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The Gym Group PLC

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#33

Re: The Gym Group PLC

steri
 

He aquí por qué creo que Gym Group (LON: GYM) es una acción interesante

Simply Wall St
Simplemente Wall St.12 de enero de 2020






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Para los principiantes, puede parecer una buena idea (y una perspectiva emocionante) comprar una empresa que cuente una buena historia a los inversores, incluso si carece por completo de un historial de ingresos y ganancias. Pero la realidad es que cuando una empresa pierde dinero cada año, durante el tiempo suficiente, sus inversores generalmente toman su parte de esas pérdidas.

En contraste con todo eso, prefiero pasar tiempo en compañías como Gym Group ( LON: GYM ), que no solo tiene ingresos, sino también ganancias. Si bien el beneficio no es necesariamente un bien social, es fácil admirar un negocio que puede producirlo constantemente. Si bien una compañía bien financiada puede sufrir pérdidas durante años, a menos que sus propietarios tengan un apetito infinito por subsidiar al cliente, eventualmente necesitará generar ganancias o respirar su último aliento.


¿Qué tan rápido está creciendo el grupo de gimnasia?

Si una empresa puede mantener el crecimiento de las ganancias por acción (EPS) el tiempo suficiente, el precio de sus acciones eventualmente seguirá. Por lo tanto, hay muchos inversores a los que les gusta comprar acciones en compañías que están creciendo EPS. ¿Quién de nosotros no aplaudiría el crecimiento estratosférico anual de EPS de Gym Group del 42%, compuesto, en los últimos tres años? Ese tipo de crecimiento nunca dura mucho tiempo, pero como una estrella fugaz, vale la pena verlo cuando sucede.

Una forma de verificar el crecimiento de una empresa es observar cómo están cambiando sus ingresos y ganancias antes de los márgenes de intereses e impuestos (EBIT). Por un lado, los márgenes de EBIT de Gym Group cayeron durante el último año, pero por otro lado, los ingresos crecieron. Por lo tanto, parece que el futuro puede mantener un mayor crecimiento, especialmente si los márgenes de EBIT pueden estabilizarse.

En el cuadro a continuación, puede ver cómo la compañía ha aumentado sus ganancias e ingresos con el tiempo. Haga clic en la tabla para ver los números exactos.


LSE: Declaración de ingresos de GYM, 12 de enero de 2020
Más
No conduce con los ojos en el espejo retrovisor, por lo que podría estar más interesado en este informe gratuito que muestra los pronósticos de los analistas sobre las futuras ganancias de Gym Group .


¿Los integrantes de Gym Group están alineados con todos los accionistas?

Al igual que los niños en las calles que defienden sus creencias, las compras de información privilegiada me dan razones para creer en un futuro mejor. Debido a que a menudo, la compra de acciones es una señal de que el comprador lo considera infravalorado. Sin embargo, las compras pequeñas no siempre son indicativas de convicción, y los expertos no siempre lo hacen bien.

Los expertos de Gym Group no solo se abstuvieron de vender acciones durante el año, sino que también gastaron £ 77k en comprarlos. Es agradable de ver, porque sugiere que los expertos son optimistas. Al acercarnos, podemos ver que la compra de información privilegiada más grande fue por la Presidenta independiente no ejecutiva Penélope Hughes por acciones del Reino Unido por valor de £ 53k, a aproximadamente £ 2.20 por acción.

Junto con la compra de información privilegiada, otra señal alentadora para Gym Group es que los expertos, como grupo, tienen una participación considerable. De hecho, tienen un valor de £ 14 millones en el Reino Unido de sus acciones. Eso muestra una aceptación significativa y puede indicar convicción en la estrategia comercial. A pesar de ser solo el 3.5% de la compañía, el valor de esa inversión es suficiente para demostrar que los expertos tienen mucho en juego en la empresa.

