Marston's Share Discussion Threads

[mister md] 22/5/2020 16:35

hmm, shall I have a bottle of Hobgoblin, Wainwright, Bombardier or Brakspear tonight

[john09] 22/5/2020 16:33

Yep it went ballistic at the end. As i foresaw. I ended up buying back 200,000 at 59p average

The close here could take some time. Hopefully up a few more pennies when it UT

I think it’ll open up in the 80s on Tuesday I really do

Ive never sold and happily bought back so quickly with so much conviction

[stewart_25] 22/5/2020 16:28

64.8 i am getting offered...

[crosschris] 22/5/2020 16:25

Should open another 20p up on Tues

[john09] 22/5/2020 16:20

Yep looks like its now leaving 60p behind....

[clermontace] 22/5/2020 16:14

I have top sliced some here. Happy to carry some over for next week. Interesting sessions ahead. Congrats to those who caught this. Have a great weekend.

[lindowcross] 22/5/2020 16:12

Hmmm, will this give Carlsberg JV a dominant position in the brewing industry in UK? If so, no doubt m'learned friends and others at the Competition and Markets Authority will take an interest. Perhaps make the JV sell off some brands/breweries?

[crosschris] 22/5/2020 16:11

Marston’s, whose pubs business is not part of the joint venture, gets a 40% stake in the Carlsberg Marston's Brewing Company plus £273 million. Carlsberg has a 60% stake in the new business.

Brewer Marston’s, which has around 1400 pubs, said the £273 million will help it pay down debts, and the deal will let it concentrate on the estate while retaining a 40% interest in “a larger, more attractive brewing business”.

[john09] 22/5/2020 16:10

There’s no way this will be 60p on Monday. I am not sure they can keep it at 60p today even. I think it could close violently

I will be honest i sold all 350,000 @ 58p. I then bought 160,000 back @ 58p when i read that the pube were outside of the deal!

Expect a bid for the pubs next week and spec all weekend

I think fair value is 88p ... dont forget the cash element that they are getting as well as the 40% of the new construct


Absolutely delicious . Expect a spike at close and a gap up at open

[diku] 22/5/2020 16:09

seven million?...any other millions?...




I've sold my recently bought seven million in packets today.
Lovely profit.

[seagreen] 22/5/2020 16:08

should be nearer a.....quid may go back to 1.50 if you are patient

[lindowcross] 22/5/2020 16:07

Last autumn I mentioned the brands were worth a few bob. Glad to be vindicated, glad I held on, regret my top up in March was so modest and not so well timed as others on this board.

[crosschris] 22/5/2020 16:07

Plenty of upside still to come.

[mister md] 22/5/2020 16:06

lol good luck with your 40s. 60 is new base

[easwarareddy] 22/5/2020 16:02

Yea news out no so no wouldn't want to be out of this over the weekend build up. Shame. Oh well out with huge profit. Might buy back on any dip. My guess is will settle at 40s

[mister md] 22/5/2020 16:01

nice one, was priced to go bust

[pickles builder] 22/5/2020 15:56

I've sold my recently bought seven million in packets today.
Lovely profit.

Good luck to all genuine holders.

[babbler] 22/5/2020 15:46

Just before long weekend... Guess have to see if small selloff prior....

[diversification] 22/5/2020 15:43

Ft and BBC just released updates. Expect major coverage over weekend and valuations in excess of today’s price and this has not only kept the lights on but breathed new life into this old dog

[clermontace] 22/5/2020 15:42

To be fair to both parties, they kept that well under wraps.

The modest rally seen several days ago piqued my interest...but as distracted as I was didn't investigate too keenly.

[bob1995] 22/5/2020 15:39

Shorts closing. Massive potential here

[clermontace] 22/5/2020 15:31

Expect major focus / spotlight in both the mainstream and financial press over an extended weekend.

It will focus a lot of minds.

Conference call only started an hour or so ago.

Early days. A new dawn for MARS......even though, in time, the share price was set to regain ground anyway, as we were hitherto seeing.

[chinese investor] 22/5/2020 15:28

£273 Million !

Nice !

[wigwammer] 22/5/2020 15:26

Jeffian in denial, and I've no doubt he will carry on that way. He has repeatedly encouraged the posters on this board to worry about the debt. From just a few days back.. "This from Young's this morning re Finance and LiquidityhtTps://www.investegate.co.uk/young---38--co--39-s-brew---ynga-/rns/financing-and-liquidity-update/202005130700066950M/If this is indicative of the industry generally, just what MARS doesn't want, you might think - more debt"