Whitbread Share Chat (WTB)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Whitbread Plc	LSE:WTB	London	Ordinary Share	GB00B1KJJ408	ORD 76 122/153P

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	-36.00p	-0.90%	3,978.00p	3,981.00p	3,984.00p	4,035.00p	3,954.00p	4,029.00p	244,586	16:35:24

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Travel & Leisure	3,295.1	548.4	239.7	16.6	7,301.33

Whitbread Share Discussion Threads

Showing 1101 to 1121 of 1125 messages

Chat Pages: 45 44 43 42 41 40 39 38 37 36 35 34 Older

Date	Subject	Author	Discuss
28/6/2018 18:23	Performance awards? But where's the "performance"? "Grant of Awards under the Whitbread Performance Share Plan 28 June 2018 Following approval of the Whitbread PLC revised Directors' Remuneration Policy and adoption of a new Performance Share Plan (the "PSP") at the Company's General Meeting held on Wednesday 27 June 2018, the Company hereby confirms that the following share awards have been granted in accordance with the PSP with effect from 27 June 2018: PDMR Number of shares awards Alison Brittain 83,786 Nicholas Cadbury 49,943 Louise Smalley 33,018 Enquiries: Daren Lowry, Director of Secretariat and Insurance" https://www.investegate.co.uk/whitbread-plc/wtb/director-pdmr-shareholding/201806281811549603S/?fe=1&utm_source=FE%20Investegate%20Alerts&utm_medium=Email&utm_content=Announcement%20Alert%20Mail&utm_campaign=Whitbread%20PLC%20Alert	galatea99	Read Full Thread Reply
28/6/2018 13:06	Transcript of earnings call: Https://seekingalpha.com/article/4184303-whitbread-plc-wtbcf-ceo-alison-brittain-q1-2018-results-earnings-call-transcript?ifp=0	galatea99	Read Full Thread Reply
28/6/2018 08:20	Langton Capital - 2018-06-28: WHITBREAD Q1 CONFERENCE CALL: Following its Q1 update this morning, Whitbread hosted a conference call for analysts and our comments are set out below: Premier Inn: • Co blurb. Market is ‘subdued’ with tough comps & over-building but Whitbread ‘is taking share’. London was worse than the regions. WTB sees the capital as an attractive market going forward. Regions ‘more robust’. F&B sales had ‘a tough quarter’. Weather didn’t help. Pipeline in Germany is 31 hotels. • Q&A: • What ‘market’ are you beating? PI down 0.3%. Says that was better than the market. Lots of numbers bandied about. Group is not referring to REVPAR (as this is depressed by extensions). Says extensions are low risk. • Shouldn’t recent extensions & new builds be maturing and mitigate decline? Yes, the 4k rooms from one year ago, two years ago etc. are coming through. But mix change (more in London) means that there is still an overall negative. • Premier uptick. Where from? Business bookings helped by new tools. • Occupancy weak? Are prices too aggressive? Occupancy LfL down 1.7% with market down 0.5%. London occupancy down 2.0% (on capacity increases). • Market shares? Regions c10%, London c7%. Costa: • Co blurb. Taking share but LfL sales down. Traditional stores in decline. Footfall down 3.5% in quarter. Co expects the weaker environment to persist over the year. It is ‘managing its tail’. China LfLs up. Costa Express sales positive LfL and more machines. • Q&A: • Footfall down 3.5%. Overall LfL sales down 2.0%. Says travel hubs, drive through etc. good so High Street must have been markedly worse. Short leases & can exit. It is ‘quite a tough retail trading environment’. • Tweaks. Apps, more food etc. But Costa is dependent on wider footfall for its High St units. • Any particularly weak trading period? Yes, afternoons. Breakfasts & lunch bundles doing OK. • Refurbishments. New look & feel being trialled. Brighter, wider product mix. Will do 150 of these light refurbs this year. They will be closed for up to a week & will drag on LfLs. • China. There is some churn re stores. Overall expansion. • UK – is food still in growth? Yes. • Hot weather in May? Not helpful. • Current trading? Hot weather & the World Cup not helpful. • Pricing? Says ‘we’re unlikely to do much.’ Not built into plan. Remains an option. • Costa Express. Net opens flat. LfLs down. Overall sales up. No cold drink option. Canada not a success. Went in with Shell. Was ‘a test’. • Rents. Costa is ‘having conversations’ with landlords re terms, exits, renewals etc. Tend to have 5yr breaks. Corporate & other: • Co blurb. Shorter term challenge but will hit expectations. • Q&A: • Demerger. On track but no detail. More to follow in October. • In line with which expectations? Say will hit expectations as forward bookings are better and comps get easier. Langton Comment: • Whitbread’s conference call seemed longer than usual as the group had a complicated (market tough, we’re OK) message to get across. • There may be downgrades but an element of this is in the price as the shares are little changed at the time of writing. • Re ‘hitting targets’, it sounds as though there is ground to be made up. Should this not be achieved, then forecasts might need to be adjusted. June hot weather & the World Cup (not in these numbers) are not helpful for Costa. • WTB has an impressive freehold estate, good brands and international ambitions but, with trading uncertain, the shares may remain under some pressure.· Http://www.langtoncapital.co.uk/?utm_medium=email&utm_campaign=Langton%20Capital%20-%202018-06-28%20-%20Greene%20King%20FY%20more%20on%20WTB%20Vianet%20%20other&utm_content=Langton%20Capital%20-%202018-06-28%20-%20Greene%20King%20FY%20more%20on%20WTB%20Vianet%20%20other+CID_379b94acab386e6556ffd9c98efbc5bd&utm_source=Website%20Links&utm_term=Our%20website	galatea99	Read Full Thread Reply
