Member Info for viking1

With the share price now trading sideways prior to results later this week , I would be inclined to reduce in front of Friday's results . I am aware of the announcement during closed period , some of the income orientated funds might have offloaded some of their holdings on the back of the upgrades post new CEO. Remember he does not start yet . RTN have like the sector enjoyed a strong post Brexit July and August , hence my recommendation back in July .the results will most likely highlight a pending announcement regarding a strategic review of the business and hence I think the share price will trade sideways for a while . Well done on your profit .

As per my post earlier this year The currency benefit was significant and buying back more shares a sign of confidence . However the stock should really be up more than 3 % . Would sell

Numbers out tomorrow Will be interesting to hear their comments on their London Portfolio and indeed the impact of the weaker sterling on their overseas portfolio. Slightly nervous that the stock has been trading sideways post Brexit . Suspect 10 %down on the opening

Following the recent rise in the share price New CEO Record July weather Evidence of strong trading among the restaurant / pub business I would now start selling the shares prior to new CEO starting and results announcement There will be a profit warning and that will suit him . If the stock should retreat suffiencltly prior to results I would buy It will be a M&A target

I suspect last chance to get on board at these prices

New CEO at Restaurant a Group .....

" emergency , emergency , The Russians are coming " http://dailym.ai/2b8gMff

The numbers will be of great interest But I suspect the new management will kitchen sink the numbers , receiving out of the money options And might even raise some money . Still will be very interesting to see how their Pub division is doing . With Airport tourist traffic in decline post brexit / terror there is still a small positive with regards to the Airport business , " the dwelling effect " passengers arriving even earlier because of increased security and they find themselves spending more time in airports with their families.very much the case post 9/11.a top ten M&A target in my portfolio

Just as we discussed , Barclay card have announced this morning , July was better than expected for restaurants , cinema etc The warm weather However I would not be surprised to see a profit warning with the numbers and that would your last chance to get on board . WTB standing by ?

I believe this is a " new " company , with the latest acquisition the company will clearly grow in a much more visible way going forward and this should result in a solid earnings enhancing outcome . I look forward to the next interim results . Have a good week end everyone

Gents The new law ref reporting cyber security breach have been known for some time , the article today in the FT regarding increased chance of M&A in the cyber security sector certainly helps sentiment across the board . Always good see volume on a Friday afternoon .

North London Have followed RTN for years And their portfolio of pubs which they hopefully they will continue to build on , have in the South East had a strong summer so far

Agree on historic numbers comparison In spite of the company's exposure to shopping centers etc July has been a fantastic month for pubs in general because of record weather. RTN's pub division which they have building surely should produced a significant better numbers than last year

In my opinion a clear M&A favourite The price correction since the Departure of the previous management is grossly overdone . £ 5.00

Just a reminder Numbers out on Monday and research note released today

Close period and numbers on Monday Dear me , the share price is clearly at the wrong level

With the share price making new 12 months low , no surprise with the whole sector in a free fall, it is worth noting that the decline of the GBP vs The Euro over the last 12 months is close to 23% . Now with 33% exposure in France and Germany and if one were to assume a more stable commercial property market in particular in Germany , the currency benefit is close to 110 mill or 22% of their market cap !!

Just remember the company is in close period at the moment Results next month

I do like when the conversation dies up Means nobody has a clue

Always interesting when you have good turnover in closed period Think the warrants holders will hold out for double digit prices One or two contract wins in the commercial sector via the new acquisition would be very interesting ( during the closed period )