Revolution Bars Share Discussion Threads

[darrin1471] 20/10/2022 16:57

shady: Valid point that Q1 21 was 20%+ on Q1 19

[shandypants2] 20/10/2022 16:30

IMHO Peach is a good complement as it does better in the periods when RBG does not e.g. weekdays v weekends etc, more food than drink etc. Let's see if the proposes costs savings can be realised.

Although Q1 sales are disappointingly down c10% in Q1 they did rise this time last year by 20% (based on 2019 pre covid) so it is still 10% above pre covid levels. Also Q2 is the biggest revenue period for RBG and last year this suffered due to a 'soft' lockdown. If we avoid it this year results should be much better. Let's see what H1 numbers look like

[darrin1471] 20/10/2022 12:24

Looked at RBG earlier in the year and came to the cynical conclusion that the only winners were the salaried company management.
Peach is not an obviously complementary business. Customer base by age, location and affluence look different.
We know RBG have energy costs fixed until April 2023. What about Peach's energy? Peach pub estate looks like high energy historic properties.

I have continued to watch RBG hoping for a boost during the football world cup in November and December plus a covid free Christmas. RBG LFL sales are already down 9.1% in Q1 before you take into account inflation.

[boll] 19/10/2022 21:35

The management have decided it is more profitable to an operator in a slightly different field than expand the existing formats. This does make sense as Pitcher is an experience operator. There is no share issue so although risk increases I suspect that returns will also and teee will be mire efficiency savings than already declared.Although the like for likes are disappointing a good chunk of the rev trade is over the Xmas period which was largely cancelled last year.Currentvmanagement are delivering and looking at different formats. At existing levels the share are attractive to a consolidator within the industry snd do offer reasonable prospects so let's wait and ser

[chelseamann] 19/10/2022 07:53

i live close to 3 peach pubs and ive been in all 3 over the last ten years and they are busy and do serve great gastro pub grub. perhaps it was an offer too good to refuse or maybe the Peach owners fancied a new challenge. This is a medium term recovery stock and at 12p a bit of a bargain me thinks

[glavey] 19/10/2022 06:07

Now a two trick pony.

Ask not why Revolution wanted to buy but why Peachy wanted to sell.

[chelseamann] 18/10/2022 20:53

yes its confirmed they have purchased Peach Pubs and the decent set of results were also released post trading for all to see tomorrow…̷0;. feeling confident that the share price will react positively and by a few pence too

[babbler] 18/10/2022 18:28

Nice update

[sailorsam1] 18/10/2022 13:44

Revolution Bars Group set to acquire Peach Pub Company: Revolution Bars Group, which operates the Revolution and Revolución de Cuba brands, is set to acquire Peach Pubs, the 22-strong gastropub operator, in a deal valued at between £10m and £20m, Propel understands.

[babbler] 18/10/2022 07:50

I guess the question is.... which share are they taking over?

[sailorsam1] 18/10/2022 07:50

Acquisition in progress

[seangwhite] 03/10/2022 19:14

KE will no doubt bid for a few after another equity raise at a heavy discount to the current share price He will lead us through to a better place or so most think.

[bspgamer] 03/10/2022 15:16

Last orders at the bar now!!

[blackhorse23] 03/10/2022 12:39

Weatherspoon on sale now ?

[seangwhite] 30/9/2022 10:51

Hard to keep a man of KE's stature down for so long a time,another funding call to the poor shareholders at 7.5p or less might be coming to keep the hard working BOD salaries being paid.

[gypsyfortuneteller] 28/9/2022 20:33

KE

Failed to sell to Stonegate at 200p
Failed to merge with Deltic and create a nightlife titan
Raised emergency funding at 20p in Covid
Did a rubbish cva
Raised another round of emergency 20p funding
Spent it all on vanity refurbs and green agenda
Ended up with a register or weirdos
Stopped talking to the market
Has a broker which can’t find any investors
And yet KE still thinks it’s his business. Someone needs to take this out with a half reasonable bid and retire KE into oblivion in the process

[seangwhite] 26/9/2022 20:27

Has KE left the building after the share price has fallen so far.

[bspgamer] 21/9/2022 13:54

Last orders the bar is closing.

[blackhorse23] 16/9/2022 15:05

https://www.morsesclub.com/

[smackeraim] 08/9/2022 13:38

Probably a bottom of sorts being put in here with gov support for business and consumers. Gas prices are falling, oil is down, inflation will steady later this year imo

[blackhorse23] 07/9/2022 23:10

Bought some MCL , excellent opportunities

[sharetalk] 06/9/2022 18:28

Interesting extract from the press release on 2/8/2022:

"Our industry leading sustainability agenda has allowed us to reduce our carbon footprint and mitigate, in part, the widely reported energy cost price increases. Our energy prices remain largely fixed until spring 2023."

And come spring 2023, the warmer weather will be here again.

[bspgamer] 06/9/2022 11:44

The share price is where it's at because of the boards decisions on not changing the brand. Vodka is now out of date with current drinking habits. This company is a one trick pony

[blackhorse23] 05/9/2022 09:38

Bought MCL which holding value & looking multi-bag