Mitchells & Butlers Share Discussion Threads

[bundmar] 17/1/2008 11:32

stock has stabilised and held well at 3.80, low volume and big price jumps, seems like the big players have stopped shorting, watch for the move up. stock will hold at 4 pounds and will be near the 5 mark in 2 months. The shorters have tried to force treziguets position and used the uncertainty of the hedge position to dump the stock- hence creatinga self fulfilling prophecy- dont forget the hedge works the other way too! dyor

[studhaves] 15/1/2008 01:22

I suspect that this will indeed go well lower & I'll be shorting it shortly.

I obviously spend far too much time in the local, which just happens to be a M&B, and I find that most of the time theres no more than a couple of other customers. They've started shutting early on an evening because theres no one in, & to top it all off they've just decided to cut the hours of their bar staff (not just at my local but across the board).

On top of the crazy new system of counting for every single penny spent, even down to the sauce sachets, I think it spells that they are having a very bad time & I think they'll tank further, even from here.

[hem008] 07/1/2008 12:46

is there any let up to the downwards trend!?

[rickysmith] 03/1/2008 17:33

wouldn't be suprised to see this one go under. Hedge is costing them huge.

[sumo barry] 02/1/2008 15:03

Hello Careful,

Here is a good resource with regard to the property loan hedge:



If the market continues to move against their hedge then this will significanly pull down the share price. With hindsight (which is always 20:20) these chaps could have negotiated this hedge at the worst possible time. They look like mugs by having the hedge in place before the deal went ahead.

Whilst I am no Warren Buffet or George Soros I must say that unless the credit markets start working again I think these shares could go well lower. The share price at a stellar £9.00 was based on speculation, not fundamatals, and now fundamentals are back in fashion and if the average man in the street reduces his beer consumption this one could go to back to more historical levels (approaching £3?)

However if the credit markets get going again soon maybe this one will head back up. Personally I think it will go down further from here in the long term. Short term there could be a quick bounce.

You pick your direction and take your chance!!

[careful] 28/12/2007 10:55

i am watching MAB with a view to buy.
this thread is so dead i may be talking to myself.

my thinking is that they have fallen a long way, last years very wet summer will have hit trade and things can only get better.Good asset backing.

would someone educate me on the stupid punt on property derivatlive MAB made and how much it actually cost them.

[jimmy c] 10/12/2007 08:37

EASY SHORT THIS, Change of mind by me, down everyday.

[merob] 09/12/2007 11:19

No, but it soon could be. Being relegated on the 12th to FTSE 250...they say.

[jimmy c] 06/12/2007 09:51

agree, looks overdone this. Prop assets of at least 5.5 billion. Should be well rewarded from here. Fallen nearly 30% this last 2 weeks!! IS IT AN AIM STOCK??

[analyzer] 05/12/2007 12:51

Couldn't resist opening a long position at 505 ....
Prepared to add at 500 ....

[huwrayhenry] 03/12/2007 11:43

Regent Inns says no longer confident of FY profit growth




LONDON (Thomson Financial) - Pubs and bars group Regent Inns PLC said it is
no longer confident of achieving growth in full-year pre-exceptional pretax
profit as it noted a disappointing decline in trading across its business in
November.
The owner of the Walkabout, Jongleurs and Old Orleans chains said
like-for-like sales for the 21 weeks to Nov 24 were down 2.8 pct due to growing
consumer caution in the market.
The group said it remains cautious on its outlook given the trading
conditions in the late-night market, the likely slowdown in consumer spending,
the full impact of the smoking ban and England's failure to qualify for Euro
2008.
Regent Inns said the traditionally strong Christmas and New Year trading
period is still to come and said it would continue to look at corporate activity
opportunities where it believes the business is well placed to deliver value
through consolidation.

[jimmy c] 02/12/2007 11:01

good trading stock this, looks like a bounce back to 625p coming up.

Mitchells and Butlers was under the cosh following its downbeat trading statement yesterday. ABN Amro cut the share to 'hold' from 'buy' with 590p price target.


more than overdone then.

[merob] 02/12/2007 10:41

Graph's looking aweful...

What's gone so badly wrong here?

[mountpleasant] 30/11/2007 16:34

Expect the 2 horsey types to resume averaging down...

[irenekent] 30/11/2007 09:22

This is being shorted heavily I think. 17% on loan in Crest. Will shoot up rapidly when they need to cover their shorts.

[5dally] 30/11/2007 08:59

Could we be looking at £5 or a quick trun around, buy or not buy that is the question

[togglebrush] 29/11/2007 13:38

Good Results but forecast and outlook don't inspire confidence in the market.

[togglebrush] 26/11/2007 09:44

Punch and MAB are NOT talking. IMHO Good News

[merob] 14/11/2007 09:55

er no, it's a bit of a damp squib at the mo'

[merob] 10/11/2007 07:55

So look at this fly! Bodes well for next week.

Just wait till the DOW blasts back up...hold on to your hats?

[merob] 09/11/2007 09:12

Know that feeling Gary and it's VERY frustrating. Things soon about to change...

surely

[garycook] 08/11/2007 18:29

No money left to invest Rob.All stocks in the Red and I am not selling them.