Share Name Share Symbol Market Type Share ISIN Share Description
Comptoir Grp LSE:COM London Ordinary Share GB00BYT1L205 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 26.00p 25.00p 27.00p 26.00p 26.00p 26.00p 9,000 08:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Travel & Leisure 21.5 -1.0 -1.7 - 24.96

Comptoir Grp Share Discussion Threads

Showing 101 to 119 of 125 messages
Chat Pages: 5  4  3  2  1
DateSubjectAuthorDiscuss
08/6/2017
09:24
I've let my grasp of technicalities like Rule 26 info slide rather! I don't think Comptoir expect to be the "regular" in the way that a neighbourhood curry house might be, but equally, for most of the UK, there's less competition in their particular niche. My bit of south London probably now has as many Lebanese(ish) restaurants as it can support, but then it's over-supplied with Indian, Italian, burger, chicken places. Things like Vietnamese seem to do ok, which I'd see as another niche; and for many of COM's locations, there will also be a Mideast population or passing trade. On the one hand, they're not trying to find a place in the intensely competitive Edgware Road dining market, on the other, there are enough people familiar with the cuisine in say South Kensington for them to have a "cushion". I think the key thing will be managing the cashflow, and slowing down the rate of new openings while last year's sites move into profitability will probably do it for them.
tiredoldbroker
07/6/2017
13:51
You have put your finger on one of the key points (imo) "(let's be quite blunt) possibly an unspoken effect from them serving modern mid-East style food in a time of mid-east inspired violence." The point you have missed (imo) is that middle east food (unless you are of the races) is an occasional change and not for the usual night out - Though I stand to be corrected on this point. Experiential eating which means continuously sampling new offers is all about change rather than multiple repeat purchases or family nights out - where Italian - Indian etc seem to have the regular customer base - and (imo) experiential dining will not be sufficient to give enough bums on seats to generate a profit. PS On a technical point are they in beach of codes by hiding their Rule 26 data behind a registration requirement ? The fact that they do has saved me a significant sum !!
pugugly
06/6/2017
19:18
Still wildly overpriced imo
hybrasil
06/6/2017
12:07
I know the business and they are not in the same price bracket as Wild Honey, Ottolenghi etc, nor are they the same business model. The point of Comptoir is that it's an affordable, modern, scaleable business with an offering at a keen price-point, capable of being expanded into a decent-sized chain. Taking the Wigmore St branch as the example, the 'starter' type mezze are priced generally at £4.50-£6, the mains mostly under £10 (and quite substantial servings), soft drinks from £2, 175ml glass of wine from £4.50. And 23-25 branches so far. Wild Honey is by contrast a Mayfair restaurant. À la carte menu starters from £11 to £16. Mains mostly £28-30, wine (only 125ml!!!) by the glass at up to £13. Honey & Co, which the last poster might have meant, is starters at £7.50, mains at £15.50 (bit much for some roasted aubergine with rice), 125ml wine from £6 to £9.50. Still a fair bit dearer than COM. Ottolenghi also: hot main course £21.75, etc etc. So maybe like isn't being compared to like (and none of these others are chain-builders, for example). The problems for COM, as I see it, are: probably expanded too fast last year, when landlords were falling over themselves to offer sites, and they had cash coming (or banked) from going public. But this is with hindsight, having seen consumer expenditure weaken since, due to Brexit, continued economic pressure, general election uncertainty and (let's be quite blunt) possibly an unspoken effect from them serving modern mid-East style food in a time of mid-east inspired violence. What do I think will happen? First of all, the COM team are quite talented and have shown in the past that they can adapt and evolve. They "banked" the freehold of their nth London production facility when they had the chance, and are cashing it in now, to keep the finances straight. They've let go of sites in the past which don't pay back, or switched the branding, and they have more than the core Comptoir brand to play with. I'm sure it does take longer to build up a customer base for a new branch, because what they are selling lacks the familiarity of pizza, chicken, burgers... but they also have the advantage after that of being in a less over-subscribed part of the market. So many businesses reliant on consumer leisure expenditure are having a tougher time right now, I don't get the feeling that the COM team have lost their way, and I think they are more likely to get it right than fail.
