Card Factory Share Discussion Threads

[rimau1] 25/6/2024 07:28

CFO buy disclosed as an obligation as part of his bonus remuneration

[chester9] 25/6/2024 07:06

CFO buying 40k at 95.6

[elsa7878] 24/6/2024 22:25

Beachbum197824 Jun '24 - 19:14 - 6387 of 6388



Competitor of WOSG? Really? AI research?

[1224saj] 24/6/2024 21:09

Dec 2019, 1.62, pre covid. Can we get there 5 years later in Dec 2024 :-)

[chester9] 20/6/2024 16:16

City FM have advised board noted the vote and will seek feedback from institutions. They will update within 6 months.

[everton448] 20/6/2024 15:22

Interesting results for Moody and his re-election. I wonder what the story is.

[grahamytrain] 20/6/2024 10:51

Thing is they should have issued an RNS advising of its release date. They still have a lot to learn on PR. This should be at least 50% higher on fundamentals alone, let alone the speculative addition.

[amt] 20/6/2024 09:29

Great presentation, doubled my investment

[grahamytrain] 18/6/2024 23:25

SP spiked after that Edison presentation at end of April so it must have had exposure somewhere. Hopefully this is the start of card File selling itself more often.

[1224saj] 18/6/2024 18:53

Chunky report

[everton448] 18/6/2024 12:24

Exactly right. At least they are engaging with promoting the value of the business.

[mpage] 18/6/2024 11:34

@simmsc fwiw Edison is 'paid for marketing' rather than investment bank research. That's why they never issue a formal TP (although they've sneaked one in here)in their pieces. Their notes are never critical and are best regarded as a useful introductory description/overview.

Having read hundreds of pieces of formal company broker research over two decades I can say that it is best for long-term investors to pay no attention whatsoever to target prices.

On the plus side, it is clear that CARD management has realised that it does need to do some investor relations. That's something to be welcomed.

[simmsc] 18/6/2024 10:12

Nice write up too, comparisons to peers, comparisons to historic price\sales and historic PEs. And highlighting all the opportunities ahead. Let's hope the company who's gonna take our seller reads this (or they may not want to sell anymore after reading lol).

[simmsc] 18/6/2024 10:04

Edison, initiation of coverage. 180p target

[fft] 18/6/2024 09:34

Interesting interview with Cardzone director in retail gazette this morning. They bought 163 Clinton stores to add to their 175 stores hTTps://www.retailgazette.co.uk/blog/2024/06/clintons-worse-than-expected/Clintons new owner admits business is 'worse than expected'18th June 2024The new owner of Clintons has admitted the high street chain is in a "worse state than expected" and does not forecast a return to profit until December 2025.Cardzone Group trading director James Taylor told Retail Gazette: "We weren't optimistic as to what we would find or the condition the business would be in, but we underestimated the task to turn it around."The greetings card specialist snapped up Clintons back in March, which saw its remaining 163 stores join Cardzone shops across the UK.Taylor admitted the retailer, which had 1,000 stores nationwide at its peak, was in a "worse position than what we'd anticipated" and "there's a lot of work cut out and a lot to sort".

[everton448] 18/6/2024 07:54

Nice interview with the CEO produced by Edison which I saw for the first time today. It was recorded on the 30th April. I don't know whether it has been released previously, but I found it on ResearchTree via an alert. Nothing new, but his pitch inspired confidence in the business.

[chester9] 17/6/2024 08:03

He can't sell till 14 June 26

[chester9] 17/6/2024 08:02

Darcy bought by exercising 358k shares and then immeadiate tax sale of 121k. Could be timescales but he likes 91p

[kiwimonk] 14/6/2024 12:15

Ggrantsu - thanks for the heads up on Singers.
Any chance you could post a link to the Note please?

[johndoe23] 14/6/2024 11:54

Very tempting here, trading range back to 110p

[caveater] 14/6/2024 11:51

I think we all deserve a special dividend with what CF have put us all through the past year.