Restaurant Share Discussion Threads

[che7win] 04/7/2016 09:30

Yes, but tourism will increase, both from uk residents not holidaying abroad and from foreign tourists.Footfall is down, thank the politicians for scaremongering to a large extent.

[philanderer] 04/7/2016 09:22

Shareprice is telling you this company is going to suffer . Consumer confidence rattled , house price uncertainty , disposable income worries. Savers`interest rates knocked backed to almost zero.

Of course it`s going to suffer along with sh+te outlets of F & B`s dragging it down.

[tsmith2] 04/7/2016 08:54

Don't think Brexit is going to have any effect on food consumption, au contraire

[philanderer] 03/7/2016 10:11

Would you ??


Frankie & Benny's ‏@frankienbennys 52 minutes ago

Sunday, we're ready for you! It's gonna start with the phenomenal Stateside Stacker! #FrankiesFav

[philanderer] 01/7/2016 18:07

For the week:

FTSE 100 + 6.7%
FTSE 250 + 2.3%

And this pile of *&%$ -10%

[philanderer] 01/7/2016 12:51

Agree che.

Consumer discretionary shares are the only ones not joining in the rebound. Worries about consumer confidence hitting across retail sectors.

[che7win] 01/7/2016 12:30

It's in the price phil, a 5% yield at these prices, 100p down from recent peak, I think RTN has some recovering to do...

[philanderer] 01/7/2016 10:07

Yep, F&B`s are the big drag on the company.

Out of favour, out of fashion ... old hat , not cool , call it what you will.

[carbon man] 01/7/2016 09:06

F & B made the classic mistake of putting up their prices. This seems to be the order of the day. Like all customer businesses the its all about supply and demand. They all get greedy and sneak prices up. Notice how cheese and biscuits have gone up to a five. Starters and main courses price rises. It all about filling seats and whether a table with drinks is going to cost much over £60 these days for essentially what is a fast food chain. Higher prices mean lower profits.

[liquidkid] 30/6/2016 14:32

Two major private equity houses have closed multi-billion-pound funds to spend on businesses in Europe despite concerns that the region is in flux over Brexit.

Cinven, the buy-out house that used to own Pizza Express, closed its biggest ever €7bn (£5.8bn) fund on Wednesday, while smaller rival Ardian also announced it had raised €1bn (£830m) for European buy-outs.

Paris-based Ardian, which recently funded sandwich chain Eat’s expansion plans and invests heavily in the secondaries market, where fund managers buy stakes from existing investors, said its latest £830m fund is the firm’s fourth and biggest to date.

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Without a doubt some of 'em will be sliding a rule over this. Meanwhile I'll just sit back in a dark corner of a Frankie and Bennys waiting and honing that edge 'coz right now I'm razor sharp and my trades are cutting it like a hot knife through butter. Grabs a bread roll.

[che7win] 28/6/2016 12:32

More holidays at home means more restaurant meals.Cheaper pound means more foreign holiday makers = more restaurant meals. I read that over the weekend, US enquiries online to holiday in the UK doubled - see daily mail article.Surely should bounce strong from here.

[discodave4] 28/6/2016 09:31

According to N+1 Singer a potential acquisition price of:"Using SOTP analysis we arrive at 460p but envisage a price >500p if competitive tension builds."Would imagine though post Brexit that this would have reduced now, finger in the air 380-400?.DD

[liam1om] 28/6/2016 08:32

I'd say the chances of a foreign buyer coming in have increased over the past week with the weak pound.

[tsmith2] 28/6/2016 08:04

Indiscriminate selling last few sessions..decent bounce on this expected

[tsmith2] 27/6/2016 21:48

And weak sterling..

[dlku] 27/6/2016 21:44

cant predict business so makes funding difficult

[salpara111] 27/6/2016 21:40

In one respect it would make sense for someone to bid for them now, given the share price weakness but I guess that uncertainty means that everyone is keeping their hands in their pockets at this point.

[philanderer] 27/6/2016 14:03

Paul Markham, who manages a £4bn global equities fund at Newton Investment Management, says: “The market has already decided to make for the door in terms of the sectors that will be hurt.’’

He adds: “The problem for the FTSE 250 is the potential for recession that will hit the more consumer discretionary sectors.

[philanderer] 27/6/2016 11:14

Nope, there`s nobody in charge. Everyone`s in the dark :-D

[mashman] 27/6/2016 10:27

Can anyone see the bottom?

[philanderer] 24/6/2016 16:54

For the week:

FTSE100 + 2.3%
FTSE 250 -2.0%

The 'experts' have called everything wrong.

Retail has been hit today by the 'worry consumer confidence will take a hit' and I reckon they`ve called that wrong as well..... I was straight out this morning buying 12 bottles of Prosecco.

Cameron gone as well - bonus.

Look out for Andrea Leadson :-D

[adobbing] 24/6/2016 15:32

Well surprise surprise, the sky don't fall in and the earth didn't experience a post brexit apocalypse.
As for RTN, am I any less likely to go out occasionally and enjoy a meal with a couple of drinks because we are no longer in the EU?

No!

Am I more likely to spend my cash in the UK on dining out than in the EU on holiday as a result of an adverse exchange rate?

Yes!

[philanderer] 24/6/2016 09:59

Me neither. Got some MKS @ 303p , that was my best one.

[che7win] 24/6/2016 08:56

The broker is TD Waterhouse, been trying to buy since 250p, they are a disaster.