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THW Daniel Thwaites PLC

79.75
2.75 (3.57%)
10:19:38 - Realtime Data
Share Name Share Symbol Market Type Share ISIN Share Description
Daniel Thwaites PLC AQSE:THW Aquis Stock Exchange Ordinary Share GB0008910779
  Price Change % Change Share Price Shares Traded Last Trade
  2.75 3.57% 79.75 13,316 10:19:38
Bid Price Offer Price High Price Low Price Open Price
75.00 80.00 79.75 74.25 77.00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
  -
Last Trade Time Trade Type Trade Size Trade Price Currency
10:19:38 10,000 79.75 GBX
Daniel Thwaites PLC has, since 1807, been based at the Star Brewery in Blackburn, Lancashire and is one of the UK's longest established family brewers.

The Company has an estate of approximately 300 pubs, a small but growing group of coaching inns, six four star regional hotels and spas and a craft brewery.

Thwaites strong family connections shape the way it does business in each of its trading divisions and whilst each has its own services and products to offer, they are united in a common desire to be known for quality, integrity and care.

The Company's ambitions are shaped by its desire to be the best in whatever it does and to drive value for its shareholders and customers who put their trust in the Company to deliver superb hospitality in outstanding properties in great locations and brew some fabulous beers along the way too.

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Date Time Title Posts
18/6/202507:22Thwaites129

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Daniel Thwaites (THW) Most Recent Trades

Trade Time Trade Price Trade Size Trade Value Trade Type
09:19:3879.7510,0007,975.00O
08:09:3774.253,3162,462.13O
2025-06-18 14:11:1374.272,4481,818.01O

Daniel Thwaites (THW) Top Chat Posts

Top Posts
Posted at 17/6/2025 20:15 by c3479z1
NAV almost 6x the share price, 451 to 75p
seems capable almost of keeping pace with inflation in regard to turnover and profit.
Posted at 08/5/2025 08:46 by pdosullivan
The circumstantial evidence, specifically the lack of any news flow on acquisitions since Langdale Chase completed, points to Thwaites being in deleveraging mode. Coincidentally, this December sees the first of 10 annual repayments of the Group's costly debentures which carry a 7.02pc interest rate. The December paydown and underlying cash generation will likely lift headroom to covenants to somewhere approaching GBP20m, opening the door to acquisitions and or share buybacks in 2026.
Posted at 07/5/2025 10:35 by gfrae
Do not understand how this company can trade at such an enormous discount to NAV, and there appears to be a never ending supply of shares even at this discounted price !
Isn't the share price becoming a bit of an embarrassment for the board ?
Posted at 06/5/2025 22:05 by c3479z1
persistent small buying of SHEP today on Aquis and a slight rise,
Thw is at an even larger discount to NAV - its share price is unmoved.
Shep and Ynga have exposure to London, minor in the case of Shep, which seems to be holding up better than the provinces and Thw is mainly northern, could be the difference?
Posted at 31/12/2024 15:49 by c3479z1
assets include a pension fund surplus, inherently volatile,
problem with Thw and other pub cos is the budget introduction of NI for part-time staff, half of THW's employees are part-time as well as the rise in the NLW for younger age gps in particular and loss of relief on business rates, altogether a lot to contend with and Labour could hardly have done more to wreck the business model. Do acknowledge the asset backing though of about 210m excluding the pension surplus.
Posted at 15/11/2024 15:17 by gfrae
How much lower do you think they could Go ?
The shares are currently trading at approx. 20% of NAV.
They are by far the cheapest share relative to their cohort.
There does appear to be a consistent seller though.
Posted at 22/6/2023 21:37 by pugugly
Link to the new ASQE Advfn link thanks to ruslan1.



Quote 80/100 - Spread impossible

26th June more like 95/97 but if largish holder looks as though need to take a hair cut. NAV and yield look interesting but with increase in mortgage rated and infltion suspect only for very long term holders - not a dealing stock.
Posted at 15/11/2019 21:11 by jbfnfn
The interim results failed to move the share price. I guess that means results are not too bad, steady as she goes.

They only mention one like for like figure in the results 2% turnover increase in Pubs and Inns. I am not sure how much of the rest of the revenue growth is the result of recent investments and refurbishments coming onstream.

For a company with a substantial hotel business they don't mention Revpar (accommodation revenue per available room), occupancy rate or average room rate. Hopefully they have these numbers to hand internally.

A couple of plus points for me they sold the Funny Girls vennue but kept the two pubs associated with the transaction. This means they are no longer managing a theatrical venue. Optimistic that they can make money from the pubs. Also they sold three pubs and a parcel of land for a profit. This helps to have some faith in the valuation of the properties in the balance sheet. The only caveat here is we don't know the profit on the value of the parcel of land sold.

Another plus point the debt came down.

I'm holding on to my small stake here. I'm just a penny punter.
Posted at 03/6/2019 19:23 by jbfnfn
gfrae

Thanks for that. I've never looked at the bid offer prices on advfn before. I buy these through Barclays Smart Investor (I don't recommend them) on there the bid today is 112 the offer 120. The spread is horrible. I guess it's different market maker quotes.

I was only joking about the horses. I have no knowledge of their condition. I'm stuck south of watford gap for work and very rarely get back north. I guess 200 years ago the horses owned by the business would have been crucial, today we can safely rule out any effect on the share price due to horses.

I'm only posting on here to try and prompt someone more knowledgeable to explain the share price fall. I have no idea.

I'm only a penny punter. If the share price goes much lower I will have to start looking down the back of the sofa for a few quid to top up my small holding.
Posted at 01/5/2019 14:30 by jbfnfn
timnet: The obvious answer to that is someone is selling.

Having said that none of the three pub companies/ brewers quoted on the Nex exchange only are doing well share price wise.

nex:thw Thwaites
nex:adb Adnams
nex:shep Shepherd Neame

They all seem to be sliding down together. I see the pub business as quite resilient. Thwaites now just has a micro brewery but the other two still brew beer commercially. I wonder if the market thinks they are just too small scale. Too big for the tax breaks of a micro brewer too small to compete with the global brewers. Fullers (FSTA) recently sold the Grffin brewery to the Japanese.

Could also be a liquidity issue. These are unquoted businesses you can only buy and sell on the Nex exchange. All three are family controlled so no chance of a takeover.

I hold a few of each of these based on asset value, but it's been a poor strategy over the last few years. I'm just a penny punter.
Daniel Thwaites share price data is direct from the London Stock Exchange

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