Si bien las personas con información privilegiada ya poseen una cantidad significativa de acciones, y han estado comprando más, las buenas noticias para los accionistas ordinarios no terminan ahí. Esto se debe a que, según nuestro análisis, el CEO, Richard Darwin, recibe un salario inferior a la mediana para empresas de tamaño similar. Para las empresas con capitalizaciones de mercado entre el Reino Unido £ 153 millones y el Reino Unido £ 613 millones, como Gym Group, el salario medio del CEO es de alrededor de Reino Unido £ 663k.
 https://finance.yahoo.com/news/heres-why-think-gym-group-094406509.html 
#35

Re: The Gym Group PLC

Bacalo
Una noticia en la BBC sobre las negociaciones entre los gimnasios y los propietarios de los locales sobre el pago de los alquileres, parece que la situación está bastante dura.
Luis de Blas, de Valentum, que va cargado de acciones de Gym Group, comentaba que esperaba que llegaran a un acuerdo o el Gobierno aprobara unas "vacaciones". Pero no parece que esté todo atado legalmente, muchos propietarios tienen hipotecas sobre los locales y están ya con procedimientos legales... El artículo nombra a PureGym, que junto con gym Group son los líderes de los gimnasios de bajo coste.

https://www.bbc.com/news/business-52274496
 

Gyms face legal action over rent

  

David Lloyd Leisure, which owns David Lloyd Clubs, appealed to one landlord to request a waiver of rental payments due on 25 March 2020 until the crisis eases and the government allows its clubs to re-open.
 
The request was refused immediately by the landlord and was instead met with the threat of legal action through the issuing of a statutory notice.

"This situation is unfortunately entirely outside of our control," said David Lloyd boss Glenn Earlham.


PureGym says the economic impacts of the coronavirus outbreak are being placed solely on commercial tenants 

PureGym has seen similar instances across its facilities. 
 "Time is of the absolute essence, given that proceedings such as statutory demands and winding up orders threaten to force companies into insolvency within days of being issued." 

#37

Re: Colocación acelerada de una ampliación de capital del 20%

Bacalo
lo fastidiado que veo a estos negocios, como en restaurantes o cines, es la duda sobre la capacidad (en nº de personas) que van a poder disponer en sus instalaciones por las medidas de distanciamiento social, y los gastos en personal o material para higiene/descontaminación del material compartido....

#38

Re: The Gym Group PLC

The Gym group today announces that it has signed an extended bank facility (the "New Facility") with incremental commitments of £30 million from its existing lenders HSBC, Natwest and Banco de Sabadell. This agreement formalises the deal which was agreed in principle and outlined within documentation relating to the Company's equity placing announced on 16 April 2020.

The New Facility has an 18 months term and is an amendment to the Company's existing £70 million Revolving Credit Facility (RCF) signed with the same three banks in October 2019. From September 2020 until June 2021 the covenant tests of the RCF will be replaced by new covenant tests primarily relating to the performance of the Company against agreed EBITDA targets that reflect a period of gym closure (relating to Covid-19) and phased recovery thereafter. Upon termination or early cancellation of the New Facility the covenants and all other terms of the original RCF will apply until the maturity of the RCF in October 2023.

#39

Plan de reapertura de Gym Group

10 July 2020

The Gym Group plc ("the Company" or "TGG"), the fast growing, no contract, nationwide operator of 179 low cost gyms, announces that it will be re-opening its gyms in England starting on 25 July 2020.  The details of the plan set out below follow the UK Government's announcement on 9 July 2020 confirming the Covid-secure operating framework for providers of grass roots sports and gym/leisure facilities.

Phased Re-opening

  • 1601 sites across England to open 25 July 2020
  • 13 sites in Scotland and 3 in Wales to follow as soon as possible after relevant local restrictions are lifted
  • Gyms will initially operate 6am-10pm on weekdays and 8am-8pm on weekends2, enabling establishment of the new operating protocols within fully staffed hours. We will trial 24/7 in a small number of sites over the next few weeks and expect to return to 24/7 more widely within the next few months
Measures taken to ensure our gyms will be Covid-secure 

  • In line with the Department for Digital, Culture, Media and Sport framework for operating gyms and leisure facilities safely, and after a review by Sheffield Hallam University's Advanced Wellbeing Research Centre, we have put in place our #safewithus operating protocol. This will ensure our gyms are operating in a Covid-secure way for the safety of members and staff, focused on six core principles:
 

1. SHIELD - Avoiding infected people visiting the gym

  • Reinforcing Government guidelines to colleagues and members with symptoms to stay at home
  • Temperature checks for all colleagues at the start of each shift
  • Providing options for members to continue to freeze their membership for free
 2. PREVENT - Reducing the risk of infection from contact on surfaces