27/6/2018 15:51	cheers galatea99 Https://tinyurl.com/yaq4lv5z	bountyhunter	Read Full Thread Reply
27/6/2018 15:46	"Whitbread's growth prospects lie overseas" Sorry, article on proactiveinvestors that the site does not allow me to post.	galatea99	Read Full Thread Reply
27/6/2018 15:17	The investment case here is a no brainer. Sum of the parts valuation £10bn, market cap £7.2bn. Agree that Costa will be bought before its demerged, buy at £40 and forget about them, fair value at £48-£50, very decent return over 12 months in the context of frothy volatile markets.	rimau1	Read Full Thread Reply
27/6/2018 11:53	All this weather related baloney is common among food and drink retailers, pubs and bars have been moaning about weather for decades and as Whitbread was once a operator of these does not come as a surprise. But will Keurig Dr Pepper (deal to complete early july) start sniffing around Costa ?	spacecake	Read Full Thread Reply
27/6/2018 08:05	Great let-out! Too cold, then people stay at home and don't go to Costa. Too hot, then people stay outside and don't go to Costa. It's all the fault of the weather! Why pay millions, indeed tens of millions to management if all that matters is the weather forecast? It's not about controlling the weather, doh!	galatea99	Read Full Thread Reply
27/6/2018 07:29	Yes, you can control the weather! doh	ianood	Read Full Thread Reply
27/6/2018 07:10	"Costa · UK sales growth of 5.2% in the first quarter driven by new stores and Express machines · UK like-for-like sales declined by 2.0%, reflecting the general retail market conditions · UK Costa Express continued to perform well with Q1 total sales growth of 9.6% · China started the year well with positive like-for-like sales" "UK like-for-like sales declined by 2.0%, reflecting the general retail market conditions" No, Brittain, that line about "reflecting the general retail market conditions" just does not wash. Are you paid millions simply to drift along with the market? Get a move on with delivering value to shareholders or, if you can't do that, get on your bike!	galatea99	Read Full Thread Reply
27/6/2018 07:07	Rns a bit lacklustre? What were expectations?	ayl30	Read Full Thread Reply
26/6/2018 22:49	Trading update tomorrow	bountyhunter	Read Full Thread Reply
07/6/2018 15:23	...anything to save a bit of work; this lot don't seem to know whether they are coming or going; I wish they would make up their minds about their strategy! All they seem to be able to focus upon right now is their own remuneration scheme. No wonder the II's feel that they need to push them to realise full value!	bountyhunter	Read Full Thread Reply
02/6/2018 09:26	good point g99, I hadn't spotted that	bountyhunter	Read Full Thread Reply
02/6/2018 06:20	It seems the first priority of this lot is to make sure their own "performance" "rewards" are properly in place before they actually get on with delivering something for the shareholders: RNS Number : 0351Q Whitbread PLC 01 June 2018 � Whitbread PLC (The "Company") Notice of General Meeting 1 June 2018 Whitbread PLC has today published a circular containing Notice of a General Meeting that will be held immediately after the Company's Annual General Meeting to consider a revised Directors' Remuneration Policy and adoption of a new Performance Share Plan. This follows the Company's announcement on 25 April 2018 of its intention to pursue a demerger of Costa.� The shareholder circular and various documents referred to in it have been submitted to the UK Listing Authority National Storage Mechanism and will shortly be available for inspection at www.morningstar.co.uk/uk/nsm.� These documents can also be downloaded from the Company's website at www.whitbread.co.uk. The Company's Annual General Meeting will be held at Church House Conference Centre, Dean's Yard, Westminster, London SW1P 3NZ on Wednesday 27 June 2018 at 2.00 pm. Enquiries: Daren Lowry, Director of Secretariat and Insurance Tel: 01582 889346" The document concerned is this: Https://www.whitbread.co.uk/~/media/Files/W/Whitbread/documents/agm/notice-of-general-meeting.pdf	galatea99	Read Full Thread Reply
25/5/2018 14:14	Good point. Worth holding on to see then.	richard4796	Read Full Thread Reply
23/5/2018 11:34	"If they do separate do people see a huge drop in the share price?" If that were so, there wouldn't be a case for doing it! The purpose of a split would be to create value whereby the aggregate value of the two separate companies is greater than the current value of WTB. The broker ICAP recently split itself into two, selling part of its broking business to Tullett Prebon (renamed TPICAP) and retaining the rest (renamed NEX Group), with ICAP shareholders receiving shares in both. Old ICAP closed at 470p/share, the equivalent new shares received in TCAP + NXG are today worth 773p/share.	jeffian	Read Full Thread Reply
23/5/2018 09:59	The rationale is that there is C:£3b - £4b of hidden value (from the low point). If that is correct the share price should rise to C:5000p - 5500p IMO.	martinthebrave	Read Full Thread Reply
23/5/2018 08:59	If they do separate do people see a huge drop in the share price?	richard4796	Read Full Thread Reply
22/5/2018 16:03	"Private equity giants queue up for taste of Costa Coffee" Read more: http://www.dailymail.co.uk/wires/pa/article-5757511/Private-equity-giants-queue-taste-Costa-Coffee.html#ixzz5GF8Rdf4e Follow us: @MailOnline on Twitter \| DailyMail on Facebook	galatea99	Read Full Thread Reply
16/5/2018 11:35	BlackRock have increased to 5.09%	bountyhunter	Read Full Thread Reply

Chat Pages: 45 44 43 42 41 40 39 38 37 36 35 34 Older

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