Young & Co's Brewery Share Discussion Threads

[lundhousegreen] 07/10/2006 08:17

I also hold Brakspear, up nicely again on Friday.
In the Telegraph market report....
Greene King, up 23 to a fresh high of 943½p, benefited from its third bullish broker note in as many days.

Yesterday Merrill Lynch repeated its buy rating on the pubs group and lifted its earnings per share estimates for 2008 by 7pc and for 2009 by 5pc.

Following its £271m acquisition of regional brewer Hardys & Hanson, the bank said Greene King "is in prime position to pick up more smaller regional brewers in the UK" while there is still "plenty of leg room for further balance sheet restructuring".

[elmfield] 05/10/2006 22:37

Evening, yes we have retraced a little but this must be a great AIM stock to be in, if AIM is what you want, Down a bit more and top up time.
Off topic, see BRA is at last catching up, lags a bit in the chart behind YNGA and SNA. I hold both BRA and SNA but have been adding BRA of late.

[lundhousegreen] 05/10/2006 16:23

The Express today mentions that the new chairman is Chris Sandland, making the point that this is the first chairman in 175 years to come from outside the family. It further goes on to say that...
"He takes over at a crucial time for the brewer amid speculation Young's could become a bid target if the clan decides to sell its 50% stake."

[lundhousegreen] 19/9/2006 08:43

Well put, emfield. Agree with you 100%.

[elmfield] 19/9/2006 08:13

Very sad to hear about the death of Mr Young, he will be missed in a world which, in certain areas, changes for the worse when the views of the older generation should be heeded more; he voiced the views of many.

[torabora] 18/9/2006 15:47

Thanks, looks like you and me will do ok, now look at NTA on a pe of 3 yes 3.

[lundhousegreen] 18/9/2006 15:44

Young's are very shrewd in what they buy. Good luck to you with the COM takeover.

[torabora] 18/9/2006 15:39

YEP, but you paid 50% more than us 2 and a bit years ago.!!!

[lundhousegreen] 18/9/2006 15:34

No probs. Young's will turn it around and make it profitable! (for us!)

[torabora] 18/9/2006 15:13

Big thankyou, for buying a pub from Comland last week, see COM.[epic]

[lundhousegreen] 18/9/2006 15:08

Sorry to hear John Young has died, I liked his no-nonsense comments about govt. interference in the annual reports. The markets IMO appear to be taking it that there is now a higher probability of a takeover now?
YNGA hitting 3125p on the offer/ask this afternoon.

[lundhousegreen] 08/9/2006 21:33

Noted that the YNGA intra-day offer/ask hit 2900p today. :-))

[elmfield] 05/9/2006 23:22

handycam, care to expand? Something wrong with the new owners to be?

[handycam] 04/9/2006 21:16

I don't think much of the new landlord at Wandsworth brewery ( as in freeholder).

[elmfield] 01/9/2006 11:25

Non voting on the move.

[elmfield] 08/8/2006 08:48

The mmstried to keep price down this morning first thing but it seems we have buyers in force at 27, see what the week brings but 30 insight?

[lundhousegreen] 03/8/2006 19:10

Might push up the share price soon, possibility of shareholder cash-back after re-investment in new properties and partnership. A good, sound , overall move IMO.

[elmfield] 03/8/2006 16:51

About 11m shares in issue including 7m voting and about 4m non voting = cash per share increase of £6 plus a share,
For an AIM stock = Cheap,imv, any comments?

[elmfield] 03/8/2006 16:34

So where does this leave us. LotS of cash!!!

[lundhousegreen] 07/7/2006 19:11

I notice that someone bought 250 "A" shares (notified after the bell) at £29, that's 75p above the offer/ask price!
Nice pick-up today Elmfield. It certainly looks to be an interesting week next week.
LHG

[elmfield] 07/7/2006 18:01

It would seem next week could be good for shareholders, added some non voting today, A shares were strong today.

[lundhousegreen] 03/7/2006 19:12

Maybe there will be news of the land sale at the AGM next week? (Tues. 11th July).
That would help the push upwards towards 3000p.

[elmfield] 03/7/2006 12:17

£30
how long?

[lundhousegreen] 23/6/2006 13:17

Maybe, hope so. 2613p & 2162.5p respectively.