Very nice. |
Yes, another strong set of annual results. Management confident about making further progress this year supported by rugby World cup. |
Core isa holding,
I love these and the non voting. |
Their web page said tomorrow, but hey,
I am not complaining, excellent increase in div etc, lovely. |
Interims came out today. Read very well -good growth.
Elmfield: Their comment on tenanted contract is: " With 245 pubs (managed and tenanted combined) we are well below the 500 pub level at which the intended legislation is targeted. Our tenanted operation delivered just 5.5% of the group's revenue in the half year." |
Results for first half out on Friday,
Have to see what they say about today's news of
change in the law. |
Looks like another well thought out addition.
Nov 13'
Added some more in the isa, Shep N as well. |
Departure of black rock opens up adding opportunity,
Holding off just now till we get clarity of market direction re QE etc. |
Dog days here? |
Good trading update today with 7.3% LFL sales growth in managed sales (which account for 95% of total sales with the balance being revenues from tenanted properties)in first 13 weeks of the FY starting April. With their operating leverage, this should lead to an increase in profits again of high teens percentage to give adj EPS of around 50p for a P/E ratio of around 20 and a price to earnings growth (PEG) of around 1 for growth at a reasonable price.
My recent three visits to attractive riverside pubs while in London area have been a bit disappointing -usual excuses of chefs night off and other staff not turning up as expected. But the staff's attitude of those working does seem good though the proportion of non-native English speakers seems to increase inexorably.
So happy to hold but not add but if in the dog days of summer next month they come off 10% I might add. |
Shep on another Stella run!
Playing catch up. |
Shepherd joining in the fun now,
Delayed reaction to share split, |
Campbed,
My thinking as well!
Great minds think alike. |
As you say, elmfield, a very good set of results which tick my boxes for a quality investment within my AIM quoted (IHT mitigation) portfolio. I don't live in SE of England but will be spending future w'end in Twickenham area in SW London so will do some shareholder research while eating and drinking!! Prezzo is another AIM listed share that has done well in recent years but is not so concentrated in SE. |
Excellent set of results.
Ticks all the boxes.
What is there not to like.
Core holding. |
Thanks, will look.
Have a few of them as well,
Wonder why is going on here,
Whatever it is this has been a star of the last 18 months or so. |
see shepherd neame came out with a good report in the last couple of days.. |
Nice update today from Greene King. |
Well,
Results back up holding these,
Trading ahead,
Lovely. |
Life in the old dog yet. |
Even I am starting to wonder!
Amazing what is going on here.
And it is been kept so quiet. |
Bought non voting for the isa,
Now come on let us see Ten pounds for the voting, all time high even before the share split a few years ago. |
Non voting,
One for the Isa?
Just thinking about it. |
Oh yes,
Bring on the sunshine! |
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