Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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How can this business be worth 25% less than it was just 3 weeks ago? Market jitters taking this way too far
as the divi which was paid yesterday is fed back into buying more shares. I will be putting mine back in as the yield is pretty good with surplus cash coming back. The refurb programme must be fairly advanced which will free up more cash.
We just need to break the Resistance line, if we 312.05 I believe we can go to 315.00. We touch 312.00 twice
I’ve done the same on the accounts. Lots of opportunity based on the pipeline to FY2023
Hello all,
I have just received the annual accounts and I have topped up my holdings, in my opinion, I will hold for a go while yet, for whilst the SP may retreat following the divi and special divi, this will a temporary pullback. The accounts suggest that Hollywood Bowl will continue the impressive growth for at least two years.
Please do your own research
Best regards
DAR
Current SP puts it on same PE as TEN, and about middle for the sector. Clearly still a strong appetite for buyers, and up to 30th Jan they can all bank Feb divi which is still 3.2% even at this price.
Risk is a strong pullback ex-divi - and as I have commented before this tends to have a swinging price once the good news has been absorbed.
I am holding for divi for sure as it is 5% for me, but will have fingers on the sell button is the pullback starts. The question I have to ask is whether this can put on another 30% over the coming years - mmmmmm not sure on that.
date is 30 Jan so would expect these to continue upwards for a while yet. BOL
300p is in town It is certainly has put some soup in my BOWL. Is this the endgame or the shares have further to run? Sell signal?
True Shares but these execs in general tend to know when to sell when valuations get stretched. I wonder will 300p trigger some selling as a milestone that some investors are waiting for?
Positive for me is that the key execs (CFO and CEO) have real skin in the game just over 1% and 2% each - according to the Annual Report. That shows to me that they are supportive of the business and believe in its long term growth.
still looking to get their fingers into this one, It might even strike 300p before too long. Seems lined up for it. BOWL is finding it hard admittedly to break out from 280 to 290 as I suspect a few investors are waiting for 300p to hit and run.
Thanks for the feedback, definitely a share I would be willing to trade but I only have a small holding and will DRIP for a few years unless something major goes wrong.
Parf - good choice and timing. Low volume but on the rise today. Have got my votes in for the divis etc. for the AGM at end-Jan, but keep an eye on SP movements after that. This can be a volatile one, and a wide spread can develop.
Long haul it seems to be a good choice, but for me it is a tradeable one too.
on the drop. Let's see where it goes!
All other brokers - Investec (house broker), N+1, Berenberg, Shore Capital, JP, Liberum, are strong buy on the same numbers. Does it matter that P Hunt are the brokers for TEG?
with a TP of 285p saying it will do well to justify its EV v E of 10.4 which leaves no margin of error. Seems to be holding up well here and underpinned by the divi and special divi, BOWL should have legs to 300p imo.
dsc - good move.
Kicking myself for off-ing my 2nd tranche too low, but hey ho - it's always good to leave a bit for the next guy.
Still holding my main position, and pretty sure things will continue strongly. Cash generation remains high and grows y-on-y, and like all the ideas about customer experience and even the mini-golf - rock on !
Bought a day before results day. Done very well since then. Will stick with them... see where the company decides to build new centres and keep on growing in different areas of entertainment.
Agreed Lumped but still think there are EOY cash waiting for homes. 100% agree about the politics side and with a bit of luck those who gave Bojo the fridge magnet his thumping majority get an absolute thumping!
So I got them away early doors, but only the ones I bought just the day before the results. A 10% turnaround inside 5 days is OK. Still holding my Oct ones as much more room on those to accommodate any price oscillation.
They may rally again, but think the political mood will darken a bit now with the whole legalise the end-2020 thing.
Anyhoo, good luck. I am still very much a buyer of these when the price is right - just love the chase......
Hi lumped. The Bojo effect has quickly worn off but the SP has held up and the buy/sell ask is notionally wide. I am hanging on myself because if any company could put on a spurt in a Santa Claus rally, there is no reason a solid performer like BOWL should not receive some attention. I might shed some by year end therefore in the hope of buying back in the New Year. I think a MOS columnist has tipped this as a share for the year previously and I suspect it may feature again as a tip for 2020. Keeping my powder dry for now.
Agree. As said here, this is a volatile SP usually but a solid company so am happy to gamble on it.
I bought more on Thurs 14th just before market closed (so price had dipped a bit) ahead of the expected good results which was risky but paid off.
But after this second rise I plan to cash in tomorrow and gamble (again) on being able to buy back before divi cut-off day on 30th Jan.
I would spreadbet it but the spread is too wide and it's cheaper to buy/sell on my online platform - how mad is that....
after the results and the general positivity around the market. BOWL was tipped after the analysis of the results but with the rise it seems to be nearing fair value. I will most surely be keeping an eye on this one.
but hard to disaggegrate from the uber exuberance of yesterday's election. Divi and special divi are very welcome and the company has a good record of capital return. More importantly the LFL sales have showed no signs of slowing so I intend to remain in the fast lane here. I will be putting the divis back in as shares.
balls like bowling balls to invest pre-results but I think it is best to strike now. I expect forecasts will be skittled and we get an ahead of expectations update. Got to keep my eye on the ball Friday in case of any slippage but am very pleased to see my Target SP of 250p within striking distance.