tiredoldbroker
05/6/2017
17:04
I invested a year ago and sold a couple of months later. The restaurants are just not full in London and look tacky vs wild honey, Palomar, ottolenghi etc which are where it's at nowadays for this type of food
eh9
05/6/2017
12:24
and they are (imo) in breach of AIM Rule 26 in that investor website only accessible after registration. So why consider investing if restricted access - NOMAD please take note
pugugly
08/5/2017
08:41
Even at the current share price this is way overvalued. Each restaurant is value at £1.57m. Gaga
hybrasil
22/4/2017
07:12
Compare the share price on either a turnover basis or number of stores to tast. On that basis this could fall significantly
hybrasil
21/4/2017
15:13
wrong thread sorry
pugugly
13/4/2017
10:49
I had been considering buying in here. I like the food, and the layout of the restaurants are very well designed. But I had not looked at the business case until these recent results, and I must say they are disappointing. This quote in particular seems to undermine the entire business model..... "While Lebanese food is growing in popularity, it is not familiar to all our potential customers and for this reason we have to educate the local population and our sales tend to build towards maturity over a number of years rather than maturing after several months" Seems to me they are admitting that the market for Lebanese food currently just isn't big enough. I'll keep an eye on this one, but I'm passing for now. The Paulypilot write up yesterday also raised some valid points for steering clear. I would be interested to hear from anyone who thinks this is worth investingin, but for now I will just continue to enjoy the occasional meal here....
qazwsxedc69
12/4/2017
14:02
Shares magazine article out today on Comptoir's news hTTps://www.sharesmagazine.co.uk/news/shares/comptoir-is-latest-restaurant-firm-to-scale-back-expansion
dell1234
15/12/2016
04:48
will have to check it out.....bet the rent and bizz rates much be very high.......
keifer derrin
14/12/2016
17:38
I`ve often eaten at Yalla Yalla , Soho ; usually busy, very cosy and great food :-)
philanderer
14/12/2016
12:22
http://uk.advfn.com/stock-market/london/comptoir-grp-COM/share-news/Comptoir-Group-PLC-Acquisition/73137519 seems alot of pay for when the net value was half the price paid. but if Com can provide the food from their Core Processing Unit this should save money and with a turn over o 2.4m should hopefully make a decent profit....
keifer derrin
21/6/2016
09:38
hTTp://www.sharesmagazine.co.uk/news/shares/ex-prezzo-boss-returns-with-comptoir-ipo (coverage ahead of the IPO)
dell1234
21/6/2016
07:05
Comptoir owns and/or operates Lebanese and Eastern Mediterranean restaurants. The core restaurant brand of the Company is Comptoir Libanais. The Company operates 11 Comptoir Libanais restaurants and also generates franchise revenue by franchising the Comptoir Libanais brand to other restaurant operators. The Company also operates two smaller Lebanese and Eastern Mediterranean outlets under the Shawa brand and a further two standalone high end restaurants, called Levant and Kenza. Summary of the placing · The placing raised £16.0 million (gross), of which £8.0 million was raised by the Company to expand the number of restaurants operated by the Company and £8.0 million was raised for selling shareholders. · The number of ordinary shares in issue immediately after admission will be 96,000,000, giving the Company a market capitalisation of £48.0 million at the placing price of 50 pence per ordinary share. http://www.comptoirlibanais.com/
dice1950
02/2/2012
15:58
Good luck, the old [COM] did 14p to £9.50p.!
tara7
02/2/2012
15:52
http://www.proactiveinvestors.co.uk/companies/news/38509/connemara-mining-mine-river-joint-venture-adds-new-dimension-says-broker-38509.html Connemara Mining's (LON:CON) joint venture at Mine River in Ireland adds a new dimension to a story seen previously as a zinc/lead play, according to Optiva Securities. Connemara shares jumped 17 per cent after it secured Canadian group Hendrick Resources as a partner to explore the Mine River project.
lucky_punter
02/2/2012
15:52
http://www.proactiveinvestors.co.uk/companies/news/38509/connemara-mining-mine-river-joint-venture-adds-new-dimension-says-broker-38509.html Connemara Mining's (LON:CON) joint venture at Mine River in Ireland adds a new dimension to a story seen previously as a zinc/lead play, according to Optiva Securities. Connemara shares jumped 17 per cent after it secured Canadian group Hendrick Resources as a partner to explore the Mine River project.
lucky_punter
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