Muzzletoff
19 May 2017
Re: Board revolution needed I agree it takes a strong Chairman to give an appropriate check to the CEO, and second guess the FD.I Can't help thinking it is not entirely a coincidence that this warning has taken place about 13 calendar days after the previous FD left.I am not suggesting any dodginess, but maybe the previous FD was taking an accounting view of certain costs that the present incumbent doesn't share. The current incumbent is interim, pending a new FD, so the last thing they probably want to get is to get blamed for possibly 'overstating' matters.
Lavenonews
19 May 2017
Board revolution needed Am I alone in wondering how, even as loss making new sites under-perform and in the face of "unprecedented" sector challenges (quote M&B), they are still saying full steam ahead with another six? Chairman Keith Edelman has form on this - the same thing happened at Goals Soccer in terms of a mismanaged waste of capital on new sites at the expense of the core business. Goals is still righting the ship as a result of his flimsy and disastrous Chairmanship,.. a yes man in the face of a bullish CEO. What Revolution could choose to do is run itself for cash (temporarily), protect and improve the core business (there are definitely things to improve on what they have already) and start rolling out again when the macro conditions are better.But this requires the courage to change strategy (temporarily) and admit that things have changed - does not come easy to any CEO. That is why the Chairman and NED's are there..... or not. Revolution at board level needed !
Disorder
19 May 2017
Re: starting to recover now 132 to sell Way overdone.£1.27 is a figure I thought we would never see.Plans to still open further 6 bars next year.Stores will remain profitable despite closures.Market spooked some to the point of being raped dry.Its painful for leveraged persons, but those holding paid for stock, its effectively no problem as has been mentioned it will rebound and then some.Strong buy for me.
one4all
19 May 2017
starting to recover now 132 to sell buy for a quick 15% next week
PMP1
19 May 2017
Re: Berensden then THIS Here's a link to a report by Paul Scott [link]
one4all
19 May 2017
way over done buy from here back to 160 monday
Geoffrey Lowndes
19 May 2017
Berensden then THIS I was feeling very happy last night, my Berendsen had got up 30% and I sold at the very top.Now Revolution !!!. Any thoughts as to when/if it will recover ???Regards, Geoff.
seadoc
04 Mar 2017
Meeting with BoD Paul Scott has kindly published his notes of meeting.[link] own view of results: I have taken a long position.Regards,Seadoc
Simbr
07 Jun 2016
solid top-line finnCap published a note this morning, it's on Research Tree"RBG has (with a couple of exceptions) a solid top-line track record with LFL sales growth on average 2% above the managed pub/restaurant sector average. Premium pricing and positioning has underpinned high, stable site gross margin over the past few years. A differentiated offering. While the UK licensed retail sector is highly competitive, RBG differentiates through offering premium brands as entry-level products and a unique combination of lunch, dinner, drinks and late-night entertainment under one format, for which there is no competition on a national level."
5ve
18 May 2015
Re: Wait Well a couple of months in and it's held just over 200p. Still unsure though.
livadia22
18 Mar 2015
Re: Wait I was thinking the same
5ve
18 Mar 2015
Wait This might be worth a go if it drops to 150p - Not a very inspiring prospectus.
livadia22
02 Mar 2015
IPO any thoughts from anyone ? I'm not convinced by the prospectus so will probably avoid
