Whitbread Share Discussion Threads

[netcurtains] 03/10/2021 20:35

I think Whitbread has about £8b of assets - I guess mainly freehold property.

[bountyhunter] 03/10/2021 17:38

I think that is a distinct possibility having disposed of Costa while the price is at this level with things finally looking up.
What % of their hotels do Whitbread own, i.e. that could be potentially sold by a private equity bidder and leased back? The other possibility would be a competitor such as IHG wishing to get rid of some of their competition and extend their empire in one foul swoop!

[gswredland] 03/10/2021 09:44

Looking good despite wider market.
Makes you wonder if this could be bid for

[netcurtains] 01/10/2021 16:25

People always need a good kip

[philanderer] 01/10/2021 12:25

Yes, solid performance today. Premier Inn must be doing well.

[netcurtains] 01/10/2021 12:07

Whitbread seems to be shrugging off Wetherspoons figures

[bountyhunter] 28/9/2021 16:38

Header tidied up.

[commuter10] 28/9/2021 15:21

Temporary Problem hopefully. Oil rices up to $80 a barrel now as Russia squeezes the market.

[bountyhunter] 28/9/2021 14:31

But I don't get why WTB is down today after such a strong day yesterday unless profit taking? What has changed, I can't think of anything except for the wider market which has now recovered and is flat? See the top right where I've added the FTSE 100 level.

[bountyhunter] 28/9/2021 13:35

Especially if they produce gas as well, e.g.

............. .. .. .. .. .. .. ..............

Click ticker for BB.

[netcurtains] 28/9/2021 12:08

Small oilers seem to be in vogue

[philanderer] 28/9/2021 11:34

B*ll*xed this morning along with nearly all my portfolio.

[commuter10] 27/9/2021 15:48

Up today at 3445 just before Market Close. Be intersting to see how far we can Go.
Certainly cooking on Gas Now!

[commuter10] 27/9/2021 12:52

Interesting Comment Bounty as I'm looking to visit Wemouth early October & The Premier Inn there which has over 300 rooms I think ispretty full & Charging about £340 for 3 Nights! Breakfast extra £12.50 unless a Shareholder. High Room rate & occupancy which = Higher Profits = Higher dividends!

[bountyhunter] 27/9/2021 08:53

Directors have been buying throughout this year, we are beginning to see why. Premier Inn has to be one of the most trusted brands in the sector which is a huge bonus as we slowly and gradually emerge from the pandemic. I have been unable to book Premier Inn on a few occasions over the last couple of months due to being fully booked which I don't recall happening other than on very rare occasions before the pandemic. Onwards and upwards from here is my view!

[netcurtains] 27/9/2021 08:30

Interesting to note that some Americans are travelling to the UK now.

[wad collector] 24/9/2021 13:00

Thanks for the update. Doesn't seem right not brewing! Like Guinness only selling chocolate. But times change..

[dig and sell] 24/9/2021 07:48

Welcome back after your 20 year break! Whitbread is a very different beast now, but well placed for the long term I think. No longer a brewer, WTB got into the coffee game nice and early with Costa, but sold that in 2019. Pretty good timing, just as the frothy coffee market started to saturate and top-out. Now a mid-market hotelier with associated restaurants, just as tourists are looking for value, and business traveller expenses are squeezed towards "good enough", and away from expensive. The BoD is making some wise calls. This will do very nicely on a 5 to 10 year horizon. Free breakfast for shareholders too :)

[wad collector] 23/9/2021 20:52

Taking a long term view, is the market so changed that Whitbread won't return to its former glories? It has survived Covid , even if Covid has some more googlies to throw at us , and at some point surely will be paying out solid dividends again? I may be wrong , just come back to Whitbread after a 20 yr break, and I haven't really followed it in the meantime. My simplistic view is that some companies have gone under with covid but those that aren't crippled with debt are likely to eventually recover.
I am a bit puzzled by the BB title ; did he get a good deal or is this a very old thread!

[netcurtains] 21/9/2021 09:36

Premier Inn continues to rise. I guess still on the back of less and less flying restrictions - now including the USA

[bountyhunter] 18/9/2021 20:23

I think we are onto a winner here, staycations and higher prices will have meant high occupancy levels which will no doubt be reflected in the bottom line. Premier Inn's strong brand will have made them a hotel of choice as we have begun to struggle out of the pandemic.
The directors certainly seem to have been thinking like that as they have been piling in - see the top of this thread.

[netcurtains] 18/9/2021 08:11

Travel rules and Premier Inn.
As the new rules have relaxed the entry requirements into
the UK we should expect to see more tourists
use Premier Inn.

[netcurtains] 17/9/2021 08:03

August food & drink sales doing well.