Pphe Hotel Share Discussion Threads

[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 07:47

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 07:39

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 11:31

Interims next thursday 5 September.

[sogoesit] 25/6/2019 16:03

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 21:32

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

[bench2] 13/6/2019 17:21

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 22:52

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 17:32

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 07:15

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 13:17

Is that presentation available to see online ?

[sharesoc] 28/5/2019 16:36

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 12:17

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!)

[sogoesit] 07/12/2018 13:53

Looks like the Amsterdam jolly has excited a few folks ;-)
PP Victoria Amsterdam and art'otel are both within short walking distance of Central Station... great locations.

[sogoesit] 23/11/2018 09:03

Good luck suet.
I am accumulating today. This is a core holding of mine at 7% so I have room to go to 10%.
NAV wise it is still undervalued imv.

[suetballs] 16/11/2018 13:56

Sold 50% of my holding this am - reasons being prudence and banking a very significant profit.
Suet

[deccer1] 22/10/2018 09:05

Sound figures.

[sogoesit] 06/9/2018 08:47

Having not said anything I see there are now THREE EPS figures to choose from.
Regulation will soon positively ensure we all lose money in a reign of total confusion!!
FFS!

Anyway Boris says::
"The Group benefits from a strong surplus cash position and appetite for further growth."

See you in six months.

[sogoesit] 06/9/2018 08:29

Couldn't have said it better, catsick... so I won't try!

[catsick] 06/9/2018 08:04

So true nav is now going to be a regular update in the accounts 24.2 quid , not bad and still a nice pipeline of more development profits while the existing hotels crank out cash ... this puppy has repaid its purchase price of 2.11 in divs since buying in jun 2012 and still is the gift that keeps on giving !

[sogoesit] 03/8/2018 10:50

Berenberg today initiates PPH as a BUY - TP 2050p

[sogoesit] 30/7/2018 07:22

Premium listing effective today.

[suetballs] 03/7/2018 15:21

Now a double bagger for me - cool.
Suet