Clapham House Share Discussion Threads

[mitzis] 17/10/2007 13:34

intra day reversal

[ronmikeh] 17/10/2007 08:38

Market makers moving price to generate trades. It will be back to 340p within 2 weeks, as nothing has happened, IMHO

[mitzis] 17/10/2007 08:29

Phew back to normal what a wierd movement.

[mitzis] 17/10/2007 08:16

Ron in the top fallers setcion again .

[ronmikeh] 17/10/2007 08:10

CARL more stable than this one.

[mitzis] 17/10/2007 08:00

Sell @303p first thing.

[lysandrospanayi] 16/10/2007 12:07

what is happening? people has mood of selling?

[mitzis] 15/10/2007 13:27

Yes thanks for the report michael its always greatto have first hand info..

[johnrxx99] 15/10/2007 13:23

Excellent reort, thanks.

[100michael] 15/10/2007 10:09

Ron, Mitzis

Popped into the York restaurant yesterday with my sons at 2.30pm
Was very impressed. Slick modern design, oak floors and tables, wooden french doors onto the pavement, steel counter, steel/wood staircase to first floor with glass sides etc and those retro vw prints on the walls etc Very welcoming staff ( english by the way ) all wearing the black GBK t-shirts etc. The waitress seated us and took our drinks order ( doh! I forgot to order a lime milkshake! ) then we perused the menus before ordering at the counter - I think this innovative idea works very well, as it cuts out any waiting for the waitress, either to take your food order or to bring the bill at the end. I had the Avocado and Bacon and was presented with a 6" tall burger shortly afterwards(!) whilst the boys had the Junior beef burger with cheese and tomato with a portion of chips on the side. 'Best burgers we had ever had' and I almost managed to finish mine!The layout was 12 tables ( of 4 and 2 ) in front, bar/kitchen in centre, more tables at the back, all well lit by large windows, counter bar and stools down the side, about 15 tables upstairs. All very Pizza Express and as I said very impressive, oh and by the way it was nearly full. Will be checking out the Leeds restaurant when it opens shortly. Anyway I just added 5,000 and 2,500 shares this morning!

[mitzis] 13/10/2007 09:15

Let us know how they are doing this weekend Jaz.

[cambium] 12/10/2007 15:18

6% ...........sneeze

[largeronald] 12/10/2007 15:15

Looks like Deutsche Bank filling their boots like the clappers :o)

[mitzis] 12/10/2007 15:09

Have you seen the rns jazza.

[jazza] 12/10/2007 13:23

York outlet opened at noon today...walked past and every table was taken.

Will probs eat there next week....location is very good in that throughout the day there will always be a mixture of tourists, office workers and revellers wandering past......so I don't see it being busy only at night or on weekends.

[mitzis] 12/10/2007 09:12

Taking a breather now I guess but normal service will be resumed as sooon as possible.

[lysandrospanayi] 11/10/2007 12:05

holding up well after all that selling!

[johnrxx99] 11/10/2007 04:22

345p the next hurdle.

[mitzis] 10/10/2007 17:39

Another good day for CPH.

[mitzis] 08/10/2007 18:06

I dont think you will lose money if you bought at 295p Ron I believe theres more growth to come over the next 5 years when they will be trading at 500p plus.

[ronmikeh] 08/10/2007 12:35

I would agree that CPH is on a growth pattern and I hold 2000 at 295p where in CARL I hold 1700 at 184p, so I have invested twice as much in CPH. The business of CARL is slower growth but maybe long term. It will probaby get taken over in the future so as to roll out much quicker than the current management is doing. No stock is a no brainer. IMHO.

[100michael] 08/10/2007 12:13

Carluccios could not open at the pace of CPH without debt, cosequently if you are looking for growth you can't beat CPH at the moment rolling out > 20 units pa. Plus David Page has done it before. CPH is an absolute no brainer IMHO

[ronmikeh] 08/10/2007 11:35

Carluccios has no debt and funding a min of 5 openings a year from cash flow. Directors hold 16.8% so are committed. CPH has net gearing of 19.3% and directors 4% which is mainly David Page s holding. I hold both shares and believe CPH has momentum on its side but feel that Carl is a better long term business.

[iandippie] 08/10/2007 11:20

Numis 465 target seems reasonable, given that Dominoes and Carluccios are on forward pe's of over 25. I'm in.