Whitbread Share Discussion Threads

[zeppo] 08/10/2019 14:52

Do Coca Cola pay the same UK tax rate as Whitbread did?

Loss for shareholders and loss for UK tax revenues if Coca Coal pay less tax that Whitbread did.


Shareholder gain from selling Costa?????

[philanderer] 08/10/2019 13:49

Afternoon EI, the portfolio is not a pretty looking sight today .. ( again )

[essentialinvestor] 08/10/2019 13:45

Will say this, they royally fuked up that 2 billion GBP buy back,
North of 49 a share.

[philanderer] 08/10/2019 13:30

Premier Inn @premierinn

For the eighth year running, we�re thrilled to announce we�ve won Best Budget Hotel Brand at the Business Traveller Awards 2019! We�re super proud of all our hardworking teams and would like to say thanks to all our Premier Inn guests, too

[essentialinvestor] 05/10/2019 16:22

What made me more cautious was someone connected to the CFO dumping over 300k worth
of shares over the summer.

[essentialinvestor] 03/10/2019 18:15

Phil, having seen what happened to Green King you never know!.
If anyone had said they would be bid for at well over £8...

Thought around £38 here at some point fwiw, if no bid.
There is a significant cyclical element to the business, more so now ex Costa, that tends to be forgotten, business travel etc.

[philanderer] 03/10/2019 17:48

EI, hopefully priced in maybe ?

[essentialinvestor] 03/10/2019 14:12

Hi Phil, not particularly hopeful short term, interims may paint an ugly picture,
particularly on the outlook.

[philanderer] 03/10/2019 13:52

Afternoon EI , some good annual gains across the portfolio getting knocked down this week.

Just sitting on my hands apart from buying a few CWK .

Luck with your WTB.

[essentialinvestor] 03/10/2019 12:42

Had a very small amount, around £38 would not surprise me - providing no bid.


Is Airbnb disrupting the sector?.

[essentialinvestor] 03/10/2019 12:35

Getting a little ugly atm.

[bountyhunter] 30/9/2019 19:36

There are some very good ones, overall I've been happy enough (except with parking arrangements which are to some extent an aside). It's a bit of a conundrum in that the best hotels seem to have some of the worst parking arrangements - in my experience!

[philanderer] 30/9/2019 19:05

bh, never stayed at that one. Last one I stayed at was at Leeds/Bradford airport and very good it was too :-)

[bountyhunter] 30/9/2019 18:44

There is quite some variation in standards between different hotels I must agree although generally I have been content in terms of value for money. Parking can be a problem and more consideration should be given to that. The worst Premier Inn I have ever stayed at (left early as couldn't stick out the night with everything unpleasant, dirty and noisy) was without doubt the one at Llantrisant (winter before last). Anyone else stayed there?

[essentialinvestor] 30/9/2019 18:30

Outlook at the interims will be interesting.

A bid at any stage would not be a surprise.


csn, not a good experience then!, disappointing to hear that.

[philanderer] 30/9/2019 13:46

Market report..

Whitbread, down 4.3%. Barclays downgraded the Premier Inn hotel chain owner to Equal Weight from Overweight. "Weighing up the positives and negatives alongside the utter lack of visibility around Brexit, we cut to Equal Weight and see more downside than upside risks currently, especially into interim results," the bank said

Alliance News

full note here:

[csmwssk12hu] 30/9/2019 10:56

Wanted to stay at a premier inn recently as cheap, good location and free parking nice breakfast, however I ended up staying 25 miles from where I wanted to as none of the new hotels had any on site parking, the old hotels charged for parking was still cheap imho however the room smelt the bedding was ripped, had a cig burn and a woman’s hair in the bed, it’s been a while so wasn’t complaining about that lol, the breakfast was okay apart from beans cheap and awful hash browns, ironically the Costa coffee machine was broke, my point is they have lost their way they should all be the same standard if you can’t put a car park onsite then don’t open it, they are opening hotels for the sake of opening them, that will lead to loss making rooms no one wants to stay in and will strengthen your competitors

[84stewart] 30/9/2019 10:42

Yes, their rewards website is a complete disgrace, some beefeater restaurants leave a lot to be desired, rooms prices go up and down like a YOYO ,THEY WOULD GET MORE CUSTOMERS if they simplified everything.

[philanderer] 30/9/2019 09:42

Downgraded by Barclays this morning.

[philanderer] 23/9/2019 10:25

UBS. Neutral. Tp 4850p up from 4750p

[philanderer] 18/9/2019 07:32

Jefferies initiating coverage with HOLD and tp 4500p

[bountyhunter] 12/9/2019 21:31

Exactly, sold out in disgust after they managed to mess that up, probably because they were never truly committed to divesting Costa in the first place and didn't really have shareholders interests in mind?
Imho.