factory Share Discussion Threads

[bountyhunter] 09/1/2024 12:10

Difficult to say as it went through at the mid-price when recorded



It could have been a worked buy as the price had been rising.

[chelseamann] 09/1/2024 12:08

some big sells going through.....is this a shorter dumping their load ?

[s34icknote] 09/1/2024 12:01

250k trade buy it sell ??

[aishah] 09/1/2024 08:46

CARD is one of Stockopedia's NAPS selection whereby an algorithm selects the 20 highest StockRank shares, diversified across ten sectors.

CARD has a StockRank of 99.

[bountyhunter] 09/1/2024 08:23

Decent trading results from ShoeZone this morning, hope to see the same for Card Factory when they get round to it ;)

[casholaa] 08/1/2024 21:17

5 weeks to Valentines Day/Week.

[casholaa] 08/1/2024 21:11

Apart from chocolates, I bought main presents online and popped down to CF for the cards.

[bountyhunter] 08/1/2024 20:41

We are overdue a trading update vs last year's updates in November then January. The January update last year was on TUES 10/1 so maybe tomorrow!?



The rise into the close today was interesting given the potential timing.

[ayl30] 08/1/2024 20:27

Very quiet on here, back up to 103p today

[trendz1] 08/1/2024 19:16

Hi all, i've joined X and have written a short post about CARD - appreciate any thoughts (currently have 5 followers!).

hxxps://x.com/Trendz_LSE/status/1744331577235009630?s=20

[s34icknote] 08/1/2024 18:56

A lot of cards are bought in October November so they can be written and posted in time !!!! When does last post go ?It would be interesting to see what the turnover levels are oct nov dec ?? And when is peek trading ?

[omron] 08/1/2024 18:08

Don't like the sound of that.

[darrin1471] 08/1/2024 18:05

Footfall across the UK fell last month after December’s heavy rain pushed shoppers online, the latest data by the British Retail Consortium (BRC) and Sensormatic IQ shows.
Total footfall dropped 5% in the five weeks to December 30, down from a 1.7% fall in November, dragged down by a 7.4% plummet in shopper numbers in Shopping centres.
Retail parks experienced a 4.8% fall in footfall, while high street saw shopper numbers sink 4.2% over the Christmas period.

[s34icknote] 08/1/2024 15:52

Some nice trades 78 and 40 k Stock getting short . Looks like moving up . Update anytime after today

[actscap] 08/1/2024 13:50

Supreme (SUP)

[arab3] 08/1/2024 12:25

what is your largest holding ACTScap if you dont mind me asking ?

[actscap] 08/1/2024 12:08

Full disclosure, Card is my second largest holding and as a long term holder I have every confidence this will rise significantly from here. Two main catalysts being It has suffered the fate of many profitable cash generative UK small caps in a clearly undervalued market. A rising tide should raise many UK small caps from current levels (many with mid single digit forward PEs). It has significant growth potential (gifting, partnerships, overseas expansion) underpinned by an excellent management team. Worries include:Increase in cost of postage Minimum wage increases introduced in 2024 Expansion risks / expansion yields materially lower payback than expectedOnline foothold Footfall and general retail volume

[actscap] 08/1/2024 11:54

I think it's fair to note the fall in foot fall with the likes of next, JD sports, etc. I recognise they operate in a different consumer segments but if less people are out and about on the high street there may be some read across to customers popping in to card factory to pick up items. We know footfall has decreased in some weeks in Q3/q4 2023 Vs 2022 but not materially so (see footfall stats in https://www.ons.gov.uk/economy/economicoutputandproductivity/output/bulletins/economicactivityandsocialchangeintheukrealtimeindicators/9november2023). These stats don't include December so difficult to assess overall impact. The next and JD updates are useful tho and may provide a bit of context why this has flat lined over the last few months.

[mindminer] 08/1/2024 11:07

The fact that other retail has slowed down is a non-issue and is more or less expected.
All the diamonds in the rough have had stellar performances as consumers seek quality and value.
CARD is one of the diamonds.
The cream is rising to the top.

[casholaa] 07/1/2024 14:12

Harry, it's not that sort of retail

[omron] 07/1/2024 14:08

Harry - I understand your caution but in my view, spending 120pounds on the latest Nike tracksuit top at JD Sports is discretionary spend but buying your spouse/partner/parent a card at Christmas is not.

[harry_david] 07/1/2024 13:58

darrin, thanks for the comment, it is definitely punchy and one hopes the last three months have borne out this performance. My only question would relate to the general retail and footfall slowdown others have reported since the beginning of October, let's hope Card have marched on anyway.

[omron] 07/1/2024 13:45

A full year dividend of 7p would represent a payout ratio of 40-45% on 16p eps which would be in line with previously disclosed policy. On a share price of 177p that is a yield of 4%, ahead of the FTSE 250 yield of 3.5%. It would be added back into the FTSE250 and various ETFs would have to buy in again...happy days!

[omron] 07/1/2024 13:22

As a sense check, that ebitda increase should take the eps to about 16p and a share price of 177p would represent a PE ratio of 11x. I am not suggesting it will get there immediately what with Teleios still selling down but a positive result on Tuesday could see Teleios cleared out and if there is positive news on the dividend could start the re-rating.