Young & Co's Brewery Plc... Share Discussion Threads

[1tx] 25/7/2024 12:23

Decent AGM update.The N shares in particular seem very cheap.I think the City Pubs acquisition will prove a success;their pubs bring in a younger,but reasonably affluent customer.

[essentialinvestor] 21/6/2024 14:35

Yes and tbf the recent weather has not been great - that's all change now with summer arriving in the South, where the bulk of their pubs are located. Their pub gardens will benefit.

It looks value on a medium term view.

[wad collector] 21/6/2024 14:33

IC are more positive on the results FWIW. The debt from the City Pub Group takeover should reduce with the profit coming through. With sales up 15% on prepandemic and a summer of sporting events they point out that they are underpriced relative to peers at 968p.
Mind you they said BUY in Nov too and has fallen a pound since then!

[essentialinvestor] 19/6/2024 09:31

Current like for like revenue is tepid, although comparitives are very tough over last year. Unlikely to move the share price

[essentialinvestor] 18/6/2024 15:00

Results tomorrow, overdue a move
IF the outlook is positive.

[c3479z] 16/6/2024 12:06

will there be any read across from Fullers that came out with a reasonably upbeat commentary - have to hope that the summer picks up and England progresses in the footie though personally couldn't care less....

[wad collector] 14/6/2024 14:53

Finals on Wednesday.

[essentialinvestor] 05/6/2024 08:20

As flaged esrlier this werk..


We need the A shares to start moving to make a more powerful advance.

[essentialinvestor] 03/6/2024 08:13

On the move.

[essentialinvestor] 31/5/2024 12:31

Lots of sector headwinds, yes. The recent MAB Update looks solid.

At the current SP, YNGN is under 10 X forward (unadjusted) earnings.

It also depends how the City Pubs acquisition is bedding down.

Poor summer weather would be unhelpful, if we are just considering the short term trading outlook.

[pugugly] 31/5/2024 12:25

Worries about increased costs and taxes after July??
Maybe for investors a reintroduction of Investment Income Surcharge From memory it as 15% on top of your top rate - So at times over 100%

[essentialinvestor] 31/5/2024 12:02

Added a few.

[essentialinvestor] 30/5/2024 23:39

It largely depends on where you see the YNGA share price going.

The last time YNGA traded at current levels, YNGN was closer to £6.

[dodger777] 30/5/2024 18:23

7.5% drop in last 5 days, must be worth a trade at these levels ? Or am I missing something obvious

[essentialinvestor] 23/5/2024 16:21

The two classes of shares are now bang in line in share price % terms on a 12 month basis. Happened quickly.

For YNGN to make further progress, YNGA may need to rise from current levels, £9.86 atm.

[cravencottage] 20/5/2024 16:20

looking at the previous graphs on the run up to results " We've only just begun"

Plenty of gas left in the tank!

[essentialinvestor] 20/5/2024 11:37

Over £6.50 now.

[essentialinvestor] 17/5/2024 16:14

On the move, again.

[cravencottage] 16/5/2024 17:23

Thanks for clearing that up.....

Hmm - Looking at the graph there seems to be " Plenty of gas left in the tank"

Euros should provide an additional tailwind for results too :-)

[essentialinvestor] 16/5/2024 16:56

CC, Voting v Non Voting - all else equal, share of dividends etc.
This is written in to their company memorandum.


Gargantuan % difference atm, right at the top of the historical range.

YNGN valuation looks mouthwatering - unless the A shares fall that is.

[cravencottage] 16/5/2024 16:48

Good call Essential!

Why such a disparity in share price between YNGN and YNGA? - Apart from the obvious non voting status with YNGN

Regards

CC

[essentialinvestor] 16/5/2024 16:17

We've got some catch up due on the A shares - YNGA often moves before YNGN.

[essentialinvestor] 16/5/2024 14:33

Nice or as the Gen Z's say - Niiice.

[essentialinvestor] 15/5/2024 13:43

Leaving the station..

[essentialinvestor] 14/5/2024 15:52

Repeat of the 2022 price rebound on the cards..?

Chart in the header.