Member Info for AdamKahn

Looking to add here myself personally, but still cautious because of 2 reasons, poor sentiment and since Trumps win, stocks across the pond have been flying, and FTSE has lagged, any pull back across the pond will certainly pull the FTSE down and CARD too. So I guess it’s a sit and wait ploy for me. Good luck to all

Nothing all day and just before close 3% drop…….. hmm 🤔

Shares Magazine seems like this one.

Has been tipped twice

Snippet from last article on the 10/10

WHAT HAS HAPPENED SINCE WE SAID BUY?

The shares have basically round-tripped to leave our call 3.3% in the red. Stunning early gains arose on no news flow, with the stock peaking at 143p on 23 September for a 45% gain on paper, before plunging on mixed first-half results (24 September).

Adjusted pre-tax profit slumped the best part of 35% to £14.5 million in the six months ended 31 July 2024, which Card Factory blamed on operating cost inflation and the ‘phasing of strategic investments’, and full year profits will be second half weighted, meaning much hinges on the important Christmas season.

WHAT SHOULD INVESTORS DO NOW?

Investors who failed to book profits on the way up should average down and buy more stock. Chief executive Darcy Willson-Rymer’s growth strategy has clear momentum with all channels in growth in the first half, demonstrating that demand for Card Factory’s value offering of gifts, balloons, cards and party supplies remains robust.

The sell-off looks overly hash considering the company left its full-year 2025 guidance unchanged and declared an interim dividend for the first time in five years, suggesting confidence in the outlook.

Strategic progress in the Partnerships division excites too, with Card Factory expanding its partnership with Aldi to cover the whole of its UK and Irish estate, effectively doubling the revenue opportunity, and having secured a US market entry through a wholesale partnership with an as-yet-unnamed retailer which will begin trading ahead of Christmas.

Card Factory continues to look too cheap on a single-digit forward multiple of earnings.

No rush to buy, poor sentiment and emotions running riot here, once sentiment changes, and ASOS starts to under promise and over deliver this baby will fly! Not sure if it will ever get to the dizzy heights of £70+ but most deffo £15 to £20 on any credible turnaround. Good luck to all holders and get a life to the naysayers and those who enjoy others peoples loses

Wait 2 to 3 days. Buy at end of day 2 or 3. Benefit from dead cat bounce and then get out!

Snippet from article

For the year to March 2025, Canaccord Genuity forecasts an uptick in adjusted pre-tax profit from £1 million to £2.5 million, ahead of £3.8 million in 2026, with EPS (earnings per share) building from 1.6p this year to 2.4p next year.

Those estimates place ProCook on an undemanding prospective PE (price to earnings) ratio of 12.1 times, which drops to single digits on the broker’s 3.3p EPS estimate for full year 2027, during which ProCook may well pay a maiden dividend.

Canaccord Genuity argues the current valuation ‘does not reflect the growth opportunities from further store expansion and like-for-like initiatives’.

Peel Hunt believes that with ProCook in ‘such good shape ahead of peak’ the numbers can ‘start to move north towards the £100 million sales, 10% operating margin goal in time. Any hint of that happening should see a material re-rating here: the shares are too cheap in our view.’