RBD - Restaurant Brands

[Snoopy]

quote:Originally posted by leanmeanfightingmachine

the brand is screwed, have been saying it for years, they got no hope. i can because i am a brand expert.

run run run run shareholders before it gets in to the cents.

LMFM

I have decided to revive this RBD thread and leave the other one to the RBD dining critics. Judging from the pre-opening quotes the Lean Machine's prediction will come true today. Buyers at 70c, sellers at 99c equates to an opening price of 85c?

Despite declaring my buy point for RBD at $1.20, I actually haven't been buying - awaiting clarification of the earnings review announced a month ago. There has been a slight upward movement in the share price over the last month from $1.15 to $1.20. Nevertheless the actual result appears worse than expected so either Mr Market has been giving the wrong signal or the mole that has been leaking results from within RBD headquarters (sic) has been fired.

Today's announcement has both short and long term effects so I will treat those seperately.

SNOOPY

discl: hold RBD

[peat]

ABN-Amro
Restaurant Brands NZ - A feeling of deja vu - RBD's
announcement that its 1H07 NPAT will be 50% below the
pcp at best has a ring of déjà vu. This company continues to
disappoint. Yield is not enough to keep our interest
anymore. We downgrade our recommendation on the stock
to Sell. SELL

[winner69]

Famous Yogi Berra quip was 'this is like deja vu all over again'

Why sell though ... yield up to 16% now .... they'll do all they can to make sure the divie flow is uninterupted ....... must be a buy

[Lizard]

2.5cps - 3.0 cps trading earnings. Est 5cps investment needed for the HY. 4.5cps divi? Yeah, right.

[Snow Leopard]

It is a pity they did not have the deja vu a little earlier.

Also: Hindsight is wonderful I just wish it came a little earlier.

[Halebop]

Years of underperformance as a pedigree and ABN-Amro wait for the day the price drops 20% to change their minds. Gotta wonder how they made their mind in the 1st place? Those nice young private equity guys must be counting their blessings.

[duncan macgregor]

quote:Originally posted by Paper Tiger

It is a pity they did not have the deja vu a little earlier.

Also: Hindsight is wonderful I just wish it came a little earlier.

Pity you dont pay attention to old macdunk more often PT. Who needs hindesight, when a little bit of foresight is all that is required.
Your old mate keeping you on track as usual. macdunk

[peat]

oh for sure i knew there would be criticism of the after the fact sell recommendation, but thought I would post it anyway ,

so sorry that I didnt do it last week

i guess now that we are entering a bear market bad news will get punished quite badly.

[winner69]

quote:Originally posted by Paper Tiger

It is a pity they did not have the deja vu a little earlier.

Also: Hindsight is wonderful I just wish it came a little earlier.

Seeing we are on about pizzas Yogi also said 'You had better cut the pizza into four pieces because I'm not hungry enough to eat six'

[marinesalvor]

CEO needs to fall on her sword