The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register 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.
I have also noticed that hotels that you could have booked for £50 a night a year ago are now £75/£80. Although they have the same cost pressure as everyone else, I think that their occupancy and margins will be significantly up this year. With the nightmare experiences of going abroad and yet another great summer in the Uk with the weather, I am sure that more people will be using UK holidays next year. At some point this will be reflected in the share price
spent weekend around Redditch and Premier hotels within miles absolutely rammed (full) and charging £145 to £170 a night there was no shortage of takers :-)
Are you guys on this planet - Starbucks is valued at over $90 bn.
Try doing even 1 minutes worth of research.
Not had a proper look, but at a P/E of around 25 for erratic earnings with an horrific balance sheet, if WTB put in a bid, I would be selling my WTB faster than you can say bankruptcy. If I wouldn't own them directly, I certainly don't want to own them indirectly. Add to that the question of funding the acquisition...
I would obviously take a proper look at SBUX's balance sheet first to see if something like IFRS 16 is at play and whether synergies really could produce perofrmance greater than the sum of their parts, but at first glance, it's a no from me.
Two wrongs don't make a right.
If Starbucks is up for sale , perhaps we could buy it. We certainly made a serious mistake with selling Costa , time to make amends ?
Thanks S001
About 2 weeks
Just applied for my card via HL.
Can anyone advise how long it will take to be delivered?
Thanks.
Nd
Wednesday 15th June Q1 trading update should give a good view on the outlook of the UK economy
results June 15th 2022....
Continued market outperformance in the UK with Premier Inn total accommodation sales 27.2pp ahead of the market1, driven by the strength of our commercial and operational initiatives combined with the inherent strengths of our brand, scale and direct distribution
· Our UK hotels continue to perform well ahead of pre-COVID levels:
o Total UK accommodation sales 235.6% ahead vs FY22 (31.0% ahead vs FY20)
o UK LFL accommodation sales 221.6% ahead vs FY22 (21.3% ahead vs FY20)
· UK food and beverage sales were 585.3% ahead vs FY22 (4.3% behind vs FY20)
· Given a tight labour market and our focus on maintaining our market leading position, we plan to invest additional costs of £20m - £30m in labour, refurbishments and IT in FY23. However, our high levels of occupancy and continued strong sales performance mean we remain confident in our continued margin recovery in the UK
"The strength of Premier Inn's recovery in the UK continues to be ahead of expectations with a particularly strong Q1 performance that is well ahead of pre-pandemic levels and we continue to significantly outperform the market1. This outperformance is driven by a number of factors, including our commercial and operational focus as well as the strength of our brand and operating model, our direct distribution, national coverage and accelerated independent supply contraction.
This impressive Q1 performance together with improved visibility into Q2, gives us increased confidence in delivering a strong first half and remaining ahead of the market for the rest of the year.
Whitbread’s Premier Inn chain has all the resources it requires to deliver steady growth in hotel capacity in the UK, yet the FTSE 100 group’s share price has stubbornly refused to regain pre-pandemic levels.
Analysts at Peel Hunt, though. remain positive on the stock thinking that its German hotel business could provide the required impetus. They say the business has the potential to grow its estate tenfold, adding: “The emergence of the German business as a successful new growth driver will catalyse a rerating.”
The German operation has 40 hotels and another 38 in the pipeline and Peel Hunt believes the division could break into profit next year, advising its clients: “The German business is only now getting off the production line post-Covid 19 and onto the autobahn. Buckle up before it picks up speed.”
Shares of Whitbread, which were were trading at almost £44 in March 2019, more than halved during the pandemic. Yesterday, they closed 58p higher to £25.22, a rise of 2.4 per cent.
https://www.thetimes.co.uk/article/whitbread-wakes-up-to-the-sound-of-german-growth-65sdrvbbg
Got my card this morning - shares are in a normal trading account with iI - card came from Link but requested via iI.
Card expires end June 2023.
Link Asset Services
Whitbread@linkgroup.co.uk
03448552327
Da Master ......... my HL account is a SIPP (drawdown) I think these cards came from ii (I split my holding between me & missis in ii and Hargreaves to get 3x Costa vouchers for £15 ,instead of £5 from one large holding) applied for discount card in all three accounts usually get HL card later.
Sorry Samson, can see that you said you have yours in a SIPP. Shame there is no Edit/Delete button!
Looks like ii are telling porkies/ making excuses.
@Samson. That's true. I was thinking about the other day. Next thing you know, £1B equity raise!
Add to that the recent controversy over staff wages/retention and Fat Cat payouts and perhaps it is time she handed the reigns over.
Has some synergies with Karen Hubbard who 'left' Card Factory after bleeding it dry through dividends. She was replaced with Darcy [male] Wilson-Rymer who previously held a senior position at Pizza Hut
Thanks Konan. Can't be that trivial as you need 64 shares @ £25. Depends how diversified you are I suppose.
@Samson Is your HL account SIPP or ISA?
Got my card this morning from Link . Just in time for our weekend away. 3 Nights free brekkie plus 10% discount for evening meals for three people not to be sniffed at.
Never forgive her for the debacle of return of capital to small shareholders after sale of Costa Coffee.
Fairwell Alison. Sorry to see you go.
https://www.lse.co.uk/rns/WTB/directorate-change-vz9llialblzlham.html
A box has now appeared on my account to tick if I want discount card!!!!!!!!!
I received the same message some time back
A week ago the card arrived in the post via Link who presumably administer on behalf of Whitbread
Received this message from HL this year
"Thank you for your communication regarding the Whitbread Discount Card.
We'd like to thank you for your ongoing patience while we resolve the delay in dispatching the shareholder discount cards.
Whitbread plc recently changed their stance on the process which means we’re currently finalising timeframes with the company directly.
Once this has been confirmed we'll write out to all Whitbread Plc shareholders with at least 64 shares, which will include the necessary information and voting buttons to request the shareholder discount card.
Once again, we apologise for the delay in the distribution of the cards, and any inconvenience this may have caused you.
Yours sincerely
Dividends Department
Hargreaves Lansdown"
Don't understand the voting bit.
Mine are held in nominee account with HL
Its just the standard Fund and Share account and not ISA as the holding is trivial
Thanks konan. How are your shares held? Certificate or nominee account? SIPP/ISA or non-tax wrapper?