Clapham House Share Discussion Threads

[liveinhope] 06/12/2007 12:05

Some good news. Interest rates cut.

[liveinhope] 06/12/2007 12:05

Some good news. Interest rates cut.

[liveinhope] 06/12/2007 12:05

Some good news. Interest rates cut.

[liveinhope] 06/12/2007 10:07

Director share buying is welcome news in beleaguered week for CPH. At least more people have heard of them now! IMHO CPH have solid management to ride out economic downturn we are undoubtedly currently enduring. If only interest rates can be cut today.......

[jazza] 06/12/2007 08:18

cheeky sod!!!

Directors (they must be mad-as-a-hatstand) still have confidence!!!


It's not blinkered optimism here....I can see they have problems at the mo.....just looking ahead to when they have 100+ GBKs all trading strongly :-)

[silverfern] 05/12/2007 21:15

well they seem a bit like GS, not exactly pro-active, but reactive. A pro-active investor is probably in gold right now, and for the last four months. Anyway those that held their breathe over the last two days were rewarded, a bit, today. I don't subscribe to Jazza's deranged mad-as-a-hatstand he'd-follow-you-home-if-you-gave-him-a-biscuit optimism however :)

[aim_trader] 05/12/2007 14:13

Hospitality Industry - Is the perfect storm gathering pace over the pub and restaurant industry?
04-Dec-2007
Some of the bad news is already factored into many companies share price, but this week a raft of downbeat trading updates increased the pace of the share price erosion.

[jazza] 05/12/2007 08:00

Like the look of this....

"We are increasingly excited by the opportunities presented by the GBK
international business where we have already signed deals in the Middle East and Turkey. This gives us the opportunity to expand the GBK brand at no capital cost and build a steadily increasing royalty stream. We have received approaches from potential franchisees in many overseas territories and will look to accelerate our controlled franchise expansion over the next eighteen months."

[jazza] 04/12/2007 18:02

"Some question whether people in many parts of Britain will be prepared to pay £8 for a burger, but Young believes upmarket fast-food will prove as sustainable as coffee shops, which were once written off as a fad. "This is going to be a permanent shift," he said."



This is the main reason I bought into CPH....at a lot higher price than this unfortunately :-)

There's an independant (Oscar's) in York that has been doing similar(ish)
"gourmet burgers" for years....they go down an absolute storm...won't pay £8 for a burger???? maybe the chavs.....but we're generally more affluent now!

Gourmet burgers are here to stay IMHO.

[jazza] 04/12/2007 12:17

Lots of sell advice from brokers in the banking, retail and leisure sectors, particularly from Goldman Sachs (although they have been accused of going short banks before rubbishing them in ultra-bearish notes - surely they're not trying to rig the market - that's illegal! :-))

If it really is that bad (personally, I think they are overdoing it) the BoE will cut rates.....the BoE do want consumer spending/housing market to moderate/stagnate, but nobody wins if a severe reverse happens.


Interesting thing is that most of those brokers were crying "BUY" at much higher levels but are now screaming "SELL" after the horse has bolted and share prices have slumped....just goes to show it pays to DYOR.

J.

[caffe] 04/12/2007 11:12

I think you are right there! I work in the leisure industry and have noticed the downturn in footfall , also the spend per head is down.
The trouble with guaging this type of business is most investors go into the outlets at weekends when they are all very busy (this is a given in any food outlet). The true measurement is to visit them on a Monday to Wednesday.
If you then have staff twiddling their thumbs you know your going to be in trouble, added factors is the change in holiday pay legislation, the rising cost of produce, the level of competition and the disposal income shrinkage then bad time are definetly ahead.
Shame because initally I like GBK but I think they have no wow factor to retain loyalty or the food quality is good enough to out strip the competition. IMHO

[mitzis] 04/12/2007 11:01

Happens all the time Caffe...today its the turn of pubs to fall the whole leisure sector is in for a bad time in 2008.

[caffe] 04/12/2007 10:49

mitzis

That's a real sign of confidence then isn't it! Sell before crash , typical...

[mitzis] 04/12/2007 10:43

Directors sold before crash...

[jazza] 04/12/2007 08:03

Yes, CARL results do look impressive...not sure they can withstand a prolonged slowdown though.....CPH were fine 2 months ago....what will CARL be saying in February?

Not saying to avoid/get out of CARL mind you....DYOR etc.

I suppose the brand/offering is key...CARL is a strong brand, GBK too....BBC pretty good....TRG no opinion and Tootsies a bit pants unfortunately.


5 sells accounting for about 13% of CPH early yesterday....expect some announcements from one or more big boys that they've jumped ship.....slightly reassuring that the price recovered after they had cleared out.

[silverfern] 04/12/2007 07:52

Carluccio's (CARL) results profits and report today - now there's a brand.

[jazza] 04/12/2007 07:42

Cheers for that mitzis,

"Brumby said: 'Pausing for breath on the openings programme is a sensible reaction to a slowing market, and Clapham House is a class act. However, if they are feeling the heat, so will the other operators.'"

a class act eh? I feel better already :-)

[bigboyo] 03/12/2007 23:30

and hals -- looks like you are back at square one -- or is it burger one ? :-)

[mitzis] 03/12/2007 22:12

Hard times Ahead.

[badtime] 03/12/2007 18:12

Interesting comments 2day...can only add that brighton gbk is very gd as per my daughters comments and she eats out a fair bit.

Also, tht header to this thread is going to b proved one way or the othr this coming year

imho

[tiredoldbroker] 03/12/2007 17:21

jazza, you ask how long the remaining Tootsies will last, and the answer is that CPH have been refurbishing the Tootsies and Dexters outlets, spending money on sprucing them up with a view to keeping the chain going. They've got 24 of them but they seem very dependent on special promotions - 2 mains for £12, happy hours with half price drinks etc, all of it potentially squeezing margins.

[silverfern] 03/12/2007 16:37

No investor is cowardly at present - daft maybe, but not cowardly. I have taken a punt at DOM today, at 158p. The key question is not whether there is to be an econimic slowdown - the PM told us this when he tried to force an early election. It is what will be impacted and by how much. DYOR, cross your fingers and good luck.

[jazza] 03/12/2007 16:31

sf,

Very true...am getting some funds ready....waiting for results on weds b4 jumping (sensible or cowardly?).