Whitbread Share Discussion Threads

[maurillac] 25/4/2017 08:18

I thought the results looked just fine, can,t understand the mark down really, unless the market had higher expectations ?
Don't hold these but follow a bit
M

[mr angry] 25/4/2017 08:12

must make mental to sell these BEFORE the results in future, as whatever the results are, it plummets.

[bountyhunter] 19/4/2017 09:34

sold a few this morning to speculate on EMH but continue to hold with the majority of my investment here

[spacecake] 29/3/2017 17:03

Premier Inn is the world’s “strongest” hotel brand, according to valuation and strategy consultancy Brand Finance.

[spacecake] 14/3/2017 09:51

It's almost a year since the takeover/ break up rumour, since then share price has plummeted along with the sterling exchange rate since the Brexit referendum vote.

[spoole5] 05/3/2017 11:28

Great value here now, with fantastic brands and expansion opportunities in the UK and overseas.

[spacecake] 21/2/2017 17:28

I've been around a few costa coffee cafes over the last few years and what seems surprising is the difference in trading activity, some with queues out the door, staff doing a fantastic job compared with others sometimes larger, grubby looking, under staffed and devoid of customers. I walked out of a one last week without ordering.

[bountyhunter] 21/2/2017 16:25

Don't give them that much credit I always thought those so called analytical 'experts' just plucked a figure out of a hat (just which hat depends on their investment status) ;-)

[spacecake] 21/2/2017 16:16

Makes you wonder how 4500p was dreamt up, sell off the restaurants and some M&A ?

[bountyhunter] 20/2/2017 15:26

not sure about that, I can see a golden cross forming from a double bottom on the long term chart...

[zedder] 20/2/2017 15:01

Serious downtrend on the go at the moment.

[philo124] 27/1/2017 18:57

Canaccord 4500p target, reiteration.

[philo124] 27/1/2017 18:33

I think the fall in LFL room rates will rise Easter/through this summer due to a high influx of foreign tourists.

[wipo1] 26/1/2017 12:01

Well consumers are feeling the pinch with essential bills like utilities and petrol going up, there will be less spare money to spend in pubs, restaurants and coffee shops. That along with business rates and minimum wage increase, on the plus side the weak pound will help tourism and folk here having their holiday in the UK.

[essentialinvestor] 26/1/2017 09:49

RTN gave an early warning here.

[jeffian] 26/1/2017 09:35

I suspect what has spooked the market is that if you look at the difference between the 39-week figures and the last 13 weeks, growth has tailed off, markedly so in Restaurants.

[bountyhunter] 26/1/2017 09:18

maybe, doesn't take too much to rock the boat with this market!
my perception is that the market may have been expecting something more than on track to meet expectations but in my view it's a positive trading statement and the share price should bounce back pretty quickly barring any nasty political economic shocks

[mr angry] 26/1/2017 08:57

Seems it was this bit they didn't like
"Restaurants delivered total sales growth for the 39 weeks of 0.5% with like for like sales down 0.2%, slightly ahead of a soft pub restaurant market outside the M25."
and analysts expected better overall growth apparently.
Looked OK to me - I topped up

[mercury123] 26/1/2017 08:56

Why the plunge - mystified

[msalahi] 26/1/2017 08:29

Very strange..

[mr angry] 26/1/2017 08:16

Is there something I've missed in that trading statement? :-~

[togglebrush] 26/1/2017 07:06

RNS extract
'
Good total sales growth of 8.6% for the third quarter
On track to deliver full year results in line with expectations

[bountyhunter] 24/1/2017 11:18

...back in here ahead of Thursday as I'm expecting a positive trading update. I'd still like to know if Alison Brittain ever bought the shares as promised when she took over - see header! Not seen any RNS's indicating that she did.

[togglebrush] 23/1/2017 18:51

Press Date: 3:08 pm, 22 Jan 2017 / Digital Look

LONDON (Sharecast) - (ShareCast News) - Buy shares in Whitbread, suggests the Sunday Times' Inside the City column on the back of the potential tourism boost from the weak pound and a cost cutting drive. Data in recent months has confirmed that hotels in London, where the FTSE 100 group has dozens of its Premier Inns, have done particularly well post the Brexit vote.

Meanwhile chief executive Alison Brittain, who joined at the end of 2015 with a reputation for good cost cutting from her days as boss of Lloyds retail arm, announced her plan to slash £150m of costs through its supply chain, labour management and procurement divisions. Ahead of its quarterly trading update on Thursday, the shares "look cheap".