Marston's Share Discussion Threads

[contrarian2investor] 08/7/2010 21:35

evox,

Best of fortune to you.
I have NFDS on my watchlist. I have never looked at ICP before so will have a look. It looks like you have done very well with ECM, have you been holding it long? c2i

[evox] 08/7/2010 20:32

Oh and NFDS at 44 - well undervalued and over 6% yield in just the finals - xd at month end. The power of dividends. Try ECM and EMG too. NAI.

[evox] 08/7/2010 20:26

yes c2. latest addition was ICP at 245 with 6.5% yield - xd next week

[contrarian2investor] 08/7/2010 19:42

evox,

We appear to have a similiar screening criteria. Are you holding MARS as well as SBT? c2i

[evox] 28/6/2010 19:50

lol LG.
Of course, drowning your sorrows is also good for business.

[lord gnome] 28/6/2010 12:43

Do we own any pubs in Germany?

[energyi] 25/6/2010 08:24

Life On MARS? - New Scientific Evidence


This images are very convincing, and the source is highly credible

[sandybubbles] 24/6/2010 08:33

with a good summer and england in the last 16- beer sales should hold up well or could it be that i an optimist ?

[evox] 18/6/2010 16:39

Yes we can!

[evox] 18/6/2010 15:42

Can we hold above 100 today?

[laugher] 16/6/2010 21:27

MARS has been listed amongst the ten top picks to benefit from the World Cup on a competitor's website. Let's hope it helps the share price as I could do with it being a little higher than where it is now.

[mhw28865] 15/6/2010 11:20

looking v strong the last few days onwards and upwards, Managed to get for 76p in the company share save scheme lovely jubley ;-)love to know what these will be in 5 years time i reckon over £3 .

[zcaprd7] 10/6/2010 10:58

Perky today?

We probably deserve some free bud from Marstons:

[timbo003] 21/5/2010 14:51

I found this on another site (released today):

ADVFN competitor.com/quote/?stockCode=MARS

I doubt if ADVFN will let me post the link, but I will try anyway



Broker moves morning roundup

Business Financial Newswire

Marston's upgraded to BUY by Altium - Target price 110p

SSL International upgraded to ADD by Evolution - Target price 850p

Talvivaara downgraded to Hold by Finn Cap- Target price in range 320p -400p

BT upgraded to BUY by Evolution - Target price 170p

TT Electronics coverage initiated with BUY by Evolution - Target price 130p

[milacs] 21/5/2010 12:43

I'll drink to that!!

M

[zcaprd7] 21/5/2010 12:41

I would have thought no booze below cost price in the supermarkets would have helped?

[milacs] 20/5/2010 13:43

Does not look good to me.

Marstons, Greene King and Wetherspoons crashing.

We are in for a very rough time; Thankfully we have the Tories back in power 0-).

M

[wskill] 20/5/2010 08:17

Looks good to me with a excellent divi as well ,well done to the management I say to have produced this set of results keep up the good work.

edit

We now have an orchestrated short attack on Mars keep it up shorters as I would like a top up

[broadwood] 20/5/2010 07:59

Results look pretty grim to me.

I'm losing patience. Looks like dead money for a long time.

[evox] 20/5/2010 07:38

Solid but not spectacular results especially as they cover the winter period. Here's to a long, hot, thirsty summer, starting this weekend.

[hazelton] 14/5/2010 20:15

Timbo

I would say that many of the Pubs are unloved at present with share price comparable to their NAV and lowish PEs cheap in relation to their average. (I do hold MARS and GNK). I would prefer a bit less gearing but you cannot have everything.

As long as the IT is not overgeared , as some discounts are caused by this , and they are large enough to be liquid I guess its OK but at present the discount on that residual may not be that great.

Some pubs , insurances , REITS , possibly some utiliies strike me as being value. I am hoping for a long hot summer to buy some of these assets at prices under their real value. Just like MARS.

[timbo003] 14/5/2010 18:58

I reckon that investment trusts (including Venture capital Trusts) which trade at monster discounts to their net assets are a fairly cautious place to stick your cash, if the market rises they go up, if sentiment improves they go up, if sentiment deteriorates further I think it will have little or no effect as some of them already trade at monster discounts.

I like companies such as Marstons and Green King, because they have a reasonable level of gearing (not too much, not too little), they are asset backed and they will pay me a big divi whilst I'm waiting for the value to be recognised

[hazelton] 14/5/2010 13:55

Timbo

Where investment areas would you suggest are lower risk at present ?

[diku] 14/5/2010 11:19

timbo...market goes down and everything gets hit...the good the bad and the ugly...the non risk adverse are probably sitting on cash in hope of better entry points in equities...opportunity was given last Friday and no doubt some took advantage...but just when you think one is in profit the gains can evaporate over the coming days/weeks giving a false illusion...still a holder here but took some profits at 101.4 just as it started fall back from the recent highs of 105p...

With HMV the market thinks divi will have to be rebased...