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Last post: Beachbum1978, 30 Apr 2024 22:55
City boys will probably still double down on MOON to try prove they’re not wrong. Even when they are. Obsessed with TECH. Pretty funny really
Card destroying moon
Clear. As day why the big cheeses are exiting
Take a look at my post on the 15th March.
CARD online is eating into MOON.
CARD is at least 50% cheaper and the quality is now exactly the same!
CARD results are on Tuesday.
They announced in their January trading statement that their results will be at the high end of Market expectations.
Last post: Glowacki, 25 Apr 2024 13:45
Yes your right,but on the website under financial calendar they list April 30th as year end..Which l concluded would be a statement,as is normal for entries in the calendar..
The year end results are not next Tues, they are in June.
A bit weird and unsettling,with several stakeholders selling at substantial discount to prevailing price when year end results due on Tuesday????
Started: Polishcap, 25 Apr 2024 13:17
Last post: Polishcap, 25 Apr 2024 13:17
Dodgy yesterday looking at today
I wouldn’t touch this with a barge pole
May drop more
Last post: Steve077, 25 Apr 2024 11:14
Large Trade at 160p.
Big discount for a big buck trade.
Same discount available to me !
Bargain IMHO, doubled up my holding.
For every seller a buyer has been found, status quo achieved and a steady share price that should progress in the SHORT term.
Polish
Several stakeholders selling down their holdings in a large placing at 160p..It's not trading related
Someone dumping
Started: Alnwick, 15 Mar 2024 16:36
Last post: Alnwick, 15 Mar 2024 16:36
I’ve sold all of my MOON shares and bought more CARD
The new CARD website is every bit as good as MOON and their prices are 50+% LESS than MOON prices !!!
Check it out. WWW.CARDFACTORY.CO.UK
CARD have also extended their range of products in a similar way to MOON.
CARD dominate the high street and are going to take online market share from MOON
MOON will have to reduce their prices to compete !
CARD is trading on a P/E of 6
MOON is trading on a P/E of 17 !!!!!
Started: Steve077, 4 Jan 2024 11:39
Last post: chelseaman65, 13 Mar 2024 07:46
Trading update is this Thursday (14th) so would expect to see some upside from there
MDA suggest a BUY for MOON.
Analysts love this share too
BOUGHT
Started: ISHORTSHARE, 19 Sep 2023 15:39
Last post: Polishcap, 26 Sep 2023 07:15
Defo.
Look at today's interims says it all
Dump this moon garbage as a warning is coming from them
ALL DAY
I agree with you Polishcap.
MOON P/E is 23
CARD P/E is 8
I think CARD will be Mooning next week !!!
.
Plus Postal rates are increasing which will hurt MOON
What a bag of dog muck here
Card factory putting in upgrades left right and centre and this debt loaded rip off website struggles for growth. Card is the way forward here.
Half a bill market cap. You're having a laugh
Buying a £3 birthday card online and having it mailed to you for another £1 ... is not the future of any low cost items.
When interest rates were 1% and expected equity returns 3%, then a p/e of 25-30 made a degree of sense. But with rates at 5% and required returns around 7-8% then p/e needs to be 10-15. MOON sp needs to drop below CARD for us to see fair value ... this should be 125p after results get announced
Clinton's to close 5th of all shops. Guess who doesn't have ANY shops and robust business model!! Moonpig is the future of cards business.
Seventeenth in most shorted list at 2.43%
Strong bull run on here under the radar.
Still got legs strong bull
This little piggy had a good couple of days .
I’m 80 percent pleased,
Good profits, increased revenue, growth going for predicted.
In this tough environment right now it tells me this is a robust and resilient company, so overall good imo
Started: Alnwick, 29 Jun 2023 13:21
Last post: Alnwick, 29 Jun 2023 13:21
I think todays figures for MOON are disappointing.
They are spending heavily to grow and making less profits !!
Take a look at the comparison to CARD;
MOON CARD
Sales. £320.1M. £463.4M
EBITDA. £84.2M. £112.0M
Net Profit £34.9M. £63.8M
P/E 24.3 6.8
MC. £518.3M £312M
I’m now out of MOON and into CARD
Best Wishes
Last post: NOVECKINGOOD, 29 Jun 2023 08:45
It will get worse before it gets better, I'm mainly short markets but there is value in the smaller UK stuff now on a 12-18 month view. TWT. I'll pop back even if/when I'm wrong..GL
Well good luck to you too. Otherwise I dont buy MOON for these prices neither. At least not on this bearish market. I just could not stop myself to reply.
Aww bless you that's kind..
And well done you if I'm wrong.
I think I speak for everyone when I say that we can hardly wait for you to inform us about your purchase. Thank you.
Started: Sustain, 27 Jun 2023 16:46
Last post: Midway, 28 Jun 2023 17:26
Shorts dropping and a chart golden cross here good day might get better tomorrow.
Moving up slowly ahead of results tomorrow, Positive news tomorrow fingers crossed 🤞
Hi L82
I does need something positive you are right, it was £1.50 12 days ago and over £2 last Sept. I hope the Mail O S are correct and positive news for results day. Or I might send myself one of the singing cards to cheer myself up 😂
This share needs something positive.
The Mail on Sunday last Sunday suggested good positive results could well be served up on Thursday, interesting to see what they look like and market reaction
Well the markets don’t agree and the shorters are getting burned badly. Prefer this to CARD any day.
MOON is now the 3rd Highest Shorted Stock in the UK Markets.
As I said in a previous post I see more upside value in CARD and the markets seem to agree.
