Market's view on Roadside Real
Published on April 2024
- Stock watchers discuss undisclosed purchases by the Executive Chairman’s wife in 2023, and frustrations about the delayed announcement.
- There are suspicions that there’s more to the company’s extended trading suspension than just delays in finalising accounts.
- Positive sentiments about the company’s potential, with hopes for a significant announcement before trading resumes.
- Concerns about the impact of the company’s pub holdings on overall valuation, with suggestions that divesting these could be beneficial.
- Discussion on the company issuing secured loan notes with a 14% coupon and bonus exit options attached, raising questions among shareholders about preferential treatment.
- Review of the company’s sale of a 10% stake in their investment, reducing their holding but still seen as a transformative move for financial leverage and further investments.
- Mixed feelings about the valuation of the company with scepticism among some stock watchers.
- Speculation about the role of Meadow Partners LLP as funders in a joint venture and the operational implications.
- Response to the company selling shares in a subsidiary to a US-based venture, positively impacting stock prices.
- Mention of graphene usage in road construction by Highways England and its potential to revolutionize the industry.
- Discussion about Vinci’s stock, highlighting strong fundamentals and a positive long-term trend, but noting resistance levels and modest turnover growth expectations.
- News of Germany’s Hochtief confirming a takeover bid for Spain’s Abertis, with strategic moves including issuing new shares to fund the takeover.