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could be a roller coaster ride! - sorry, somebody had to...
P/E 17.2. Company still growing, FTSE 100 trading on around 15.5. Cheap for growth. Quite happy to sit on this even if no quick turnaround. Institutional seller on L2 at 360 level, re loading the ask, once dried up the buying should take it north.
358.8. Looks overdone, I think it should be back around �4 in a month or so.
Even after this drop the P/E is around 20.
You could say that about virtually any business.
Sadly on the other hand it would only take an attack at one of their parks and the share price would go down a very long way.
a 20pc drop seems to be a bit of an overreaction.
The price at the moment is IMHO a real bargain and should recover by 10 % quickly. Plus there is an outside chance Merlin could be a take over target.
Dipping my foot back in this stock after a 2 year absence, I like its global presence which hedges against seasonal fluctuations. Plus the divi of course.
Think a bounce is due, possible concerns over IRMA and the Orlando assets should be largely over. The Orlando eye has not been blown over and lego land is fine. Think the growth potential here is huge.
In reference to the recent post, conditions influencing the UK shouldn't make too much difference to Merlin as it aims to diversify its revenue fairly evenly between Europe, the States, and Asia.
Why the rise in SP
Merlin Entertainments The plan by Merlin Entertainments to add hotels to their theme parks is underappreciated by the market, said Morgan Stanley on Wednesday as it set a bullish share price target for the years ahead. Adding hotels to theme parks increases the visitor catchment area, revenue visibility, ancillary revenues, trading periods and guest satisfaction, Morgan Stanley gushed, with themed hotels such as Lego rooms at its Legoland parks providing an "immersive" family experiences and premium revenues. Its analysis suggests around £450 revenue per room per night, which is three to four times higher than the market average, with management's ambitious target to increase the current 3,600 rooms by 2,000 by 2020. With an average of 400 at its large parks being well short of the 1,000 at some competitors, Morgan Stanley sees 7,000 rooms by 2022, with hotels growing to 30% of adjusted operating profits, adding 5% to the annual group number. Analysts calculated that earnings per share, which came in at 19.56p and are forecast at 22p for 2017, with continuing strong London hotel and visitor statistics expected to help Midway performance this year, could reach 50p by 2022. A target of 580p was set, with the bull case putting a 1,000p share price based on a forward multiple of around 20 times. ⚠️ IGNORE THE GLOOM AND DOOM NEWCHURCH WHO PLAGUES THE LLOYDS BOARD 24/7 ‼️ Hope everybody makes 💰💰 here.. ATB 😃
http://www.*************.com/views/27691/lgo-buy-at-245p-target-22p-says-vsa-no-i-am-not-kidding
Disappointed that people are banking in now, was hoping to see a soar in SP today. No such luck eh.
Nice to see this reach 500p - onwards and upwards. ATB
In which continent???
As you are always doom and gloom on the Lloyds Bank site i am surprised you are not in total despair about Merlin
... ok,, that's me stepping out for the time being, sold at 493 so made a tidy 55% profit :) .... so now you can watch it fly over 500 lol will probably look to buy back in again if it drops back a bit
... @ 491.6 ... i might regret not taking that, but we'll see what the weekend brings, if it can consolidate todays rise with a steady start to the week, it's possible we might threaten 500 by this time next week. Didn't have anything i HAD to have the money for today, so decided to hold a little longer.
whilst i fully understand the ride as a whole was not to blame for the accident that had such dire consequences, they really should have stripped that thing out and sold it off so it could be rebuilt and renamed elsewhere, it's going to be a millstone, any little glitch is now going to cause the share price to knee jerk. From a purely business point of view, it needs to go, period, spend this winter building a replacement attraction, that thing detracts from the whole experience and is constantly in the back of the minds of visitors, and it doesn't take much for that to come to the fore and deter them from visiting
slowly building closer to a 490 close figure, perhaps by the end of next week, i've got a limit sell set now at 500 should it spike for some reason, but i could be tempted at a solid 490 Bid, it would release a little equity for me to play with.
doesn't seem to like this share much, dropping there forecast to 450 ex-dividend yesterday or today, so seeing the usual drop back a little today, i havent looked at the trading volumes but i suspect they are quite high. Dividend for me on this one isn't much as i have only a small amount invested ,so it's growth i'm interested in, and i still see this as likely to go over 500 as the new legoland sites get closer to completion and actual summer season figures start siphoning through
given the ups and downs in this market sector, and the number of variables involved, this stock is proving quite resilient, i don't have a lot invested, probably should have bought more at the float, dividend could be a little better, but in the region of 1.4% is better than a kick in the teeth, and as i've held these since float, my average makes the dividend % a little better based on my investment.