Moonpig Share Discussion Threads

[middlesboroughfc] 16/2/2021 16:19

This is going to shatter expectations and surge imho

Global domination on way

The just eat of the gifting world

[middlesboroughfc] 16/2/2021 14:47

Wake me at 8 squid

[devilsprofessor] 16/2/2021 11:11

Excellent progress. Glad to see this starting to ease on up. My personal opinion is optimistic in this company. A solid business model, low costs to run and who doesn't send cards - boosted by covid which I think will change a number of our habits when we get to the other side.I'm keen on companies like this that could be very different and favourable post C19All IMO and a diligent investor will always DYOR :-)

[mj19] 16/2/2021 11:05

No but it keeps going up

[manics] 15/2/2021 08:37

Did Peel set a target?

[middlesboroughfc] 15/2/2021 08:33

Peel Hunt BUY

[middlesboroughfc] 15/2/2021 08:25

ze pig is goin to ze moonz

[smcl] 11/2/2021 14:22

Agreed - mad mkt capitalisation. No question?

[wbbd4] 11/2/2021 14:13

Market Cap of £1.44B >>> Crazy valuation

[redalert] 11/2/2021 11:39

mallorca9 short is possible via spreadco

[doobz] 11/2/2021 10:57

NT is shorting this one now, in his latest market review if anyone reads it.

[winsome] 10/2/2021 16:56

Don't you think the majority of people can't wait to be able to visit their friends and family again and bring them their cards and gifts in person? Moonpig may continue to grow but they admit they have no plans to enter into other markets like the US just yet. The maths on this one is simple: the current valuation is already steep based on 2020 record profits. The huge leap in 2020 profits was due to high st card shops and outlets being shut and people staying home. That won't be repeated this year as these shops reopen, unless you think that no one is ever going to shop in Card Factory or WH Smith again and theat they'll go bust. So I reckon next set of FY results will be maybe 20% more than 2019 FY but certainly way down on 2020 results as the High St reopens.

Then there is the mooted windfall and digital sales tax that will kick MOON in the ass.

So an impersonal Moonpig card at 4.99p or a hand delivered and signed Card factory card at 99p? Cash strapped UK consumers will choose the later, just like B&M bargain shops are cleaning up right now. I've already mentioned earlier a few people 'apologised' to me for sending me a moonpig card this year. One slip in earnings next year and this will tank like Aston Martin. Most IPOs are by Private Equity bailing out at the right price and this is a prime example. Don't fall for the hype. No one in the media questioned Aston Martin or FundingCircle IPOs too much and look at them now.

[rob the slob] 10/2/2021 16:09

I appreciate your viewpoint but love the irony here. You have typed your views onto social media and been heard across the world instantly instead of waiting for the AGM, getting on a train and turning up with the other shareholders and then standing up and speaking in the room on the subject. Or writing a letter to the Times on the subject. I don't think it is laziness. I see it as a natural evolution of the whole sharing/connectedness/ empathy of recognising birthdays, anniversaries etc and reckon we'll soon all also be using Alexa/Siri/Cortana to recommend a suitable gift to go with the card based on what we sent them last year and what everyone else's Alexa/Siri/Cortana has recommended this year!

[winsome] 10/2/2021 08:58

I don't normally short but I'd love to with this pig. Its a howling sell at current level. Market too seems underwhelmed by the IPO given current share price But I think I'll let it settle for a while longer until the broader market comes to realise profits will tank next year as the high st opens up again and takes back most of their market share. I must admit I'm bias because I personally dislike this company. Anyone else get offended when they receive a lazy Moonpig card instead of a hand written one?

[doobz] 09/2/2021 09:51

Mallorca - They wouldn't allow shorts over the site initially, only phone orders. You can place them on IG platform now, im sure you already have just letting you know.

[abarclay] 07/2/2021 09:00

Moonpig is a household name in a single country

Swann has experience of running brands in 50

That is why this could rocket to £10

[dealy] 06/2/2021 10:01

BT is only 6 times higher.

[devilsprofessor] 05/2/2021 12:18

Agreed. I expect once this has settled it will steady out higher than it currently it. It's just finding it's....trotters currently

[middlesboroughfc] 05/2/2021 09:14

Can see these up 50pc in a year

[mallorca 9] 05/2/2021 08:31

Just tried to open a short spread bet via IG.
They are not allowing it.

Does anyone know the situation re short spreadbets ?

[devilsprofessor] 05/2/2021 08:16

I'm in as if this morning. Having read the prospectus and watched this closely the last few days I can see this company has excellent prospects particularly during these current climates.Who else had the jingle 'moonpig.com' in their heads!

[thamestrader] 04/2/2021 17:27

I suspect/hope that paper cards would be a small and reducing proportion of Moonpig’s business in 5-10 years, and perhaps negligible/zero in 20 years.

[winsome] 04/2/2021 08:20

Mynok, I don't see how paper greetings cards will go out of fashion. But its a static market. Everyone only has one birthday, Xmas and Valentine's day. The only way to growth is to take market share from a competitor. Which Moonpig has done big time during lockdowns. But high street card sales will recover soon. And that will grab sales back from Moonpig. Probably returning close previous levels because most people view Moonpig as a lazy option to give a card. Even if high st levels only return to 60 or 70% then Moonpig profits for next year will be whacked hard compared to 2020. And the current eye-watering share price will tank come their 2021 results day. No wonder the owners, after all these years, are cashing in now.

[myn0k] 03/2/2021 16:17

IMO it's an awfully buggy website, the cards are naff, and I instead use Thortful for my cards. I see paper greetings going out of fashion over the next five years and Moonpig suffering as a result. Just my two cents! Odd that it's only just gone public