Revolution Bars Share Discussion Threads

[essentialinvestor] 23/5/2017 20:35

JDW has been a star performer, underestimated the upside over the last year.
Constrained consumer spending perhaps playing to JDW strengths.

[smokybenchod] 23/5/2017 20:16

Yes they did Essential, but Wetherspoons and Marstons share price is not down 45%. In fact they are both up around 10% in recent months and have released positive updates, which further points to lack of management cost control at RBG rather than major sector problems.

[smokybenchod] 23/5/2017 20:12

SP is now down 45% since profit warning on an estimated average broker profit downgrade on original exceptions of 16% this year and 17% next year. Am I missing something fundamental here apart from loss in management confidence?

[essentialinvestor] 23/5/2017 20:08

It's always a case of buyer beware and DYOR.


Cautioned here a couple of months ago as you could see what was happening
with the large broader based pubs groups. They all referenced rising cost
inflation and had since mid 2016.

[manics] 23/5/2017 20:03

That's real. Though within the realms of sensibility we can't much trumpet "wow look at Paul Scott he tipped a £2 share at 25p".

Well, yes he did but he also ...suggested, that it might be time to sell, after 'just' 100% inflation from a tip that went on to multibag, which people now champion him for.

Also, he's in bed with ShareProphets. I mean, Shareprophets. To the point that one of the junior staff at Shareprophets now co-writes the blog with Paul.

[manics] 23/5/2017 19:45

Paul Scott gets an awful lot of credit for BOO, but what about the bit when he called it "fully valued" at 50p?

[dan_the_epic] 23/5/2017 19:44

I'd say he's a class generalist analyst within the small cap scene, and perhaps similar class in the retail sector given his background.

Wouldn't extend that to any other sector or larger caps though. Speak to a full time sector analyst at a bulge bracket and their depth of knowledge is quite astounding.

[adred] 23/5/2017 19:37

I agree with you dgbell7 Paul Scott is a first class analyst and like smokybenchod said every investor makes mistakes.

Paul has picked some great winner like BOO and G4M and no one has to take his advice, some people need someone to blame if things go wrong.

[immokalee] 23/5/2017 19:08

Actually Geheimnis2 no it's not. He is a great analyst, much better than most I know and much better than 99% of 'investors' on bulletin boards.

[topvest] 23/5/2017 19:07

Well I'm surprised this has dropped quite as far as it has. Tempting!

[barnetpeter] 23/5/2017 18:45

another 8 per cent down.....80 pence is my target. Shorts piling in to this dawg.

[blueball] 23/5/2017 18:30

One pound and no more imo.

[dgbell7] 23/5/2017 17:25

I should add in I've filtered Runwaypaul as I've no time for these types of comments.

[dgbell7] 23/5/2017 17:23

Paul Scott is a first class share analyst ,I am extremely grateful to Paul for highlighting BOO at early stages. However we should never blame anyone but ourselves for our losses. I had been cutting back my exposure to RBG to a minimal position as I didn't like the trend in the price but yes I did take a hit on RBG , nothing compared to my gains on BOO and G4M . I think RBG have a lot o do to restore credibility in management and for the moment I'm just watching from the sidelines. Never fall in love with a share!

[smokybenchod] 23/5/2017 17:07

looks like the move up at lunch on the large sells was pretty short lived. Going to have to take some short term pain for hopefully long term gain. Can't see this going below £1 short term IMO unless there is another warning. Hopefully by this time next yr mgmt would have sorted costs out and share price will have recovered. DYOR.
@runwaypaul every investor makes mistakes, including Paul Scott and Warren Buffet, it's all part of investing. Next time you make a mistake, hope someone ridicules you as well as you will find it's not pleasant and unnecessary.

[panic investor] 23/5/2017 16:58

That's a pretty poor thing to write on a BB Runaway - very poor

[pj0077] 23/5/2017 16:56

Runwaypaul"Paul Scott taking it up the back passage silently, & with dignity"Seriously, what has this to do with investing?

[pugugly] 23/5/2017 16:40

Looks as though (imo) more PI's being suckered into a falling knife while II's cut losses - What are they reading that we have not seen ?? or could it be a negative view on the "entertaining economy" if JC wins as Red May could (imo) really have put both feet in the d*g sh*t. Shooting from the hip is not a good idea before an election unless a Trump, appealing to the disenfranchised to "promise" then a change away from job stealing immigrants and the intelligentsia.

[brwo349] 23/5/2017 16:29

cratering

£1 looks likely.

[dan_the_epic] 23/5/2017 16:18

I'd be surprised if when he speaks to these small cap brokers and companies he discusses and gets comfortable when analyst forecasts look very low. G4M a case in hand.

Not sure the normal punter on the street gets that sort of assurance.

[geheimnis2] 23/5/2017 16:13

have to say this is a big dent in paul scott's rep as a stock analyst...

[runwaypaul] 23/5/2017 16:08

paul scott taking it up the back passage silently, and with dignity.