Whitbread Share Discussion Threads

[philanderer] 11/10/2019 09:59

FWIW

DEUTSCHE BANK CUTS WHITBREAD TO 'SELL' ('HOLD') - TARGET 3650 (4500) PENCE

Alliance News

[essentialinvestor] 10/10/2019 16:02

The gap from the Costa sale announcement was finally closed,
if I'm looking at the chart correctly.
Made one buy today, perhaps should have bought a few more with well under 40
being available this morning.

[essentialinvestor] 10/10/2019 12:48

That was the transaction I referred to recently

[philanderer] 10/10/2019 10:32

Morning EI. Now there's a thought :-)


10th oct RBC 'underperform' tp 3800p cut from 4500p

[essentialinvestor] 09/10/2019 09:27

Phil, they should have bought GRG with the proceeds.

They could have added circa 100 million on pre tax with cost savings.

[philanderer] 08/10/2019 17:49

I'd have thought that WTB is starting to look very vulnerable at sub 4000p .. but these are strange times.

[essentialinvestor] 08/10/2019 16:40

Small amount @ just under 39.99.


The gap up on the Costs sale news fills at around 39.30 area approx..?
If that's incorrect apologies.

[essentialinvestor] 08/10/2019 16:04

When I mentioned these may be available under 40 a share was not
expecting that within a few days.

[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?