Restaurant Share Discussion Threads

[bizkit] 23/9/2016 09:09

Strange spike this morning. I wonder if Schroders have been selling to an interested party?

[henrik viking] 22/9/2016 11:28

Hmmm
Schroders are not stopping here and soon they will not have to declare their transactions if they continue .
Good old RTN have a tired image among many fund managers , ideal break up stock though
Great shame , the previous management must be rather cheesed off in the way RTN
Has missed the boat .

[philanderer] 22/9/2016 10:55

MAB saying National Living Wage will hit their numbers.

[philanderer] 22/9/2016 09:34

Seems to be slip sliding away again ?

[henrik viking] 22/9/2016 09:21

Noticed that Schroders continue to sell the shares

[henrik viking] 22/9/2016 08:06

Morning ,
Look at MAB's trading statement .
Positive read across to RTN

[philanderer] 20/9/2016 13:57

Canaccord reiterating buy and 545p target today

[thevaluehunter] 17/9/2016 11:45

And they all count as being within the m25 ;-)

[adobbing] 16/9/2016 22:14

Thanks tv . Food outlets doing a roaring trade here at Heathrow tonight :-)




;-)

[philanderer] 16/9/2016 21:01

Thanks tv . Food outlets doing a roaring trade here at Heathrow tonight :-)

[thevaluehunter] 16/9/2016 14:42

Based on the historic trading statements I have put together the av. LFL monthly trend vs last year for TRG. The second half has much softer comparatives than the first half of the year.

In terms of the peach tracker I think it is a good indicator and for restaurants only there has been an improvement since May (if the May half term yoy timing difference is adjusted).


TRG
LFL 2016 2015
Jan -1.5% +2.5%
Feb -1.5% +2.5%
Mar -4.0% +1.6%
Apr -4.0% +1.6%
May -5.8% +3.7%
Jun -5.8% +3.7%
Jul -3.0% +1.1%
Aug +1.1%
Sep +1.1%
Oct +1.1%
Nov -1.0%
Dec -1.0%
TOTAL -3.7% +1.5%

[gutbuster] 16/9/2016 08:22

Peach have 1 pub inside the M25.#justsayin

[sharw] 15/9/2016 23:18

That was the subject of philanderer's post 1465 and if you read it in detail you will realise that the growth is purely attributable to pubs within the M25. Pubs outside the M25 saw sales slide 0.1% while restaurants saw a 0.4% decline so hardly helpful for RTN.

[thevaluehunter] 15/9/2016 19:08

Peach tracker out today: third consecutive month of LFL sales growth!

[adobbing] 15/9/2016 18:34

New Brunning and Pruce outlet opened yesterday.

[philanderer] 15/9/2016 16:49

Just remembered ... xd today for the 6.8p interim

[philanderer] 15/9/2016 13:45

Glorious summer weather has seen pubs outperform restaurants according to figures from some of the UK’s largest casual-dining chain

[philanderer] 09/9/2016 13:32

9th sept Canaccord buy tp 545p ( from 550p)

[thevaluehunter] 09/9/2016 10:38

Reminds me of the city analysts covering rtn. I think some of them are going to look rather silly when rtn delivers the +£130m of ebitda and the share price goes to £6.00.

[henrik viking] 09/9/2016 08:48

However JD Wetherspoon's trading statements is great reading , mostly about their view of how everybody in the city got it wrong with regards to post brexit state of affairs

[henrik viking] 09/9/2016 08:44

Morning
Look at Greene King's trading statement !!

[henrik viking] 09/9/2016 00:54

Philanderer
Perhaps sensible to let a half of your remaining holding go at these levels , in spite of the divi .
But as has been mentioned volume was good today

[philanderer] 09/9/2016 00:00

mashman , I sold half my original holding a couple of weeks ago and have not bought any back.

Holding 2300 now at an average cost of 347p

[mashman] 08/9/2016 21:49

Did any of you guys buy back your sells @ £4.20 ish ? Now that its looking rampant again I might buy back.

[philanderer] 08/9/2016 16:58

Interesting thoughts guys , thanks.

Up on good volume today.. 3 million shares traded