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03-May-24 11:42:00 3,020.00 448,194 Unknown* 14m O
Short closing maybe?
That's the minimum I'm looking for, over the next few months.
I am surprised that other hotel companies and private equity outfits haven't seized upon the attraction of the property assets here. IHG released enormous value from their estate when they moved to an asset-light model and Whitbread could follow a similar path.
Yes, very positive: 'unjustifiably low' 'future looks bright' etc, nice to read they own 56% of their properties unlike a lot of the opposition and their occupation figures compare well. There's a note about the costs of converting the restaurants to hotels impacting the bottom line but that's a given and what with a £150m cost cutting exercise and the buyback they seem to be in good shape and a 'Buy' with a median analysts price of 4100p - not a great fan of brokers notes but I'm happy to accept this one.
Https://www.investorschronicle.co.uk/ideas/2024/05/02/it-s-time-to-check-in-with-this-hotel-leader/
´ Meanwhile, UK industry tracker STR showed that revpar plateaued across the sector in the week to 20 April and occupancy was a lacklustre 78 per cent´
This to me seems a contributing factor to the current weakness in SP. Seems likely to be a short term pullback.
GLA
Has to be a big seller in the background, every little rise gets sold into, also shares are being purchased and cancelled and it still cannot hold any gains.
The market's attitude to this share is quite bizarre and will surely tempt a predator if not reversed sometime soon.
Results were good so bought just shy of 5000 shares at average £30.24 if this falls further, then I will scratching my head wondering why
Yea looking oversold missed the very low off the day but I’m in
Directors don't always make the best investors. Personally, I'm a better investor than I am a director :))
EXERCISE OF NIL COST OPTIONS OVER 8,206 SHARES UNDER THE WHITBREAD RECRUITMENT AND RETENTION SCHEME, AND 6,325 SHARES UNDER THE WHITBREAD INCENTIVE SCHEME AND SUBSEQUENT SALE OF THOSE SHARES
I am no expert but to me the Notices simply inform as to how many shares each director has received this quarter as part of their remuneration packages I don't see where they have sold them. it is common for the beneficiary to sell some to cover there tax liabilities
No doubt some one can clarify
Glasshalfull
Incentive shares, so given to him for free and then he had sold them for close half a million £
I don't understand some of these RNS statements - is this director buying or selling share options? If he's selling, maybe that explains to some degree the SP drop.
I don't get it either. Hopefully, it will start to rise as we head towards ex-divi date in 3 weeks.
I don't get it either, I'm back where I started two days back, I should know by now how illogical and whimsical the mkt is: trendy online fashion outfits that have never made a profit on a p/e of 60 etc. Hang in there.
Disappointing to see this drop back and not motor upwards.
Why is this share being held back? Am I missing something?
UK booming, Germany on track..
Giving this one of my very rare Strong Buys.
Glasshalffull I bought roughly the same at £29.99 a couple of days ago. I worked for this company for over 20 years. It is unrivalled. Excellent buy in my opinion. Your money is safe :)
Whilst I have your attention don't forget to apply for your shareholders discount for 2024/5 as the existing one runs out on 30th June. Free brekkie and discount in restaurant not to be sniffed at!!!!
P.S. results not bad either.
Share price improving. Hopefully the city has woken up to not only the great results published today but the long term potential of the business. I do agree a bid wouldn't be surprising. This looks like a very well run business. I guess not being in AI means it's not very s3xy!
I agree, it's only a matter of time before somebody makes a bid, especially at the current share price. The company is loaded with assets, has a proven business model and excellent growth prospects in the UK and Germany.
I'm surprised this didn't jump this morning with all the positive news plus I believe, sooner rather than later, they'll be bid for, so I bought 2000 @ 3060. Can't go wrong, can I?. Hmm.
Decent results. 150m Buy Back, Dividend up.
Have bought more on the good results. Surely the market has got this wrong and we will see a rise over this morning.