Uncle Doug
27 Apr 2018
Trading Statement Trading statement didn't really give us much. Nothing in 2018's results to make me think this lot are going anywhere. I see Merlin still blaming terrorist attacks and poor weather. The excuse is wearing a bit thin IMO. Does anyone really fancy a Shrek experience?
Self made hedge operator
03 Mar 2018
Re: Lets go back up Quite pleased with the drop.Added to my holdings at 359p.Market squalls like this are to be taken advantage of - steel tariffs won’t hit trips to Alton Towers.Was very impressed with the results. As the terror attacks fade from view, the company is building a geographically diverse business and am liking the significant expansion in bedrooms. The balance sheet is robust and the dividend well underpinned.
Uncle Doug
03 Mar 2018
Re: Lets go back up Well that surge in SP didn't last long, down 5.5% Friday.
kjbenja72
01 Mar 2018
Lets go back up I bought in at £4.85 and was started to get worried but I am holding for the long term.
Hardboy
01 Mar 2018
Re: Results But what has become of the goodly King Eadwig?
g16cos
01 Mar 2018
Re: Results The markets certainly like the results. I purchased a few weeks back at £3.26 and am quite happy with investing in this company. I also want to thank people like Eadwig and others who have been providing their thoughts on the company. I think Eadwig's average price of around £4 will be met before too long and hopefully that'll be just the start.
City Ranger
01 Mar 2018
Results Good set of results today which look like the start of the turnaround. Gardaland badly hit by a drop in numbers but overall a strong uptick in visitors. With the addition of ValueAct to be the 3rd largest shareholder to promote change, this should be the start of the fightback.
nk1999
19 Feb 2018
Rise today "Merlin Entertainments shares received a boost, gaining 4%, after a US activist investor became the third largest shareholder in the themepark operator. ValueAct, which pushed for management changes at Rolls-Royce and Microsoft , has revealed a 5.4% stake in the owner of Legoland and Alton Towers. Merlin downgraded its full year profit forecasts in October after terror attacks in the UK had an impact on the number of visitors to its attractions, which also include Madame Tussauds and the London Eye. However, ValueAct is understood to be supportive of Merlin’s strategy after the two companies met."(From a newsletter)
nk1999
14 Feb 2018
Numis "Opportunity in Merlin share price fall, says NumisShares in Merlin Entertainments (MERL) are trading back at their 2013 flotation price, which Numis said is an opportunity to invest. Analyst Tim Barrett retained his ‘buy’ recommendation and target price of 454p on the shares after a 40-week update showed only marginal improvement in the London day trip market. The shares rose 2p to 320p yesterday.The derating of the stock ‘more than reflected estimate risk’ creating a medium-term opportunity, said Barrett ‘Merlin’s share price has underperformed by 10% since its 40-week update,’ he said. ‘It is now trading back at its IPO price from 2013, notwithstanding 20% earnings per share growth over that period and an expected compound annual growth rate of 9% over the next three years.’He added that the 2018 price/earnings multiple of 15.2 was ‘attractive versus peers and relative to earnings per share growth’. ‘Sales momentum may remain negative for several more quarters, which could weigh on short-term performance,’ he said. ‘However, we expect… investors to start to take more interest which could underpin material upside on a 12 months view.’ "(From Citywire)
Hardboy
14 Feb 2018
Today's rise After a near consistent drifting of the share price since Q3 update in October, it's nice to see some strength; but no idea what caused it.
Uncle Doug
08 Feb 2018
Re: Eadwig Yes, where is Eadwig? He should be here ramping up MERL as it hits a new 5 year low.Results 1st March - not long to wait. Not invested, as my kids hate Lego, but waiting until 1st March before deciding whether to take the plunge and do some bottom fishing.
II Editor
30 Jan 2018
NEW ARTICLE: A wizard share for the contrarian investor "It's been a tough twelve months for this company, but can some market sorcery help it recover? Chartist Alistair Strang and his magic software have some fresh forecasts.Merlin Entertainments (LSE:MERL)Our last report on LSE:MERL:Merlin gave a ..."[link]
II Editor
29 Jan 2018
NEW ARTICLE: Trends and Targets for 30/01/2018 " MERLIN ENTERTAINMENTS (LSE:MERL) Our last report on Merlin (link here) gave a pretty cynical, almost nasty, opinion on how the market has seen fit to manage this share price. Unfortunately, it appears we were correct with our overdose of ..."[link]
Hardboy
10 Jan 2018
Re: 2018 M&A opportunities M&A Opportunities - One of the clichés about investing is Never buy a share because it's a likely takeover target.
shabby 2 sox
10 Jan 2018
Re: 2018 M&A opportunities Unless the world economy tanks; a WW III; a meteor or nuclear strike or new Ice Age etc the demand for experiences and attractions like cruises can only grow.Sad in a way but there we are
