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Quite an odd share price fall post incredible results. Forward p/e of 15.9 - BMY starting to look extremely cheap for a quality GARP stock. Wonder if a US publishing house may pounce ?

I can't think of a more exciting UK tech growth stock. The worlds most exciting company (Space X) at the beginning of its journey (I have no doubts, it will become the biggest company in the world) and FTC is a key supplier, with what looks like no competition?! Obviously there is some major client exposure for FTC (for example if Space X finds and moves to another supplier) but that doesn't appear likely and if momentum in orders proceed as it should, FTC could be looking at a decade of incredible growth. Funny old game this. I'm in at 69p and FTC is my join largest holding, so I'm biased. I wonder if we'll see a part 2 SpaceX order soon? If so, I don't think we'll see sub £1 ever again after 2024 is over. I have a slight concern over the Trump tariff chat but I think it's very likely there will be carve outs (or lower rates) for the UK and advanced tech industries. GLA

Nope. Just a hunch based on how the share price magically dropped to the prior placing last time round.

Looks like ASX placing price may have leaked. As predicted, the BOD is about to screw existing nonparticipating shareholders with a discount on a discount placing. My guess is 7 or 8 pence per share. Shocking

There wasn't one in 2022...

Labour is really screwing UK businesses with the planned NI hikes. I think its very important to focus on UK stocks with a US growth focus, as pure play UK businesses are just going to get milked. Some ideas from companies I follow:

1. Filtronic - for obvious reasons!

2. Carclo - US business in the early stages of recovery. managed to avoid dilution

3. Warpaint - big US growth opportunities are now being exploited

4. Watches of Switzerland - a bit risky given labour is clobbering retail but US expansion plans look v exciting

5. TP Icap - could well sell/IPO its US data business into a very hot US market

6. Games Workshop - Potential deal with Amazon re warhammer series could be big decision due imminently

Any other suggestions?

Could be chatter about Trump looking to impose global trade tariffs. Looks like a good time to top up IMO

My figures are profit after tax and based on Stockopedia...

Having looked at the profit expectations and Labour's jobs tax, there is quite a big margin of safety. Current expectation for FY25 is £49.7 profit (or 14.4 EPS). Assuming a big profit miss (let's say £20m miss) then profit would fall to £30m or 8.7 EPS. On current share price, CARD current p/e would still be sub 10... FY26 EPS is going up to 16 - again, even shaving 40% off that would leave card on a p/e of sub 10. And the company is in growth mode! My average is 92p. Good luck!

Post budget too...

Very encouraging... the analyst would have spoken in detail with management... v tempted to try and top up again and catch the falling knife!

"Card Factory's 40% share price drop since the interim results in late September appears far too punitive to us. Some negative reaction to the reported H1 2025 profit decline yoy is understandable, and we acknowledge the more stretching 22%/78% H1/H2 profit weighting, which is now required to meet full-year expectations. That said: i) H1 was in line with management's expectations, and it had previously guided to a greater-than-normal H2 profit weighting; and ii) there has been no change to full-year guidance. We believe that the group can achieve its full-year expectations."

Well done - superb stock picking at incredible prices

Another good one is Carclo #CAR. US business

Let's see - I suspect the FTC volume is about to go through the roof

Filtronic is now also a Trump trade. With Trump and Musk in power for the next 4 years, Space X is going to go gangbusters. I listened to Musk talk about how the Democrats have tried to stifle his businesses - he gave a specific example about SpaceX red tape. I think FTC closes above 80p this week. £1 in cross hairs. The UK is buggered but FTC has exposure to the mighty US and now a massive beneficiary of Trump (Musk)

How big*

I wonder how but the smack down will be. 20% discount? that would be about 7p. Shocking considering the original price was 15p. 50% value destruction from poor management and poor financial planning.

Am I right in thinking that AVCT only has funding for another 12/13 months? I see that the share price is pretty much back at its last placing price. I presume the base case is that another placing will be needed by next summer?

Yep. Looks like potentially the most exciting UK listed growth company. 'Inline' statement is fine with me - that's 120% EPS growth! The update mentions new contracts for aerospace, space AND defence, so looks like all three pistons of the business are firing. P/e of 20 ? Seems a bit ridiculous given the above ...

IHT relief*