Member Info for themong

No one knows.

If you don't need / have to sell then don't. Don't turn a paper loss into a real loss

It's still a good company, shops are always busy earning ££££s and RAMMED during busy times ie on the run up to events like Halloween, Xmas etc

Don't panic xxxxXxxxx.

Https://www.cityam.com/barratt-redrow-merger-given-green-light/?utm_source=CityAM&utm_campaign=e3e7cf5c16-EMAIL_CAMPAIGN_2024_08_19_06_17&utm_medium=email&utm_term=0_-e3e7cf5c16-%5BLIST_EMAIL_ID%5D

Https://magazine.hotukdeals.com/fancy-having-unlimited-flights-wizz-air-launches-all-you-can-fly-membership-28415

Or, everyone else doing just so so could be easyJet gain

Apparently an overhaul of planning being announced today

Monday saw an RNS from Cardfactory, CARD with a holding notice saying long term share dumper and price destroyer Teleios had sold up. I’ve been waiting for this for 15 months. Even after selling out some time back I don’t think I’ve knocked the company and said that I really rate Darcy Wilson Rymer, CEO, as a top retailer. The shares took off on Monday, rallying over 10% and testing all those high over the past 15 months. A convincing break of 115p and the buyers will likely pile in in my opinion. With a PE of just 7.5 falling to 6.9 and a yield of 4.9% rising to 5.3% they look way too cheap for 10% eps growth each year for the next two years forecast imo. I bought back into what I think is one of the best retailers in the high street. There should be a trading update early August. Meanwhile, the acquirer of Teleios’s stake has been revealed as BBFIT INVESTMENTS PTE. LTD who’s founder is Brett Blundy, an Australian billionaire businessman. He is the founder of BB Retail Capital which owns companies such as Sanity Entertainment and Bras & Things. This makes CARD a whole new exciting holding on this low a valuation with a big retail investor taking a large stake imo. Cardfactory have long sold into Australia via the Reject Shop who they supply with cards on a wholesale basis.

A Google gets you various info on the guy but it seems in Jan he stepped up his global growth targets

https://www.smh.com.au/business/companies/billionaire-brett-blundy-has-outstanding-executives-but-picked-an-outsider-to-run-his-empire-why-20240124-p5ezqs.html

Will CARD get a bid? Well I’m due one in my holdings - the last was Menzies nearly 2 years ago! If I were a retailer on the acquisition trail I’d personally be looking for great cashflow and on that basis CARD has always been a bid target imo.

Looking good. Should be a good day today

That's surprising. I work at Stansted Airport, big Ryanair hub and its been manic there

Thanks all

Been trying to find out when the next trading / financial statement is

Cant find anything .. Anyone ?

Cheers

Can Labour really build 1.5million homes in five years? https://www.thisismoney.co.uk/money/mortgageshome/article-13596143/Labour-wants-build-1-5m-new-homes-really-deliver-promise.html

Just had email

Gatwick to Tromso. Flights and Package hols

Thanks, forgot to give location

Bishop's Stortford

Card Factory 17 people

Clinton's 0 none NADA empty

I work part time at Stansted Airport. This morning I started at 4am. Believe me when I say it was carnage here this morning. Cost of living crisis, what cost of living crisis ?

Numbers of people going on holiday from here is huge.

I appreciate Stansted isn't an easyJet hub but surely this must be being replicated elsewhere

Looking good for Summer numbers I feel

Why this share was once valued at £3.15 and now struggle to hold £1+.. How are we so different now ?

Https://www.cityam.com/number-of-new-homes-built-in-2024-plunges-by-a-fifth-in-blow-to-government-house-building-targets/

Its pretty much how it works for ALL companies.. Nothing to hide and no surprises in the share price movement on ex divi day.

You're better off thinking "If i buy today will it rise more than the value of the divi price on the run up to divi day?" If you think it will rise, say for example 5p, then buy today and sell before ex divi day. You have then banked 5p instead of the 4.5p divi. Nothing to say it will rise before but quite often does with companies, but the timescale is often longer than a month.

Also tbh I believe most of us here will either be long term holders with paper loss ( and highly thankful that a divi has been restored and the prospect of the share price staying higher and rising over the next couple years and seeing our paper loss becoming a gain ), or a minority of lucky ones who bought in at the 40s.

So if you are solely looking to buy shares short term for the divi there are much better companies in terms of yield. But for longer term hold its a cracking proposition..

Id allow a bit more time than that for the trade to have cleared ... Also you have to factor in a potential rise in share price on the run up to ex divi day may well cost you more than the divi you receive. You may earn more buying now hoping for a nice rise and selling prior to ex divi day. Thats the gamble you can also take. So If you thinks its good value now then buy now, dont wait.

Https://www.proactiveinvestors.co.uk/companies/news/1046101/persimmon-orders-rise-18-as-housing-market-steadies-1046101.html