Fuller Smith & Turner Share Discussion Threads

[essentialinvestor] 24/5/2018 12:16

Strong results from YNGA today.

[essentialinvestor] 22/5/2018 09:38

Are these beginning to look value?.

I was hoping it might drift back a little,
bought a small amount.

[elmfield] 11/5/2017 16:00

Thx,
Pity.

[elmfield] 10/5/2017 14:02

This is not an AIM stock, is it?

[uncle arthur] 24/4/2017 14:40

Buy 500 A Shares to get 15% off beer

[glenowen] 19/4/2017 19:58

This reminds me of why I will never be tempted to spread bet. A buying and selling spread of about 50% - which is ridiculous, to say the least. So, if I'd had an automatic stop loss - as I am sure many spread betters do - I'd have been closed out and lost money for no good reason! A sell price of 725p when the mid-price is north of £10 is market makers taking the mick. I wonder how much someone made on this one? I'm surprised the Stock Market authorities allow this sort of apparent price manipulation. And if it isn't manipulation, what is the reason for a 50% spread? I can't think of any!

[essentialinvestor] 24/11/2016 15:34

The 2016 Vintage Ale is a little disappointing, not worth the price difference,
it is potent though!.

[postmanpat11] 13/6/2016 19:34

Things definitely moving in the right direction for them. Pretty happy running these ones til the interims

[postmanpat11] 13/6/2016 19:32

interesting reading:
"Fuller’s has reported FY results for 52 weeks to 26 March 2016 with strong trading in the period. Total revenues increase by 9% to £350.5m, driven by managed LFL sales growth of 4.8%, PBT increase by +12% to £40.9m (PGe £39.5m) giving EPS +13% to 58.35p (PGe 55.0p). Current trading has slowed to +2.7%, beer and cider volumes -5% although this is impacted by short time period and calendar impact. "… lifted from a Panmure note on researchtree

[petethehippy] 20/4/2016 09:38

Very tight shareholding here. Any thoughts and opinions out there?

[glenowen] 19/7/2015 07:35

No comment on Fullers for more than a year? What a shame, it is an excellent company and has been a very solid long term investment.

Just been looking at the charts at some of the pub operators. All show similar rises from 2009/10 to 2013 but both Wetherspoon and Greene King are now no higher than the level they were at two years ago. Youngs are up 20/30% on a two-year view, but Fullers are up about 40% or more. I expect that both Youngs and Fullers are benefitting from the South East effect, whereas the other operators are being impacted by canny Northerners, more reluctant to shell out on food and drink. Personally, I was shocked to pay £4.50 for a pint of guest ale at a Fullers on the Tottenham Court Road last week! The Parcel Yard at Kings Cross is a great pub though and perennially packed.

So, at the moment Fullers are looking the best bet for me with, seemingly, a very good management picking up high quality pubs and building the company solidly, if unspectacularly. Any views? Jeffian?

[skinny] 06/6/2014 07:53

Financial Highlights

· Adjusted earnings per share1 up 11% to 46.94p (2013: 42.18p)
· Adjusted profit before tax2 up 10% to £34.1 million (2013: £31.1 million)
· Revenue up 6% to £288.0 million (2013: £271.5 million)
· EBITDA3 up 6% to £54.5 million (2013: £51.2 million)
· Final dividend up 11% to 9.30p (2013: 8.35p)
· Net debt to EBITDA4 2.5 times (2013: 2.6 times)


Operational Indicators

· Industry leading like for like sales growth of 8.3% in Managed Pubs and Hotels
· Particularly strong growth in food and accommodation, with like-for-like sales in both areas rising by 10.4%
· Tenanted Inns like for like profits5 increased by 2%
· Total Beer and Cider volumes rose by 1%


Strategy Update

· Portfolio development continues with addition of Frontier, our new craft lager, Cornish Orchards cider and Sierra Nevada
· Increased capacity at Cornish Orchards by 60%
· Acquired three new sites and opened Cams Mill, Fareham
· Tenanted Division wins Tenanted Pub Company of the Year at the Publican Awards


Current Trading

· Managed Pubs & Hotels like for like sales +8.0%
· Tenanted like for like profits +4%
· Fuller's Beer Company volumes +10%
· Purchase of three new freehold sites including two Thames riverside locations
· Opened London's Pride at Heathrow Terminal 2: The Queen's Terminal

[zeppo] 06/6/2014 07:48

11% rise in Final Divi.


z

[zeppo] 17/5/2014 12:16

Is this share going nowhere?

z

[zeppo] 16/5/2014 14:07

Why the drop.

This share has marked time for months.

z

[skinny] 22/11/2013 09:12

Numis Add 995.75 990.50 - 1,050.00 Reiterates

[skinny] 22/11/2013 08:42

Time for my annual post :-)



Financial Performance

· Adjusted earnings per share1 up 9% to 24.79p (2012: 22.78p)
· Adjusted profit before tax2 up 8% to £18.1 million (2012: £16.8 million)
· Revenue up 6% to £146.3 million (2012: £137.9 million)
· EBITDA3 up 4% to £28.1 million (2012: £26.9 million)
· Interim dividend up 8% to 5.80p (2012: 5.35p)
· Net debt to EBITDA4 2.5 times (2012: 2.7 times)

Corporate Progress

· Industry leading like for like sales growth of 7.9% in Managed Pubs and Hotels led by strong food growth
· Managed Pubs and Hotels profits5 up 16% with good operating margins
· Tenanted Inns profits5 level with like for like profits up 1%
· Total Beer and Cider volumes down 1%
· Good progress on Fuller's Beer Company long term strategic initiatives:
- Cornish Orchards premium cider business acquired in June; successfully integrated and trading strongly
- Successful launch of Frontier, our new wave craft lager
- Creative "Made of London" advertising campaign well received.

[wayneduncan] 22/11/2013 08:18

Wow. Look at that spread! Putting me off a top up currently. Great results though FSTA!

[zeppo] 22/11/2013 08:13

In it for long term growth and income so 'trading' irrelevant.

z

[stdyeddy] 22/11/2013 08:08

Time for the annual post on this thread. Good results but the spread is so massive it looks like the market-makers want half of the expected increase today. How is anyone supposed to trade this stock if it costs 4%?

[skinny] 23/11/2012 07:10

Financial Performance

· Revenue up 8% to £137.9 million (2011: £128.2 million)
· Adjusted profit before tax up 4% to £17.1 million (2011: £16.5 million)
· Adjusted earnings per share up 8% to 23.14p (2011: 21.48p)
· EBITDA up 8% to £26.9 million (2011: £25.0 million)
· Interim dividend up 6% to 5.35p (2011: 5.05p)
· Net debt to EBITDA 2.7 times (2011: 1.9 times)

Corporate Progress

· Two pubs acquired in the period and a further two since the half year end
· Managed Pubs and Hotels like for like sales up 1.6%; profits up 5%
· Managed Pubs and Hotels delivered a good performance despite an unprecedented number of non-trading weeks due to redevelopment
· Tenanted Inns profits5 up 19%; like for like profits up 1%
· Total Beer volumes up 1%; profits5 down 7% due to increased depreciation from prior year's investment in conditioning tanks
· Last year's acquisitions are making good progress and demonstrating encouraging momentum

[welloiledbeefhooked] 02/11/2011 00:05

Bought some Fullers last week. Shares that is, not the beer.