Member Info for RoxburyHouse

Hi Banbury, yes I was originally thinking I would keep them until mid January when their results are due but after further investigation I can see that over Covid they have been busy updating their Website to include personalised cards to compete with the likes of Moonpig and Funky Pigeon. Also just introduced click and collect and expanded into Aldi. Way oversold IMO and only 25% of pre Covid share atm so a multi bagger all day long at these prices I think.

Sorry to disappoint you guys but I’m in big (for me) in both WRKS £60k and CARD £53K but my biggest holding is here is SAGA £115K. All multibaggers IMO. Good work Smorty.

This conversation to continue over on the relevant boards now though guys.

Good luck everybody.

Just got the following text from my son in Canada.

“Ok I just sent a Christmas card to you and mum using the card factory. It cost £1.79 including postage. That’s a big difference to moonpig that always costs just under £4.50 for the same kind of card. It was pretty straight forward and no issues me ordering from Canada would actually use them in future xx”

I will let you all know what it is like (if it can stand up unaided!) and how long it took if I ever get it ha ha

Wednesday last week after hours buy.
02-Dec-20 16:33:50 45.00 1,000,000 Buy* 450.00k
Friday was the same but I think £527,000 and 45.60p
Somebody (in the know) is discretely building up a position. I know I am! IMO DYOR GLA!

Yes and that’s the second one this week. There was an identical massive out of hours trade on Wednesday I believe.

The Card Factory Shop was the busiest shop in both shopping centres I visited last week and again today. All 3 tills were manned and constantly ringing. Big queues outside every time and I stood there for a good 30-45minutes.

In my quest to find Covid affected shares that could multi bag I added “The Works” to my portfolio last week but during several visits to the local shopping centre to check it out I couldn’t help but notice how busy THE CARD FACTORY shop was. I know it’s Xmas but it was always heaving and each time all 3 tills were constantly ringing.

Bit of research and it seems to be completely under the radar? Currently 45p but 180p preCovid?

Check out your local store. Everybody and I mean everybody I saw go in came out with a big bag of “stuff” and big queues outside.

Results due in January and based on what I saw they can’t be anything but amazing?

All IMHO so please DYOR.

Papps don’t go! Nobody likes me either! Ha ha

Great information in this thread guys. I love it when a couple of people who really know what they are talking about bounce off each other and come up with stuff like this but (there is always a but!) it gets lost and forgotten about in a couple of days.
Will somebody (not me) maybe do a short summary of the above and maybe post it once a month?
Just a thought and if no one can be ar*ed then fair dos.

I’m only aware of £70Million debt that is not due until May 2023 but how much is this new ship? Anybody know anything about cost and payments etc? Anybody?

Oh my goodness Doofus that was gripping - seriously. Nothing i can put in the summary of course but great to get an understanding of what has happened in the past and hear it from the horses mouth. That’s what I love about these discussion groups. Fascinating and thank you.

The reasons why we think Saga is one of the best recovery plays available.

Please review and let me know if you want anything changed or added.

Thank you for your help so far.

- SAGA previously sold by Roger De Haan (son of founder) in 2004 for £1.35 billion.

- Floated in 2014 with a MCAP of £2.1 BILLION.

- Fund raise of £140m net in Oct 2020. £40m of revolving credit paid off. £64M paid off the £134M loan and balance extended to May 2023. Available cash £36m.

- £100m undrawn revolving credit facility remains available until May 2023.

- As a result of the fund raise the shares were DILUTED at a rate of 5 new shares for every 9 existing swiftly followed by a 1 for 15 share CONSOLIDATION.

- Roger De Haan invested £100m of his own cash in the fund raise at premium to retail share price, rejoined board & implimented new strategy for sustainable growth & profitability. All other directors took up pro-rata entitlements.

- Insurance & underwriting sides performing 'resiliently' and will grow as emerge from Covid.

- Travel side on hold due to Covid but set to resume Q2 2021. Cruises, will incl pre-screening of passengers, & extra safety provisions onboard. Two mid size cruise ships, each capable of generating £40m EBITDA per year (£80m pa total).

