Revolution Bars Share Discussion Threads

[spooky] 19/1/2017 10:16

fizzypop - 2% is definitely fine.

[bruceylegs] 19/1/2017 09:39

Will also increase profitability as it's store network grows due to volume rebates from drinks suppliers.

[glaws2] 19/1/2017 09:26

I'm not sure you will get big increases in lfl figures once the bar is up and running. The growth is is in the rollout of the format. If you look at CAKE the same applies there.

[fizzypop] 19/1/2017 09:12

LforL up just 2% looks like management are focusing on the retail rollouts and taking their eye off existing bars. Could do better is my assessment but I guess much effort was made to get new bars up and running for Xmas/New Year which is understandable as these are the most profitable periods of the year for retail.

[blueeyes13] 19/1/2017 08:42

I just bought some more on the dip earlier. Great value here and next 12-24 months roll out should be interesting. No debt will protect it from any slow down in the economy but one to keep an eye on for sure.

[croasdalelfc] 19/1/2017 08:21

Should see a bounce after profit takers are out with new holders seeing the value here

[croasdalelfc] 19/1/2017 08:19

Talk about sell on results!

[croasdalelfc] 19/1/2017 08:17

Hi Joe - I think they had to get a wriggle on to open 4 bars before the important Xmas period. I think they opened between mid October and mid December

[discodave4] 19/1/2017 08:17

Initial - they are new sites.DD

[croasdalelfc] 19/1/2017 08:14

A full year EPS of 18-20p can't be a huge ask after these intermission.I make revenue in H1 of £66.7m.EPS of 18 gives a PE of 12 @ 222p a share.EPS of 18 gives a PE of 16.7 @ 300p a sharePlus a dividend of 2%Am I missing something or is this share undervalued?

[joe say] 19/1/2017 08:13

Maybe me - but what is meant by 'initial' in the following part of the statement;

We had a strong festive trading period across our existing estate and all of our new sites were open for Christmas and New Year where initial trading was encouraging,

Do they simply mean its the first trade from those new sites?

[pj0077] 19/1/2017 07:48

Overall sales, including the contributions from new bars, were £66.6m for the same period (2015: £59.1m), +12.7%. "We had a strong festive trading period across our existing estate and all of our new sites were open for Christmas and New Year where initial trading was encouraging, with Group sales increasing 16.2% over the five week trading period."

[excell1] 18/1/2017 09:32

More bars,great Christmas,results should be good and looking forward to progress in the future plus dividend.

[discodave4] 17/1/2017 23:17

Oops sorry........meant Thursday not tomorrow, I'm a day ahead of myself!.DD

[discodave4] 17/1/2017 23:14

Here's hoping it's all good news tomorrow (including minimum wage not impacting on margins!).DD

[panic investor] 17/1/2017 13:04

will be interesting if they are adding to the portfolio too. My guess is that they are due to High Street properties becoming vacant pretty fast at the moment.

[jitters3] 17/1/2017 12:58

Must pop into my local Revolution bar in Wilmslow everytime i walk past it seems to be busy would like to try out a Cuban bar as well could be a boozy couple of days

[jitters3] 17/1/2017 12:31

No my trades not showing either

[panic investor] 17/1/2017 12:29

Not showing as yet though - surprised I got them for that !

[panic investor] 17/1/2017 12:27

Just added myself at 223.15

[jitters3] 17/1/2017 12:14

Just bought in when MMs changed the spread in at 2.23 looking for a positive update on thursday

[pj0077] 16/1/2017 15:21

Sounds like everything should be good

[panic investor] 16/1/2017 10:17

Should be good with 5 new bars opened in time for Christmas. Added to the the craze with contactless payments (perfect for when you've had a few), all should be good.