Best Wishes
Last post: Lotok82, 4 May 2023 10:59
Anyone able to shed light on what they might be doing both short and long positions. Feel someone is trying to keep this stock price down.
Started: Batmen, 4 May 2023 00:08
Last post: Batmen, 4 May 2023 00:08
Berenberg Bank Rating Buy with price target of £2.70
Started: PI_Winner, 17 Apr 2023 10:50
Last post: PI_Winner, 17 Apr 2023 10:50
Card Factory SP has risen by circa 150% in the last 6 months.
Moonpig SP material bounce to 180-200p will happen as MCAP is far too low and has reached record lows recently. The market will wake up to the opportunity. New institutions are attaining TR1 positions.
Started: PI_Winner, 17 Apr 2023 10:15
Last post: PI_Winner, 17 Apr 2023 10:15
Royal Mail and union leaders have come to an agreement after a bitter dispute over pay, jobs and conditions at the weekend.
Royal Mail strike action had a material impact on Moonpig last year.
Good news, onwards and upwards for the SP.
I have yesterdays price action as suggestive of a logical target at 122-123. That co-incidese with closure of a tiny gap on the 2h chart, but that's insignificant in my view. It would seem more likely that we'd see 124-125 before any decision on further price movement.
The bounces appear to be getting smaller though.
It’s bouncing around between 1.10 and 1.25
Will wait for an entry at 1.10 and look for a quick 10% with a £5k purchase. That seems to be the trick with this
Yes agreed NKG, I'm pencilling that in for after June rightly or wrongly and I think that it would be good to be shot of most equities at that point. I'll aim to do exactly that.
Cool story Stumpy, don't overlook the fact that the market will head very south again quite soon. Will Moonpig then buck the trend with all of the short positions in play - I very much doubt it.
I won't touch these until between 90p -100p
Charts only give you a small part of the story....!
Started: PI_Winner, 30 Mar 2023 08:54
Last post: Stupmy, 5 Apr 2023 09:27
I've just had a more detailed look at the MOON chart. A drop to 112.5 or below would meet my expectations. For the moment we've hit 113 or so. That doesn't eliminate that particular downside risk for me, but it's clear that some buyers are coming in.
PI I have a real problem understanding TR1's could you explain exactly what the change in position was this morning?
Good to see the TR1's coming through in recent days......Norges Bank and JP Morgan Securities.....good indicators when the institutions are building a position.
The laughable point is that JP Morgan Securities are building a position re investing in Moonpig of 2.54% at the moment and JP Morgan Assets have a smaller short position.....both under the same group....talk about hedging and trying to keep the price down when building a position......should not be allowed.....clear market manipulation!!
Some interest from buyers so I've started a small positin. I still think we'll see 111-112, but no-one can see into the future. FOLO and all that jazz
I'm pretty sure we'll see 111-112 or lower first, at which point I'll be looking for signs that the SP will turn to the upside. From memory, I dropped my positions around 129 so it might turn out to be a good trade.
I am in about 170, gotta hope it just keeps growing!
Started: PI_Winner, 30 Mar 2023 08:09
Last post: PI_Winner, 30 Mar 2023 08:09
Trading performance has been resilient across the second half of the year to date and Moonpig recorded its largest ever week of sales in the UK ahead of Mother's Day. Accordingly, we confirm that our expectations for Group annual revenue for the financial year ending 30 April 2023 remain unchanged at around £320 million. Expectations for full year Adjusted EBITDA also remain unchanged, reflecting our disciplined approach to indirect cost management and our flexible business model.
We remain confident in the structural growth opportunity in our markets and in the fundamental strength, resilience and agility of our business. Our investments in technology and data over recent years mean that we are well-positioned to capture this opportunity, and with re-platforming now complete, our teams are focused on the development of customer-facing functionality to drive revenue growth.
Started: PI_Winner, 30 Mar 2023 08:07
Last post: PI_Winner, 30 Mar 2023 08:07
Nickyl Raithatha, CEO, commented:
"Today's update is testament to the resilience of our business model, as demonstrated by a record UK Mother's Day. Moonpig Group's leading market positions, strong customer retention, high profitability and robust cash generation equip us to navigate all stages of the economic cycle.
We are excited to return to revenue growth in the year ahead, underpinned by continued investments in our technology, marketing and operational capabilities. As the clear online leader in greetings cards, Moonpig Group is well positioned to benefit from the long-term structural market shift to online."
Started: PI_Winner, 7 Mar 2023 09:42
Last post: PI_Winner, 20 Mar 2023 09:15
The shorts know only what is in the public domain. Moonpig has been dragged down by the economic climate caused by the recent banking turmoil that is the one and only reason for the recent fall. This is NOT 2008 all over again, Credit Suisse has been a basket case for a number of years. Stability will return to the markets this week.
The fundamentals of Moonpig are too strong versus the MCAP which does not align. The SP will significantly re-rate in the coming weeks......looking forward to results on March 30th.
4.74% on the shorts, I think they knew something we didnt.
Can't see any reason for the sudden 20p drop. Disappointing.
Whole markets crashing?
Price has plummeted again with no obvious reason
I expect a solid rise over the coming weeks in advance of results on the 30th March.
The SP has definitely bottomed out and a good opportunity for all to take advantage.
Shorts jumped to 3.85%
It was the third highest volume day ever! It seems a little odd not to be directly related to the stock itself - 12.4 million shares changed hands.
BoE were due to make their announcement on interest rates the following day, plus there was news of the recession not being as bad as predicted. I assume it was that.
Any idea what drove the huge volume on 31st Jan?
A nice climb this week, a fair way to go before out of the red but looking more positive.