sahina123

05/4/2023 14:21

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Thanks for the update.

seball

05/4/2023 13:59

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This is going to bounce heavily short will close around this level. After strong results this is a Buy.

sahina123

05/4/2023 13:55

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7 percent drop???

bbd2

04/4/2023 09:09

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Any views on JP Morgan’s position?

ariane

31/3/2023 10:43

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LOL

You should be so lucky

yump

31/3/2023 10:24

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Best if we all keep ourselves to ourselves and everything will be ok.

dudishes

31/3/2023 04:45

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Sticky mon ami, but I like a challenge.

waldron

30/3/2023 23:16

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Possible 132p Resistance to be broken

waldron

30/3/2023 23:12

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Certainly would like to see a Divi, but i guess early days yet

waldron

30/3/2023 23:11

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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%

waldron

30/3/2023 23:06

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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

waldron

30/3/2023 20:01

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Cheers PUG

Take care

pugugly

30/3/2023 19:59

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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.

waldron

30/3/2023 19:52

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RESULTS TO BE PUBLISHED DURING MAY OR JUNE PERHAPS

No doubt benefit from Easter

do people still send GREETINGS cards

dudishes

30/3/2023 16:00

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S.hort @ 126

yump

30/3/2023 12:27

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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.

yump

30/3/2023 10:07

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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.

privileged

30/3/2023 09:37

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BS physical retail quite strong. Like saying 15% of chocolate bars are bought online.

yump

30/3/2023 09:27

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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.

yump

30/3/2023 09:18

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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.

privileged

30/3/2023 07:39

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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 .