Mitchells & Butlers Share Discussion Threads

[shammytime] 11/6/2009 17:34

What's going on here? Should be on 255+ easy

[history man] 28/5/2009 09:59

Why are people continually downgraing this stock. It is undervalued and I agree that they screwed up trying to do their Property venture and lost loads but all the board have gone, either resigned or forced out. The fundamentals are still sound, managed house company, completely different model to the Pub Cos like Punch & Enterprise which are bust. Punch are only surviving because they are selling their Crown Jewels.
Mitchells & Butlers is still well managed operationally so get into it it will make loads of money and pay good dividends in the future.

[timbo003] 22/5/2009 06:32

I reckon most of the bad news is now out of the way and I see that Tim Clarke (CEO), did the honourable thing yesterday, having said that he still apparently gets a nice pay off! (see Times article below)

I doubt if MAB will be around in a couple of years time given the shrewdies on the share register and I'm happy to wait either for recovery or a takeover.

[hvs] 21/5/2009 12:09

Huic !!!!!!

BONUSES ALL ROUND PLEASE.

[hvs] 21/5/2009 10:59

Hic !!!!!!

[timbo003] 17/5/2009 01:46

Poor old Robbie Tchenguiz



But still, his reckless over borrowing allowed me to buy some of his MAB shares at around half the price they are now, so I cannot complain!

[timbo003] 08/5/2009 10:45

These are outperforming the Pub sector today (in spades), I wonder whether it is due to a broker upgrade, whispers of a bid approach or something else.

[shammytime] 27/4/2009 11:14

300p looks very close, by end of this week I'd suggest.

[timbo003] 31/3/2009 18:48

I top sliced today (and invested the proceeds in utilities which look well oversold). I still retain 9,000 shares in MAB, which is enough to keep me very interested, I will buy back the 2,500 I sold if there is any significant weakness in the shareprice (assuming absence of news)

[timbo003] 13/3/2009 11:39

The excellent Wetherspoons results are presumably having an effect today

I bet Robbie Tchenguiz is feeling sick right now, it just goes to show that being over geared (like Tchenguiz) is a recipe for disaster when times get tough. All my shares in MAB are 100% paid for.

[timbo003] 07/3/2009 10:45

From yesterday's London Evening standard



A possible sale of some pubs owned by Punch Taverns renewed interest in the sector. Altium Securities analyst Greg Feehely pointed out the divergence in performance between the operators, with some making spectacular gains.

JD Wetherspoon and Mitchells & Butlers have seen their shares rally in the past quarter.

Wetherspoon might be down 29p at 339p today, but it has advanced by 48% in the period and M&B, 1.25p lower at 215.25p, by 67%. The brewing pub companies have also fared well, with Greene King, 1.5p off at 393.5p, up 24.2% and Marston's, 1p better at 111.75p, gaining 31.4%.

Even so, Feehely thinks investors could see further increases. Of the four companies he is picking, M&B and Greene King are rated buys while Marston's and Wetherspoon are seen as holds.

[timbo003] 04/3/2009 13:59

This one is rocketing, no idea why other than it is ridiculously undervalued, I'm sat in a M&B Gastro pub right now, supping my second pint of larger and it's pleasantly busy

[timbo003] 06/2/2009 17:39

Another good day for M&B and many of the other big pub groups (including Enterprise and Punch), I suspect we have seen the bottom with respect to shares prices in the pub cos, and the only way is up, albeit fairly slowly and not necessarily in a straight line!

[global food] 03/2/2009 20:25

making staff work harder must b helping
the new stock system is pants but will be made to work
must be careful not 2 trim staff hours 2 much or will lose punters for lack of service
all in all very clever operation Good for a long term punt me thinks

[timbo003] 29/1/2009 19:26

I'm currently staying in a MAB Innkeepers lodge (The Oatlands chaser in Weybridge), it was humming last night and it is busy again tonight.

[letsgetbizzay] 29/1/2009 10:04

That's better :-)

[letsgetbizzay] 29/1/2009 09:18

Bit of a flat start but the miners seemed to have dragged sentiment down a touch today. Should pick up and finish the day blue IMO

[letsgetbizzay] 29/1/2009 08:53

Absolutely. I'm in at 179. Should be 200 pretty soon I would have thought. Also expect to see some broker recs pop up on the back of these results.

[barn owl] 29/1/2009 08:42

Time for a punt here me thinks!
Good luck all.

[timbo003] 29/1/2009 07:34

Great trading statement, I predict an up day today

edit: as of 08.30, shares down around 7p, I got that wrong!