Card Factory Share Discussion Threads

[chester9] 30/4/2024 10:55

First time I have watched them live. Very strong grasp of details. Not phased by challenges. Deep understanding of their business. They look very at ease with each other with a clear trust. It's impressive.

[crystball1] 30/4/2024 10:27

What would the dividend yield be assuming a share price of 150p?

[chester9] 30/4/2024 10:21

Matthias really clear presentation

[blackhorse23] 30/4/2024 10:02

Money moving to APH lol

[everton448] 30/4/2024 10:00

I entirely agree and meant no disrespect to them. It was more an observation on this business being off the radar of wealthy fund managers and investors who do not understand the attraction of value for shoppers.

[bbonsall] 30/4/2024 09:56

Everton448
Millions of people frequent CF shops and I can assure you they are not all poor but they are savvy.

[kaos3] 30/4/2024 09:52

I am slowly adding starting at 110p downwards

[chester9] 30/4/2024 09:29

Presentations at 10. Tielios using opportunity to continue to sell into.City is not going to buy into 110 just yet they will let it drift back if it does and start accumulating to gather the divi. I would hope for 130/140 by end of month.

[riverman77] 30/4/2024 09:25

Probably Teleios taking the opportunity to sell into strength - should really be up 20-30% on today's update. Seen plenty of much bigger rises on far less impressive updates recently - PayPoint went up 10% last week simply because they said they were considering a buyback. If it goes back below 105p I will load up.

[bigbigdave] 30/4/2024 09:25

Teleios still at large perhaps

[weaverbeever] 30/4/2024 09:13

Must admit I was hoping for a better share price reactionVery pleasing results

[crystball1] 30/4/2024 09:00

Impressive results indeed!

[amt] 30/4/2024 08:12

Fair value in a bear market say 2 quid. Future EPS 20p * 10
Fair value in a bull market
20p * 20 equals 4 quid.

[leeson31] 30/4/2024 08:11

think we can safely say, now, that the market always wanted/needed that divi back.... :-)

hell of a turnaround and recovery through the plandemic!

[aishah] 30/4/2024 08:06

@Hawkeye_74 on X:
#CARD rehabilitation complete. Net debt (ex leases) of £253m in FY 21 has been reduced to £34m.
From the debt swamping the business to just 10% of mkt cap in 3yrs, Darcy Willson-Rymer & team deserve huge credit. PE 7x seems a bit too cheap, especially now dividends reinstated.

[leeson31] 30/4/2024 08:03

first gap to fill is just under 140p :-)

[bbonsall] 30/4/2024 07:58

I think the dividend of 4.5p paid end of June is far sooner and higher than the market expected, so the share price must wake up.

[leeson31] 30/4/2024 07:55

maybe telios might change their mind on reducing to 0, now. :-)

[chester9] 30/4/2024 07:54

650m sales gives EPS 30 or PE 3.2 at end FY27.SP at 2 pounds to PE of 6.4 plus divis all the way. What's not to like.