Updates

Moonpig

August 2022

Investing in shares may lose you all or some of your money. Past performance is no indication of future performance. Some of the shares recommended here may be small company shares, which can be relatively illiquid and hard to trade and this makes such shares more risky than other investments.

Results for the year ended April 2022 were marginally ahead of forecast. Sales fell 17% year-on-year (but up 76% on FY’20) while gross margin declined 1.2% driven by a higher share of gifting revenue (+1.6% to 48% group revenues) while there was no material impact from cost inflation. Full year EBITDA was £75m, representing a 24.6% margin, down 0.4% due to investments and operational de-leverage. The group sent out over 70 million reminders (April ’21: 50m) while average order value rose 6% driven by higher gifting share. Gifting now represents 48% sales, with gifting revenue having more than doubled in the last two years. This month’s proposed acquisition of Buyagift, the UK's leading gift experiences platform, for cash of £ ...

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With small companies there is an above average degree of risk compared to buying blue chips. Please be aware that we have not assessed the suitability of any of these investments for you. The newsletter simply states a personal view and diarises the editor’s investment decisions. Please speak to your stockbroker or other qualified individual to ascertain whether any of these companies mentioned would form useful additions to your own portfolios. Past performance is no indication of future success.

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