Moonpig Share Discussion Threads

[devilsprofessor] 22/3/2021 17:54

Good up lift today. Looking forward to next financial update in April.

[rob the slob] 15/3/2021 08:59

JEFFERIES INITIATES MOONPIG WITH 'BUY' - TARGET 510 PENCE

[cordwainer] 09/3/2021 11:55

enters my portfolio yesterday

[nobilis] 01/3/2021 20:47

enters FTSE 250 on Wednesday

[mj19] 22/2/2021 08:22

Nearly touch £5 just now

[devilsprofessor] 22/2/2021 08:13

News 'Europe Research Round Up' via Stockopedia this morning.* Moonpig Group Plc MOONM.L : Peel Hunt raises price target to 500p from 450p

[morti1] 19/2/2021 08:29

Blatant ramping

[nobilis] 18/2/2021 09:18

They should have listed on Nasdaq at 4x the price

[devilsprofessor] 18/2/2021 07:55

Excellent trading update this morning. Also added to Stockopedia 'stocks to watch' I expect given they said they expect profits to double at year end (April 21) this will start picking up pace. Naturally DYOR

[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!