The Fulham Shore Share Discussion Threads

[dgwinterbottom] 20/7/2023 18:56

No, not in the Peoples Democratic Republic of Yorkshire :-). North of Manchester in the red rose county!

[alan@bj] 20/7/2023 09:20

DGW - you don't live in Scarborough by any chance do you?

[dgwinterbottom] 19/7/2023 18:44

alan@bj - many thanks I will take a look!

[alan@bj] 19/7/2023 12:51

The proceeds are in my HL account today.

[dgwinterbottom] 18/7/2023 21:31

Many thanks for that

[alan@bj] 18/7/2023 16:20

The 11th July RNS stated “by 25th July”.

[dgwinterbottom] 18/7/2023 15:41

Does anyone have any idea when we get the payout?

[bridggar] 12/4/2023 08:45

Does anyone think there is any further upside here?

[dozey3] 07/4/2023 20:28

hpcg - for sure anyone can make a bid at any valuation, but acceptance is another matter. I was under the impression that Directors owed a duty to all shareholders to act in their interests. Too often it seems to me from the outside that they look after themselves first and foremost. I’m with Barclays Stockbrokers and it is a waste of time and money to vote.

[hpcg] 07/4/2023 18:39

Dozey - it is the inadequacy of the London market as a whole. It has been trading at 10.5 with a big spread because there aren't enough investors looking to the long term and to growth. Other parties don't owe shareholders anything and there is nothing immoral and certainly not illegal about making a bid at any valuation. I'll be voting against and that is all we can do.

[chinahere] 06/4/2023 00:30

Yes. We took the risk expecting to reap rewards if successful but the rug has been pulled. I guess David wants to retire with his chunk of it? A warning for us to look out for managers who may want out.

[mr_spock] 05/4/2023 15:55

Very disappointing if the sale is made at this price.

[raleigh43] 05/4/2023 14:45

Cheap deal brought in under the radar.

[bridggar] 05/4/2023 08:58

Also, interesting timing just before tax year end. I could understand why some might sell before tomorrow

[bridggar] 05/4/2023 08:09

More bidders to enter the ring I wonder? Does seem cheap.

[che7win] 05/4/2023 07:46

Was on my watchlist, pity to see it going.

[raleigh43] 18/2/2023 14:59

I will move back into FUL as a longerm multi bagger once they continue a more agressive openings schedule. Solid well run co and will report bigger sales. No brainer imo

[bridggar] 07/2/2023 12:27

Lots of buys over the last few sessions - I guess there must be quite a stock overhang given the static price.

[raleigh43] 03/1/2023 16:30

Franchise in Spain interesting. More countries soon? That would be a game changer.

[bridggar] 03/1/2023 12:23

I think that's what they are best at. Real Greek in Windsor was rammed over xmas - had to book to get into broadgate circle Franco Manca just before. Long and staying that way until 20p.

[raleigh43] 02/1/2023 09:10

How do you think the next few months will go for FUL.
Can they thrive in the doom and gloom?

[redwing1] 19/12/2022 16:51

Not for me. How did they get away with such a hefty profit warning without any such language in the half year report?

[raleigh43] 17/12/2022 07:02

Yeah that is right. I am a buyer now though. The survivors will flourish and you need to buy them at the moment of peak pessimism. That is now and over the next 4 - 6 months. I am building for what i see as an easy 300% gain in 18 months time. Yes it ties up capital, but I am happy to do that. Very little risk of going bust and it generates a lot of cash as a growing group of restaurants.

[hpcg] 16/12/2022 16:18

katal1 - I'd agree with that. Declining rents is a good thing over the long term and bad economic times have conventionally been good for survivors out the other side. No point over paying for shares or tying up capital.