Hollywood Bowl Share Discussion Threads

[hugh garss] 17/6/2025 17:16:09

Happened to Ten Entertainent 2 years ago, bought by US Private Equity at nice premium, no reason why BOWL won't go the same way.

[waspfactory] 17/6/2025 16:41:02

Private equity must surely be running the rule over BOWL at this valuation!

[bigbigdave] 05/6/2025 10:02:19

Nice bowl at MPAC.
Enormous bowl at FTC going back to the tech boom.

[judge grinder] 03/6/2025 20:45:13

GEO again. daily firming up nicely and
weekly about to break

[uhound] 31/5/2025 17:32:05

Yes - cheaper entertainment.

As a holder I hope you do well.

[yump] 30/5/2025 19:19:19

Its not linked to the economic outlook - that's the point I was making. The weather and the possible competition from other entertainment forms are more important if you're looking for bear points.

[taras73] 30/5/2025 14:44:57

Gresham house Asset m-t added shares to their holding today it’s now 5.14% of all BOWL shares. It’s only by 0.2% but I think it’s a vote of confidence buying the dip…I hope)

[johndoe23] 30/5/2025 10:09:10

This is the issue, too much uncertainty going forward. PE of 12 not cheap

[uhound] 30/5/2025 09:47:15

A good business no doubt, but very much linked to the economic outlook.

Pray for a wet summer.

[yump] 29/5/2025 20:28:55

It is discretionary but its one of the cheapest forms of family or group entertainment, so its relatively stable with varying states of the economy and wealth. (Compared to a meal out for a family of 4 for instance!)

Bit like chocolate, which is a treat that always seems to have been unaffected by the outside world, so a very stable business. (Hence Cadbury was very attractive to the predatory US companies, once it was a floated business.

Unlike eg. new posh bicycles which have had a bad time recently.

I suppose folk have been outside more with the weather, but its not been that warm really, so that's a bit of an odd reason for them to give. I think the real threat in the UK is from alternative cheap forms of group entertainment, but how big that grows remains to be seen -most of them have been around for quite a while.

I've been in here for years and just leave the shares, which is easy having bought much lower.

I do think that it has a pretty low rating for the stability of the business and its expansion being achieved just using cashflow. That's pretty unusual while also buying back shares.

There do seem to be lots of sound businesses that in a reasonable or mildly bullish market would be way higher. I think 'normal' growing businesses are out of fashion though.

[uhound] 29/5/2025 19:14:26

Yump, you are right I don't. Perhaps wrongly I assumed the majority of those that bowl, do so for a bit of fun now and again etc.

Interesting that the warm weather has impacted trading! What's your thought on that?

[yump] 29/5/2025 18:04:53

Seems way overdone drop to me. Pretty modest rating at this price, given the free cash flow, net cash, etc. etc.

On other occasions investors would be banging on about the market cap only being about twice the revenue.

Nobody likes businesses investing for the future as it can stall profits temporarily. They've got a mature UK market and an expanding Canadian market that's currenly only 17% of revenue.

[yump] 29/5/2025 17:43:37

uhound
I guess you don't know anything about the characteristics of the bowling market.

[johndoe23] 29/5/2025 14:18:01

Anyone confirm forecasts have been cut?

[martinmc123] 29/5/2025 12:44:39

wealthoracle.co.uk/detailed-result-full/BOWL/1443

[uhound] 29/5/2025 12:34:30

People cutting back on discretional spending.

More people facing increasing costs, mortgages, rent, bills in general.

[disc0dave46] 29/5/2025 11:00:31

Looks a tough ask IMO to hit earnings forecast for the year of 22.6p, usually H2 generates less than H1, going on the last 3 years H2 average ratio to H1 is circa 65%, it will have to be c 90% to hit consensus forecasts - if a warm / hot summer!!!.

[s34icknote] 29/5/2025 08:08:43

The weather was to blame ?

[johndoe23] 29/5/2025 07:42:21

Investors don't want to hear any rubbish about EBITDA. I want to hear about increasing profits. Sell or hold that is the question. .

[johndoe23] 07/5/2025 15:11:21

Insti reducing

[johndoe23] 02/5/2025 12:07:11

Needs to hold on at this level

[gswredland] 18/4/2025 09:30:28

Thanks John

[johndoe23] 16/4/2025 14:49:50

Ah peel broker note