Possible 132p Resistance to be broken |
Certainly would like to see a Divi, but i guess early days yet |
Consensus
Mean consensus BUY
Number of Analysts 11
Last Close Price 125,70 GBX
Average target price 238,50 GBX
Spread / Average Target 89,7%
High Price Target 300,00 GBX
Spread / Highest target 139%
Low Price Target 135,00 GBX
Spread / Lowest Target 7,40% |
Early days yet but some think that company worth approx 50pc more that current sp
When i mention early days its referring to the forthcoming Earnings Release
Upcoming events on MOONPIG GROUP PLC
JUNE29/23 FY 2023 Earnings Call - Q&A
jUNE/29/23 FY 2023 Earnings Release |
Cheers PUG
Take care |
Depends on what type:- MOON do a very nice line in personalised cards mouse mats etc where you send them a photo and the words you want - They produce and send to the person you specify. Great for family photo's etc but I suspect not a major part of their business. |
RESULTS TO BE PUBLISHED DURING MAY OR JUNE PERHAPS
No doubt benefit from Easter
do people still send GREETINGS cards |
S.hort @ 126 |
Card have reported a 27% drop in online over Christmas as a result of the strikes.
If MOON have had the same problem, then there’s quite a bit to come in “normal” years. |
Didn’t you notice what happened to physical retail since 2000 ?
What’s chocolate got to do with it ? That’s an impulse purchase that benefits from being in every physical shop it can get stocked in.
Have you followed what happened to Thorntons and Hotel Chocolate shops ?
Do try to read properly dear. I’m not talking about current physical retail - I’m referring to the structural changes that the move to online caused for shops.
You may take the view that the 84% who still buy cards and gifts from physical shops won’t change. Entirely up to you, but that would be contrary to everything else that has happened to physical retail. |
BS physical retail quite strong. Like saying 15% of chocolate bars are bought online. |
The best summary of this business is that its a play on the statistic that only 16% of cards/gifts are bought online. You could of course take the view that the 84% will still be happy with wandering around random shops.
That would be an interesting contrarian view, given the structural demise of physical sales in every other segment of retail. |
What a fantastic in depth analysis.
Be careful. If expectations were for a big miss and armageddon, then the rise is the start of recovery.
A previous poster who is generally negative thought that the postal stikes and the cost of living would cause big damage, which hasn’t happened.
Perhaps its worth trying to understand businesses before drawing conclusions. |
No mention of what the EBITDA expectation is. No mention of red letter days performance. Only just 'returning to growth' despite the supposed structural shift.Massive debt. Shouldn't be this much up today, shorting . |
Good read across to CARD |
TU, but nothing about leverage. "Growth" in FY24 sounds less than the 9.7% baked into forecasts. Needs a plan to move away from Royal Mail for card deliveries. |
1 year breakout down also all time LOW - Is this still a good short? |
Heard administrators sent greeting cards by 📧 emails! |
Wondering if them sells are really buys naughty naughty |
Big trades there boys over 3.5 million |
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