Pphe Hotel Share Discussion Threads

[its the oxman] 03/9/2020 09:54

Decent enough results given the circumstances. Big upside one day I hope, it's judging the bottom as it bounces along sideways. Great locations will be in favour again one day won't they?

[thecashmoney] 14/6/2020 21:28

Going to be a good recovery play this.

Not moved yet but it will

[suetballs] 08/6/2020 09:33

Oxman - looks like you called it right.
Suet

[suetballs] 05/6/2020 09:51

I think pph will take a while to really get moving. Not many will want to stay in a hotel at the moment.
But by the end of the year I believe this will be a lot higher.
A vaccine would also make a massive difference.
Suet

[its the oxman] 05/6/2020 08:57

Are we overdue a recovery rally here?

[its the oxman] 02/6/2020 16:16

Added a few more today. May need a little patience but lots of recovery potential.

[suetballs] 19/5/2020 10:14

With all the easing (and better airline news) this has only one way to go - I hope!
Suet

[sogoesit] 14/4/2020 07:47

A bit of a bounce since the lows.
Probably supported by a look forward on London, and other city, (long term) property values (NAV).
I chose it versus IHG ("asset light" model) for that particular reason.

[suetballs] 06/4/2020 14:13

A little top up today.
£10 looking a good bottom!
Suet

[belgraviaboy] 12/3/2020 09:40

Not holding here - but wondering if the debt is a concern?

Obviously a CV19 hit in the short term...

[suetballs] 28/1/2020 12:14

sp taking a breather - but no complaints - we've had a good run.
Suet

[suetballs] 23/1/2020 10:46

£20 now breached - nice.
Suet

[sogoesit] 05/9/2019 06:47

EPRA NAV now £25.52 at 30 June '19 (from £24.57 on 31 December '18).
At 25% discount that makes share price 1900p+

[sogoesit] 05/9/2019 06:39

EPRA NAV now £25.52 at 30 June '19 (from £24.57 on 31 December '18).
At 25% discount that makes share price 1900p+

[sogoesit] 29/8/2019 10:31

Interims next thursday 5 September.

[sogoesit] 25/6/2019 15:03

European Airlines flagging tourism demand and effects on profits I think has washed-over PPH. I say washed-over as retail sales also imply the "rainy season" has "delayed summer" in UK.
But, PPH with a GBP and Euro portfolio and in UK (cheaper GBP attracting tourists) will probably come out neutral to positive over the year given Euro revenue.
That's my guess so I'm adding on the pull-back.

The pull-back has taken the share price to the lower trend line in the channel (CAGR: +54%). The upper trend line is at about 1950. This for weekly chart.

[bench2] 24/6/2019 20:32

Apologies , the buying squeeze never happened , quite the reverse with the stock dropping back to 1780p

[bench2] 13/6/2019 16:21

Many thanks Sogoesit , I had missed the importance of the placing . Roll on 24 June , we may get over the £20 mark . This has been my biggest gain since 10 Sept 2012 when I paid 215p for 1400 shares .... and they gave me back 100p in 2016 from memory .

[sogoesit] 12/6/2019 21:52

There have been recent disposals so the picture has changed.
The “tightly held” portion, considered a concert party, are now below 50%.
See the various RNS relating to getting into the FTSE-250 and the one about disposals here:


The free float is now about 54%. However, it still acts as a fairly illiquid stock. Which is good in my view... if you have patience. Still undervalued on a NAV basis.
A nice little compounder since 2013. Keep accumulating and looking for 5 to 10 bags in next few years.

[bench2] 10/6/2019 16:32

This may be quite a squeeze as the stock is tightly held , however under current rules only the free float will go into the 250/All-Share ... from memory circa 30% , as I believe the insiders still own about 70% of the company .

[sogoesit] 06/6/2019 06:15

To be a member of FTSE 250 and FTSE All Share Indices from 24 June 2019.
Should see an uplift in the share price over next couple of days.
[EPRA NAV about £24].

[miti 1000] 05/6/2019 12:17

Is that presentation available to see online ?

[sharesoc] 28/5/2019 15:36

Just to let you know, PPHE Hotel Group present at our Manchester growth company seminar on the 4th June, which may be of interest to current shareholders and potential investors. More details here:

[sharesoc] 22/5/2019 11:17

PPHE Hotel Group present at our Manchester growth company seminar on the 4th June, which may be of interest to current shareholders and potential investors. More details here:

[sogoesit] 31/1/2019 08:20

Yes, everything is paying-off...
(I like talking to myself. Lol!)