Unbound Share Discussion Threads

[plasybryn] 31/1/2022 09:58

Now UBG - Unbound Group. Anyone holding on here?

[theisland] 18/11/2021 11:10

Thank you so much jaknife!

[theisland] 17/11/2021 15:46

Hi everyone. Does anyone know where is possible to find Hotter Shoes financial statements? Or if there is any source of information out there providing some detailed financials on Hotter Shoes as a stand alone business? Thank you.

[robizm] 17/11/2021 11:37

It is criminal the spreads on some shares

[thaiger] 17/11/2021 10:03

Who will be interest to buy with spread this wide....73p bid 79.8p offer?!!?

[plasybryn] 10/11/2021 16:56

Good to see Paul is optimistic but this split doesn't seem to have played out that well which I find surprising given the Directors skills in generating shareholder value. £11m to Numis? Can that be right? Questions surely need to be asked. Hopefully trading news re: Hotter shoes & TGI Fridays will start the correction over coming months. Paul thinks there is a lot of unrecognised value in TGI Fridays and probably also in Hotter. We shall see.

[brummy_git] 10/11/2021 06:29

Professional investor Paul Scott of Stockopedia discussed Electra Private Equity & Hostmore (starts 57:40)

https://www.youtube.com/watch?v=godOhIecGk4

[martinthebrave] 02/11/2021 10:51

Shares credited later today.
Value 3 x MORE + 1 x ELTA.
So 3 x 150p + 1 x 113p = 563p
Last nights close 550p
Going to be volatile though!!

[greyingsurfer] 02/11/2021 10:10

No sign in my II account yet, but I'm not surprised. I'd expect later today or tomorrow. There have been trades in MORE in the 150s, so the net value overall is slightly up at present, on yesterdays close.

[cousin jack] 02/11/2021 09:49

It would be reassuring to see the Hostmore shares in my AJ Bell account but nothing yet. Is that general or can anyone see them in their account ( and if so how does the value + Elta value compare to the Elta value yesterday) ?

[martinthebrave] 02/11/2021 07:38

MORE (Fridays) divested from #ELTA today. Main Market listing. #ELTA now purely Hotter Shoes. "In Line" update from Hotter with strong outlook. First time I have heard "Reduction in Supply Chain Disruption". Looks under valued to me. GLA!

[monet] 01/11/2021 15:34

Shoe Zone PLC Further Trading Update
01/11/2021 7:00am
UK Regulatory (RNS & others)

Shoe Zone (LSE:SHOE)
Intraday Stock Chart

Monday 1 November 2021


RNS Number : 7949Q

Shoe Zone PLC

01 November 2021

Shoe Zone plc

("Shoe Zone" or the "Company")

Further Trading Update

Shoe Zone is pleased to announce, that further to their Full Year Trading Update announced on 13 October 2021, that reported profit before tax is now expected to be in the range of GBP9.0m to GBP10.0m for the 52 weeks to 2 October 2021 ("13 October Announcement").

Underlying trading has been better than expected and alongside the ongoing year-end review process, the Company has concluded that it will not be required to recognise approximately GBP1.5m of one off additional pension contributions within its income statement (a non-trading entry). This adjustment has led to an increase in expected profit before tax for the full year. The Company has also benefitted from favourable foreign exchange rates, particularly versus the dollar, which adds a further revaluation benefit of approximately GBP0.4m from the previous forecast.

The Company is still undergoing the audit review process and expects to announce final audited figures for the 52 weeks to 2 October 2021 in January 2022.

[loglorry1] 29/10/2021 07:48

Elta still v cheap on comparables. There's been a lot of inflation on hospitality around 14%

[cousin jack] 28/10/2021 20:31

Well the market certainly is ! I’d expected a positive reaction to the budget for companies like TGI but it seems not. Anyone got any views about what may be in store when the share splits next week ?

[leading] 26/10/2021 09:42

Follow me down Cousin Jack.

[cousin jack] 26/10/2021 09:03

The market doesn’t seem very optimistic about the forthcoming demerger. Unfortunate it didn’t happen a couple of months ago as concerns about possible supply problems (Hotter) and covid resurgence (Friday’s) may be affecting prospects and causing the share price drift.

[plasybryn] 19/10/2021 06:25

Is this still the target? Posted on LSE sometime ago.HSBC target price28 May '21HSBC have today increased their target price for ELTA to 840p (up from 327p!).

[plasybryn] 20/9/2021 14:32

That sounds like accretive news. Well found.

[no dice] 20/9/2021 13:22

Hotter Shoes partnership with John Lewis.
Https://www.retailgazette.co.uk/blog/2021/09/hotter-secures-partnership-with-john-lewis-as-part-of-its-growth-strategy/

[malcolmmm] 15/7/2021 14:06

Bought in today after reading analyst's Jeremy Rapper on Seeking Alphas report,
He thinks they will double.
Electra Private Equity: Cheapest Listed Pure-Play U.K. Restaurant Exposure Hiding In Plain Sight

[bscuit] 30/6/2021 22:42

Stepped aboard today at 636, which was then just above mid-price, but then it slipped. but taking longer term view.

[battyliveson] 29/6/2021 14:35

Viewed the presentation this morning. TGI seems to have normalised sales of £200 -250k.

If they could get close to 2 times sales with the listing, the value of ELTA could double, and there is still the hotter shoes business to dispose of.

Fingers crossed that the market is happy to value TGI well above accruing value of £140mn

B

[redalert] 29/6/2021 13:22

slides from capital markets day now available on the elta website