Moonpig Share Discussion Threads

[blackhorse23] 26/5/2022 11:53

MOONPIG over valued atm , I think IGR good valued , revenue 966 millions but mcap 50 million, my money shifting to IGR

[yump] 24/5/2022 22:45

Why is Moonpig the main online card business then ? This acquisition will make it the largest card and gift business.

Its one of the few areas left that is open to having one massive business and brand occupying the market.

Thats because cards with gifts is a niche, but a massive one and it can’t easily be replicated once a brand has established itself.

Cards plus gifts offline is a fragmented purchase market. Online its integrated.

Its ideal for online way more than clothes or shoes.

Where is Moonpig’s competition after taking over Buyagift ?

Can you sing the four notes in the Moonpig adverts ? Thats great marketing as good as “for mash get smash”.

[e-venturer] 24/5/2022 07:02

Interesting article in the Mail. About the history of buyagif's Red Letter Days brand. Own by a judge on Dragons Den before going into administration in 2005 and being rescued by 2 other Dragons Den judges who then sold it in 2017.

Online retail is getting really competitive.

Pe ratio seems stiff for this one

[yump] 23/5/2022 08:32

Buyagift did have and I think still has a large group of online affiliates, so MOON have effectively bought an online salesforce as well as the customer and retail relationships.

In the early days online, Buyagift was a very good earner for affiliates. I don't know if the network is as extensive as it used to be, as the ad. space has become very crowded for affiliates, both in competition and in physical space (you just can't be seen easily on the first few pages on a mobile compared to a desktop in 2005).

[1liam] 23/5/2022 07:28

Fly me to the......

[prokartace] 23/5/2022 07:28

v.good news

[bigbigdave] 23/5/2022 07:09

RNS Number : 3477M

Moonpig Group plc

23 May 2022

THIS ANNOUNCEMENT CONTAINS INSIDE INFORMATION

Moonpig Group plc ("Moonpig Group" or the "Group")

Becoming the ultimate gifting companion

Proposed Acquisition of Buyagift

23 May 2022

Moonpig Group, the leading online greeting card and gifting platform in the UK and the Netherlands, announces the proposed acquisition of the entire issued share capital of Smartbox Group UK Limited ("Buyagift"), the UK's leading gift experiences platform, for cash consideration of GBP124 million(1) (the "Acquisition").

[prokartace] 16/5/2022 10:42

Who knows. Enjoy.

[its the oxman] 14/5/2022 07:25

Why the rise here?

[boraki] 27/4/2022 13:24

Everyday a new low.

cest la vie

[yump] 21/4/2022 18:40

Bit late for selling I think unless attempting to trade. Its caught in the investment phase after float, with lower growth (although still forecast about 15% in 2023 I believe) and not got the rating that dividends and/or that growth would give it.

I don't know who bought on float at that scary price, but its exaggerated the other way now imo, especially bearing mind the likely longevity of growth and the business model.

Nobody is interested in business models though, until the share price rises.

[salpara111] 21/4/2022 07:45

Well, no strength since the last update, beginning to wonder if I should just cut and run now....Probably give it another few weeks but if it moves below 200 I think that would be a trigger.

[boraki] 20/4/2022 13:34

Rather annoying share this one...

[its the oxman] 06/4/2022 15:42

With the good update. This should recover back toward 300p. Seems very hard done by here.

[boraki] 06/4/2022 12:30

£1.99

[boraki] 06/4/2022 12:26

God only knows

[diku] 06/4/2022 12:14

Why is ADVFN showing total negative equity?...

[boraki] 06/4/2022 12:12

Exactly.

Yesterdays statement was bullish.

Crazy times

[salpara111] 06/4/2022 12:07

Clearly jumped the gun on my entry!
Just re-read the statement from yesterday and struggle to rationalise the share price behaviour today.

[boraki] 06/4/2022 11:59

£2.02

[boraki] 06/4/2022 11:51

This has lost 15% in 2 days.

Amazing.

And their guidance was raised.

Strange times these.

[boraki] 06/4/2022 11:40

Now £2.05

[salpara111] 06/4/2022 10:44

Well, an intraday fall of over 7% in a FTSE 250 stock without any new news is pretty unusual, I'm beginning to wonder if a large holder is in the process of offloading a large stake.

[boraki] 06/4/2022 10:29

Well I bought these at £2.40 yesterday.

Another hillarious purchase.

Now £2.09.

The share that keeps taking.