Whitbread Share Discussion Threads

[philanderer] 19/1/2021 15:39

Yep, weird isn't it :-) ---------------------- Questor: Whitbread’s shares have bounced by 40pc but still don’t look expensive. Hold Questor share tip: the hotel group’s net cash will see it through until the economy reopens https://www.telegraph.co.uk/investing/shares/questor-whitbreads-shares-have-bounced-40pc-still-dont-look/

[philanderer] 18/1/2021 11:50

KEPLER CHEUVREUX RAISES WHITBREAD PRICE TARGET TO 3,100 (2,600) PENCE - 'HOLD'

[philanderer] 15/1/2021 11:41

LIBERUM RAISES WHITBREAD PRICE TARGET TO 3,000 (2,400) PENCE - 'HOLD'

[commuter10] 14/1/2021 15:30

3240 up 183p Now. Roller Coaster Ride. Fasten seatbelts & enjoy the ride!

[philanderer] 14/1/2021 13:49

Whitbread shares up as firm says 4,500 jobs saved from cull despite pandemic decimating sales HTTPS://www.standard.co.uk/business/whitbread-job-cuts-pandemic-trading-update-b894525.html

[philanderer] 14/1/2021 11:25

Update well received. Unfortunately 1500 people to lose their jobs (BBC)

[philanderer] 14/1/2021 00:42

Whitbread downgraded to Hold from Buy at Peel Hunt Peel Hunt analyst Ivor Jones downgraded Whitbread to Hold from Buy with a 3,100 GBp price target. HTTPS://thefly.com/landingPageNews.php?id=3226165&headline=WTBDY-Whitbread-downgraded-to-Hold-from-Buy-at-Peel-Hunt

[philanderer] 08/1/2021 12:24

UBS RAISES WHITBREAD PRICE TARGET TO 3,550 (3,200) PENCE - 'BUY'

[lennonsalive] 08/1/2021 10:14

They are are still building new PREMIER INNsWork underway to demolish 'Ty Moelwyn', the large building across the road from Harbour Station. A familiar sight to many visitors to Porthmadog over the years, the former Tax Office was built on the site of the old Britannia Foundry. It is now being levelled to clear the site for the construction of a new Premier Inn hotel...

[philanderer] 07/1/2021 12:23

Mitchells & Butlers, down 7.0%. Reports sharp 67% sales fall for 14 weeks to January 2 and adds that it is mulling an equity raise.

[commuter10] 05/1/2021 15:43

Very interesting article bearing in mind lots of smaller hospitals were closed in the past. New Mega hospitals were built which are too big with private Companies building in a joint public/private initiative. Which were doomed to failure with Companies like Carillion & RBS involved. This could be yet another about turn which most would welcome I'm sure.

[philanderer] 05/1/2021 00:10

Best Western offers to turn hotels into 'cottage hospitals' HTTPS://uk.finance.yahoo.com/news/best-western-offers-turn-hotels-170052773.html

[4053777] 01/1/2021 19:12

Once lockdown finished/ every inoculated , June will bring good profits here ! Patience.....

[essentialinvestor] 01/1/2021 18:51

That's what makes a market. Happen to agree with bountyhunter, WTB looks about fairly valued. I'm not saying WTB is a sell, just highlighting some areas to watch. Luck with your holding.

[netcurtains] 01/1/2021 18:15

I disagree - 1/ people are itching to go away again. 2/ 12 weeks between jabs is not something that city has put into number crunching - it should mean significantly faster recovery rate for UK industry.

[essentialinvestor] 01/1/2021 17:57

There is an aspect here to keep in mind - the regional business travel market. This has been a very important part of Premier Inn's past profitability. Fwiw I can see this area taking years to recover and possibly never to previous levels - Zoom etc. The consumer market should recover strongly. German expansion is a risk factor that needs to be watched. Airbnb, which has tax advantages presently is also something to be cognisant of. This will likely grow like a weed for years. HMG needs to end that tax advantage, but may be very slow to act.

[bountyhunter] 01/1/2021 17:47

The stats are worse than expected. The lockdown is worse than expected. Pretty much saying the same thing there I think. The vaccine will definitely help but approval of the Oxford vaccine before the end of the year was widely anticipated and so largely factored in already. The delay between doses helps offset the longer delay to normal operations due to the new strain and worsening stats. Fair value at the moment until the new infection stats start to reverse from the current appalling levels imho.

[netcurtains] 01/1/2021 12:13

bountyhunter: I somewhat disagree with you. I would say the problem is the lockdown is WORSE than expected (hence sell off) HOWEVER with the NEW Astrazenica vaccine and the TWELVE WEEK next jab elapse time the government is saying in 12 weeks we can relax as most elderly people will have had a jab. this is all NEW NEWS. Do the maths: Recovery time from pandemic will be faster not slower. The new 12 week variable has helped UK hospitality loads.

[bountyhunter] 01/1/2021 12:06

probably the awful stats for positive cases and deaths extending the perceived recovery time for the hospitality industry I'm sorry to say; we need to see the stats improving which may be a few weeks yet? vaccine rollout should help if the Government can do that quickly and without major hickups

[commuter10] 31/12/2020 14:54

Thanks Net, I just couldn't work out why as No Bad Press.

[netcurtains] 30/12/2020 07:48

Commuter10: Someone probably dumped. However a big winner in mass vaccination might well be the hotel industry.

[commuter10] 29/12/2020 22:17

Any idea anyone why the shares took a 65p dive today?

[philanderer] 23/12/2020 11:10

Could be the market looks six to twelve months in the future ?

[chinese investor] 23/12/2020 11:01

Today Marstons bought Brains so Whitbread could easily merge with Mitchell & Butlers !