Marston's Share Discussion Threads

[spacecake] 05/10/2011 10:26

Excellent update in a very difficult trading environment, not sure what the market wants or expects anymore but if MARS can keep delivering the numbers sanity will resume at some point.

I would like to see more energy efficient high spec new builds - pubs for the 22 century.



Keep on!

[wskill] 05/10/2011 10:10

Looks good to me but what do I know seems the city does not like companies to deliver good results I am also a shareholder in SIV which yesterday increased profits by 23% and the divi by 30% for next to no reaction in the share price still holding MARS for the long term well done to the management I say keep up the good work.

Looks like this good news has caught them with their shorts down L2 is being attacked by tiny AT sells 100 shares at a time of course their is always 2 sides to an AT trade a buyer and a seller never the same person or so they tell us.

[jeff h] 05/10/2011 08:54

redartbmud - only a few days ago Peel Hunt said:-

"We expect Marston's managed LFL sales growth, which was +2%
in the ten weeks to 23 July, to flatten to c+1% for the final quarter."

....what we learnt today:-

"Like-for-like sales for the 10 weeks to 1 October 2011 were up 2.9%."

Peel Hunt have lfl's in the Managed pubs forecast at +1% for 2012 to give forecast EPS of 12.5p and a Dividend of 6.3p.

.....too cheap imo

[redartbmud] 05/10/2011 08:15

Jeff H

Figures not too bad, but they have a long way to go.
Definitely not the time for re-rating.

[jeff h] 05/10/2011 08:06

That's a good trading update, better than expected lfl's in the Managed business.....should be re-rated now.

[deanforester] 27/9/2011 22:53

Why the fall?

[jeffian] 10/9/2011 14:46

There was extensive discussion of MARS' debt/interest profile from posts #921 onwards.

[dugganjoe] 10/9/2011 12:36

3 month libor rising steadily which will make their debt more expensive imho

[bigbertie] 02/9/2011 22:09

study claims that pub visits per household have dropped 20% in recent months compared to last year. No detail by pub group unfortunately.

[contrarian2investor] 11/8/2011 00:29

Well I am waiting to repurchase MARS. I feel that I might get an opportunity during or when all this market turbulence is over with to get in at a ridiculous.

[energyi] 08/8/2011 10:39

LOOK / LISTEN - Please !
===========
I'm going to URGE you all to do this...
Please click on the following MP3 link
(go in 2/3rds, or 38 minutes to save time):
MP3 :

This time next year, it will no longer be about money, it will be about where you food comes from...
Solar bullets are coming... the food distribution system is going to be disrupted."



Look at [url="http://www.nwbotanicals.org/bio.html"]Richard Miller's background[/url], and think about whether or not he knows what he is talking about.

Living off the Grid (for 30 days):
Description:
Articles --- :

"Water is your first concern."

[bigbertie] 27/7/2011 11:38

Hmmm - looks like things are ok, but only ok. I'm hanging on - perhaps we'll win the test series and the sun will come out again. Good luck all.

[deanforester] 27/7/2011 09:49

The IMS looks encouraging to me, especially the growth in premium cask ales.

[contrarian2investor] 26/7/2011 21:22

I bought back into these recently as I am expecting some good news tomorrow. MARS will either finish the day above £1.10p or trigger my stop-loss @ £1.00p.

[ssords] 25/7/2011 18:10

INV interesting news about the perks. I employ stockbrokers to manage my stuff-found it increasingly diff to keep on top of paperwork. They do a good job but I do fail to get annual a/cs ,perks etc. Have stayed at Marstons recently and found them excellent so surprised at their lack of share price upward momentum.
Ssords

[investoree] 25/7/2011 15:02

BT My shares are held in a nominee accounts with TD Waterhouse and I wrote and requested that they apply for the perks on my behalf. It took a bit of perseverance but eventually they did - good luck IE

[bluetooth] 25/7/2011 11:12

Does anyone know how you get the shareholders perk card - "privilege" I think, if your holding is in a nominee account?
TIA

BT

[investoree] 24/7/2011 13:50

boxerdog2 Marston's provide shareholders with a 'Privilege' card that entitles you to 20% off food and accommodation (not drinks)at participating Inns and Taverns. The plastic card that they supplied me with expires on 31st October 2012. I also hold shares with Johnson Services Group(JSG) who issued me with ten £5 off vouchers this year (I understand that they provide them every year). Both are nice perks but not the main reason for me investing.

[boxerdog2] 24/7/2011 10:19

Article in todays MOS. midas column caught my attention, very positive going forward expects to see 130p over the next year and a divi of 5.7% for what it worth.
Are there any side benefits, discounts to shareholders of this stock other than the divi? please anyone.

[mesquida] 20/7/2011 16:38

Not exactly figures - it is the interim management statement, which will give a clue as to how trade is progressing during the second half of the current financial year - potentially it can have as much effect on the share price as the actual figures themselves.

[benson384] 20/7/2011 16:18

so are figures next wednesday ?

[jeff h] 20/7/2011 15:02

Yes IMS next Wed 21st according to Marston's website.

Hopefully good news and brokers lifting forecasts afterwards.

[mesquida] 20/7/2011 12:28

IMS apparently coming next week - a little earlier than last year.

[mesquida] 20/7/2011 08:44

NUMIS upgraded this from ADD to BUY yesterday, whilst reiterating their 130p price target.

[ssords] 19/7/2011 17:52

Greene King has just made/completed bid for Capital pubs. Doubt that they will wish just yet to pick up such as MARS. Expect to see MARS slide back a little.
SSORDS