Marston's Share Discussion Threads

[ny boy] 08/10/2024 09:22

Alcohol duty alert 🚨

Labour’s autumn statement set to be seismic

The drinks industry says such a move would have a “catastrophic” impact on pubs.

No one is buying top-end Prime London Real Estate above £5M/£10M+ Buyers are fearful of Labour's zany tax policies

[ny boy] 08/10/2024 08:55

Ftse100 already selling off, volatility will increase as we close in on US Elections and a dreadful Labour Autumn Statement. Many of my Clients have already checked out of London, gone to Milan, Dubai & Singapore, not good for London, you need the big spenders there

[barnes4] 06/10/2024 16:11

Sounds like the rns was issued last week

Completely unacceptable

[pjleeds] 04/10/2024 16:30

More like inept govt.

[skinny] 04/10/2024 09:42

I think inept management had a large hand in that!

[estienne] 04/10/2024 09:18

It seems to be on the recovery path. The ridiculous Covid lockdown almost wiped it out

[blueclyde] 04/10/2024 07:15

I suspect large funds etc will be loading up here. I can see no reason why it trades at such a big discount to NAV and the rest of the sector now. Expecting a swift move back towards 100p. The sector seems to be doing really well.

[barnes4] 04/10/2024 07:01

Get ready for a big push north KY boi

[blueclyde] 04/10/2024 06:59

Spoons seem to have blown it out the water? This looks ridiculously cheap the pubs are far from dead...

[barnes4] 04/10/2024 06:44

I am hoping to hear from KY boi today
admitting he got this wrong and potentially losing people listening to his nonsense an awful lot of money

Come on KY apologies are required

[barnes4] 03/10/2024 12:02

Where is KY?

[blueclyde] 03/10/2024 11:44

NAV is 102p and we know rates are coming down. I imagine with the cost savings from the debt they are going to spell out a bullish story at the investor day. Could either be dividends or spell out pay down debt to increase NAV.

[tygwyg] 03/10/2024 09:31

JPMorgan places Marston's on 'positive catalyst watch' into investor day

[boffster] 27/9/2024 01:17

This mooted outdoor smoking ban is as ridiculous as it is unworkable - it won't happen - it would be a total coup for Farage et al and even Labour isn't that daft.

[blueclyde] 26/9/2024 21:42

I just do not understand it. The bricks and mortar of the business is worth 100p a share regardless of what the P and L is. Sitting here in a Wetherspoons on a Thursday night at 22:40 and the place is packed. You pay your money and take your chances but I am here to double my money at least.

[knowing] 26/9/2024 21:17

Think he's still pumping PPS and other penny dogs

[barnes4] 26/9/2024 19:41

Where is KY?

[fenners66] 26/9/2024 19:39

By all accounts they are in the Labour cabinet - lets see what their next proposals do for sentiment - let alone future P&L

[blueclyde] 26/9/2024 12:51

Strong trading update from Mitchell's and Butlers as sales increase and costs come down. Where are the anti pub clowns? 100p target here.

[blueclyde] 26/9/2024 07:21

Flying now.

[micktravers] 23/9/2024 18:12

Dont go to pubs often but when I do they are always busy.

[blueclyde] 23/9/2024 16:03

You could not make it up. Up 5 percent and a value investment fund increases their position as per today's RNS after the clown posting at the weekend.

[rmillaree] 23/9/2024 11:23

i think there are decent comments on both sides of the fence

I think we are all in agreement this could be £1 if they hit sweet spot of generating profits and can prove they can keep paying debt down and interest rates trend low and they can make medium term progress on all 3 points.

This could just as easily be back at 25p if things go wrong and they struggle to make headroads in debt now the cossistent 10/20/30 40 mill per year profits the brewing arm used to generate is gone.

anyone who invests here should be aware there is little downside if things go wrong so you pays your money and takes your chance. well done to those who topped up at lower prices and are sitting on decent paper or booked profits