The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
How this can halve in 6 months is a joke.
In for over 31000 shares now. Holding until at least 180 short term.
Shorts down to 2.72% but the buys havent really created an uptick
MOON down again today and shorts are now over 4%
which probably indicates further falls !
CARD up again. The shops are packed.
CARD numbers due in January !
still walking down
I wish I stuck some more in at 1.21 now though, back to 1.44 already.
My opinion (well general consensus) the high street is on life support, and has been declining more rapidly in recent years. CARD will be forced to reduce store/shop numbers in the years ahead and will have to compete with MOON in e-commerce. Whilst MOONs offerings are more pricey, there is a great deal more choice, with the added bonus of their Experiences acquisition, MOON looks to be on a more nimble and survivable footing.
Good post Shearclass,
As I said in my last post CARD is winning in the Greetings CARD space.
MOON is now on a P/E of 14.6
CARD P/E is 10.5
Lots of further upside for CARD
Well, I am in about 170, so I guess I will just sit back on this one for a year or so. I didnt expect this drop today but that's how it goes.
It’s actually v good if you have friends on inside
Even at half the current valuation this would look expensive based on those results & the rising debt pile. They've increased gross profit by £8m to £77m but that's cost them an extra £16m in SG&A...so ironically they would have been better doing nothing at all. Operating profit was therefore almost cut in half with finance costs on the rising debt pile taking another £5.85m...
Market cap of £433m at 127p + net debt of £208m = EV of £641m vs HY Profit before tax of £9m... and a business that is showing zero operating leverage (in fact it's showing operating deleverage...) you can see why the hedge fund shorts have been increasing.
I’ll keep buying at these levels
Nope, added at 139p
I would hold onto your money after reading the RNS , don't think the shorters will be closing positions anytime soon!
Looks like shorts have remained the same, despite the news, and Aberdeen have increased their stake. Aimless fall, rapid rise tomorrow. Have £17k ready to buy at 8am
Share price today was a bloody tease. I thought it might finally get me out of the red
What's the deal with the declining, just shorting?
How card can climb over 40% this month is beyond me. Where is the rise for MOON?
Not seeing any reason for the sudden fall, suppose it had the sudden spike last week though.
Shorts decreasing. This will be over 200p by dec imo
https://guernseypress.com/news/2022/11/11/moonpig-factory-to-feature-on-national-tv-this-evening/
Not sure what has caused this but going from 130 to 180 is a pretty good week. Interims announced today for 7th December. Maybe the gifting side is going well, Red letter days etc. or just the card side continues to make money after increasing customer base over covid times. Maybe the new site in Tamworth is ready to go and beginning to save some dosh.
Time to get back in Senza?
Huge buys went in today, I suspect we’ve now seen the bottom
Another wasted day it seems