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CARD Card Factory Plc

-0.60 (-0.59%)
Last Updated: 12:28:58
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Card Factory Plc LSE:CARD London Ordinary Share GB00BLY2F708 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.60 -0.59% 100.40 100.40 100.80 101.00 99.60 101.00 205,920 12:28:58
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Greeting Cards 510.9M 49.5M 0.1431 7.03 349.28M
Card Factory Plc is listed in the Greeting Cards sector of the London Stock Exchange with ticker CARD. The last closing price for Card Factory was 101p. Over the last year, Card Factory shares have traded in a share price range of 82.30p to 116.00p.

Card Factory currently has 345,818,321 shares in issue. The market capitalisation of Card Factory is £349.28 million. Card Factory has a price to earnings ratio (PE ratio) of 7.03.

Card Factory Share Discussion Threads

Showing 7501 to 7517 of 7625 messages
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Yes that's my point. Card should be cross selling the online element and eating Moonpigs lunch. There should be signage / machines in store where you can up load pictures ect for custom made cards. Just when I saw that tweet you see how bad they are at selling themselves. They have only just removed the Covid stickers from my local stores floors for example. It would not be hard to unlock more potential.
Yes indeed Moonpig has a much higher market cap than CF.
But CF makes much more profit and creates much more free cash flow and has a much higher EPS than Moonpig.
Therein lies the evidence for the vastly undervalued shares of CF
CF is a much more financially successful company than Moonpig.

However you look at it seems to me Teleios have destroyed their own market in the short term. A placing would have been much more efficient. Markets like transparency and frankly even if they don't plan to sell another share without transparency a lot of investors still expect them to. That alone takes away the investment case in a market with plenty of opportunities.
What I am trying to say is that Moonpig has a higher market cap that Card despite Card having the capability to do the exact same online custom cards ect. This is a complete failure to cross sell what they do on social media and create retail spaces that appeal to everyone. They could easily just follow the Paperchase look without the silly prices to engage with young people.
The norm if a major shareholder wants to considerably reduce its shareholding is a secondary placing.

Don't get me wrong, this will be done at a discount so its painful to holders, but it gets the situation out of the way, at least for a while, and normally the share price recovers. Often involves a tie-in for the remaining shares which equally gives some stability.

What is strange here is the continual slow reduction in their holding given nothing obviously wrong with the company. This leaves willing investors (II and PI) with the problem of when to invest as a steady stream of sells will depress the price or keep it going sideways. This is more of a problem when a lot of the UK market is under-valued - why invest here when there is a major holder which seems determined to depress the price for who knows how long?

bbonsall - if you don't understand why the perceived overhang of a 10% shareholder, who is known to have been selling, bears down on the price of an illiquid small-cap share, then I gently suggest that small-cap investing is not really appropriate for you.
Teleios' reticence as to what they want to achieve is almost certainly hurting their cause. If they set a level they want to sell at, it would be possible to organise a group of buyers to take them out completely, even at a modest premium to the current price. People buy when they are confident they are removing the overhang. They don't while the overhang is present.
This is small-cap broking 101.
Car Factory themselves could help this process significantly by joining in the buying group.
I have a worthwhile holding, showing a decent paper profit, but am very frustrated by how "stuck" this share is.

I do not really understand why someone like Teleios with a holding if 10% they might or might not want to sell can have so much influence in holding the share price down.
Surely CF financial and business performance should have far more sway over the share price
Forget prospects for growth or declining demand for cards. The actual published performance deserves a share price closer to £2 right now. That’s a known fact. If the share price were to properly reflect performance Teleios could sell at a higher SP, why does anyone care?

Nice divi coming soon to cheer us up anyway
Agree guys I can't see much wrong here and looking to get back in in the low 90's.
However it will be a while until we get any news and it does tend to drift without it

regarding gifts and books ....

1. in a retail consumer maxed out scenario - those lines will be hit more than cards. also they perish faster then cards. more capital allocation for stocking and logistics.
2. we can see huge overall competition in those items. including wrks experience. no leading advantage.

the mix must be kept in reasonable and conservative balance. they got big in cards and their main advantage is cards.


i like card investment a lot

GG - I don't think you have missed anything. Strong gross margins, market leader, cash generative, vertically integrated, and solid management. The concerns I see are:1. Teleios, a 10% shareholder, is selling shares - this will depress share price until they are gone. 2. With 1058 stores they will be getting close to saturation in the UK, so need to look for growth elsewhere - gifts, international, wholesale (all of which they are now doing) but also adjacent value categories - toys, books, stationery 3. They purchase products (non card) in the far east in USD and GBP is currently weak but should strengthen and help margins. 4. Labour cost inflation - but there is plenty of upside in card prices given the gulf between them and other card retailers. This is my biggest equity holding.
gg -- couldn't have said it better -- value will out -- eventually
while i always am open to different point of views and have spent long and hard trying to think of big downside cases here, the people in the board today trying to make out as though a non-exec in his 60's retiring from board is a red flag - pathetic quite frankly.

its brutal holding this...not like its lost me money but been a big opportunity cost. however...very attractive competitive landscape, highest margins and returns on capital in UK retail, upside growth from click and collect and partnerships (didn't realise their partnership with TRS in Australia got them to no1 in cards there in under 2 years!! been so focused on domestic business id missed that), strong balance sheet, cash generative. if someone can point me to some worrying structural data (and don't say declining cards overall...the business has proven for over a decade that it can grow impressively still within that category)...i'd love to hear it. and please don't come back with a comment 'oh but the city hates it'...we all know its not a popular name, thats why there is value on offer.

lets actually discuss real things that affect numbers

so many conspiracy theories -- he's retiring probably -- non ex !!
He will be 66 in June. It is unusual to have your name up to be re-elected, and then withdraw only 3 weeks before. Perhaps personal reasons ? But no mention of that.Pamela is 60 this year. Finding a NED normally takes time, so her (or someone else) joining has probably been on the cards for many months. Was Roger supposed to leave anyway when she joined or were they supposed to work together and he didn't like that arrangement?
I agree - although there could be many reasons why he is leaving, he was a hugely impressive non-exec and whilst it is important not to read too much into it, it is certainly not good news
Not good news
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