Marston's Share Discussion Threads

[chinese investor] 30/11/2017 07:38

"We have achieved strong revenue growth and higher earnings, despite increasing employment and property costs.

Our business has been transformed in recent years with a significant improvement in the quality of both our pub and beer businesses.

While political and economic uncertainty is likely to continue, we remain confident that our proposition founded on providing great customer experiences, the very best service and value for money, leaves Marston's positioned to deliver further growth in the year ahead."

[rcturner2] 30/11/2017 07:34

I'm very happy with those results.

[soi] 30/11/2017 07:27

Looks good to me also, opened a long position here earlier this week, risky just prior Results but think it will work.

GL

soi

[mister md] 30/11/2017 07:19

Looks solid enough to me

[janekane] 29/11/2017 17:12

Tomorrow will go one way and with all the good news it should be up

[chinese investor] 29/11/2017 10:04

115p Soon !

[arf dysg] 27/11/2017 18:01

hxxp://www.thedailymash.co.uk/news/business/wetherspoon-drinkers-demand-earlier-opening-hours-20171127139859

[spacecake] 27/11/2017 15:49

"Broker Investec said demand for food at some of Greene King’s pubs had taken a knock."

Well, going by the disappointing burnt offering that got served the last time I called into their Flaming Grill, I'm not surprised.

[pugugly] 27/11/2017 08:31

The Telegraph Note received this morning fyi.

"Greene King Plc will be crying into its beer this week when it reveals a drop in profits, as pubs face rising costs on several fronts" but dyor etc.

[pugugly] 25/11/2017 11:18

Spacecake - But the councils would have significantly reduced cash - Tax base would have been eroded - At least if moved to the north they should be using houses currently not used and left empty -

One of the main problems however will be (imo) the erosion of employment opportunities at all but the highest technical levels due to a combination of robotisation of both manufacturing and service industries including legal, accountancy, eventually drivers of transportation of most kinds - Already seeing this in physical retailing - started years ago with the introduction of bar codes and scanners - which is also being eroded by e-commerce where goods are robotically stored, customers’ orders robotically selected, packed and despatched so unless a universal "beer income" there could and (imo) will be a reduction of spending power.

[spacecake] 25/11/2017 10:14

"I would also suggest a crash in property prices in London and the South East due to exodus of non-doms, the possible introduction of a wealth tax and or new higher bands for council tax, VAT on private school fees, and the retreat back to the EU of foreign workers as their remuneration will be worth less in Euros with the fall in sterling –"

That would be really good for the country as a whole, councils could than house people in the south instead of providing free transport to other cities in 'the north' who then have to pick up the bill and direct them to the food banks.

[ianood] 24/11/2017 17:24

Woolverampton too!

[jeffian] 24/11/2017 16:02

Well it's changed a bit since I were a lad, then!

[lord gnome] 24/11/2017 15:23

Jeffian- Dudley's full of non doms so I hear.

[arf dysg] 24/11/2017 13:26

hxxp://www.thedailymash.co.uk/politics/politics-headlines/if-youre-all-so-poor-how-come-the-pubs-are-so-bloody-full-by-philip-hammond-20171124139692

"I hooded up and padded across Whitehall to the nearest pub." ... One could argue that the closest pub to Whitehall is not necessarily representative of the country as a whole, but no doubt opinions vary.

[jeffian] 24/11/2017 11:38

#2499,

I'm trying to get my head around the idea that MARS' pubs are stuffed with wealthy London property-owning non-doms with kids in public school. I bet they go for the 2-for-1 deals.

;-)

[arf dysg] 24/11/2017 11:25

Lord Gnome (2492): The fat lady has not yet sung.
hybrasil (2493): Teresa isn't fat

The other issue is whether or not she's a lady, but I didn't say that.

[pugugly] 24/11/2017 11:08

– Grey May is a disaster but Corbyn would be worse. I have vivid memories of previous times when the Trade Unions dictated policy or tried to enforce their restrictive practices. Over a 5 year term I would call the 250 index down by 35%-50%.

I would also suggest a crash in property prices in London and the South East due to exodus of non-doms, the possible introduction of a wealth tax and or new higher bands for council tax, VAT on private school fees, and the retreat back to the EU of foreign workers as their remuneration will be worth less in Euros with the fall in sterling –

The above would hurt MARS significantly as less disposable customer income and retreat of EU citizens prepared to work harder than Corbyn's followers who believe they are owed a confortable existance for minimal work-

The real postential killer (imo) is the risk of disallowance or partial disallowance of interest payments for corporation tax purposes PLUS also an increase of corportation tax itself to fund abolition of univerity fees and increased social care etc and more tea and cake for the trade unionist paymaster visits to No 10. .

Opinion - Avoid ALL restaurant , retail and entertainment focused companies for the moment.

[philanderer] 24/11/2017 09:38

UK consumer confidence hits lowest level since Brexit vote

[essentialinvestor] 24/11/2017 08:40

Ian, new CFO. Let's see. Many in the sector carrying onerous debt.

Many were overly optimistic in outlook before the last recession,
the same mistake will be made as we enter the next downturn, unless
recessions have now been abolished, which is not the case!.
Gordon Brown who thought he had.. abolished boom and bust, yeah right .

[jeffian] 24/11/2017 00:33

#2494,

EI,
GNK have a record of unbroken dividend growth since the dawn of time.



If they cut the dividend, I'll eat my pants on Parliament Hill.

[philanderer] 24/11/2017 00:07

..or maybe do a MAB and drop the interim dividend completely ;-)

[essentialinvestor] 23/11/2017 21:52

None of us know the future, if someone said last April the Tory party
would lose their overall majority, I would have suggested they
lie down in a quiet darkened room,


GNK update shortly, would not rule out a dividend cut.

[hybrasil] 23/11/2017 21:31

Teresa isn't fat

[lord gnome] 23/11/2017 20:36

Nice one ianood. A Tory government at the height of its unpopularity and arguing with itself and yet Labour can't get a decent lead in the polls. The fat lady has not yet sung.