MAB.L Mitchells & Butlers plc Loading... : Investor Sentiment and Bull/Bear Views
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20:28
Jan 20
Jan 20
Buy MAB for property, get pubs free
The author argues Mitchells and Butlers has a £1.6bn market cap and £1.5bn debt but holds a £4.5bn PPE asset sheet, largely freehold pubs and restaurants, so buying the stock effectively gets the operating business for free. The business remains consistently profitable with a PE around 9, and profits are funneled into property acquisitions or debt paydown rather than dividends or buybacks. The author notes the UK restaurant and nightlife sector is weak from a soft economy and tax increases, which has depressed the share price. Main stated risk is that the author may have missed something in the analysis.
HIGH
About MAB.L Investor Commentary
Across the available history and selected sources, Buzzberg tracks MAB.L (Mitchells & Butlers plc) across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: u/Glum-Surprise2832.