Revolution Bars Share Discussion Threads

[excell1] 14/12/2016 12:19

And I had not noticed the presentation someuwin.Company seems to be growing at a tremendous pace.I note that there are quite a few more female customers than male.
Maybe it's about time I had a look in there for that reason at least :)

[someuwin] 14/12/2016 10:41

Cheers excell I missed that RNS.

Here's a copy of the presentation.

All very impressive - especially their use of digital marketing / social media.

[excell1] 14/12/2016 10:16

Looking forward to reading the Analysts report on these.Should be good.

[excell1] 07/12/2016 22:55

Great article someuwin thanks for posting.
Also love the fact that the newly opened Bars are in the right locations and are all trading for Christmas and the New year.

[someuwin] 07/12/2016 09:33

This growth star could double

"...If you are looking for an exciting small-cap company with serious growth potential, you may want to consider Revolution Bars. The group, which has a market cap of £91m, is rolling out its upmarket Revolution and Revolución de Cuba bar formats across the UK.

Revolution's sales rose by 6.9% last year, while adjusted earnings per share rose by 14% to 14.6p. The group also paid a 4.8p dividend, giving a trailing yield of 2.6%.

Revolution has a massive advantage over some of its peers. The group's expansion is being funded entirely from its operating cash flow. There's no debt. This significantly reduces the risk of investing. The group's high margins and strong cash flow also mean that when expansion slows, cash available for shareholder returns should rise sharply.

I'm not really sure why Revolution Bars' shares have performed so badly this year. They've risen by just 5%, and currently trade on a forecast P/E of 11, with a prospective yield of 3%. That looks too cheap to me, given that earnings per share are expected to rise by about 14% over each of the next two years.

In my opinion, this well-run business looks like a decent buy at current levels..."

[bigbigdave] 06/12/2016 16:29

Massive volume today.

[connor23] 06/12/2016 12:24

Bit of volume here today which is good to see. Overhang clearing?

[113mike] 06/12/2016 11:09

Yep...looking good. Topped up at £1.82 earlier. Cam see me being in RBG for a good while as its in my SIPP and the div is useful too. (All imho)

[someuwin] 06/12/2016 11:05

Looking perky today.

[excell1] 30/11/2016 12:07

Just get that overhang out of the way and start to collect the divi's....Nice

[excell1] 30/11/2016 08:30

Great RNS,Revolution expanding faster than I thought.

[geheimnis2] 30/11/2016 07:31

Should break 200p soon?

[panic investor] 30/11/2016 07:22

Harrogate will fly they drink like fish in that town with very limited venues

[discodave4] 28/11/2016 18:25

Someuwin,Thanks.Would imagine that they will still be debt free post their acquisitions (any thoughts?). They invested £12.8m last year and have a target of five new sites so based on last year £2.5m per site should not be stretching them too much (I hope!).DD

[spooky] 28/11/2016 10:53

The only thing holding these back is a couple of institutional sellers.

[gucci] 28/11/2016 10:48

heading up nicely
added today

[someuwin] 28/11/2016 09:48

FinnCap BUY target 232

Numis BUY target 265

[someuwin] 25/11/2016 14:30

Bought in today. Looks like a good'un.

[eeza] 25/11/2016 13:35

Aberforth dumped 2.5m.

[lauders] 25/11/2016 05:11

Thank you for your thoughts on this one PP. Seems like you are on a roll at the moment and all the best to you! I will have a better look at this company when I have a chance. Cheers!

[paulypilot] 25/11/2016 01:49

I'm also topping up - the valuation here makes no sense.
It's now a self-funding roll-out, with no net debt at all!
Yet the fwd PER is about 9.2 - tell me how that makes sense?
Divi yield of about 3.3% is helpful too.

I suspect the market may not realise the higher quality of the new site openings, with £1m fit-outs, and dirt cheap rents - investor presentation on company website shows that rent is only 7.5% of turnover, and gross margins about 75%. Staff costs are high, but even so, it's a very good EBITDA margin.

i think this stock is an obvious candidate for a 50% re-rating, once people compare it with other roll outs.

There's no debt, no pension deficit problems, nothing. Just a completely clean set of accounts. On a dirt cheap valuation.

DYOR as usual.

I cannot see any catch here, despite reading the Annual Report over & over again. Apart from a ridiculously generous incentive scheme for Directors, but that's not a deal-breaker.

Director bought about £334k of stock personally after last set of results. Not bad.

Regards, Paul. (very long from 155p, and still buying at 178p)

[spooky] 23/11/2016 09:58

Thanks flyposter. Need to get rid of a couple of institutional sellers before we can make headway.