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drb- i ask because bidstack has been on my radar for the last 3years or so and i don't like what i see constant placings on a annual basis always jam tomorrow and continuous hype.
seems like a lifestyle company with only the bod getting any rewards.
i have watched james draper and co destroy many shareholders investment pots over the time that i have been watching.
i advise caution and deep research before putting your hard earn't cash in that one.
good luck as for jdw we will just have to agree to disagree. time will tell
drb- what is the optimal price increase that will lose the increase in value.
well in my opinion a 15% increase would be easily achievable as the competition are doing approx the same thing so nothing really changes does it?
the difference is that the public will have less money to spend due to cost increases that they have no control over so will have to make savings. that in its self will not stop people drinking so what does that leave ? either drink at home or weatherspoons.
many pubs and groups will go to the wall in the next couple of years but witherspoons will not be one of them. imho.
by the way you did not comment on angus or bidstack are you long or short ????
"has anything fundamentally changed in the business to change the direction in the sp"
yes the 10% increase in sales during the last 9 weeks in compared to the same period in 2021.
and there will be more of this to come imho.
drb- i had a look at your postings on this platform and have come to the conclusion that you are a shorter which is fair enough.
with the way you do your diagnosis there is no way you could be in stocks like angus or bidstack that just would'nt make sense would it ???
good luck to you but as we all know neither bulls or bears get it right all the time do they.
increased my holding by 20% today at 23p although the trade never showed on this site or trade cap site ? this often seems to happen with iweb for some reason they don't seem to publish all there trades. any other people here with iweb account ?
anyway looking forward to next update.
drrr my head hurts.
looks like a £ next week such a shame .
been in and out here several times always made a profit but not sure were this is going now.
bod in a right mess now no leadership no drive no clue.
drb83 again we agree but! i am a real ale drinker so very limited on the choice of establishments that i would even consider going into, i generally drink in a local privately owned establishment that has good quality beer and good pub food however since the reopening of the economy the prices in this pub have increased considerably and i have noticed a large drop in customers and how often they are frequenting the place.
people will not stop drinking but they will find cheaper ways of doing it which will result in a loss of yet more of our pubs sadly.
this will lead to a increase in sales for the survivors which i believe jdw will most certainly one.
ps it is only 1 mile from my normal drinking hole to the local jdw and although i have not been a frequent attendee i and my fellow drinking partners are already talking taking some of our custom there.
drb83 i dont disagree with any of your figures but!!! i think you are missing an important calculation and that is pricing power against competition.
jdw could increase margins 10/15 % and still undercut most competitors i would not normally invest in a company with this level of leverage but i have made a small investment this last week on instinct more than figures . time will tell investing is not always black & white.
the gas deal was done in march and all of a sudden the uk govt has a heart attack.
for heavens sake what is happening to this country its pathetic.
how the sp has gone up today on the back of this trading update i do not know.
reading it before the market opened i was sure it would drop.
shows how much i know lol.
and still no report !!!
net debt to remain below 1.5 ebitda with earnings to increase 3.1m+ with cross selling other renold premium products sounds good to me.
i think that they must take advantage of the current turmoil as this will be there best opportunity to purchase other companies at low valuations and build the renold brand.
be brave when others are fearful .
porsche is a repeating record always slating the uk market and promoting the US market which has not exactly done wonders in the last few months ???
however i have to agree with him/her that dlg will drop to the 160-180 sp.
the current dividend is not sustainable at these levels and after the ex divi date it will start to drop and imho keep dropping.
the market is both weak and scared at the moment and this will weigh on stocks like dlg as it has very little coverage of the dividend.
please note i have been a holder of dlg since april 2019 and escaped recently at £2.56 which gave me a very small profit more fool me for not taking much bigger profits earlier.
we all live and learn.
p.s i am a buyer under £1.80 jmho
well i sold half my shares at 28.8 and then bought them all back this week at 24.3 so made a nice lump without a divi how low can it go who knows but do not think you will be seeing 20p again i will be adding at 23p . think they are protecting there financial position at the moment and looking to buy other companies to add and expand this alone will drive the sp up and dividends will follow i'm sure . this is one for my retirement kitty so i hope i am right.