Marston's Share Discussion Threads

[spacecake] 05/6/2018 19:39

Getting tossed out of the FTSE 250 and into the FTSE Small Cap/ FTSE 350 index - can Ralph hold on ?

[baticle] 05/6/2018 14:04

Well...…..I've added to my opening position, I think they'll have a good Summer !

[manrobert] 05/6/2018 13:52

the deacon that's ok thought I had read it was leaving just wasn't sure when and thanks to 2wild.

[cc2014] 05/6/2018 13:00

GNK up 4.5%, JDW up 1.3%, MAB up 1.0% and GNK absolutely flying.

I just added to my long term position and added a load of CFD's to short term trade.

Seems to be like the rise in the sector can't be ignored forever and MARS will correct FTSE demotion or not.

I think the market has lost the plot here.

As for GNK not sure what is going on there as it's rising on low volume but it shows you what a stock will do once the trend is established.

[2wild] 05/6/2018 12:25

Still in the 250 until close of business Friday 15th June, as other changes. Hoping to top up at 96.4p (limit order in place).

[the deacon] 05/6/2018 09:12

Manrobert, my apologies. MARS did leave the 250. I wad reading the March report!

[the deacon] 05/6/2018 07:40

Manrobert - MARS still in 250

[the deacon] 05/6/2018 07:36

Nice bit on sector confidence in Langton's email this AM:SECTOR CONFIDENCE:• CGA Fourth Hospitality says business confidence rose in May 'despite a host of pressures on the market.' It says 'there remains a gap between the optimism that leaders of Britain's restaurant, pub and bar groups have about their own businesses and their confidence in the market as a whole.'• Sum of all confidences in the market clearly adds up to more than 100% and both suggestions, that one's own business will perform well but that the market could stumble, cannot be correct.• CGA Fourth says '75% of company leaders are now optimistic about the prospects for their own business over the next 12 months-11 percentage points more than at the time of the last confidence survey in February.' It says, however, only 47% 'are upbeat about prospects for the wider eating and drinking out sector over the next 12 months.' This is also up 11pts on February.• CGA Fourth suggests 'three quarters of leaders said their businesses had been adversely affected by the consequences of the [Brexit] referendum.' Phil Tate says 'the more upbeat tone of the survey appears at odds with the recent news of some high profile restaurant closures in the first half of this year, driven by business challenges including rising food, people and property costs and the uncertainty surrounding Brexit.'• Langton research (that is ringing people up and asking them) suggests that trading worsened for some operators in Spring last year and has since steadied. For others, the lurch came in June and July. The World Cup will upset comps this year but there are indications that trading is getting no worse. This could at least partly account for the apparent optimism.• CGA Fourth says reduced supply (via CVAs etc. and there has indeed been no reduction when already-committed new build is taken into account) may have cheered up some surviving operators. Those that have undergone CVAs will have a somewhat reduced cost base and less of a tail. Food prices have also stabilised (but labour etc. continues to rise).• CGA Fourth quotes a contributor as saying 'the [restaurant] market is sorting itself out like the pub industry did a few years ago. We are over saturated with some struggling brands. Once they leave, which is happening, there will be opportunities for better brands.' Another suggested 'an unsettled market presents opportunities for established operators with a clear offer.'• Fourth concludes 'in the face of challenging external headwinds in rising costs of both labour and inventory, there remains a cohort of outstanding operators who are constantly looking inwardly at their businesses and investing in the marketing and technology they need to increase efficiencies and improve their offer and the customer experience. There will always be an appetite for spending on food and drink among UK consumers, it's ingrained in our culture, and these slick, streamlined businesses are in pole position to thrive over the coming years.

[manrobert] 05/6/2018 07:30

has marstons now left footsie 250?

[manrobert] 04/6/2018 14:41

certainly the 5 year record is very poor

[spacecake] 04/6/2018 14:12

I'm convinced the leadership are trying their hardest to make this company look disgustingly unattractive to any potential suitor!!!

[chinese investor] 04/6/2018 08:37

Looking Good !

[warranty] 02/6/2018 09:50

Well the share price chart still looks to be heading down and with no ex div until December there doesn't seem to be any pressing rush to buy MARS. There are so many potential issues which could affect the market at the moment, I'll hold on before potentially buying into this later at a hopefully lower price.

[jeffian] 01/6/2018 23:36

I, too, hold for the dividend but "growth"?

Just before the 2008 crash, MARS adjusted eps peaked at 18.8p and they paid a 9.2p divi. In 2017, 10 years later, eps had clawed its way back up to...14.2p and they paid a divi of 7.5p.

By contrast, GNK had adjusted eps of 52p and paid a divi of 18.4p in 2007 and by 2017 this had grown to 70.8p eps / 33.2p divi.

[knowing] 01/6/2018 16:04

Can't resist growth and dividend

[ny boy] 01/6/2018 15:42

Knowing... a few more and you’ll have to declare your intentions 😀

[knowing] 01/6/2018 15:32

OK a few more whilst still under a pound

[knowing] 01/6/2018 12:13

Depressed people drink more (ask my Wife)

[spacecake] 01/6/2018 12:04

17th April 2018 - Responding to today's employment gures Campbell Robb, Chief Executive of the independent Joseph Rowntree Foundation, said:
“Whilst it is welcome that more people are in work than ever before, the combination of low pay, stagnating wages and a lack of progression opportunities is locking more people in poverty. 1 in 8 workers are living in poverty and once inflation is taken into account, average workers are still earning £25 per week less than 10 years ago.
“It is not right that so many workers are being swept into poverty by a tide of low pay and rising living costs. Measures to improve skills and progression are important but will take time. e Government can right the wrong of in-work poverty
 
immediately by enabling low paid workers to keep more of their earnings by increasing the work allowances in Universal Credit.”

[knowing] 01/6/2018 12:00

Now this is where it could potentially get very interesting.

[knowing] 01/6/2018 11:58

Should start a new thread

"Marstons made me an alcoholic"

Drunk my profits away

[ny boy] 01/6/2018 11:51

Knowing, I hope you’ve switched to drinking Marstons 🍺 hic

More thirsty drinkers this week end, tills must be ringing across the Country.

Silly share price here but I have patience

Plenty of bargains about, PHTM, SIA, GAN RKH etc dyor as usual