  • ·Contactless entry to be available in all gyms at re-opening
  • ·Promoting hand-washing and providing hand sanitiser throughout the gym
  • ·Rigorous cleaning and disinfection regimes, including use of electrostatic sanitisation spray equipment
  • ·Provision of cleaning materials to members for cleaning equipment after use
 

3. LIMIT - Reducing the social interaction between people

  • Restricting the number of people in the gym at any one time to 1 member per 100 sq ft, in line with Government guidelines, using our portal access technology
  • Encouraging visits during quieter periods by providing members with a 'Gym Busyness' tracker, in the app and on the website, with live and recent historical information on usage patterns in their gym
 

4. REDUCE - Reducing the risk of infection from airborne transmission

  • Enabling social distancing by wider spacing of equipment, revised gym layout and use of screens for additional protection
  • Encouraging social distancing with communications in the gym via wall posters, digital screens and floor markings
  • Utilising best in class fresh air ventilation systems
 

5. SUPPORT - Identifying and supporting vulnerable people

  • Providing information and guidance to known vulnerable groups
  • Identifying vulnerable staff and moving them away from frontline roles
  • Promoting home exercise - including a discounted offer for digital at-home fitness classes with our partner, Fiit
 

6. EDUCATE - Explaining, training and ingraining safe practice in the gym

  • Providing appropriate training and understanding to all colleagues
  • Clear communications to members before visiting, on arrival and at all relevant points in the gym



Membership

  • Gyms were closed on 20 March 2020 and members were offered a 'free freeze' with no payments taken whilst the gyms were closed
  • In the first few days after closing there were a significant number of cancellations, but this rate subsequently slowed considerably. As at 9 July 2020 we had 692,000 members (vs 870,000 on 18 March 2020) with an average age of 32
  • On the re-opening date of each gym, members' monthly direct debits will automatically re-start; prior to the opening date all members will be offered the opportunity to continue the 'free freeze' option
  • Based on our internal research 92% of members are keen to return to The Gym
 

Richard Darwin, CEO of The Gym Group, commented:

"Opening safely is our primary concern and we have comprehensive plans in place for both our colleagues and members as we re-open our gyms. We are pleased to have been able to work with Government and the rest of the health and fitness sector on how best to operate in a COVID-secure way. Together with the Government we recognise the significant benefits of exercise in improving the nation's physical and mental well-being, particularly at this time as we respond to the pandemic.

We are in the process of un-furloughing our colleagues, who will be ready to open the doors of our gyms in England on 25 July and in the other home nations once restrictions are lifted. We are encouraged by the response of our members, the vast majority of whom are keen to get back to the gym to begin working out again. We look forward to welcoming them back and being able to continue providing affordable fitness for all".

Interim Results

The Company's Interim Results for H1 2020 will be announced on 2 September 2020.


#41

Re: Resultados Gym Group

Muynovato
Habrá que esperar a ver si la segunda parte de año remonta y levanta un poco la cotización.
#42

Gym Group firma un contrato de 15 años para su apertura en New York

The Gym Group, the nationwide operator of 183 low cost, no contract gyms, announces today that it has signed a 15-year lease for a new gym in York which will open in Q1 2021.

Located on Foss Island Road and next to Halfords, the site was previously a retail warehouse and has been vacant since 2018. Importantly, it has onsite car parking and fits The Gym Group's strict operational and financial criteria.

Once fitted out to The Gym Group's high specification with a 5,000 square foot mezzanine adding to the floorplate of 10,000 square feet, the gym will be a similar size to other sites in The Gym Group's portfolio. Contract free membership is expected to be in the range of £20 per month. It will create 12 jobs following the investment of approximately £1.4m.

Oliver Tester, Head of Property acquisition said:

"York is a City where we have wanted to operate in for a long time, but until now we have not been able to find the right site in the right location with the appropriate deal. In agreeing this lease, we have benefited from the rapidly changing dynamics of the retail property market.

There remain many other key cities and towns similar to York where we can locate a Gym Group site where landlords can benefit from our strong covenant and our market leading position as the strongest capitalised company in the sector. As we continue to expand we look forward to extending our high quality, affordable experience to thousands of new members at a time when fitness has become ever more important in all our lives."

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