The Fulham Shore Share Discussion Threads

[ny boy] 16/7/2019 08:28

Hopefully some decent press write ups and you never know, some actual broker upgrades, unless they are on on the beach by now, I prefer to stay in London over the summer, nice and quiet, not too hot and quite enjoyable.

kinwah, email David Page and ask him if they have Newcastle on their expansion short list?

[kinwah] 16/7/2019 08:05

Company is progressing well. Trick to enhancing profitability will be to increase customer flow during quiet times of the day as Wetherspoons have done. They are building a good brand with FM with massive potential still for expansion. Newcastle pizza eaters are desperate for a FM to open there. I added to my holding yesterday and look forward to excellent long term growth. Thanks NY Boy for the updates. Us silent lurkers will now keep you company on this board.

[runthejoules] 16/7/2019 07:42

Results seem pretty good to me and I like how they explain the market.

[ny boy] 16/7/2019 07:41

Making solid progress, the last men standing will reap the rewards in the evolving retail landscape, expanding strategically and taking full advantage that good quality tenants are in control of securing favourable rentals going forward, unlike the old days of ridiculously over priced rents from greedy landlords, who are mostly suffering from a big drop in obtainable rents or sitting on long void periods, with many empty retail premises.

The great reset is finally underway, FUL is benefiting from it and building a solid well run restaurant chain.

Happy holding here for the long term.

[chinahere] 12/7/2019 19:10

Yes, why are the trades invisible today!?

Anyway, I'm glad I have a few of these now and am looking forward to the next results.

[ny boy] 12/7/2019 14:49

Desperate for sellers, bid on the rise, onwards & upwards, you lovely silent investors lol!

[ny boy] 04/7/2019 14:09

Buyers back!

[ny boy] 03/7/2019 15:06

Boc

The last drop was to knock out weak holders, we should breakout finally on this leg up, everything going well for this outfit, last few standing in the high street will reap rewards, a matter of patience here

[chinahere] 28/6/2019 15:50

Bought a small amount today as I do like the product.

[bocarugga85] 28/6/2019 10:55

Agree BB.

Can throw Jamie's Italian et al into that. Too much average fair at unjustified prices.

Ultimately it comes down to margins. Rents have been too high on the high street for too long. Landlords have been able to name their price because there has been too many chains chasing the same space.

David Page is a shrewd operator though - they've seen it all before, and know how to extract value.

I've loved Franco Manca since I first tried it in brixton market about 7/8 years ago. When fulham bought it, i had to get on board - even if I was far too early and m.cap was way overvalued. The menu prices are still the same now as they were back then, if you can believe it.

[bigboyo] 28/6/2019 10:24

I think the closure of many overpriced pizza chain outlets like Prezzo and Ask can only help quality value minded chains like FrancoManca.

People still want to eat out and people still like pizzas.

The difference now campared to 10 years ago is that affordibility. Austerity has meant that many many people have to be careful of prices when eating out.

The quality combined with value and a buzzing atmosphere will, in my opinion, continue to drive sales momentum as further openings take place.

[bocarugga85] 27/6/2019 21:25

L2 showing significant buys to sells, so no idea why the drop.

Could be a tree shake by MMs?

Trying to get shares ahead of results next fortnight.

[boonkoh] 27/6/2019 15:59

Steep drop today, rather suspicious. No news that I can see.

[chinahere] 18/6/2019 12:13

They've got a great product haven't they and I've noticed they're looking at costs too (no water bottles out on tables anymore and more desserts available etc.)

I did spend some time looking at them last year but wasn't sure. They are still expanding aren't they. Do you think this will stop and they will focus more on revenue? I guess if they are proven as a profit maker then a takeover could happen.

[ny boy] 18/6/2019 12:09

Patiently waiting for a breakout, takeover rumours still around.

Happy holding and we will no doubt see the masses arrive in due course.

[ny boy] 14/6/2019 12:17

Building for a breakout, reminds me of when I started investing in STX, in 20/30p’s I was the only one posting on the thread, who saw how under valued the shares were, although there could of been silent lurkers lol

Same applies here, these are lowly rated imo

[ny boy] 29/5/2019 14:41

Me likey...


We expect to report that both revenue and headline EBITDA will be ahead of last year's figures and in line with market expectations. The growth has been driven by increasing customer numbers in our existing restaurants and new restaurant openings.

[ny boy] 29/5/2019 11:21

Yes, they make decent pizzas and good value, the share price will take off sooner or later, I heard industry whispers of being targeted for a bid approach from the US, makes sense with £ so low against the US$

Anyway a long term hold for me, like (STX) etc

[runthejoules] 29/5/2019 08:19

Good wrote up of Franco Manca in the Grauniad over the weekend.

[ny boy] 22/5/2019 15:36

Bid rumours doing the rounds, could be something in it, they certainly should benefit from Jamie Oliver’s restaurants closures dyor as usual

[ny boy] 18/4/2019 09:50

Another decent buy 390,000 @ 12.25p

[ny boy] 17/4/2019 14:11

Starting a breakout all good here, increased consumer spending, good value food, many competitors gone under, great news for FUL, strong buy for me dyor

[ny boy] 16/4/2019 12:59

A nice 150k buy! Turning up for a breakout above 12.7p resistance level, clear skies once through there.

[ny boy] 15/4/2019 09:49

Stay focused, consumers pay rises kicking in, so it should be a good period ahead for retailers, restaurants etc many have gone to the wall, leaving the strong to survive & thrive!

[lbo] 05/4/2019 08:36

https://www.investorschampion.com/channel/blog/Fulham-Shore-red-flags