Member Info for unvrkw

Now in uk. Waitrose now, tesco, amazon, sainsburys. Majestic wines Got a few to go to make it as well known as grey goose. Wasn't there a post on here recently about the old guy tags sold out and plays golf all day on his course? Enough to get momentum and really show progress I hope.

By year end 2016, Liverpool by January and then Manchester to follow. We have a natwest facility to pay back year end plus circa 24 needed to pay out on our current commitments. Dependant I guess on who and what pays for Barcelona? The big ish deal is our next overdraft facility and loans at no more 3 x net Debt / mature EBITDA. You would have thought at this where the bank of England is so keen to loan cheap money to businesses, one of the cheapest periods ever and the fact the uk government is about to also go on a huge spending period that easyhotel could do ok at this point?

I agree. If a company that has products that are obviously well liked in several huge markets and also in the UK pretty much in all supermakets then not too much more can be done, The CEO was after the one brand to sell on, once redleg I assume starts to hurt another big big brand then they will come in and buy it for a fraction of cash compared to what they have.

I don't think there is anything unusual in admin. Overall this area has been coming down and down over the last two years. The break even must have come unless they are now using advertising streams differently. The USA has been opened only recently so will take a few months at least and now waitrose. This will be a changing twelve months, McAp to increase

That was my point, you loose the sterling gain if you have to buy into the uk as of course the money doesn't stretch as far. If you could take USA money made, buy redleg in Jamaica with that then you don't loose on sterling which I am sure they know. You only then bring home the extra. It's great for the other products but not redleg

Yes if redleg sells half as well in the USA and gets listings also like the uk then we are going to see some great growth. And of course with sterling everything is coming home under a weaker sterling to give the extra boost. I am sure the team are pushing exports massively, discounts can be given. Only thing I guess is does redleg go direct from bottling in Jamaica or does it first touch line in UK

So AGM update tomorrow? I know the info might be very little as per the standard amount, however you do normally get it on the day of the AGM? Maybe the china time frame created a problem.

At the same time if the growth figures are the same next period then irrespective of filling the chain we should see growth.

overall we cant tell whether this is good or not but it meets boards expectations which again can be anything. it implies that the increase is also based against the one period last year when we didn't just ship orders we shipped a huge amount of stock to fill the supply chain. therefore this increase is based against the volume filling the supply chain, built up over the months since the first roll out. now whether enough or not, no idea. is this about building overall volume or building a brand to sell on? the ceo claimed he was after that one brand which eventually could be sold which we see as being redleg. its now sold in all bar one major supermarkets and volumes must naturally increase, eating away at someone else.

This business is far more outside the uk than distil and more based Poland, mainland eu. What it shows a bit is overall sales in spirits is doing ok, positive hopefully towards distil results. As a backstop on sales we sell in waitrose, asda, tesco and sainsburys. Only morrisons to go. We have contracts and licences for all products in the EU and we can sell rum and gin in the USA. Of course there is still the Asia market but breakeven must easily have been now achieved. It's a little different as at one point the business would announce that more business at waitrose had happened, now its staying more so under tha radar?

From experience of cofunds this is the way to go, investments are through huge pension funds not this platform. Nice

VSA capital are on no new docs now nor advisors!

So some progress tomorrow, we will own 80% of gobi if and when the business relists on the stock exchange. That is an important factor that nothing is Truely realised until the relist is done. So hopefully we should have insight soon if a prospectus has been reissued to the regulatory body in order to relist.

https://www.tripadvisor.co.uk/Hotel_Review-g186338-d3317097-Reviews-s1-EasyHotel_Old_St_Barbican-London_England.html

Year end! Challenge is over which financing route? Would like to see a big fat loan at nominal interest rates which is certainly way under the margins easyhotel generate. This holds the share back? Saying this, any raised cash won't contribute to working capital but more to buying assets that create value and will hit the sp! Biggest question is overtime do you think easyhotel can sell rooms, generate profit, grow and take a good slice of a huge, growing budget market?

I'll sit and take the divi also. It's way more than the banks, pretty safe medium term and hopefully not a great deal to loose!

not bad at all and most are saying its a good performance and little to worry about. I am happy here, infact would put more in overtime if I have the cash to do so. take this business, reinvest over the next ten to twenty years and it will do well. people also need to recongnise getting 6 to 7 % will increase their wealth proportionally pretty well obviously based against todays background. my god L&G themselves are offering mortgage rates at 4.5% for a life time, this in itself isn't bad for many. wait today and the week out, will some come for the 4 pence divi as its handed over in just over one months time and far more than a bank delivers.

Divi set at 4 pence for this period, up % wise in most areas and doing well. Not too big to have no flexibility to change as a group but now really gaining some traction. Real attractive place to invest for the longer term.

Months time!

So did someone buy just over £7 million of shares in legal by 1635 this afternoon? Granted in the scheme of general that's not the greatest amount of shares ever bought but if the divi comes in by September and then also 230 potential well great result. Huge sums.