valeite
07 Mar 2018
CARD upgraded to buy Liberum have upgraded CARD from hold to buy with a price target £2.4 blogger 10MINVESTCOM has put the Liberum report on the Superdry discussion board .some good info on the retail sector
Bribon
01 Mar 2018
Re: Retail I am sorry to say “the market” lumps all retailing into one bundle and punishes the lot for the failings of a couple of retailers.It is as though nobody will buy another greetings card ever again because a toy or electronics company has failed. Bonkers as ever!
Gooffy
28 Feb 2018
Had a good reply While we are not permitted on an individual basis to disclose such information about forward contracts, please rest assured that mitigating the impacts of currency fluctuations continues to be a key priority for the Board. We’re pleased to hear that your local store was suitably busy when you visited and that you were impressed with the price points of some of our card ranges. We are committed to providing value to our customers, and are able to have such low price points due to our vertically integrated business model; we design, print, distribute and retail the cards in-house, so are able to keep costs low and provide unbeatable value to customers. Our multi-buy offers are carefully managed in line with customer insights and demand, at an acceptable margin. We also find that many customers who visit our stores in search of cards, are often attracted by the other products on offer such as dressings, balloons and gifts, which generally increases the average basket size of most customers. We always consider new routes to market, but have nothing to announce in relation to the Supermarkets, or other channels, at this stage. Regarding recent share price movements, we note that there have been a number of seemingly severe reactions from the market to new guidance from various companies, particularly across the retail sector. However, Card Factory remains highly cash generative and the Board continues to believe that its market leading proposition and unique vertically integrated model provides the Group with a significant competitive advantage. This view is reflected in certain independent research coverage issued on the Company. Investec’s latest note, for example, states that the valuation “in our view does not reflect Card Factory’s robust and highly cash generative, vertically integrated business model with advantageous lease structure and low capex requirements.” As previously stated, Card Factory principally operates through its nationwide chain of over 900 Card Factory stores as well as its online sales channels, rather than through supply arrangements with other retailers. In the UK and the Republic of Ireland, we continue to target a cost-effective estate of 1,200 Card Factory stores, across high streets, shopping centres and retail parks, capable of driving strong returns whilst maintaining the quality inherent in the Card Factory brand. We will of course take your feedback on board and Card Factory will update the market in line with its regulatory obligations, when the Group’s full year results are issued on Tuesday 10 April 2018.
Gooffy
28 Feb 2018
Large fall low volume Odd is something happening here?
Gooffy
28 Feb 2018
Retail Needs some good news consistant bad news , Maplins this morning which is why card is down.Government hiking business rates and minumum wage didn't help, I am glad the Greggs man is on boardPerhaps need an on line tax like singapore to even things up a bit.Karen didn't respond to my query will find out soon enough update is soon
sound money
27 Feb 2018
This from Greggs........ ............ but it could be word for word applied to Card:"Mr Whiteside said: "In 2017 we delivered another strong performance in challenging economic circumstances as rising inflation impacted both our own costs and customers' disposable income.”Greggs had been hit by a spike in ingredient prices, the higher living wage and the Apprenticeship Levy, Mr Whiteside added.He said: “This year we’ve still got wage inflation but we don’t have the same level of ingredient inflation. It’s still a year of significant cost headwinds, but not quite as high as last year.”Like Card it's profits dipped. Like Card it's opening more cash generative shops.Unlike Card it's share price wasn't hammered.Let's play spot the bargain .M
marktime1231
22 Feb 2018
Direct competition Minding my own business in Redhill I did a double take seeing a shop called Cardsdirect, a purple-and-gold replica of the Card Factory outlet imagery, pile-em-high model but maybe even cheaper the biggest sign said something for 18p whereas CF has one saying 29p.The direct means er ... well it is not mail order is it, so maybe it is a recasting of CF's direct supply chain model? How rude, a bit like someone opening a 99p store next to Poundland.Finding it very hard to discover who this is officially ... I think a 2012 start up from Barnet now 20 odd stores across the South East, but very confused branding between Cards Direct UK, Cards Direct Retail, Cards Direct Ltd which went bust in 2015, a facebook presence intercepting cardsdirect.co.uk and using @cardsdirectuk on twitter but a different business to cardsdirectuk.co.uk and cardsdirect.com. Not obviously profitable, net assets less than £1M mostly in 'fixtures and fittings', but enough progress in 5 years we should take notice, still claiming small company reporting exemption but not for much longer on employees at least.Assuming it to be the one registered at New Derwent House eg with the accountants Haines Watts eg CARDS DIRECT RETAIL LIMITED Company number 08113467. A 78-year old sole director called Vachhani from Hendon, wholly owned by Pioneer First Holdings Ltd, loaned £225K by HSBC, in the operational control of Kushal Kaneria of the Picadilly Greetings Group Ltd.Pioneer First Holdings is registered in the BVI. Picadilly Greetings Group Ltd is a designer, manufacturer and wholesaler on the cusp of exceeding small company turnover reporting threshold, funded by a £330K mortgage from AIB over its warehouse in Hemel Hempstead.Wholly owned by Floret Holdings Ltd registered in the BVI.
Gooffy
22 Feb 2018
Uphill Still in an uptrend from the lows Was 350 tipped for 400 was the update really that bad for a 40% fall
Gooffy
22 Feb 2018
Update in March I have written to Karen Hubbard there is an update in March , I asked if they did forward contracts when the pound spiked to 1.43.I also asked the rational of 8 cards for a pound is it a loss lead as 12p a card seems too cheap to me.If you have questions here is her email addresy [email protected] have asked for a more positive update on sterling management and costs.The shops are busy so no worries there and expanding hopefully the new director is taking control of matters and hedged the pound risk.
ballymena bill
22 Feb 2018
Re: Downhill You're NOT getting any of mine, even at (where did you get that price) price. But loved the joke anyhow thanks
marktime1231
21 Feb 2018
Downhill pretty steep since yesterday even for Franz Klammer205p to 193p in 24 hourswonder why
sound money
16 Feb 2018
Re: Taking off Well take a look at UK facing stocks like this one. They are outperforming as I mentioned last Saturday.M
hopefull2
16 Feb 2018
Re: Taking off Yes but only like most other shares today, so I’m not getting to excited.
the-mong
16 Feb 2018
Taking off Good rise today. on no news?
Gooffy
16 Feb 2018
Re: A view and a little T/A ( Technical ... So can you give resistant points please.Over 200 now.
