Updates & Ideas

Moonpig - Director buying highlights deep value

February 2023

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.

For two and a half decades online retail ventures have generally commanded significant premiums to their bricks-and-mortar cousins, with the former not burdened by property leases or fit outs and benefiting from fewer staff. But as stores have enjoyed uninterrupted training post lockdown, digital has lost some of its shine and Moonpig’s shares fell from a high of 488p in June 2021 to just 122.5p now, leaving the prospective PE at 9.6, falling to 7.8 in the year starting 1 May. The group sells personalized greetings cards through its website moonpig.com and via its smartphone apps and has hoovered up a 70% UK market share and 65%, via the acquisition of Greetz, in the Netherlands. Its cards are bought mainly for big events such as ...

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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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