- Mainly over 50's customer base, with strong loyalty, & fastest growing & most wealthy component of the population.

- Current MCAP (Today 6/12/2020) of £394 MILLION compared to £2.1 BILLION when Floated in 2014.

I wouldn’t get too excited Selecta you know everything I do lately ends in tears! Ha ha

I have nicked the following from ADVFN so not claiming it’s mine but I think it would be a good starting point.
—————
- SAGA previously sold by Roger De Haan (son of founder) in 2004 for £1.35 billion.
- Fund raising Oct 2020 raised £140m net, reduced debt & left cash to spare.
- Roger De Haan invested £100m of his own cash in Oct 2020 fund raise at premium to retail share price, rejoined board & implimented new strategy for sustainable growth & profitability. All other directors took up pro-rata entitlements in fund raise.
- Insurance & underwriting sides performing 'resiliently' and will grow as emerge from Covid.
- Travel side on hold due to Covid but set to resume Q2 2021. Cruises, will incl pre-screening of passengers, & extra safety provisions onboard. Two mid size cruise ships, each capable of generating £40m EBITDA per year (£80m pa total).
- Mainly over 50's customer base, with strong loyalty, & fastest growing & most wealthy component of the population.
————————-//

Thanks RM/selecta. Like I suspect several others here I have a 6 figure sum £ invested in Saga so trying play catch up.
Learned the hard way by being all in to one share so now creating a “balanced” portfolio. 33 you are way off the mark although N4P is on my radar.
Again like everybody here I am constantly looking for shares that could multibag (that’s why I am here).
I will “eat my hat” if there isn’t an RNS at 7:00am Monday morning for the share I have in mind but if there isn’t then it is definitely getting 40 grand of my money.

CorbyDealer your post made me laugh so thought I would introduce myself.

I bought 20 grands worth of these last week as a punt based on the following criteria :-

1. They are something to do with Hydrogen.
2. They are recycling plastic.
3. I like the people on this discussion board.

Hope this helps.

Good luck everybody and ehhm DYOR! Ha ha

Selecta! Just the man I want to speak to since you have been around since forrrever with this stock.

Since the IPO the share price has been on a downward trend. The 3 year share chart shows 2 other major drops.

Dec 2017/Jan 2018 March/April 2019

Can you explain these please?

Good morning Banbury.
Yes I’m aware of that and that is why I want the summary page to be a group effort incorporating everybody’s thoughts.

Oh yes my infamous table! That hasn’t gone away of course because I genuinely think we will all be able to agree (eventually) that there is way of accurately mapping the new price to the old but let’s discuss that another time. (The number is somewhere in between 15 and 8.12!)

—————————//
Off Topic (Selecta)
Yesterday I came across a stock that IMO is going to rerate imminently (like this did). Cannot wait for the market to open so I can “pile in”! Can’t mention it of course until I buy but I’m staking my reputation (ha ha) on it being a multibagger!

Could be wrong and the odds are that it is most probably going to crash and burn as soon as I buy in but hey ho.

Yeah I miss the auld skool on AML.

Steamineagle!!

My post the week before
(29 Nov 2020 11:31).....

“I am going to produce a one page summary for SAGA for newbies. It will just contain facts though (no ramps) and hopefully encourage investment.”
:•{

Hi again everybody.

Yes I’m still here! and I need your help.

I would like to create a short “Summary” of recent events (dilution/consolidation etc) to help newbies. Facts only.

I have my own ideas of what should be in there but I think it should be a team effort.

One liners and short sentences please.

Thank you.

Ps Alnwick you sit this one out mate ha ha (smiley face)

Oh my goodness Alnwick with the greatest respect one of the reasons why people are confused is because of misleading posts just like yours!

It’s was a 5 for 9 Dilution and 15 to 1 consolidation!

Good morning everybody.
Been doing some “digging” and noticed that our Chairman Dean Hoyle, was the founder of the Card Factory. As can be seen above in the “Director dealings” he is also heavily invested himself with over 10 Million shares. His last purchase (in 2020) was for 36p. All encouraging.