The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Inflation results had a big impact today. Looks like Tim is using repairs and maintenance of the estate as his key lever on the balance sheet. I'm assuming dilapidations gets included here. Strip outs for landlord hand-backs must be costing a few quid
As the actress said to the bishop
Https://finance.yahoo.com/news/j-d-wetherspoon-plcs-lon-051020734.html
An excellent performance in Q1 and across all segments of the business. I anticipate further investment in the accommodation segment as this is the most profitable area of their business.
Seems a good update. Its a minor point but why are they not 'pleased' to publish its update? In the fine art of reading between the lines of RNS's that word is generally the first thing to look for!
10%ish LFL revenue increase but higher that pub trade average ~5%. Refinancing slow and steady, interesting to see it shows interest rates coming down over the next year or two.
Very steady as she goes, after 40 years, guess that’s what got Wetherspoons to where it is today.
You're getting closer! I have done a 10% slice at gain: I look forward to a much higher sp , but, you know, markets. Imo the company is worth a lot more than this but we shall see.
I'm averaging 704 hope it doubles ....I can dream
'Far as I can see, Merrill lynch have increased their holding (well you would at those prices). Others, correct by all means.
It’s been a busy week and the SP is gaining momentum. First stop 700p then onwards and upwards.
What does today's RNS mean please?
Im doing ok with jdw , But done my boll!!! on that IOG Scam
Slack I differ, but not tied to short term. Admit surprisingly low.
This is a car crash!!
Market capitalisation, and if you don't know that be careful, having said that, you will probably do as well as the rest of us. LOL
Hi I'm a novice at this game What are mcaps ?
They may be, I hold neither. On the briefest research, it appears both have lost most of their mcaps in the last 18m: does that not then supports the divi case? If there had been payments due, might fewer holder have rushed for the exit?
Perhaps ryaay (ex-Rya) is a better example of doing OK without divi, but I haven't held since they departed lse. I also dumped a local (but quoted) company when they switched their divi from cash to a new class of non-voting share. In conclusion, I'm happy to invest where profits are still in the future, but when they arrive I want my share.
Its about time JDW share price went up now, SERIOUSLY!!.
Why do they keep going down anyway,
their lower than the Brexit low,
lower than the Covid low, WHY!!!!
We want Proifits,
WHAT DO WE WANT( )( )( )( )( )( )( )( )( )
Amazon and Tesla aren't real companies then?
We all complain about JDWs share price, if dividends were paid the share price would be lower as funds would have been dissipated. As it is the 6 months SP is down 20%. How low do you want it?
Serious question? A company only exists to make its owners a profit, and the divi is how they receive it. There is another model, where shares are bought back and retired. Remaining holdings become increasingly concentrated and valuable, and holders can sell to realise profit; but that is self-limiting if shares become worth hundreds of pounds each. No, imo real companies pay divi.
Will be out very soon. Hopefully providing some impetus.
Why would paying a divvy increase the SP? All you are doing is depleting the net assets of the company,
These after-hours trades are a mystery to me. Still, above UT, happy happy.