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Stevebet - are you joking? This has got a LONG way to run. I think the fair value is £2, which would equate to a p/e of just over 12 for next years earnings (and that is discounting any further increased forecasts).

Not sure what i'm missing but this seems ludicrously cheap for a company with strong tail winds. Is anyone able to highlight the bear case?

Well a current year p/e of 6.42 and 1 year p/e of 5.68 provides a hell of a safety net.

£70m wiped off the market cap today. Can't see why. Anyone have any insights?

Business is doing well and on a very solid path. Market has been assigning a very low value but perhaps it will soon believe the forecasts (which would make this one of the top 10 cheapest U.K. listed companies). Stockopedia gives TCAP a rating of 99. I will be adding. GLA

stockopedia ranks tcap as the 4th best uk listed company. trading update on tuesday 31 october. maybe a halloween treat? my back of *** packet valuation is about 250. gla

Just had a proper look at Card on stockopedia - a quality company. Trailing 12 month p/e of 5. A profit upgrade in November, together with FY25 forecasts could mean that this ends up on a forward p/e of 4 at this market cap. With the debt falling fast and all financial metrics topping the U.K. listed retailers, surely a p/e of at least 10. Some quality retailers are on a p/e of 20! In short, I would think we could double the share price in the next 3 or 4 months.

This must be one of the cheapest companies listed in the U.K.

Hi all,

I’m trying to figure out why this is sub 7 p-e. Is it the debt perhaps? If so, that is falling fast. Answers on a post card (no pun intended)

Webcast of this morning's presentation now uploaded - https://www.cardfactoryinvestors.com/investors/reports-and-presentations/year/2023

The dividend is nice to have but the most important thing is the rapidly falling debt and increased margins. I don't think that a 15% fall is because there is no immediate sight of a 2-4% dividend! The dividend will come soon enough. What an awful stock market we have at the moment.

Wow - down 15% to 95p - didn't see that coming. Must have been a lot of momentum traders on this. What were they expecting? Good management here. Easy peasy hold and probably a great level to top up at (given we are back at pre-raised guidance prices)

Disappointing to see cavendish have massively cut back on EPS forecast. VLG have snuck in a heavy profit warning. What was that malarkey about meeting ‘management expectations’. Naughty

No idea! Nice to see this moving up. Been frustrating to see us hit £3.50 post NEO farm-in and then a fall to £1.70. Should be back up to £3/4 soon enough. A second farm out (maybe later this year?) should be on improved terms. Better macro back drop too

Yep, strong results. Once the finance costs fall away, this is rated very very lowly. Will be interested to see if there are any more forward EPS broker upgrades. Easy hold here. GLA

I think the fatal issue is that management have destroyed the balance sheet. The debt will now be very hard to control as interests rates stay higher for longer. I think the Management have gambled on things going back to normal and are now getting a good spanking by Mr Market. Poor form and i’m sadly now a disappointed ex holder

Poor results - sold up for a 35% loss. The debt is simply unacceptable and I think puts into question the quality of management. Good luck all

I quite like Avacta. Just pointing out that he does also tip some garbage. Also, do you think he is talking about Avacta everyday for truly altruistic reasons (making you rich!)? No doubt he will be trading the sht out of this on his tweets, alongside a core long term holding.

I'm sure there are many more of his tips which have been total wipeouts ...

4D Pharma - very similar hype to AVCT - went bust