Fuller Smith & Turner Share Discussion Threads

[essentialinvestor] 11/2/2020 15:57

Spotdog40 20 Jan '03 - 09:35

There seems to be only me and Fullers buying these shares.
Look at
1)the NAV vs share price
2)Continued profitability
3)Unique quality product-London Pride
4)Diverse business: Brewery, Pubs,Hotels
5)Sensible dividend.
Is it a no-brainer?
Anyone want to join me in a takeover bid. We sell all the London properties, bank the money, and just keep making the beer.


I was just looking at the thread header. The share price was approx £1.80 a share at the time
of the post. Not a bad return in 20 years. Approx 550% plus 20 years of dividends on top.

[zeppo] 24/9/2019 11:25

Should be an EGM option on company's website.

For instruction on D shares we should use that site.

Csnnot find thst site.

[lukmanpatel] 10/6/2019 06:22

Another troll by the username lsehotdealz haha, share price is stagnant and there’s talks of fundraise at 10p on that board lol desperation has lead to going round posting on different board to prevent share price from dropping, usually ud stay quiet and average down and accumulate if you see huge potential lmaoo he’s spamming all the boards

[mw8156] 26/1/2019 22:43

have to hope for a tax efficient capital return not a special dividend.

[konradpuss] 26/1/2019 09:09

Perhaps the board should be pressed to now have a valuation of their property after the disposal of the brewing interests?

A similar measure was pushed for at Mountview Estestes Plc (O.K. a different sector) however the board finally did it.

[muffinhead] 25/1/2019 17:53

Asahi Group gives 2% dividend and 3 times covered


£205 mill after costs of £45mill and keep the pension stuff... lol

Fullers made big mistake imo and becomes just another property/pub landlord play
Longer term Asahi will want to increase beer margins
Lets see where share goes after £1 distribution and final dividend
Only good aspect is the degearing of the balance sheet but where is management going next?

Share has been making a massive head and shoulders top over last 4 years despite buybacks. Todays management curveball is a good time to exit imo

[zeppo] 25/1/2019 10:29

Advised some time ago that London real estate ie. freeholds of pub sites underlines value.

zl

[eezymunny] 25/1/2019 09:26

EBITDA a useless measure for a pub group IMO as such a big depreciation charge, maintenance capex etc.

At 1200p market cap is c. £660m (I think) with all the share classes included, vs what will be about £35m adj PBT, or £28m PAT rough numbers? So a PE of c. 23?

Nice pubs, not sure I want to buy here :(

[chinese investor] 25/1/2019 08:36

All Good !

[henley2] 25/1/2019 08:26

EV/EBITDA post deal only 5x vs 7x pre-disposal, so would expect minimum 40% rise in share price.

[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?