Member Info for Peltata

Another extension announced, till 14th December.

Odey “increasing a long position” in latest RNS promising too.

If negotiations don’t go down to the wire these days people wonder if they bargained hard enough. So no surprises if we do have to wait.

Tim knows how to get a bit of publicity https://www.google.co.uk/amp/s/www.standard.co.uk/business/wetherspoons-slash-pint-price-99-pence-november-inflation-b962700.html%3famp

Good advice. I just had to sell my diesel car (London based) that was pushed by the govt 10years ago, for a hybrid. I’m sure in 10 years time they’ll find another reason to make me sell it…

They certainly seem busy, I occasionally go in one or two ;-) really keen to see what trading is like without restrictions. Got the impression that being open but with limited numbers, drink with a substantial meal, early closing it would have been better to stay shut from a profit perspective.

Whilst it’s going to be a long haul NEX was a great business in the years running up to the pandemic. Some change in behaviour to travel less is to be expected especially with a rising cost of living, but NEX is in a great spot for this as it’s likely the cheapest and most reliable form of transport going.

Any link? Can’t really say either way otherwise. The pandemic probably hasn’t helped.

At the moment we all want 105 for our shares, if they had rallied on opening up to 120 we’d be praising the bod for their strong leadership.

Another period of uncertainty, will always hit the markets. Will the vaccine put the brakes on deaths rising when cases rise? (cases will rise for sure), the world is watching the U.K. on this.

I believe the vaccine has broken the link but place your own bets yourself. GLA.

My first thoughts are that people have to travel to some degree and NEX caters to the budget traveler, contracts for school transport etc so it should be a positive here, or at least more positive than most.

The chef from the Michelin star Indian restaurant seemed impressed with the curry - if it stood up to his critique then that’s one reason why Wetherspoons is so successful.

Overall it was a very balanced piece- a rarity for TV these days!

There’s definitely more to the tempus article- it mentions the opportunity to acquire real estate given that some smaller brewers/independents are having trouble surviving. The bbc are now covering this too https://www.bbc.co.uk/news/business-57398044

Might go a bit CAMRA here but real ales have a greater depth of flavours because a second smaller fermentation process occurs in the barrel, hence why “cask conditioned” is made a thing to advertise- there is a reason why real ales need a bit more care and preparation. Lagers and the like are filtered before going in the barrel and the flavour is fixed at that point. Of course, trying to replicate this in a bottle is difficult which is why I think the taste is not as good as in a pub that has workers who know how to store real ales.
That’s made me quite thirsty, GLA.

Does explain why Wetherspoons is so popular. For real ales it has a good selection at very reasonable prices. The selection is a bit pants now as they have been bitten by too many lockdowns but once that risk recedes it’ll be back to 3-5 real ales at each pub.

I recall Old Peculiar being 99p a pint pre the 2nd lockdown and I wasn’t dreaming! Must have hurt to price it at a quid rather than throw it away.

Whilst I see pubs with a healthy number of customers given the circumstances, l can’t help but notice the lack of tourists that do come to enjoy a pub lunch or dinner. Maybe I notice it more being in London but places like oxford, Stratford upon Avon etc can’t be too different. Hope us locals make up for it seeing as going abroad is a hassle at present.

It is a bit bizarre- is it to stop insider trading? With some info about the trials escaping? But why allow LSE to continue?

Everything looked ok till the US opened. As US tech stocks seem over valued and has to readjust, what are the chances of that capital flowing into the likes of mars, nex etc just as their sectors are going to be substantially opened up? Fingers crossed but makes sense to me

We could well be in for a 2-3 week wait until the effects of fully opening up hospitality are known. Many are put off sitting outside all the time and this also discourages traveling/day trips.

I got the full amount of shares plus the additional non-guaranteed ones. What could explain the difference? Not sure as the only condition was holding on a certain date. My broker is HL.