Have been a huge champion of this stock but worried not so much about macro but micro issues...how focused on cost are they, what is Chair/CEO succession look like, what is next stage of digitisation look like for them etc. External shock may be a catalyst for positive change
Amazed this BB is so quiet. DTG just reported very strong results and shareprice rose 6% in response. Then lost it again the next day with the travel sector sell of. I dont think UK consumers will take less holidays but will continue to choose shorter haul plus substitute Spain etc for Turkey/Egypt/Tunisia etc as has been happening for the last 6-12 months. And the Chairman has plenty of skin in the game - his personal investment in DTG is almost 300m pounds. If the travel sector softens next… Read More
This petition was stalled in parliament since 12th Aug 15; finally green lit on 12th feb 2016. The FCA don't even reply on the matter, now is your chance to have your say. If you hate seeing buys reported as sells etc!!!!!! Has already been sent to Martin Lewis, Daily Mail… Read More
Yes I agree. And I like their new deal for customers to check their luggage at the hotel and not see again until back in uk. Small thing that earns loyalty because unique so far I think. And if dtg sense oil going up, they are smart enough to buy forward. Chairman has almost £200m invested so his objectives line up with shareholders. I have been in and out of dtg and loading up again today. More upside than down IMHO. Dyor and gla!
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