Marston's Share Discussion Threads

[exel] 30/11/2017 08:48

Earnings inflection point not only reached, but 'demonstrated and passed'.

[skinny] 30/11/2017 08:46

In auction for the right reasons!

[chinese investor] 30/11/2017 08:28

More To Come !

Chinese Investor (MARS) 29 Nov '17 - 10:04
115p Soon !

[skinny] 30/11/2017 08:20

Peel Hunt Buy 117.25 130.00 130.00 Reiterates

Shore Capital Buy 117.25 - - Reiterates

Liberum Capital Buy 117.25 140.00 140.00 Reiterates

N+1 Singer Buy 116.95 - 120.00 Reiterates

[skinny] 30/11/2017 08:08

GNK -7.8%.

[chinese investor] 30/11/2017 08:07

GO GO HORSEY !

[chinese investor] 30/11/2017 08:04

Great Start !

[hyden] 30/11/2017 07:53

At first glance I see the results are marginally ahead of consensus (EPS of 14.2p Vs 14p) so that at least is a positive. The outlook is in line and it doesn't look as if the Board has any intention of slowing down the new build programme.

It remains the be seen what the market thinks but the dividend looks affordable(cash inflow of £214m Vs Dividend cost + interest of £115m). I expect cash inflow to be materially higher in the current year. :-)

[nav_mike] 30/11/2017 07:45

You read those results and wonder why the company has been sold down to these silly levels

[pugugly] 30/11/2017 07:45

On the surface looks much better than expected. Will need to read all the small print but seem to be trading their way up.

[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.