Keyword results: pent-up demand

Hollywood Bowl – argues “optimistic looking ahead”… but what about bonkers Boris & co?

Previously writing on the UK’s largest ten-pin bowling operator Hollywood Bowl (BOWL), in October with the shares around 243p I concluded I’d monitor from the watchlist with particular interest in the balance sheet and an update on trading. The shares are currently slightly further lower at 229p on the back of the group’s year ended 30th September 2021 results announcement, so how are the financials and outlook?…

RBG
RBG

Revolution Bars – full-year results, Christmas activity to continue to be slower than normally expected?

UK operator of 67 bars, Revolution Bars Group (RBG) has announced results for its year ended 3rd July 2021 and that it, “continuing from the positive like-for-like growth before the pandemic… are excited to have seen LFL growth in FY22 since 19 July, when restrictions fully relaxed in England, at 14% versus the comparable period of FY20, the last normal period of trade”. So why are the shares currently more than 6% lower at around 25p?…

NXR
NXR

Norcros – “excellent first half”… but how sustainable is this performance?

Previously writing on bathroom and kitchen products company Norcros (NXR), in February 2020 I noted a set-to-be-impacted year and avoided as the shares slid from 291p. They last closed at 290p but now a trading update sees them up to above 320p.

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Hollywood Bowl – trading update, how’s the recovery here from blundering Boris impact?

The UK’s largest ten-pin bowling group Hollywood Bowl (BOWL) states it “today announces a trading update for the financial year ended 30 September 2021” and emphasises “very strong customer demand following estate reopening”. What then of a little changed share price around 243p?…

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Brighton Pier Group – trading update, short-term or sustainable strong recovery from blundering Boris impact?

Brighton Palace Pier, mini golf, bars and Lightwater Valley theme park company Brighton Pier Group (PIER“is pleased to announce a trading update” and the shares are currently approaching 17% higher at 62.5p. So what’s the story?…

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Quiz plc – full-year results, why the share price slump?...

Though still well down from my caution after it listed in 2017 (for example HERE), shares in fashion retailer Quiz plc (QUIZ) have recently been rising strongly after my most recent caution. However, the company has today announced full-year results and the shares are currently back below 20p in response, more than 20% lower. So what’s the story now?…

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ESC
ESC
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Escape Hunt – John currently getting away with this ‘growth’ Story… but for how long?

Tom Winnifrith has this morning described why Non-Executive Director of Escape Hunt (ESCJohn Story is not fit to be a plc director and you have to ask what will Story sell to pay his next margin call? He has 10,447,599 Escape Hunt shares and this ‘escape-the-room experiences’ company has today made a trading update, with its shares currently up 10% to 38.5p in response. But for how long?…

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Epwin – emphasises “strong trading”, but outlook?...

Previously writing on building products manufacturer Epwin Group (EPWN), in May with the shares at 107p I noted “indicators of consumer confidence strengthening”… but value here?. The shares last closed at 106.75p but are currently above 110p on the back of a half-year trading update. So what’s the latest?…

PMP
PMP

Portmeirion trading update – what about the small matter of profitability?!

Homewares group Portmeirion (PMP) has made a trading update emphasising pleasing sales growth, including “it is particularly pleasing to see that we are achieving like-for-like sales growth over pre Covid-19 trading levels”. Why then are the shares currently slightly lower at 655p?…

QUIZ plc – trading update, how creditable is “consistent with the board's expectations”?...

“Omni-channel fashion brand” company QUIZ plc (QUIZ) has made a trading update including noting “a £13.1m increase on the revenues generated during the comparable prior year period from 1 April to 30 June 2020” – and the shares have currently responded more than 20% higher to above 12p. Does this response to an around £15 million market cap look justified?…

OTB
OTB

On the Beach Group – another placing, when is the international travel recovery?

Previously writing on online beach holiday retailer On the Beach Group (OTB), in November I cautioned despite another laudable update and last month Chris Bailey noted ‘Reality starting to happen On The Beach’. Today the group has announced “successful completion of… non-pre-emptive placing”

TEG
TEG

Ten Entertainment – emphasises “strong trading since reopening”… but how sustainable?

Previously writing on UK tenpin bowling and ‘family entertainment’ centres group Ten Entertainment (TEG), in September I concluded I’ll continue to monitor for further updates…on the watchlist. With the positive vaccines news, the shares reached 200p in November and 260p+ in May. So what now, with they currently at 248p on the back of a half-year trading update?…

Tasty plc – trading update, how strong the sales performance?

A trading update from ‘Wildwood’ and ‘dim t’ casual dining company Tasty (TAST) includes that “since the relaxation of indoor dining restrictions, the six-week period to 27 June 2021 as a comparison to 2019 has shown strong like-for-like growth” and “takeaway and delivery sales performed well during the most recent lockdown and throughout H1”. Sounds encouraging…

Loungers – strong recent sales, but what does the valuation already discount?...

A trading update from operator of 173 café/bar/restaurants across England and Wales under the Lounge and Cosy Club brands, Loungers plc (LGRS) includes “like for like sales over the four-week period from 17 May through to 13 June 2021 were +26.6%, using the period 20 May to 16 June 2019 as the comparator”. The stock of recovery interest?…

Pebble Group – argues “business performing well”… but what’s already priced-in?...

Provider of technology, services and products to the global promotional products industry, Pebble Group (PEBB“is pleased to say that the positive start to the new financial year, which was reported in the group’s final results 2020 announced on 23 March 2021, has continued, with the business performing well and in line with management expectations”. What does that mean financially?…

Quiz plc – trading update, is there “robust underlying demand”?...

Previously writing on “fashion brand, specialising in occasion wear and dressy casual wear” Quiz (QUIZ), in January I questioned it having funds to “support the business’s initiatives”. Today a trading update…

Malcolm-On-Motorcycle

I Wouldn't Dream of Selling Shares Just Now - and Here's Why.

Hello, Share Chums. If you watch the BBC News every night, as I do, you would think the end of the world is nigh. Story on story about how folks and businesses are reeling from the pandemic. And lots of people are suffering. However, the vast majority are not. For example, all my three children are still working, albeit from home.

ESC
ESC

Escape Hunt – “pleased to announce its interim results”. Hmmm...

Self-styled “a global leader in the growing escape rooms sector”, Escape Hunt (ESC“is pleased to announce its interim results for the six months ended 30 June 2020”. The shares are currently at 8.5p, down from above 50p as recently as July last year…

ESC
ESC

Escape Hunt – argues trading “encouraging”... but pent-up demand now dissipating?

Escape-the-room experiences company Escape Hunt (ESC) has updated including “trading in our UK owner-operated sites has been encouraging since we re-opened on 12 July… sales in the six weeks to 20 September… 72% of the same period in 2019… resulted in a positive site level EBITDA which was approximately 33% higher than the site level EBITDA in the equivalent six-week period in 2019” – and the shares have currently responded to 8p, 6.7% higher. However…

TPT
TPT

Topps Tiles – trading update, “confidence that the business remains well positioned”?...

“Trading Update” from self-styled “the UK’s leading tile specialist” Topps Tiles (TPT) – and the shares currently at 49.2p, approaching 14% higher…

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