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
  +6.00p +0.13% 4,706.00p 4,705.00p 4,707.00p 4,732.00p 4,683.00p 4,697.00p 113,764 14:24:33
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Travel & Leisure 3,295.1 548.4 239.7 19.6 8,637.53

Whitbread Share Discussion Threads

Showing 1151 to 1175 of 1175 messages
Chat Pages: 47  46  45  44  43  42  41  40  39  38  37  36  Older
DateSubjectAuthorDiscuss
23/9/2018
16:34
The proportions of net proceeds to be returned to shareholders, pay off debt and reduce the pension deficit have still not been defined as far as I can see which I for one am not happy about. With shareholders expected to vote on the Costa sale quite soon how the sale proceeds are to be split should be spelt out in detail and not be left open ended and vague imo.
bountyhunter
23/9/2018
16:08
Finally found the actual circular! https://www.whitbread.co.uk/~/media/Files/W/Whitbread/documents/circular-and-notice-of-general-meeting-october-2018.pdf&ved=2ahUKEwiXlf6ds9HdAhVGSsAKHRA8AfcQFjAFegQIBxAB&usg=AOvVaw3UgasXUZCqdp2GaoZAPL0n
bountyhunter
23/9/2018
16:01
Circ re. Sale of Costa and Notice of GM
bountyhunter
21/9/2018
07:24
Questor: it may be selling Costa but Whitbread will remain an ‘extraordinary’ business HTTPS://www.telegraph.co.uk/investing/shares/questor-share-tip-buy-whitbread/
philanderer
19/9/2018
18:08
as long as they monetise me that will be fine after the share price declined from over £50 and then got stuck in the doldrums for the last three years :)
bountyhunter
19/9/2018
17:57
Totally agree Mozy, sum of the parts signifincantly north of £50 and once costa sale goes through its unlikely Premier Inn will remain independent for long enough to monetise Germany.
rimau1
19/9/2018
16:52
Just bought some more. When you strip out Costa, pay out the $4.75bn you are left with an operating profit of premier of £500m per annum with a £4.5bn market cap. So cheap. And a huge opportunity in the german hotel market.
mozy123
14/9/2018
17:17
JPMorgan Upgrades Whitbread To Overweight Amid Costa Sale JPMorgan Cazenove upgraded Whitbread to 'overweight' from 'neutral' on Friday and lifted the price target to 5,500p from 4,470p. JPM said the sale of the Costa coffee chain to Coca-Cola underpins the Premier Inn equity story. “We see the significant value unlocked by the Costa deal giving Whitbread interesting optionality,” it said. “We see Premier Inn as a strong format with potential to become a structural winner and to further improve execution with no Costa distraction.” Https://tradersnews.com/2018/09/14/jpm-upgrades-whitbread-says-costa-sale-underpins-premier-inn-equity-story/
bountyhunter
12/9/2018
19:36
They still have the family gold, await a bid for that once the silver completes!
ianood
12/9/2018
15:49
no that's Premier Inn, they sold a chain of coffee shops with a low barrier to entry which is why a huge variety of coffee shops have now swamped the high street
bountyhunter
12/9/2018
15:07
So they sold the family silver, now what ?
montyhedge
10/9/2018
19:51
BC, the market cap is 8.5m so if they returned say 3m that would be 6/17 * share price pence per share as a rough approximation. They may of course issue redeemable B shares instead as a more tax efficient measure.
bountyhunter
10/9/2018
18:06
Always the chance that Premier will be sold if not euro expansion of brand
zipstuck
07/9/2018
16:09
Bounty hunter. Any idea what that is worth as a Special Div.
beercapafn
07/9/2018
15:41
Shore Capital Markets on Friday said it expects Whitbread PLC to return GBP3.2 billion to shareholders after completing the sale of Costa https://uk.advfn.com/stock-market/london/whitbread-WTB/share-news/IN-THE-KNOW-Shore-Expects-Whitbread-To-Return-GBP/78215377
bountyhunter
02/9/2018
21:01
I agree about Germany rimau1 - when I was there (although that was some years ago now) budget hotels seemed to be non-existent.
