Share Name Share Symbol Market Type Share ISIN Share Description
Revolution Bars LSE:RBG London Ordinary Share GB00BVDPPV41 ORD 0.1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +1.40p +1.00% 141.50p 140.00p 143.00p 145.00p 140.00p 142.80p 34,024 16:35:26
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Travel & Leisure 130.5 3.6 5.0 28.6 70.75

Revolution Share Discussion Threads

Showing 1301 to 1324 of 1325 messages
Chat Pages: 53  52  51  50  49  48  47  46  45  44  43  42  Older
DateSubjectAuthorDiscuss
16/6/2018
10:03
Fair. Re-worded I don't think there is a great buy case for this as a standalone entity.
pireric
15/6/2018
23:28
"The buy case here is that the assets are worth more than the share price" Are they? According to the 2016 report "All of the Group’s operating sites are held on leases". Leases are liabilities, not assets. In the 2016 report, they claim £100m-odd of 'assets', half of which are 'short leaseholds' and the other half the investment in fitting them out. As anyone in property knows, the value of a lease is its ability to generate profit and the fixtures and fittings are a wasting asset written off usually over about 5 years but, in the event that a site trades at a loss and has to be closed, the lease is worth whatever premium someone else will pay for the site, if at all, and the F&F is a write-off.
jeffian
15/6/2018
21:39
The buy case here is that the business is worth more to an industry player than standalone, rather than the operating performance justifying it IMO. The problem is that this is very unpredictable. Could be sat here in 3 years and not have a bid.
pireric
15/6/2018
02:03
Following my earlier posts (409,439,444,590,596,647) still keep an eye on this story. The first thing the CEO designate should do is insist that the unaffordable dividend is immediately cut. Then he can sort out the rest of the mess the previous management have created. If not, then i would expect more of the same. It shouldn't be too difficult to improve the group's dire operating performance but it will require an effective CEO. No position to date.
staverly
14/6/2018
20:07
Not so sure jpsmithson. Some (some women) might be looking for somewhere that's not showing football but want to meet back up with their blokes later. But world cups apparently bring sales up across the board. Of course if England are out early...
runthejoules
14/6/2018
10:58
James why do you think the world cup will be a positive for a Revolution or Revolución de Cuba bar ? I think it could be an off the shelf excuse for poor trading in June/July. People will be going to bars and pubs with TV's in them.
jpsmithson
14/6/2018
10:38
Agree - I've bought a few more this morning. No CEO since around October can't have helped. Scheduling improvements through software developments seem yet to have kicked in (should offset some headwinds)and upside from food / new CEO should help. Given backdrop of potential bid activity risk reward doesn't seem too bad. Interesting to hear how SCVR / PAUL Scott view this. Perhaps some upside from World Cup.....
jameshughes1980
14/6/2018
10:09
Hardly catastrophic news - happy to hold.
waspfactory
14/6/2018
09:03
some broker commentary this am: -Numis now sees 2H softer than expected and co. “unusuallyR21; also underperformed in very hot weather, given only a third of its sites have outdoor space, Numis analyst Tim Barrett writes in a note PT lowered to 190p from 200p; buy rating maintained -Separately, Canaccord sees takeover speculation reemerging after the stock falls, analyst Nigel Parson writes in a note; buy rating maintained
momentofclarity
14/6/2018
08:32
Such a golden opportunity. With lots of restaurant chains closing up shop, Revolution should make a play to upsell drinkers to food, instead of letting them leave to those mid market chains.But why is it going to be only Q1 2019 before we see food improvements? That's a long time away.
boonkoh
14/6/2018
08:24
March was wet and that's bad for business. May was dry and that's bad for business too. Surprised they didn't claim it was the wrong type of rain.
snowydays
14/6/2018
08:19
Big drop after poor update, but could it lead to renewed takeover interest?
spot1034
14/6/2018
08:19
Bought some more at 129p. Couldn't get the earlier-quoted 119p price, funnily enough! Even more of a no-brainer take over target now, and hopefully the remaining management numpties will say yes this time.
runthejoules
02/5/2018
17:45
Stonegate don't want to pay more than 203p. They can't come back with an offer at that level when the share price is at 145p - it was rejected by the instis when the share price had been 125p. Deltic are a red herring - they couldn't raise the funding before and are unlikely to be able to do so now. Absent any news and any major moves in the wider market, this will stay around here with a 20p bid premium attached to it. If either the market tanks or their next update gives further evidence that this isn't a self-funding roll-out then that bid premium is going to evaporate. Next scheduled update isn't until July. Probably the best thing that could happen is for these to lose their bid premium and start trading at 120p again. That could then revive Stonegate's interest. Less likely at this level when the backdrop is tough trading conditions
mammyoko
02/5/2018
14:37
I don't understand why nothing is happening. I cant believe that things have changed that much. They could pitch a lower offer and most people would accept unless there was a counter one......
crumppot
02/5/2018
14:06
I would be happy for Stonegate to win a renewed bid at under 203. Management poorly rated, fairly or not, doesn’t matter.
luafc
29/4/2018
13:43
Brokers still have targets well in excess of current share price - most recently Peel Hunt reiterated target of 240p last month. hxxps://stocknewstimes.com/2018/04/23/revolution-bars-group-rbg-receives-buy-rating-from-peel-hunt.html
spot1034
29/4/2018
11:58
Difficult to have confidence, I'd say.
inchpractice
29/4/2018
11:12
Surprised to not see any renewed bid action here, now all time restrictions are lifted. Are we confident they will return?
barvin
20/4/2018
20:14
Deltic Group has secured a new £20m debt facility with HSBC as part of its strategy to target new sites, other multi-site operators, and even make larger-scale acquisitions. Speaking at Peel Hunt’s Leisure Conference yesterday, CEO peter Marks said that the first round of the group’s refurbishment programme -- due to complete this financial year -- ‘is the big rocket fuel for’ for the bar and club operator.
yupawiese2010
19/4/2018
17:06
Comment on Stonegate in which the bid for RBG last year gets a mention. hxxps://www.thecaterer.com/articles/525031/top-100-simon-longbottom-stonegate
spot1034
16/4/2018
20:02
Bought some more today, both parties free to bid from tomorrow. I would be happy to sell mine at 203 given the chance.
exbroker
10/4/2018
16:02
A quieter day today but buyers still coming in and the price has nudged up a couple more pennies.
spot1034
09/4/2018
16:26
Ban on new bids lifts tomorrow
inchpractice
Chat Pages: 53  52  51  50  49  48  47  46  45  44  43  42  Older
Your Recent History
LSE
GKP
Gulf Keyst..
LSE
QPP
Quindell
FTSE
UKX
FTSE 100
LSE
IOF
Iofina
FX
GBPUSD
UK Sterlin..
Stocks you've viewed will appear in this box, letting you easily return to quotes you've seen previously.

Register now to create your own custom streaming stock watchlist.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P:30 V: D:20180620 16:58:48