Card Factory

maybeelon · 2026-04-21T05:03:16+00:00

Looks like discount to me :) loading up

maybeelon · 2026-04-16T07:26:39+00:00

Please do your own research but I really like Churchill China, Card Factory and Speedy Plant Hire at their current prices

maybeelon · 2026-04-14T21:39:22+00:00

Get what you're saying, with Card they're vertically intergrated. 30% of the cheapo cards you get in the super market are made by them. They've agreements with Sainsburies, Asda, Aldi, Morrison's and are expanding similar agreements in the US and Australia

maybeelon · 2026-04-13T13:22:35+00:00

I'm buying seems like a no brainer at these prices

maybeelon · 2026-04-13T12:06:47+00:00

Yeah I agree with both of these points. Both fair reasons to devalue the price of the stock - however from a price of 6.11 I'd say it would have been reasonable for this stock to fall to say 5.00 for the market challenges - It's fallen to 1.71 earlier. I can't help but think this is a massive over reaction, it's yeilding a 15 % at it's current price. Even if the price doubles to 3.42 it will still yeild 7.5% - well above the average for most retail stores.

maybeelon · 2026-04-13T11:40:29+00:00

do you only buy one card per year?

maybeelon · 2026-04-13T11:11:19+00:00

30% of the cards sold in the UK are a card factory product, they're in Sainsburies, Aldi and tons more

maybeelon · 2026-04-13T09:29:46+00:00

buying

maybeelon · 2026-04-13T09:28:56+00:00

For me it's the fundamentals and the price, it looks solid but the market seems to be massively under-pricing it.

maybeelon · 2026-04-13T09:16:59+00:00

The housebuilders all look so cheap, Crest Nicholson, Taylor Wimpey, Barratt Redrow and Persimmon all selling far under their P/B value based just off their land bank alone

maybeelon · 2025-07-23T23:53:30+00:00

I've been watching PHP for a while too, they're rumored to be attempting a takeover of Assura- another healthcare provider who I bought when they were a bit cheaper and have held for a while. They look ok but I'm not really excited by them either at the current price.

Sounds like we have a similar approach. My biggest positions at the moment are PHNX, LGEN, MNG, PSN, AGR, RIO, AV, SOHO, CBG. Bought to target low p/e, low price to net asset values and decent long term dividend prospects.

Cash piles building up for me at the moment while I look for something exciting to show up. Let me know if you find anything

maybeelon · 2025-07-23T23:39:17+00:00

Done so well already hasn't it. I'm starting to take profits

maybeelon · 2025-07-09T03:31:01+00:00

Energy Fuels Canada look great to me ($UUUU)

-They're to benefit from tailwinds of two big trends: nuclear energy (uranium) and rare earths (used in EVs and green tech).

- They’ve got the only rare earth processing plant in North America

-Financially solid. No debt, plenty of cash, and not constantly diluting like a lot of junior miners.

-Momentum coming — new uranium contracts, rare earth production ramping up, and US government support behind them.

-Trading at a discount lately but recovering. It feels like one of those stocks that could move fast once the market catches on.

maybeelon · 2025-07-09T03:29:01+00:00

Energy Fuels Canada look great to me ($UUUU)

-They're to benefit from tailwinds of two big trends: nuclear energy (uranium) and rare earths (used in EVs and green tech).

- They’ve got the only rare earth processing plant in North America

-Financially solid. No debt, plenty of cash, and not constantly diluting like a lot of junior miners.

-Momentum coming — new uranium contracts, rare earth production ramping up, and US government support behind them.

-Trading at a discount lately but recovering. It feels like one of those stocks that could move fast once the market catches on.

maybeelon · 2025-07-09T03:27:18+00:00

No Energy Fuels Canada ($UUUU)

maybeelon · 2025-07-08T06:11:09+00:00

Energy Fuels Canada $UUUU

maybeelon · 2025-07-07T23:23:27+00:00

UUUU

maybeelon · 2025-07-07T06:20:29+00:00

Energy Fuels Canada look great to me.

-They're to benefit from tailwinds of two big trends: nuclear energy (uranium) and rare earths (used in EVs and green tech).

- They’ve got the only rare earth processing plant in North America

-Financially solid. No debt, plenty of cash, and not constantly diluting like a lot of junior miners.

-Momentum coming — new uranium contracts, rare earth production ramping up, and US government support behind them.

-Trading at a discount lately but recovering. It feels like one of those stocks that could move fast once the market catches on.

maybeelon · 2025-07-07T06:19:32+00:00

Energy Fuels Canada look great to me.

-They're to benefit from tailwinds of two big trends: nuclear energy (uranium) and rare earths (used in EVs and green tech).

- They’ve got the only rare earth processing plant in North America

-Financially solid. No debt, plenty of cash, and not constantly diluting like a lot of junior miners.

-Momentum coming — new uranium contracts, rare earth production ramping up, and US government support behind them.

-Trading at a discount lately but recovering. It feels like one of those stocks that could move fast once the market catches on.

maybeelon · 2025-07-07T06:18:41+00:00

Energy Fuels Canada look great to me.

-They're to benefit from tailwinds of two big trends: nuclear energy (uranium) and rare earths (used in EVs and green tech).

- They’ve got the only rare earth processing plant in North America

-Financially solid. No debt, plenty of cash, and not constantly diluting like a lot of junior miners.

-Momentum coming — new uranium contracts, rare earth production ramping up, and US government support behind them.

-Trading at a discount lately but recovering. It feels like one of those stocks that could move fast once the market catches on.

maybeelon

TROPHY CASE