Market's view on Brighton Pier
Published on April 2024
- Discussions about potential high profitability and low operational costs in the golfing sector, with particular interest in the impact of labour strikes on transportation affecting accessibility.
- Concerns about recent and upcoming financial results, with expectations set for poor outcomes due to historical write-downs, but there is optimism about current trading conditions following good weather and high attendance during the Easter period.
- There is a strategic shift towards offloading bars and investing in more profitable ventures like indoor golf venues, enhancing revenue streams from weather-independent activities.
- Observations on the popularity and high margins of VR entertainment, suggesting it could be a promising avenue for future investment.
- Mention of changes in property ownership, specifically the sale of certain bar locations.
- Speculation about company earnings release timings and their potential impact on stock performance.
- Ongoing discussions about weather impacts on business performance, especially concerning outdoor venues.
- Review of recent stock transactions indicating possible market manipulation or irregularities.
- Shift from planning traditional lodges to more trendy glamping pods as part of the company's property strategy.
- Rumors and speculation about a potential takeover bid.