Card Factory Share Discussion Threads

[seroserio] 30/4/2024 12:47

Whilst no direct question on Teleios, some clearly implicated them. That is, questions about dividends rather than buy backs. They said they consulted with shareholders and they preferred dividends. Buy backs are a possibility but debt reductions is the priority.

[bountyhunter] 30/4/2024 11:58

Recommencement of dividends, with a recommended dividend of at 4.5p per share for FY24, in line with our updated Capital Allocation Policy.

[leeson31] 30/4/2024 11:40

Ty for the feedback, Chester.

[chester9] 30/4/2024 11:30

Nothing said about Teleios on call

[peteret] 30/4/2024 11:28

What is telios up to Can anyone explain it.

[royalalbert] 30/4/2024 11:27

Looking at these, why do people believe that Teleios are still selling.

[sundance13] 30/4/2024 11:21

Has the Telios stake been mentioned yet as clearly it's holding the price back?

[chester9] 30/4/2024 11:17

FY 27 650 m sales 14% PBT margin gives EPS of 24. Assuming no buy backs share price of 180 gives 7.5 PE. .That's the low I would expect by FY 27 and hopefully a lot earlier. .PE of 10 gives share price 240 nice.

[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!