 Showing 101 to 120 of 125 messages
Date | Subject | Author | Discuss |
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13/1/2025 12:52:36 | Big buys in tortilla! |  1choip | |
09/1/2025 10:19:55 | TR1 notified today |  1choip | |
09/12/2024 14:09:34 | Tortilla could be next one |  1choip | |
02/12/2024 02:02:38 | My thoughts are that they took advantage of the weakness following the Budget announcement and that this is not a fair valuation to effectively take it private.
I think it is worth over £3.75 and they should pay up if they want to control this, |  davidosh | |
01/12/2024 02:16:41 | Not a done deal, 3 investors come out against. By my ests using the Times article 42% come out in favour, 18.2% against. Perhaps someone could guide but I would assume it becomes an issue when 25% are against??
(Apologies behind a paywall but hopefully it's still useful for some and I would assume similar articles are out there). |  alphabeta4 | |
28/11/2024 21:31:44 | Can anyone explain the sums in today’s announcement re irrevocables? |  sleepy | |
25/10/2024 12:26:49 | Exactly that. |  loungeral | |
25/10/2024 10:09:39 | IHT selling I'd guess. They're a well run reliable AIM company so I guess some of the premium may have been due to IHT related shareholders. |  wjccghcc | |
25/10/2024 09:46:35 | What triggered the 10% fall? |  davidosh | |
08/10/2024 07:33:40 | "Come rain or shine, Loungers delivers" - new note with audio summary here:
Loungers has achieved record 1H25 revenues of £178.3m, +19.2% on 1H24. 16 new Lounge bars and one new Cosy Club, together with last year’s new sites, contributed 14.5% whilst 4.7% LFL sales outperformed industry growth by over 3% due to Loungers’ all-day attractions.
This growth is especially strong considering the unseasonal weather, the negative impact of the Euro 2024 football tournament and the fall in UK consumer confidence.
Although our 2H25 estimates look cautiously set, inferring c.3% LFL and c.10% new site revenue growth, we make no changes to our FY25E forecasts at this stage, given the consumer uncertainty ahead of the Autumn Budget on 30 October.
The 273-site group still has huge scope to grow towards its ambition of over 650 sites, driving 14% CAGR in Revenues, and 21% CAGR in Adj. EPS FY24-FY27E. We believe this high growth is not reflected in the group’s valuation and reiterate our Fair Value of 370p / share (8.0x cal. 2025 EV/Adj. EBITDA). |  edmonda | |
01/10/2024 10:41:37 | Hope no another like more |  1choip | |
12/8/2024 10:41:51 | Sell up then bub |  shbgetreal | |
09/8/2024 14:30:54 | Over valued at 270s. |  1choip | |
18/7/2024 09:30:58 | Your last comment re: this going to 260 soon has mysteriously disappeared. |  shbgetreal | |
10/7/2024 09:13:35 | Why pay a dividend when they are clearly on a roll-out? |  shbgetreal | |
09/7/2024 08:26:10 | Net debt gone up and without dividend |  1choip | |
09/7/2024 08:21:51 | "All-day strategy success, with more to come"
Loungers’ FY24 results illustrate the strength of its all-day café-bar model with record FY24 revenues increasing 25% to £353m and Adj. EBITDA (pre-opening costs) rising 26% to £59.6m, 1% ahead of our, and consensus, estimates. The group’s growth strategy is on track with continued food innovation, 36 new sites (and some record-breaking sales) and an expanded regional management structure. Meanwhile, whilst we make no significant changes to our recently upgraded forecasts, current trading of 5% LFL sales growth in the last 11 weeks and seven new Lounge openings, is very encouraging.
We initiated on Loungers earlier this year, detailing why its profitable model and self-funded growth was undervalued (see “Loungers: Delivering self-funded growth “all day” long”). The 257-site group still has huge scope to grow towards its ambition of over 650 sites, driving 14% CAGR in Revenues, 15% CAGR in Adj. EBITDA and 21% CAGR in Adj. EPS FY24-FY27E. Whilst Loungers’ share price has rallied 35% since March, we believe this high growth is not reflected in the group’s valuation.
We reiterate our Fair Value of 370p (8.0x our calendar 2025 EV/Adj. EBITDA).
Link to research report: |  edmonda | |
05/7/2024 08:39:41 | Another £487k buy! |  1choip | |
04/7/2024 16:28:14 | Save the Date! 12th July - Investor Presentation (sign up below!)
Loungers plc (LSE: LGRS), a leading operator of all day café/bar/restaurants across the UK under the Lounge, Cosy Club and Brightside brands, will be hosting a live investor presentation relating to its preliminary results for the 53 weeks ended 21 April 2024 at 1.00pm on Friday 12th July.
The presentation will be hosted by Nick Collins, CEO, and Stephen Marshall, CFO.
The webinar is open to all existing and potential shareholders. Questions can be submitted during the presentation to be addressed at the end.
Link to register: |  edmonda | |
04/7/2024 08:31:13 | Did someone buy 500k shares at 11.59 yesterday? |  1choip | |
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