bountyhunter
02/9/2018
19:49
I’m actually very positive about Premier Inn as a structural growth story. In the UK we should be benefiting from increased tourism due to contined Sterling weakening and to a lesser degree staycations, whilst Germany is massively underserved by discount/budget rooms. Premier Inn would make a great acquisition for a global hotel chain. I will be buying more WTB on any weakness or profit taking.
rimau1
02/9/2018
10:33
Great idea Danny, that would fit in well with the Premier Inn brand and personally I prefer Starbucks coffee anyway!
bountyhunter
02/9/2018
10:29
While attention has focused on the great price achieved for Costa Coffee the remaining Premier Inn business actually looks quite dull. Rather like the UK coffee shop market, the 2/3 star UK hotel market can't be that far away from saturation. I was thinking what should Whitbread management do to make it a more interesting growth stock. My view is they should buy Village Hotels from the US venture capital group KSL Partners and rebrand it as Premier Village. Village hotels are a step up in room quality from Premier but they also have health clubs, swimming pools, pubs and restaurants and achieve higher room rates. I can see significant benefits from cross-marketing and upselling. Most Village hotels also have an in-house Starbucks!
danny baker
01/9/2018
14:51
Https://www.theguardian.com/business/2018/aug/31/high-time-coca-cola-needs-costa-as-drinkers-shift-from-fizzy-pop-to-coffee
bountyhunter
01/9/2018
14:50
https://uk.advfn.com/stock-market/london/whitbread-WTB/share-news/Coke-Adds-Coffee-to-Its-Drinks-Mix-WSJ/78176698
bountyhunter
31/8/2018
19:35
Absolutely DB! Coke have global reach already so who better to further expand the Costa chain.
bountyhunter
31/8/2018
18:22
I don't think Whitbread had the appetite for the geographical expansion that Coca-Cola thrive on. Starbucks has made great strides to build its brand in places such as Thailand and Vietnam. Costa opened a shop in Thailand in 2013 then permanently closed it. Cost opened in Da Nang in Vietnam but so far as I know haven't opened in Ho Chi Minh City. Vietnam is one of the world's biggest coffee drinking countries. To be a global coffee brand you really need to be represented there. It's a great price and a great deal for both sides.
danny baker
31/8/2018
16:06
"Sources familiar with the situation said Elliott now plans to push Whitbread to consider strategic options for Premier Inn, which is valued at a discount to global hotel chain peers. "Premier Inn should not exist as a standalone company in our view, and should be swallowed up by the likes of IHG, Marriott or Accor, operating in concert with a property investor to split the property from operations," said analysts at Canaccord Genuity in a research note. Whitbread shares at 1251 GMT were up 665 pence at 4,685 pence, having peaked at 4,800 pence earlier in the session. Whitbread bought Costa in 1995 for GBP19 million, when it only had 39 shops. It now has over 2,400 coffee shops in the U.K. and over 1,400 stores in more than 30 international markets. Costa generated revenue of GBP1.29 billion in its latest fiscal year which ended on March 1." http://uk.advfn.com/stock-market/london/whitbread-WTB/share-news/Whitbreads-Sale-of-Costa-to-Coca-Cola-Vindicates-A/78173209
bountyhunter
31/8/2018
13:54
Costa has not come cheap. Analysts at UBS had previously valued Costa at around £2.7bn, but the £3.9bn price tag values Costa at a significantly higher multiple (16.4x Costa’s 2018 full year EBITDA) than Starbucks, which trades at an enterprise value of around 13x EBITDA. “We think the achieved multiple will be materially beyond the market’s expectations,” UBS concludes. Https://www.thegrocer.co.uk/finance/mergers-and-acquisitions/five-reasons-why-coca-cola-has-bought-costa-coffee/571119.article
bountyhunter
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P:31 V: D:20180924 13:41:27