Member Info for swedishinvestor

Buying as much of these as I can afford

Is the market missing something with this stock? Looks massively undervalued to me?

-2/3rds of US Uraninum production since 2017

-Set to be depended upon as a supplir of rare earth elements, vanadium, titanium and zircon to the US.

-P/B of just 2

-No debt, $120million in cash

Advancement in the US is going to hinge on this company in the next few years, how is it so cheap?

https://www.proactiveinvestors.co.uk/companies/news/943388/card-factory-shares-could-triple-over-next-three-years-says-broker-943388.html

Stockopedia analysts give target price of 104p.
https://www.stockopedia.com/share-prices/card-factory-LON:CARD/

Thanks, not the Sven Carlin people are asking me. My mum is just Swedish :)

Hi guys, CARD to me looks the best value play I have been able to find at the moment/ in a long time. As this value might have attracted a few like minds here- does anyone else have any other stock recommendations for stocks of similar value???

A lot of big buys going through..

me too, I'm all in on this after the dip today

Thanks for the response,

Over the 4 years prior to the pandemic CARD had an average dividend payout of 21.55p (14.3p,24.3p,24.1p,23.5p).

At 68p that still offers a yield of 32%. 10 x the average of the FTSE today.

I think this share could go up 7 or 8 times before it becomes reasonably valued and small time investors are lucky that the small cap nature of the company allows it to slip under the radar of the big super investors.

Such a bargain still imo

Worth noting even at 68p CARD still has a 4 year average past dividend of 31.7% (21.55p).
Compare this with the FTSE today @ 3.37% average dividend yield over the same period.
Nearly 10 x, I still think this is a bargain stock.

Hi thanks for the reply just want to clarify I wasn't trying to speculate that I believe the share price will reach £4, the sp doesn't actually interest me that much as I'm in long. I was only trying to use the past dividend yield to represent the discount and value I believe is on offer here in comparison to a lot of the market. The past yield even at 65p share price is around 35% if you look at the payouts from 2015-2019 -Around 12-13X the market average of 2-3%!. Yes covid has caused issues in an already very slightly declining market but I do not believe the level of discount here to be justified hence my large investment. I feel that the small cap nature of the stock (220M£ today) has allwed CARD to be overlooked by all the superinvestors with their billions to deploy. Hope this helps clear things up :)

I think we are lucky that this small cap stock is too small to catch the attention of large institutional investors. Great value IMO.

Prior to the pandemic, the dividends paid over the prior 4 years were 14.3p, 24.3p, 24.1p, 23.5p.
That's an average dividend yield of 21.55p.
This stock could reach £4 and still have an above average dividend yield above 5%!

Bargain in my opinion. In long

Is this true guys thanks?

Looks fantastic value to me still. Buying more this weekend.

Looks like a bargain to me.

*FIFA Council and Chairman medical chief Michel D'Hooghe has insisted football should not resume till September due to the coronavirus pandemic.*

Would be catastrophic news for sports lead bookmaker if true, with a resurgence in Covid cases in Germany it seems a backstep in the ease of the lockdown will be taken to ensure the r remains below 1. Seems unlikely Bundesliga will return as indicated. With Eredivise and Ligue 1 already cancelled seems unlikely we will have sports for some time. I would predict this stock to head back down to 60-80p over the coming months as the extent on sport is realised.