Wetherspoon ( J.d.) Share Discussion Threads

[gozzie2] 27/7/2020 20:04

Yes i like GRG a well run company .I think they will bounce back longterm .Another that will benefit as smaller food outlets close imo .

[essentialinvestor] 27/7/2020 19:58

I hold a small amount of GRG, which like JDW has produced longer term stellar returns. The same applies to Greggs- reduced customer capacity atm and the threat of autumn/winter ahead. Also GRG never got particularly cheap, even at the March plunge lows. Not much more I can add atm. Luck to those holding.

[taurusthebear] 27/7/2020 19:52

Spoons will do ok, but only ok, as long as they are allowed to stay open. The problem is that the capacity of their pubs has been drastically reduced, so profits will suffer even if they stay open. But with cases starting to rise again in much of Europe, that is by no means certain. Many smaller pubs have remained closed because it's not worth opening. In the long run, Spoons may be the beneficiaries of a hollowed out pub sector.

[gozzie2] 27/7/2020 19:49

On the way home last night I passed 4 pubs not too far from spoons that had closed .Last man standing cleans up.

[essentialinvestor] 27/7/2020 19:43

If you want to consider a potentially more optimistic longer term outlook,
then so much capacity is being stripped out, JDW may be a prime beneficiary?.

Capacity is being removed from both the casual dining and pubs market atm, casual dining
in particular looks a car crash.

[essentialinvestor] 27/7/2020 19:33

March '20 low was a bit under £5, it bounced right up to £12.

In January 2019 the share price was not much over £11 a share, before then embarking on
a mini parabolic run (a little similar to GRG).

You could make a case the late May bounce to £12 was too much too soon
when JDW was selling near £11 just 18 months ago - pre COVID, pre recession and the
unemploymen hit to follow. Made this point back in June.

[arja] 27/7/2020 16:33

awful looking downtrending chart for this stock and most brewers and hotels and JDW did not even bounce when US markets rose earlier but now sliding again . Looks ominous but money to be made shorting or hedging with a CFD if holding stock .

[gozzie2] 27/7/2020 12:31

It is on my mind more than it should be though you are correct .Il try to watch everything less it doesn't do you any good .

[gozzie2] 27/7/2020 12:30

Yes I know im 56 my main worry is my mum that I call on every evening .She's 82 and lives local im concerned I could pass it to her .She has no other family now dad passed away very lonely .

[gozzie2] 27/7/2020 11:39

The shops are no different .I observed out of 10 people going to the local minimarket 9 had no mask .These rules are a waste of time they only apply in certain areas not Manchester.

[gozzie2] 27/7/2020 11:36

I went to Glossop yesterday the first time I had been out in the pubs .I didn't get to the spoons but the other 5 pubs I visited only one had any distancing or system .No screens at the bar the staff had no masks. Only one asked for details .The pubs will spread the virus im sure in the autumn winter .I have woken up thinking if someone in the bars had the virus there's a good chance I've caught it .

[essentialinvestor] 27/7/2020 09:02

Mentioned under £8.70 a couple of weeks ago and we are there now.

Lots of the economically sensitive stocks taking a hit.
Can't call the price from here, anyone's guess.

[johnwise] 26/7/2020 16:25

Dr. Berg's Healthy Ketogenic Diet Basics: Step 2: WHAT TO EAT

VIDEO

[tim 3] 26/7/2020 16:19

Actually they have some very good low calorie options on their menu like chicken burger and salad for under 500 cals very nice and unlike others everything has calories listed.Also small desert options.

[johnwise] 26/7/2020 15:31

Johnson to announce new anti-obesity measures amid fears of coronavirus..

"Dr Mary Vernon, MD, is one of the world's foremost experts on treating obesity and diabetes with low carbohydrate nutrition. She is a practicing family physician, educates doctors on low carb and is active in and former president of the American Society of Bariatric Physicians (doctors specializing in treating obese patients)".

Low carb explained
VIDEO

VIDEO: Ketogenic Diet & Cancer by Dr. Mike Vanderschelden


VIDEO: Starving Cancer: Ketogenic Diet a Key to Recovery

[gozzie2] 25/7/2020 17:52

Spoons definitely going forward has an advantage .Where I am theres around 15 pubs near to the centre and around 6 of them have not reopened .

[jfb1510] 25/7/2020 16:36

Just arrived in my local spoons all outside tables in use with 66 patrons and a few using the smoking shed. Inside 12 customers in an orderly queue at the bar with all 4 tills in operation, approximately 100 inside. Ordered my drink on app 16:24 and its arrived at 16:36, it's as busy as pre-lock down.

[essentialinvestor] 25/7/2020 16:27

Obvs hope I'm wrong about infection numbers rapidly rising in to autumn/winter.

Hold a small amount of Fullers(FSTA) which yesterday sliced right through it's March 2020 low, hoped that would hold but it melted like butter out in the summer sun.

[gozzie2] 25/7/2020 16:21

Yes it's worse than the flu it was just an observation .Its not normally a thing people look at .This killed quite a lot of fairly young and healthy people as well as the longterm damage .

[essentialinvestor] 25/7/2020 16:11

Unfortunately not quite the full picture. COVID causes issues because of
the numbers dying And the numbers needing hospital treatment (that later recover).
That could be a visit to A&E, without being admitted to hospital, right through
to intubation in ICU.

[gozzie2] 25/7/2020 15:38

917 died last week of flu and pneumonia .

[sarkasm] 25/7/2020 14:54

LOL

Of course do more exercise and reduce your food and beer intake at spoons

[waldron] 25/7/2020 14:48

24 Jul 2020
Johnson to announce new anti-obesity measures amid fears of coronavirus second wave
By Liz Bates

The official number of UK deaths has risen by 123 bringing the total to 45,677.

As part of efforts to protect against a second wave of the disease, Boris Johnson is set to announce a new strategy to tackle obesity – declaring that losing weight is “one of the ways you can reduce your own risk from coronavirus”. Measures are expected to include a ban on junk food advertising on television before 21:00 – and they mark a significant change of tack from Mr Johnson.

Our political correspondent Liz Bates reports.


Channel 4 News Weekly