Revolution Bars Share Discussion Threads

[blueball] 19/5/2017 12:09

Its falling Dave.

[investment dave] 19/5/2017 12:08

Adding more now

[geheimnis2] 19/5/2017 12:00

yep - should recover to 160-180p in the short term imho

[investment dave] 19/5/2017 11:51

This is too cheap now

[paleje] 19/5/2017 11:47

Thanks zho, that looks fairly balanced from Paul Scott.

If eps comes out similar to last year then PE:10 sounds reasonable assuming continued growth is not an issue. However, by way of comparison, Marstons - somewhat more traditional pubby outlets - are also on a PE:10 with around a 5% divi and hardly any risk to speak of.

[blueball] 19/5/2017 11:37

Morning fozzie HUR looking better today at 55p good luck with RBG.

[ksharlandjiev] 19/5/2017 11:22

-50% by the end of the day

[fozzie] 19/5/2017 11:21

Ah the omnipresent blueball shorter extraordinaire appears as if by magic lol

[blueball] 19/5/2017 11:20

Back to 100p then.

[puku] 19/5/2017 11:18

phew - sold yesterday, wasn't convinced with their offer, their expensive roll out, and the share price weakness. For once I timed a sell perfectly !

[geheimnis2] 19/5/2017 10:56

will be interested to read Paul Scott's comments

[meijiman] 19/5/2017 10:52

I think the reaction here is based not so much on the actual statement but on the view that the roll out strategy is not working.

[fozzie] 19/5/2017 10:48

Sp still falling. Only a small position here for me at 1% of my portfolio which was bought following the FD departure early in the year but i have bought more in two lots this morning. This will be a bloody nose for management and i hope it concentrates a few minds. I agree with paleje that as long as the offering remains popular and i am told it does that the share price will recover.

[jpsmithson] 19/5/2017 10:29

So LFL's are up. The new bars sales are as expected but taking longer to achieve full profitability than expected, is that not a contradiction.
The headwinds were known well in advance and so a simple calculation to make. Somehow this statement does not add up (no pun intended) which is why I think it is getting punished so hard.

[spoole5] 19/5/2017 10:27

Anyone fancy a drink?!! Wetherspoons I'm afraid!!

[goldenshare888] 19/5/2017 10:06

LOL - How astute to reduce their target after a massive fall in shareprice.

Brokers targets are worthless nonsense generally.

The BIG worry chart wise is new LOWS being plumbed here!

LEMMING PATTERN playing out as stockholders flee for the exits at end of the bar!!!

:-(

[paleje] 19/5/2017 09:33

Peel Hunt reduced target from 260 to 220 this morning but say ADD.

[sundance 13] 19/5/2017 09:29

I sold at 145p earlier, surprised this didn't fall further to 120p to be honest. Think we'll see circa 11-12p earnings this year which means a PE of 10, which seems about right given likely further cost headwinds - NMW, inflation, Brexit etc. Plus of course sales wise the new formats are hardly proving to be a rip roaring success!

[rimmy2000] 19/5/2017 09:29

the only thing this and CRAW have in common is a rollout will of course experience hiccups. CRAW was massively hyped, and overvalued. yesterday this sat on a PE of 10.. thats about PE 6 by todays standards.

[aishah] 19/5/2017 09:22

I've added here. Fall overdone imo.

[davr0s] 19/5/2017 09:11

I sold some time ago as clues were in the charts (for me) - more than often keeps me out of trouble. Still a bit surprised at loss of business momentum so just shows you not to follow the crowd/hype