Marston's Share Discussion Threads

[dinvester] 10/8/2018 23:37

If Whitbread's (not Weatherspoons) were to acquire Marston's, at this point, in time it would be fantastic for us shareholders now.
BUT only temporarily, if you were brave enough to hang on, because after that it would be perilous to say the very least.

[janekane] 10/8/2018 20:03

No it's share price would double

[spacecake] 10/8/2018 19:17

If Wetherspoons had six breweries would it then look like Marstons ?

[illiswilgig] 10/8/2018 14:25

Hi QP,

sorry for the delay in reply. Re your qustion - 745 - 'Hard to dovetail those two statements of yours which are just a month apart.'

You probably won't be surprised to learn that I don't think they are so hard to reconcile.

Mind you I am quite happy to change my mind when the facts change (to mangle JMK) but the recent statement by Mars didn't apppear to change any facts?

The second statement needs to be read in the context of the complete sentance.

I don't think there is a quick fix for Marston's share price by any whizzkid financial engineering - could easily backfire - as it appears to have done for Greene King's recent acquisition - with the result that the shareprice ends up lower not higher. And quite quickly.

I can see a medium term recovery if they continue to improve profits and cashflow slowly, but it won't be quick.

cheers

Illis

[123trev] 10/8/2018 11:16

Will rise to 97-98p then begin to tank again it’s getting to be a theme I think!

[janekane] 10/8/2018 08:32

If you look at the trades thus far today lots of small sells in the lower 100,s
This is classic SETS manipulation the algorithm program that sets the share price will move higher /lower on the amount of sell trades over the actual buy /sell ratio
This manipulation usually appears when there is a big buy order in the wings at a set price agreement to buy at a price the broker agrees to fill
Manipulation gives the mm bigger gains

[janekane] 10/8/2018 08:02

That's what investing is all about ,rises and falls a fortnight ago it was falling with it looking like it wouldn't stop you thought 102 was the bottom in fact it went to 91-92 I rarely get the bottom right but I feel that this has now reached the bottom at 92p
RF,s way of running the company like Gordon brown ran GB,s economy proved to be a mistake
He needs to change course
However I do think that even with these problems the recent 92p share price is way to low for this company
Anyway let's see what happens today as I say if it rises again as I think it will ime buying more

[quady] 10/8/2018 07:50

Janekane - what's changed your analysis? Fortnight ago you forecast price to go to the 70s. ie at least a 20% drop from here. Quite easy to call a false bottom. I thought there was a floor at 102p which it bumped along at.

[janekane] 10/8/2018 05:58

I think we have found the bottom line re share price I hope we will now hold this share price and start moving back north the City do not like RF,s work plan re debt but the companie is still a great divi payer 7%+
If we rise again today I will ad another 10k

[dinvester] 09/8/2018 21:58

ianood
Just because you get moderated here, Why target me for a genuine post with question to jeffian.
I have a suspicion that there is a user on here with multiple accounts.
Some people just can't help themselves.

[ianian4] 09/8/2018 20:41

Sometimes when I look the ADVFN MARSTON page on my laptop, I see a bumble bee buzzing around a couple of graphs. Not only on this page but other shares too. Not sure if I need to visit an Optician. If it is meant to be there, can someone explain what is the point of it.

[ianood] 09/8/2018 19:05

I'm not allowed to voice an opinion without being moderated! Suffice to say dinvester, my filter function works well!!

[dinvester] 09/8/2018 17:15

The Chairman jumping ship, the finance director resigning, clear divestiture occurring in the last 12 months under the CEO, a high debt to equity ratio, a ratio of compensation to the CEO being far to high and more highly weighted toward incentive compensation than base compensation, coupled with the fact that operating revenue is high when compared to operating expenses, is it any wonder that MARS is currently not an attractive proposition to a suitable acquirer.

Interested to hear from ex brewery industry Director jeffian, if this situation is common and acceptable within the brewery industry.

Or is Marstons a comparative mess compared to his time at the top within the Brewery industry.

[quepassa] 09/8/2018 09:47

For the record, Berenberg issued a broker note earlier this week on Monday 6th. August

Good news/bad news.


Good news:- Retains HOLD
Bad news:- DOWNGRADES TARGET PRICE (from 115p) to 105p

ALL IMO. DYOR.
QP

[quepassa] 09/8/2018 08:51

phonetically similar words.
it highlights that RCT really has nothing worthwhile to add other than point out forgivable typo's in other people's posts.
another useless post by RCT. Incapable of original thought.

everything RCT writes is so......zzzzzzzzzz...........

[ianood] 09/8/2018 08:35

Jeffian - all I can say is that there appears to be a surfeit of uninformed dross at the moment!

[rcturner2] 09/8/2018 08:33

By the way, the word you are looking for is bizarre.

A bazaar is a market in the middle east.

[jeffian] 09/8/2018 08:26

On these discussion boards, one man's comment is another man's dross. You just have to make of it what you will.

[ianood] 09/8/2018 08:13

Moderated for defending the integrity of one of the best posters on the board?

[quepassa] 09/8/2018 08:06

Prey, how would you categorise yourself please?

ALL IMO. DYOR.
QP

[janekane] 09/8/2018 07:54

BB,s r full of ex directors ,crystal ball readers ,Peaple in the know ,pessimists ,optimists ,liars.outright rampers ,scammers ,long ,short ,speculators ,idiots ,morons , fat finger double posters ,PhD with inside information regarding MARS all in all just the normal cross section of the population

Caveat emptor

[dinvester] 09/8/2018 07:30

Janekane. I get your point about Draymen.
As for jeffian, my question was that given his previous directorship, within an industry that he has made an investment in, his lack of knowledge is bazaar.
So I was asking him nicely if he could use his connections (at any level), to give us more than info or rumours that are easily googled.

[janekane] 09/8/2018 06:11

I don't think he knows any more or less than any of us however the brewing industry is always awash with rumour and speculation
If you want to know what's going on don't ask directors becouse they can't tell you anything that they haven't already price sencativity and all that

Just ask the Draymen you'll get more information than you realise
Consolidation ,who's not selling who's products ,how busy the trade is at this moment in time Mars have picked up lots of customers using their drays

Weatherspoons is the star with out 6 breweries