Pphe Hotel Share Discussion Threads

[its the oxman] 29/8/2024 07:50

All looks good to me, but H2 trading is more important. New opening delays perhaps prompted the initial fall today but relatively minor issue and they will contribute. Div up a bit less than hoped possibly. But if we end up getting 40p ish for the year that's not bad - though a tad less than previously forecast. Still feels very unappreciated given what's going on, new openings, development and quality of operations c. 1350p.

[suetballs] 29/8/2024 07:26

Building anything can have delays - but hopefully not long ones here.
I will watch the presentation at 10.30 to see what they say about it.
Suet

[rolo7] 29/8/2024 07:04

I dont see how building/running hotels can have supply chain issues? IT systems?

[suetballs] 29/8/2024 06:16

Good half year - no concerns for me.
And an increased dividend.
Suet

[its the oxman] 15/8/2024 14:08

Added today results end of month and lots of other stock have moved. Hoping some catch up and good news to come here after the good q1 trading update.

[its the oxman] 11/7/2024 07:22

Share buyback cant hurt but it's small.

[its the oxman] 30/5/2024 14:15

Any reason for the sell off?

[its the oxman] 28/5/2024 11:24

Added a few today sub 1350p.

[rolo7] 21/5/2024 13:21

Tight spread just 5p takeover here? Pennies for ICG i would think merger

[its the oxman] 17/5/2024 08:30

What am I missing , up to 1520p on trading update now back to 1400p while market and property stocks have generally picked up. Do we have hotels in Georgia or something?

[rolo7] 25/4/2024 09:26

Ex dividend today 20p

[its the oxman] 25/4/2024 08:42

Pretty solid / encouraging update.

[rolo7] 24/4/2024 11:40

Trading statement tomorrow, did these state dividend payment date/ex?

[its the oxman] 24/4/2024 11:40

1485p and looking strong prior to tomorrows update. If it's good our climb higher should continue. Still well below nav.

[jqb1] 15/4/2024 16:55

That will be the kiss of death lol

[rolo7] 14/4/2024 10:40

Tipped in mail on Sunday discount to so called nav

[its the oxman] 18/3/2024 17:36

Closed 1400p. Just possibly market is starting to appreciate the perfect storm of improving occupancy , room rates, falling energy costs and new hotels opening. Rate cuts would be the cherry on the cake to help close our whopping discount to nav.

[its the oxman] 18/3/2024 08:56

Chart looking better 1350p. Suggests it's trying to move higher 1500-1600p coming. Could be more if rate cuts giver happen.

[rolo7] 29/2/2024 11:47

yep energy fuel savings from april onwards v last year and even more from july. MW/lw increase though

[suetballs] 29/2/2024 11:23

These boys know what they are talking about - impressive.
I need to buy more.
Suet

[rolo7] 29/2/2024 10:52

investor meets presentation at 11am

[rolo7] 29/2/2024 10:49

annual report on the website nice 5 minute video.

[its the oxman] 29/2/2024 09:26

The year has started with continuation of our strong momentum and 36p div for the year. Very happy to take that. Feels like the recovery is getting started.

[suetballs] 29/2/2024 08:05

Good results and nice dividend increase.
Onwards and upwards.
Suet

[rolo7] 23/2/2024 18:52

Results due Thursday egm on Wednesday