Board Change • 10h
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Non-Executive Director Kevin Georgel was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 17
First half 2026 earnings released: EPS: UK£0.11 (vs UK£0.10 in 1H 2025) First half 2026 results: EPS: UK£0.11 (up from UK£0.10 in 1H 2025). Revenue: UK£66.7m (up 5.0% from 1H 2025). Net income: UK£6.60m (up 8.2% from 1H 2025). Profit margin: 9.9% (in line with 1H 2025). Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings. Board Change • Oct 27
Less than half of directors are independent There is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Non-Executive Director Kevin Georgel was the last independent director to join the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. 공시 • Aug 04
An undisclosed buyer acquired 6.25% stake in Daniel Thwaites PLC (OFEX:THW) from Ann Yerburgh. An undisclosed buyer acquired 6.25% stake in Daniel Thwaites PLC (OFEX:THW) from Ann Yerburgh on July 18, 2025. Ann Yerburgh disposed of her entire shareholding of 3.67386 million shares in Daniel Thwaites PLC as a result of which she has no ongoing private holding in the Company.
An undisclosed buyer completed the acquisition of 6.25% stake in Daniel Thwaites PLC (OFEX:THW) from Ann Yerburgh on July 18, 2025. 공시 • Mar 28
Daniel Thwaites plc Announces Change of Company Secretary, Effective on 1 April 2025 Daniel Thwaites PLC announced that Susan Woodward, Company Secretary since 2004, will retire from her role on 1 April 2025. Jayne Kirkham will be appointed Company Secretary from the same date. Jayne is a Chartered Accountant and has worked for the Company since 2006. Reported Earnings • Jun 20
Full year 2024 earnings released: EPS: UK£0.12 (vs UK£0.22 in FY 2023) Full year 2024 results: EPS: UK£0.12 (down from UK£0.22 in FY 2023). Revenue: UK£115.5m (up 6.2% from FY 2023). Net income: UK£7.30m (down 43% from FY 2023). Profit margin: 6.3% (down from 12% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings. 공시 • Jun 20
Daniel Thwaites PLC Recommends Final Dividend for the Year 2024 Daniel Thwaites PLC announced the board recommended a final dividend of 2.5 pence per share (2023: 2.4 pence per share), which will make a total of 3.35 pence per share for 2024 (2023: 3.15 pence per share). New Risk • May 28
New minor risk - Financial data availability The company's latest financial reports are more than 6 months old. Last reported fiscal period ended September 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported September 2023 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (5.6% net profit margin). Market cap is less than US$100m (UK£45.3m market cap, or US$57.9m). New Risk • Nov 17
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 5.6% Last year net profit margin: 18% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (5.6% net profit margin). Market cap is less than US$100m (UK£52.9m market cap, or US$65.8m). 공시 • Nov 13
Daniel Thwaites PLC Recommends an Interim Dividend, Payable on 9 January 2024 The Board of Daniel Thwaites PLC recommended an interim dividend of 0.85 pence per share (2022: 0.75 pence) to be paid on 9 January 2024 to shareholders on the register on 8 December 2023. New Risk • Jun 23
New minor risk - Dividend sustainability The dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 3.4% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Market cap is less than US$100m (UK£55.0m market cap, or US$69.8m). Reported Earnings • Jun 22
Full year 2023 earnings released: EPS: UK£0.22 (vs UK£0.21 in FY 2022) Full year 2023 results: EPS: UK£0.22 (up from UK£0.21 in FY 2022). Revenue: UK£108.8m (up 13% from FY 2022). Net income: UK£12.9m (up 6.6% from FY 2022). Profit margin: 12% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 90% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Non-Executive Director Fish Fisher was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 03
First half 2023 earnings released: EPS: UK£0.23 (vs UK£0.11 in 1H 2022) First half 2023 results: EPS: UK£0.23 (up from UK£0.11 in 1H 2022). Revenue: UK£57.9m (up 21% from 1H 2022). Net income: UK£13.3m (up 111% from 1H 2022). Profit margin: 23% (up from 13% in 1H 2022). Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Reported Earnings • Jun 15
Full year 2022 earnings released: EPS: UK£0.21 (vs UK£0.18 loss in FY 2021) Full year 2022 results: EPS: UK£0.21 (up from UK£0.18 loss in FY 2021). Revenue: UK£96.0m (up 198% from FY 2021). Net income: UK£12.1m (up UK£22.6m from FY 2021). Profit margin: 13% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Non-Executive Director Fish Fisher was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 09
First half 2022 earnings released: EPS UK£0.11 (vs UK£0.082 loss in 1H 2021) The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2022 results: Revenue: UK£47.8m (up 119% from 1H 2021). Net income: UK£6.30m (up UK£11.1m from 1H 2021). Profit margin: 13% (up from net loss in 1H 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance. Reported Earnings • Jul 02
Full year 2021 earnings released: UK£0.18 loss per share (vs UK£0.056 profit in FY 2020) The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: UK£32.2m (down 67% from FY 2020). Net loss: UK£10.5m (down 418% from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 103 percentage points per year, which is a significant difference in performance. Is New 90 Day High Low • Feb 19
New 90-day high: UK£0.89 The company is up 4.0% from its price of UK£0.85 on 20 November 2020. The British market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 13% over the same period. Is New 90 Day High Low • Dec 30
New 90-day low: UK£0.80 The company is down 6.0% from its price of UK£0.85 on 01 October 2020. The British market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 25% over the same period. 공시 • Dec 25
Daniel Thwaites PLC Recommends No Interim Dividend for the Six Months Ended 30 September 2020 The Board of Daniel Thwaites PLC does not recommend the payment of an interim dividend (2019: 1.10 pence) as the preservation of cash continues to be an absolute priority due to the ongoing restrictions and economic uncertainty. Reported Earnings • Dec 25
First half 2021 earnings released: UK£0.082 loss per share The company reported a poor first half result with weaker earnings, revenues and control over expenses. First half 2021 results: Revenue: UK£21.8m (down 59% from 1H 2020). Net loss: UK£4.80m (down 400% from profit in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 83% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings. 공시 • Dec 17
Joshua Macaulay and Chris Moss acquired the Gateway Inn from Daniel Thwaites PLC (OFEX:THW). Joshua Macaulay and Chris Moss acquired the Gateway Inn from Daniel Thwaites PLC (OFEX:THW) on December 15, 2020. The takeover has created four new jobs, with a total of twelve staff employed at the site.
Joshua Macaulay and Chris Moss completed the acquisition of the Gateway Inn from Daniel Thwaites PLC (OFEX:THW) on December 15, 2020.