Whitbread Share Discussion Threads

[philanderer] 26/8/2020 00:42

Ah, I knew there was a name for it ... "illeism"

[philanderer] 26/8/2020 00:37

What have pubs got to do with WTB ?

[buywell3] 25/8/2020 22:27

As predicted Birmingham lockdown --- and more to come as UK case numbers are rising
Northampton Hull Manchester and 8 other places under scrutiny by people now dithering as action is needed




Coronavirus UK: Pubs could shut in Birmingham as lockdown ...
metro.co.uk › News › UK
10 hours ago - Birmingham City Council leader Ian Ward said 'staying disciplined now is a price worth paying'.




Worryingly if you read the following link cases in Children are on the rise in the UK as they are in the USA

And schools are about to reopen


A sure fire way of a big second surge from here into winter time IMO

And kids go in pubs these days --- they can carry the virus just like an adult

dyor

[buywell3] 24/8/2020 23:59

News just in minutes ago ( 2nd to last link) from Hong Kong prompts the following as it has IMO implications V future lockdowns :


============== Covid-19 can you catch it twice ? ================


buywell has posted several times on this thread about the above
And many more times on other threads since Feb 2020


If a person can catch Covid-19 twice then IMO it means Covid-19 is here to stay like Flu ie for good and like the four other Coronaviruses that humans acquire now repeatedly.


It was Herd immunity that beat the last pandemic Spanish Flu (H1N1) , which was not a coronavirus.

Recently the Director General of the WHO said this new coronavirus SARS-CoV-2 which causes Covid-19 is ten times deadlier than the swine flu outbreak a decade ago.


This is what has been said re Spanish Flu V Covid-19



The WHO have in buywells' opinion recently given people the belief that Covid-19 could be over in 2 years like the Spanish Flu pandemic --- buywell does not agree.


Immunity is the key issue here , and immunity after recovery from Covid-19 looks to be less than 4 months see previous posts on this.


NOW there has been IMO definitive proof that a person CAN CATCH COVID-19 TWICE see



If you read the above link you will see it was a different mutated strain of the virus that was identified the second time 4 months later and thus NOT a reinfection

This puts the kibosh of what the WHO has said.

Covid-19 and its ravaging effects on mankind now depends on a cure or a long immunity vaccine.

The UK Chief Medical Officer said the other day he though a vaccine might be ready for general use by the winter of 2021


16 months away from somebody more in the know than 99.9% of the UK population IMO

[babycheeky] 24/8/2020 23:56

If you keep telling the lie I’m sure you will believe it even if no one else does discodave4.

[babycheeky] 24/8/2020 20:53

Only the bad hide their past.

Con men
Liars
Cheats
Failures
Bullys
Nasty Unpleasant

So discodave45 why are you hiding your past as discodave4 ?

[discodave45] 24/8/2020 15:05

Hi,My overall point about the share dilution was talk of returning to c £50 just isn't going to happen short term. Your £38 scenario is a hypothetical averaging situation, so would go £32/£33 is the equivalent now for the "old" £50. But that's a peak'ish price so am pondering is there sufficient upside here with additional Rev from staycationing - I haven't a clue!.Good point about PI's in more central/commercial locations, they are likely to have lost trade with more home working.

[commuter10] 21/8/2020 08:51

Good informative Post Sharw. We're on here to share information not back bite.

[sharw] 21/8/2020 00:13

Can we please get back to discussing WTB. You mention "stacation boom". I have just tested this by trying to book Premier Inn Exmouth on a Thursday and the first with which I am not met with "fully booked" is September 24th. Of course, against this you have to set a drop in business bookings in commercial centres.

One of the key factors is what will happen to PI's nearest competitor Travelodge, which entered a CVA with landlords to avoid insolvency. See - this could give PI more competition.

With regards to dd45's new "£50" it depends where you are coming from. If you consider that the company deserves the same p/e then with the earnings spread over 50% more shares the answer is £33.33333 but if you consider it from the viewpoint of someone who held 2 shares worth £50 then bought one for £15 the answer is £38.3333

[babycheeky] 20/8/2020 00:20

dave thought you were so big, such a bully on the CNA board gloating at others misfortune. Thoroughly unpleasant man

[discodave45] 20/8/2020 00:14

Best to just filter this babycheeky character.BC last posted March 2019 and then suddenly started posting again recently, but only trolling me for some very misguided and delusional reason. He was on a lot of people?s filter lists prior to disappearing and he was known to have numerous handles.

[babycheeky] 19/8/2020 11:01

Long history of that under his old handle discodave4

[babycheeky] 19/8/2020 11:00

dave deliberating trying to mislead.

[discodave45] 15/8/2020 13:41

Fancied these as a recovery play (staycation boom) but shares in issue has now increased 50% due to the RI (1/3rd more shares on a LFL eps basis) so is it fair to say a share price of ~£32 is the new £50 even assuming earnings return to their pre Covid levels.Apologies if my maths is out!.

[jamose] 14/8/2020 18:19

Selling at -40% rather than -50% is "a return"

[bountyhunter] 13/8/2020 08:49

No return there, there's a huge gap to fill back to £50

[porsche1945] 12/8/2020 18:13

Dream on. Target 2150 by 1st Oct.

[nw99] 11/8/2020 11:25

Downtrend broken short term target £30

[philanderer] 11/8/2020 11:03

Read across from IHG...

IHG said "small but steady" improvements in occupancy and RevPAR through the second quarter continued into July, with RevPAR expected to be down 58% on a year before - compared to the second quarter's 75% - and occupancy rising to around 45%.

"With a tentative recovery in the sector, travellers are showing preference towards more budget-friendly hotels such as Holiday Inn, and with more openings coming along the feeling is that IHG will do well to capture some pent-up demand from travellers and holiday makers as long as lockdowns are not too stringent," the Share Centre said.

[philanderer] 10/8/2020 23:52

Eat out to help out: More than 10.5 million meals claimed in first week

[commuter10] 10/8/2020 16:00

Everyone likes a cheap deal don't they? The restaurants will win as they make the money on more drinks being sold. Cheap meal so order another bottle of Pinot! Marketer's Dream! I can see the offer being extended as well. Good News Shares up 3% today so far.

[philanderer] 10/8/2020 14:42

Coronavirus: Eat Out to Help Out 'boost' for high streets, figures suggest

Two pieces of evidence suggest there was strong demand for dining discounts as the scheme began last week.