Whitbread Share Discussion Threads

[commuter10] 08/7/2020 13:19

Q1 Trading Update Looks positive in this difficult financial climate & Shares up today!

[ianood] 08/7/2020 00:09

Christ - I hope not, however, she certainly has all of the self interest avaricious qualities required for the job but sod all else!

[essentialinvestor] 07/7/2020 23:57

They are welcome to her, no offence intended.

What a fiasco the capital return was, arguably paying pumped up prices for the shares bought back.

[philanderer] 07/7/2020 23:50

Whitbread chief Alison Brittain rebuffs speculation she could succeed Antonio Horta-Osorio at Lloyds

[philanderer] 07/7/2020 17:12

Going nowhere fast in this climate like a lot of companies.

[commuter10] 07/7/2020 12:34

O.k. Not all doom & gloom I'd say. I expect a few saw Allison Britain on Breakfast TV this morning. She actually spoke quite well about the current situation & how the hotels & restaurants were re-opening & appeared to be in control of the situation.
So, Porsche i think your target price could be a trifle too low.

[porsche1945] 07/7/2020 11:20

The billion quid raise will only go to plug the earnings gap forget having any left for investment in “ opportunities “, just a massive share dilution. Season will be over before they can open properly, my 1800 price target by end of aug looking generous.

[philanderer] 07/7/2020 10:05

SOCGEN CUTS WHITBREAD TO 'SELL' ('HOLD') - TARGET 2260 (4500) PENCE

[philanderer] 07/7/2020 09:53

Sell on the news.

[nw99] 04/7/2020 11:57

Broker upgraded I see

[nw99] 03/7/2020 14:48

In FY'20 Whitbread generated £389m pretax profit and eps of 193.6p (up from 172p in '19) and while Covid and the rights issue will depress earnings this year, it's well positioned to grow strongly thereafter.

[santos123] 03/7/2020 11:24

A.G.M. Tuesday to.

Chair and C.E. presentation, and questions.

Available next day on website.

Should be interesting.

Santos123

[philanderer] 03/7/2020 10:15

Trading update tuesday

[runner2018] 03/7/2020 08:13

i bought in here few days ago, i just think people will shy away from flying for now but desperately want a change of scenery after the shutdown

[philanderer] 02/7/2020 10:27

WTF ?

Credit Suisse initiates coverage with 'outperform' .. tp 3700p

Goldmans reiterates 'sell' ..tp 2150p

[philanderer] 30/6/2020 10:58

Updating the 'experts'


30th june Berenberg hold tp 2400p
29th june Numis buy tp 3340p
25th june Jefferies hold tp 2200p
5th june Citigroup neutral tp 2600p
29th may Barclays equal weight tp 2500p
27th may UBS buy tp 2900p
26th may Liberum hold tp 2600p
26th may JP Morgan Caz underweight tp 2000p
22nd may RBC underperform tp 2350p
22nd may Deutsche hold tp 2250p
21st may Peel Hunt buy tp 3300p



21st may ++++ Results and Rights announced ++++

[philanderer] 30/6/2020 10:47

Numis: Whitbread could win from Travelodge demise


Premier Inn owner Whitbread (WTB) has an opportunity to grab market share after rival Travelodge had a ‘company voluntary arrangement’ (CVA) approved, says Numis.

Analyst Tim Barrett retained his ‘buy’ recommendation and target price of £33.40 on the shares, which rose 1.6% to £22.30 yesterday.

‘We see a material positive if Whitbread’s closest competitor is broken up,’ he said.

‘Following the recently approved CVA all Travelodge properties will continue to trade. However, all but 75 of the 588 in the estate now contain a landlord-only break clause allowing the property to be re-let to another operator with no break fee.’

Barrett noted the biggest landlord, Secure Income Reit, had ‘already indicated that it will actively consider other partners’.

[commuter10] 29/6/2020 19:44

Lower VAT rate & stringent cleaning with flexible booking regime should entice quite a few people back but they'll want a Full English Breakfast in the restaurant all socially distanced with face masks & gloves on!

[philanderer] 29/6/2020 18:59

Premier Inn CleanProtect hotel hygiene regime will help guests stay with confidence

[philanderer] 29/6/2020 12:20

The Treasury is first considering a temporary cut to value added tax and specific reductions in the rate for some sectors, according to those close to the chancellor, following significant pressure from industry and Tory MPs. A lower VAT rate for the tourism sector — including pubs, restaurants and hotels — is one option being discussed.

[action] 26/6/2020 13:16

Deal just gone through.

[action] 26/6/2020 13:16

8800 shares just bought at 2220p

[action] 26/6/2020 12:33

RI was at 1500p. may be you can get it around 1600p.