Member Info for unvrkw

They say no link but volume high today so put money on results tomorrow. We shall see

I read amazon at £15 also, sainsbury at £20 similar to the rest. Being in stores is good, being able to promo better as you have to convince them it's going to work but wonder who is paying? Suspect redleg. However it will increase brand awareness and promos are part of the sales method. GLA

This week?

Bar one room at Barbican now for £120 all hotels in London are fully sold out! So the bank holiday going well. Revenues will increase I am sure second half plus loans with banks arranged. 2017 is the next tAkeoff year!

The results are obviously known within the business, date of release next week possibly so we will see this improvement no matter what they say. We then seem in aim to get the dip afterwards unless explosive results. I think they will be on the up side of things

Volume very big compared to normal!

Rum is popular especially the more expensiv, nice brands. So sales will go well and revenue increases this year similar at least to last. The revenue I thought around 1.2 million, I calculated a small profit myself but not a lot in it either way. The boost would've that the business hash town enough to survive,the sp will then reflect this. Think we will see good few weeks, don on the positive comment trail. Not sure what so to finish on?

Referance to current trading past year end in financial results so we might get small indication of where we are now. It will all help.

Maybe the buy beginning prior to results? No matter what distil say every time before results they has been an improvement and based against bank holiday on Monday and number of trading days before results we might see movement. What's possible, depends on results and potential but 2 pence is more than reasonable, especially if they give an up to date trade result from results until now.

If you take slide 17 in the deck today, 15000 rooms create average £700 per room EBITDA for franchised. Potential 12000 rooms at £7k EBITDA for owned which gives £84 million. That's a lot of money and whilst years away shows how much potential in the budget market there is and how far to go. Happy to watch, sit this one out and go from there. This financial year with central cost increases will be the most strained until A lot more rooms come on line!

We see many nights fully booked at hotels and for example Croydon at £59 today, highest I have ever seen! Let's see, big long term investment for me. Reinvest the divi for next twenty years yet! Gla, going to be a solid stock on AIM

Still I guess well under the radar and not showing value as yet which some want. Profit overall down, South African payment helped last year. Over a 1000 rooms coming and on track, gross margin improved, costs controlled abit more than last year. Currently using natwest bank with loan plus Spanish bank for Barcelona. So maybe extra finance through bank loans not equity, Interim dividend status started which is always good. Next year when nearly 1000 rooms get added will be really interesting, if it stays around this sp till the for me that's ok,

Will be interesting whether Guy is able to explain the increases in cost against the 8% revenue change. I feel we might see the extra revenue taken up to pay for our team and therefore no increase, if not a reduce in profit!! Will be interesting if so whether the central costs can be agreed and understood by shareholders. The central costs might be huge bar the listing costs which of course have now gone? So a total 12% increase in revenue by year end? Can this be overcome costs which is why the brokers didn't expect an increase in profit this year.

Plus profit etc, I am sure the picture will be ok, plus then first half this year if exports to USA have started. They can't do that much more bar let the brands sell now

Five hotels in London tonight full, even Croydon at £46 and one room left! Summer season coming and we should do well!

A few fully booked, some close. It will be a record year for the business I feel.

And of course don knows the diageo buying methods, valuations etc so understands how it would sell. He needs to create a headache big enough for diageo to take note and then of course offer the brand, not sure what that then means for the overall business. Say you have £50 million in the bank. Give it out or spend on what? It's coming just a question when.

Understand. I have no idea also how the Americans take rum, whether this is something they will really like. The distribution to the main areas is alread in place so once permission is granted another uplift will be seen. Interesting times, I am sure there is work involved but I think don believes he has found one of those products where it will doing the talking for him. Redleg I now notice in many bars throughout my hometown, it's in tesco and sainsburys so there is scope there for the other retailers and if that happened diageo would start to notice and get annoyed a little.

Redleg has competed all year against sailor jerry. We will find out soon enough to what margin but the first thing is the supermakets haven't pulled the brand due to lack of sales. At Xmas sailor jerry and many diageo brands really did command the shelfs and prices in tesco which they will have paid heavily for. Amazon have redleg at £17 today and so do sainsburys so the promo prices will bounce around from different stores based on customer relationships. If redleg is taking on the bigger brands as don said they will come in buy it up and then distribute world wide. How much money do you put into sailor jerry to make it better and take on redleg against just buying redleg itself? I am absolutely sure don has a price already in his mind and as he quoted the brands are already in many case on their own worth more than the company? So £50 million for redleg?

Don thinks its worth a fortune