Share Name Share Symbol Market Type Share ISIN Share Description
Peel Hotels LSE:PHO London Ordinary Share GB0002583606 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 89.00p 85.00p 93.00p 89.00p 89.00p 89.00p 488 07:42:48
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Travel & Leisure 16.8 0.6 3.1 28.7 12.57

Peel Hotels Share Discussion Threads

Showing 376 to 400 of 400 messages
Chat Pages: 16  15  14  13  12  11  10  9  8  7  6  5  Older
DateSubjectAuthorDiscuss
26/3/2018
11:55
Hey, whad'ya know.....someone just bought 5k @ 90p. Perhaps some good news in the offing!
skyship
04/3/2018
15:53
If they would sell at 140p I'd be happy - but I don't think they (i.e. The Peel Bros.) would be.
value hound
04/3/2018
13:49
He's still young enough to be an activist - records show he is a mere stripling at 65y/o...
skyship
04/3/2018
13:01
Interesting article Skyship. I like it that he says he sometimes agitates at companies he's invested in. Maybe he can persuade the Peel brothers to sell up and deliver us some value.
arthur_lame_stocks
01/2/2018
14:54
So, the buyer is Value Investments Ltd (Guernsey - David Jeremiah BARRY: An old article on DJ BARRY: http://citywire.co.uk/money/the-secret-of-value-investments/a211178
skyship
25/1/2018
08:16
Strange that there was no RNS re holdings this morning. Anyway - they're still 97.5p to buy.
value hound
24/1/2018
23:02
Not at 65p though surely ? I am sure a group of us would have got together to rustle the money up and given them 10% more than that !!
davidosh
24/1/2018
22:18
Maybe Flemings have decided to call it a day as they had a near 9% stake.
snowhill
24/1/2018
21:27
Yes, very odd. Not a good sign!
topvest
24/1/2018
16:32
An intriguing trade if correct - a near 9% stake changes hands @ 65p!
skyship
07/12/2017
08:55
I think that the market for hotels has been robust for the last two or three years. What attracted me to Peel Hotels in the first place was the price Dalata Hotels paid for acquisitions. The question continues to be the willingness of the Peel brothers to sell?
stevenlondon3
06/12/2017
20:41
Seems like demand for hotels is robust if PHO ever decided to sell. Since the start of the Brexit negotiations, a rise in costs for the hospitality sector in areas such as energy, national living wage and business rates to name but a few, and the ever increasing challenge when it comes to the supply of workers, with less people coming to the UK from other EU countries. However, we have also seen borrowing remain low with base currently at 0.5% and as a result of the weakened pound we have also witnessed more foreign investment into the UK market. Despite some uncertainty the UK is still seen as a safe place to put your money. In the North we have seen a limited supply of hotels coming to the market this year. We feel that this is almost certainly down to the uplift in activity of the UK hospitality sector. As the pound has weakened, there are many tourists coming to Britain from Asia, the US and a number of European countries. There has also been an increase in staycations from people not wanting to travel outside of the country. This could be attributed to a number of factors, including the weakened pound, the threat of terrorism and the offering the UK has in general. However, an ever increasing demand from buyers means that when good quality opportunities do become available, there is a backlog of people waiting to get their hands on them. This has resulted in high prices being achieved, in many cases above that of the asking price, with sales such as the Crown Spa Hotel in Yorkshire selling in September off an asking price of £15,500,000 to an Asian investor group. In the wider market there is demand from many different types of operators, from first time owners to larger corporate buyers. The North has been particularly busy with regional multiple operators who are looking to expand their groups quickly. Operators desire businesses that have a good base in terms of their profitability, but which encompasses an opportunity to add value either through margins or development potential by introducing more bedrooms, or by the addition of spa or leisure facilities. Moving forward we envisage the hotel market in the UK to remain stable, which will continue to attract interest from both UK based and foreign buyers. After a number of years of the average hotel prices increasing, we feel this will slow towards the end of 2017 and into 2018, but that demand and values will remain strong.
battlebus2
02/12/2017
12:28
Some sudden volume on Thursday (in PHO terms!) kicked these up from 90p-100p to 98p-105p. 16,300 shares bought between 98.7p & 100p. Good to see. News on the way perhaps...
