Restaurant Share Discussion Threads

[thevaluehunter] 10/8/2017 18:28

A strong set of figures out today from cineworld.

[ali47fish] 09/8/2017 12:30

resultas from tasty today do not augur well

[trogerswinning] 04/8/2017 15:51

Results out 31st Aug.

We will see what the direction of travel is. Hoping positive!

[adobbing] 25/7/2017 22:34

Give us the filter button for morons who can't spell or string a coherent sentence together

[adobbing] 25/7/2017 22:31

Give us this day our daily share price increase and forgive us those morons who know nothing about a stock they post comments on!

[larva] 25/7/2017 10:09

Give us this day our daily bread and another profit warning for RTN

[adobbing] 23/7/2017 22:46

You know nothing you moron!

Every prediction you have made so far, on this stock, has been wrong, time after time.

Crawl back under your stone pond life!

[opodio] 23/7/2017 22:37

well said william theobald


240p on the next warnng i fear

[adobbing] 19/7/2017 17:06

Probably just as many or more than do now, I don't see any evidence of any slowdown and whenever I visit one of their outlets they are always busy.

As for rising inflation it just dropped from 2.9% to 2.6%.

I say as I see, I leave the crystal ball work to the Blackpool Pier Clairvoyants.

[williamgtheobald] 17/7/2017 21:22

In all fairness 'adobbing', I have to agree with opodio.

This share will fall to 240p based soley on weak/ poor macroeconomic conditions.

Stagnating wages and rising inflation, combined with a slowing economy.

How many families are going to be eating out on plastic fantastic?

[adobbing] 17/7/2017 09:52

opodio 12 Jul '17 - 08:40 - 1971 of 1972 0 0
240p on the next warning

How's that going?

[opodio] 12/7/2017 08:40

240p on the next warning

[adobbing] 12/7/2017 08:38

Is there a reason you are quoting verbatim from FE Investegate's commentary on Fulham Shore PLC, a south east based pizza chain?



Or is it just obvious plagiarism?

I don't see any connection with RTN.

[albanyvillas] 12/7/2017 07:49

Recent years have seen unprecedented amounts of capital invested in the UK restaurant sector and, in recent months, more restaurant space has appeared on the market than for many a year. This is largely a function of larger businesses trying to sell poor performing locations, newly created developments and administrators selling sites for broken companies.



Restaurant supply and demand often have a fractious relationship and, however quickly demand for eating out grows, there will always be a risk that restaurant supply may sometimes grow faster, either nationally or locally. In addition, we are entering a difficult forecasting period due to Brexit. Against this backdrop, some restaurant businesses will make the grade and others will not. We believe that operators with "me-too" offerings, over-rented sites, tails of unprofitable sites, dated menus, too much debt, poor concepts and unincentivised staff (or all of the above) will struggle.



Those are the problems here.

[funkmasterp12] 11/7/2017 07:25

Considering dipping my toe here, it seems a good time from a risk/reward perspective. Quiet board too!

[thevaluehunter] 24/6/2017 18:15

Reading through his blog I think brumby favours mars. I like rtn because of the captive market locations (ie cinemas and airports), the freehold pub estate and the lack of much debt. Most others in the sector seem to have mountains of debt.

[thevaluehunter] 15/6/2017 15:13

Paul Scott pretty bearish on his blog today. The comparative LFLs are -5.8% until half year then -3% from half year to mid Aug. Also I noticed bfi weekend box office was up 62% last weekend on prior year and gpb is coming off the lows vs the euro.

[thevaluehunter] 14/6/2017 20:12

I like the look of the cinema admissions vs last year too.

[thevaluehunter] 14/6/2017 19:53

ex-div tomorrow :-)

[adobbing] 12/6/2017 23:06

Why don't you learn some basic English you moron?