Member Info for Peltata

Before Covid spoons was at it’s peak SP, same with many others in that sector. To pick out one factor is myopic to say the least and probably a reflection on people who like democracy but only if voters agree with them!

If you have access https://www.thetimes.co.uk/article/the-american-dream-is-flying-again-for-wh-smith-m8gljrq88

Fira, all the pubs had just been forced to close due to covid, remember?

Everything looked good/ok apart from the expected profit, the most important item! Loads of costs are fixed, wonder how smaller hospitality companies are doing if they haves fixed costs?

True of many Spoons, boils down to margins. If anyone understands this better than Tim Martin I’ve yet to meet them!

The divi is 0.35p not 35p!

Relief that the profit guidance has matched reality, concerns about skeletons in the cupboard after Cowgill was ousted put to rest in the main.

We’ve all forgotten about the PCA share sell from Friday :-)

I recall we dipped to the 180s a few months ago and then was back up to 270. Low 200s not quite so painful in that context.

Ah, so she’s a “person closely associated” with, anyone know what the relationship is.

Isn’t it Beverley McGregor selling? It’s a small amount but still, eyebrows will be raised.

If an offer was incoming can you imagine our scramble - I’m out.. me too ..me too etc :-)
With the USD strong makes a US based bid more likely too, not so much from Japan now! (ARM was bought just after brexit as the yen was strong against gbp)
Still, so light amongst all this doom and gloom would be good.

I’m always suspicious of such large downside pressure, the number of stoplosses triggered is anyone’s guess.

Can’t see there being much crossover between Nike-buying JD shoppers and Guardian readers, hopefully this topic won’t gain too much traction.

Obvious why corporate governance is in focus- a company growing this much under one leader is bound to expose these types of problems. Up to the board to come out of this in a better place.

Anyone else seen this today? Can imagine shorting from 150+ made sense for some but at 120 given the low P/E, they must be expecting some skeletons still in the cupboard.
The shorts haven’t shown up anywhere I know to look and came from a 3rd party company’s research - treat with suspicion unless other unrelated sources emerge.
What we need is an RNS with a firm date for the final results to be announced. GLA

staff were recruited to cope with raising demand affecting EZJ ability to handle current volumes. Given the way companies have been messed around with short notice restrictions, many that were of dubious efficiency I have a lot of sympathy with EZJ.

before the drop :-) could this be the moment it keeps going, as I keep telling myself.

In between the auctions I mean, not always easy to complete in a rapidly moving market.
At this price there is a lot of upside so the removal of Cowgill could result in reduced uncertainty and a rise today. Need results out too for real progress however.

Given JDW made a profit every year before the pandemic that includes the 2008 crash, which shows that if it can stay open it consistently makes money. Game on.