Member Info for Da_Matser

@samson123 The scheme is for UK nationals returning home - not for visitors from banned countries.

@TomBeef How long has the app been out on the Apple App Store? I notice your review was left on 5 Jan.
There's a review from tealo101 who also looks like a shareholder :)

You're spoiling her @Guitarsolo. You could have used code CARDTEN and saved yourself 10%.

@lewisham It wouldn’t be so bad if they took a pay cut but then made up the shortfall with shares, but not even they can be arsed to invest.

@PFen Why does the SP need to turn around soon? Planning a summer holiday?

I’ve no problem with a Rights Issue for a company that has a bright future. I’m in it for the long haul, so would welcome the opportunity to increase my holding - especially if we get a good discount.
I opened my position at just 24.35p on 26th May and have a very good average. I think when we get a whiff of a final dividend for FY22, our future selves will be quite satisfied.

Should've said it's on Thursday!

Good, bad or ugly? I am thinking statutory loss after tax has grown to over £1bn YTD with equity around £3.7bn, which basically eats up the Rights Issue and puts us back to where we were, but with more shares out there!
Hopefully, enough liquidity to start looking at aquisitions now the vaccine program has started.

@Monkshood Where did you get the info on the CFO please? SWS has no data on him other than his name: Richard Withers (unfortunate nickname). What did he buy at?
Apparently, the CEO owns 2.85% (£2.85m)

For anyone interested in the shareholder benefit voucher booklet as detailed here https://www.mbplc.com/investors/shareholderinformation/faqs/#link_item_5 then don't bother trying to claim from Trading 212.

I tried for weeks and they kept telling me they were processing my request and then eventually admitted they cannot supply these.

They’ve smashed it.
However, interim dividend maintained at 0.15p.

Now they’ve got all the M&A and software write-offs out the way, we may actually see some profit - unless they find something else to write off?

Redde business continuing to suffer from reduced traffic volumes and amortisation costs which I didn’t foresee; but overall, my views have not changed about the future potential of this business.

A bit late now, but if my numbers are correct, anyone who sold today is going to regret it. I spent quite a bit of time trying to predict their results and have a nice average around 190p. I have been looking forward to tomorrow since September. They are my biggest holding. Just for the fun of it...

Revenue: £594m
Net income: £33.6m
Interim dividend: 6.1p
Assets: £1,792m
Equity: £871m
Cash: £16.8m

Probably miles out! lol.

@NicetoMichu So, why are we all welcome? And what are you basing your 90-100p target on exactly?

My take on this is that although it was a bumper H1 for revenue, margins were poor and India let the side down (due to greater disruption from Covid). It is very difficult to predict the FY21 results from here with so much uncertainty around and my best guess at a forward P/E is 12-15 and today's price - yes a slight fall in earnings comapred with FY2020. So, I believe we are approaching fair value for now and IF they can also maintain the final dividend then that will at least be some solice until the outlook is clearer.

What do we think about 0.25p dividend this quarter? DividendMax was forecasting 1.61p

I appreciate the reasons behind this, but personally, I am very disappointed. That said, I’ve not yet read the report.

@NoSweat. The £1.79 offer has been posted multiple times but I guess this is a high volume board. Use code CARDTEN for 10% off that (or any order!). It worked last time I tried it?

Consider it a shareholder benefit ;) Not quite as good as WTB's (Premier Inn) free breakfast. Lol.

@Lovelace1958 Thanks for the info on Kristian. £5k isn't exactly pushing the boat out but at least he owns more shares than me now! lol

@PFen "Whitbread could issue bonds or have share offerings as other companies are doing to pop up their balance sheet and save jobs." You do know about the £1bn Rights Issue in June, don't you?

You also know that Whitbread is not merely a pub chain, too? I stayed at London Docklands a couple of weeks ago, on business. It was one of the 39 hotels kept open during lockdown for hostpital staff and keyworkers - due to its close proximity to the Excel Nightingale Hospital. I wasn't a shareholder at that time. That changed after the whole experience from booking (and speaking to them over the phone to get current guidance) the currently discounted rates (and new Semi-Flex plan), the free car parking (in Central London!) including leaving it there the following day, the warm welcome I received and all the 'on-the-ground' information a potential shareholder could desire, the praises their staff sung about their management and how they have been treated under the pandemic, etc. ...and of course all the Covid-safe measures in place including masks, screens and sanitiser. They honestly could not do enough! After witnessing how Premier Inn have adapted - and studying their balance sheet - I have every confidence in the long term success of this company. I also think Alison Brittain is extremely grown up, well educated, highly experienced and a first class CEO.

Guess what? I had one pint with my meal and in also, despite gangs of workmen staying that night, I did not see one inebriated individual.

I am not sure what your intention is here. You are just simply criticising the industry that you have spent 35 years in. Are you trying to talk this stock down? If so, great; but please make it more targeted towards WTB's inherent weaknesses. I've got more cash waiting...

I know very little about technicals but it has never really hung around at £2. It looks to me like 190-193 range or back to the 185 line - especially with doom in the air. Personally, I am hanging out till 185.