skyship
28/10/2017
18:45
Have had a look here as like apparent discount to NTAV but decided not to as impossible to deal in any worthwhile volume (unless on a lucky day plus spread significantly widened since May/June) OK could build up a holding slowly but if need to liquidate would (imo) take a significant bath - The prospect of a trade sale at closer to NTAV is one reason I may keep watching. (imo dyor etc)
pugugly
28/10/2017
17:12
Because the Directors wanted it to be! The growth strategy didn't quite play out as they planned 20 years ago. The directors could quite easily have taken advantage of minority shareholders in the last recession, but have played very fair indeed. They also probably like running a public company. There should be more listed companies like this, not less!
topvest
28/10/2017
17:07
Major shareholders Robert Peel 5,496,900 39.23% Charles Peel 3,248,471 23.18% Why is this even listed?
orinocor
28/10/2017
14:10
Below 100p yes I would be inclined to agree. Only if the directors sell before the next recession though, or else it could be a long wait with no dividends. Not inclined to invest in Value without Quality these days. Other than quality directors, the business is far from quality as the return on assets is very poor. The hotels are also pretty average.
topvest
28/10/2017
13:31
Tv....agreed; but the value proposition is that book value is a long way North of the current share price So all in all a good Risk/Reward proposition when bought for under 100p.
skyship
27/10/2017
18:17
Hotels are wasting assets and bottomless pits for your money. An example for you. My favourite place Brockencote Hall in Worcestershire was sold to Rigby for less than £3m a few years back. Unbelievably cheap. The capital expenditure is largely backlog wear and tear. Honestly, I don't think you are going to find this is a gold mine and if you employed a management team that took a proper salary it would be break- even. Haven't they also already sold the assets with a developmental angle about 10 years ago. Worth more than a £1 but probably not more than book value in my opinion. Good luck though!
topvest
27/10/2017
09:06
The simple fact is that between last October and this April the wheels fell off but since April they are back on. Debt continues to fall, NTAV continues to rise and the clock continues to tick. It may be sooner, it may be later but at some point the portfolio will be sold. Whether that is for 140p per share or 200p per share is unclear and must depend on just how much of the considerable annual Capex is actually permanently adding value rather than just fixing ware and tear. Personally I feel any sale price will be closer to the upper figure as the hotels must surely be worth more than historical NTAV (171p). Next year we will have owned Bradford for twenty years ...
deswalker
27/10/2017
08:16
DW - agreed; and reassured by both today's numbers and the last sentence in the extract below: "The slowdown in commercial activity experienced in the second half of last year due to uncertainties in relation to Brexit continued in the first 3 (four week) periods of the current year. These periods are historically low trading periods and due to the high operational gearing of our business, together with the impact of two increases in minimum wages and the living wage, our EBITDA decreased GBP220,265 on the previous year, in those periods. This has produced a disappointing interim result in comparison to last year's excellent interim result. However on a positive note EBITDA for the remaining 4 (four week) periods of the half year was broadly neutral in comparison to the previous year."
skyship
27/10/2017
07:52
They had a heart attack for six months and now things are trading as normal. I flagged this up in my long post after the Finals were released. For the last six months they have been trading as normal.
deswalker
27/10/2017
07:48
Totally different read of rns - Sales decreased 5.1% to £8,648,145 (2016: £9,115,526) Operating Profit decreased 31.3% to £604,556 (2016: £880,119) Revpar decreased 4.2%. Occupancy down 3.3%, average room rate down 1.0% Profit before tax decreased 46.1% to £319,293 (2016: £592,807) Most other hotel groups recently reporing have significantly INCREASED REVENUE AND PROFITS - While new debt is lower cost as previously mentioned at significant risk if substantial increase in LIBOR ? However (if my maths are correct - could anyone double check me ? ) market cap appears to be at a significant discount to NTAV.
pugugly
27/10/2017
07:29
So it looks like things have broadly returned to normal after an extremely challenging six months up to the end of April. This is what Mr Peel told me after the Finals were released and it looks like things have continued satisfactorily since then.
deswalker
23/10/2017
14:07
Posted a little of the PHO story over on my rather quiet JDT/2017 thread: https://uk.advfn.com/cmn/fbb/thread.php3?id=40656335&from=52
skyship
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