Member Info for Carllapos

Have to agree with you there 2reincarnated.

No doubt I’ve missed out on gains, but I refuse to invest in what I deem to be overvalued companies.

SIg is both strange and frustrating, but the fundamentals are starting to look good and the trading range is quite tight, so I’m happy to wait it out.

This is a very good long termer. But personally I’d wait a good few weeks before increasing your holding. See what happens with the covenant breach this week and see if there’s a rights issue. That will put you in a much better place to make the right call.

Things are heading in the right direction. But we’re starting from a seriously high base point this time thanks to the government refusing to close schools in nov along with various other **** ups.

I fully believe that card will return to pre pandemic profits and potentially beyond given the lessons they’ve learned and the changes being made. But the next few months are bumpy as hell with many risks attached. The reality of them being closed beyond their cash burn date is now very real and an equity raIse then becomes inevitable.

why oh why did they not build up cash reserves over the last 5 years! Very naive.

If the chairman is willing to underwrite the raise, it wouldn’t have to be dirt cheap and doesn’t have to be damaging (see browns for reference). And on that basis, I would welcome a raise as if we can remove the risk from this stock, then it’s a guaranteed winner. But I get a feeling he’s more of a hand in the till chairman than a hand in his pocket.

If you think 57p is the bottom, then what’s the difference? You’re talking about 100%+ upside over 12-24 months. So whether you’re in at 61p or 57p it’s peanuts, unless you’re only day trading and looking for those 5% gains.

Arnold,
Yeah, I’ve never understood that regarding shorts. I see it with a lot of stocks.

MCprice, everyone has rose tinted glasses on towards apparel sales because of ASOS and boos large revenue gains, which has set unrealistic expectations. But as you rightly say, as a sector, sales are way down and a big bounce is due. People returning to work, social occasions, holidays etc. All triggers for buying close.
There’s going to be inflationary pressure though I think which is great for eroding government debt but not so good for policy makers.....but that’s another subject.

It’s quite possible that card don’t subscribe to trust pilot. They’re a horrible company having had personal experience with the way they blackmail you. It’s very easy to get negative reviews “contested” if you Subscribe but impossible if you don’t.

So what trust pilot do is basically debt your reputation and then make you pay to repair it.
I never trust their rating for any business.

Very positive, but I’d imagine this was also driven by over ordering for fear of Brexit disruption. January figures will be a better acid test.

It’s mind boggling, but all that says to me is that when it does go, it will go quickly. This is actually a business with good fundamentals now and a path to profit, which is more than can be said for many stocks right now. I’m happy to bide my time for what I think will be very pleasant returns.

It only concern. Is whether we’re being teed up for takeover. But If that’s my biggest concern, then that would suggest my money is pretty safe here! Ha ha

By view exactly. I’ve jumped ships too many times through inpatients and missed out in big ways.

There’s little risk here and If SIG stays on its current path, this could triple up with moderate ease.

All I know is that this has to go at some point this year and when it does I think it will be sharp.

So al the time I don’t need to cash I shall leave it here and avoid getting distracted by FOMO elsewhere. Made that mistake several times in the last year and missed out on a lot of potential gains.

I also view the downside risk here as very minimal, which appeals to me. There’s a lot of share prices that are standing on quicksand right now!

Boo and ASOS etc benefit from lockdowns as their customer demographic want the latest clothes regardless. Whereas brown’s are not dealing with the latest trend setters, so I think brown will benefit more when life starts to return to normal and people need to start buying work clothes etc again and realise that non of their summer clothes fit them anymore! Ha ha

Investors are so impatient now and get serious FOMO (also guilty). But brown is a very solid business that’s now well capitalised and has a new direction. Once you clear all the mud away, what you have here is a business that’s still made a decent profit during the pandemic, yet the market is treating it like it’s in free fall because it expects all online businesses to double their revenue in 2020.

So the risk here is about as low as you can get in my
Opinion, but the potential upside is large. It might take a bit longer than you’d like, but it’s going to get there and it will do so on solid foundations.

This is a business that makes £50m a year post tax profit year in year out with a market cap of £130m. It’s nuts!

Card will return to normal revenue levels in the near future. At the moment the share is being held back by a weak balance sheet that may lead to a cash raise and the fact it hasn’t done enough to drive online sales and adapt to the pandemic. But if it returns to pre pandemic profits, then the gains here will be large and with the lessons they’ve learned, I think it will be better business Than before.

Moonpig has seen a large increase in demand over lockdowns. Sadly card have been far too slow to capitalise on this. But, the positive is that they can only gain online market share and moonpig can only lose it.

https://www.stockopedia.com/articles/the-card-factory-share-price-is-the-market-missing-something-175349/

There’s nothing fundamental causing the drop. The stock is overlooked in my opinion. I topped up yesterday in the low 32’s. It will come good and everything in the trading update was positive.

The 34p is just as ridiculous as the £14 was. No point in paying attention to either of them. If people did, it would have started moving towards the £14, but it didn’t, because the valuation is ridiculous, just as the most recent one.

Defies logic doesn’t it! If there was logic and reason in the market I’d be a rich man right now! Ha ha

Well it is certainly looking like we’ve found a trading range. I think it will likely be this way for some months.

Patience I guess. I’d like to think that with another positive trading update, this can’t be held back forever. It boggles the mind when you see the price rises of other companies based on nothing more than sentiment, yet this now now has good fundamentals

Believe me, it won’t take long to get people back into the habit of shopping! We’re a nation of consumers, not savers and people are dying to get out.

What we need above all else is the return of social occasions.

I very rarely do short trades, so my knowledge isn’t the greatest. But why you would hold a short on SHI is beyond me. It’s has traded in a very tight range since July and nearly all the risk has now been taken out. So I just don’t see where the short call would come from!?