Member Info for Trendz

Yes - its only a matter of time until CARD flies up to £1.75 - £2. Opportunistic sellers will only slow the re-rate down - there is no stopping it

Only another 500% to go to get to fair(ish) value!

KIER feels like it is ready to explode

Ready to explode. Surely such a ludicrous valuation can't exist in a bull market. If this is indeed the end of the bear market, we could be looking a major AND fast rerate. GLA

Atlantic Lithium rebuffed takeover offer from Assore at 66% premium. Shows CTL is materially undervalued

The bull market bell in the U.K. has been wrung. Are you on board. 2 year bear market over. A new long bull run has begun. Losses will be erased fast. All this in cash and 5% money markets, time to panic!

What the market will soon pick up on is that the cost of living crises is simply not hitting the rich as much as it expects. This is a great company and will rerate over the next 12 months. Taken a 4% position here at 580. GLA

There might not be one. They upped guidance in August and then announced an in line trading update end of Sep with the Interims. I guess they may up guidance again but I can’t imagine much has changed in the past 6/7 weeks. The big update will be the post Xmas update on Jan. I think CARD will be £1.50 to £2 by end of Jan

I doubt Cinch will be the acquirer tho. For once we might see a bidding war for a U.K. listed entity. Too often companies are being stolen on the cheap for low premium. I think Vertu warrants a 70% premium based on current market cap

The works is a much worse quality business. Used this morning’s fall to buy another 4967 shares at £1. Don’t lose sight of the fact these should be £1.75 at least

Entering the end game here

Although the announcement says profit expectations were £5m not £3.45m. Stockopedia was obviously not up to date. This looks remarkably cheap

Wow - that’s a 57% profit guidance increase. £3.45m to £5.4

Sometimes people need to actually look at forecasts and stop being so pessimistic. This was a massive beat on all fronts

Forecast is only for 1.3% for the year. Bigger divi comes with the final results. Any more doom ?

Has anyone even looked at the forecasts here? Typically the press and punters just grab to any glimpse of gloom. These are ahead of expectation results and are about as strong as you’ll get these days. grow up

They do say H1 weighting this year but IMO they are simply under promising and over delivering. The market will like this a lot

Smashed forecasts. EPS for the whole year is forecast at 17.9p. Mks just did 11p for H1 alone and the business is still improving

Https://www.similarweb.com/website/cardfactory.co.uk/vs/moonpig.com/#traffic - last month card factory website visits are up 12% versus moonpig up 2%. Online only a tiny % of sales (3% I think) but shows that card must be munching up the U.K. card market

Are you all ready. We are about to test the 110 barrier. It could explode past it to 120. My fair value is £1.75 to £2 by end of Jan latest. Ridiculous market cap