Marston's Share Discussion Threads

[spacecake] 28/6/2018 22:27

The CO2 shortage could be good for the cask focused microbrewery business, thousands of them in the UK now.
It's a blip for the global mega brewers.

[deanforester] 28/6/2018 18:08

Mostly Greene King, I think. IPA and other GNK brews are always on.

[dinvester] 28/6/2018 15:36

Tim Martin is an extremely successful business man in contrast to Ralph Findlay.

Don't Wetherspoons already sell Marstons ale? Tim Martin did fall out with Heineken.

[cc2014] 28/6/2018 12:36

I note it's Wetherspoons and EI (previously enterprise inns) that are short on beer. They retail it and don't make it.

If there is a shortage do you think you'd supply your competitors or hoard it for yourself, or perhaps you might get a bigger slice of JDW and EI business as Heineken are short on gas.


Apparently new promotional pricing has ceased which will help everyone's margins

[careful] 28/6/2018 12:30

So the pubs are running out of beer.
The gift of a heatwave and World Cup fever may be wasted.
there are so many ways of failing.

[janekane] 28/6/2018 12:23

As we say in my country green kings results just left the goat in the veg garden

[deanforester] 28/6/2018 11:42

Meanwhile, GNK are having a rough day on their results.

[ny boy] 28/6/2018 10:25

Knowing, you need to drink more pints!

England’s tournament for the taking hic

Has all the beer dried up in Europe, let’s get that CO 2 back!

[dinvester] 28/6/2018 08:56

spacecake you are correct. Fingers crossed that somehow confidence builds.

[dinvester] 28/6/2018 08:52

Troll comment from ianood "dinvester and 123Trev - same deramper - Filtered"

[mr_spock] 28/6/2018 07:59

GNK Pub Company LFL sales +2.2% over the last eight weeks, aided by good weather and sporting fixtures

[spacecake] 28/6/2018 07:25

GNK, It's not good reading....

"The current trading environment is still characterised by subdued consumer confidence, intense competition and rising costs."

[dinvester] 27/6/2018 11:13

No change following the press release about 5 year distribution deal with American craft brewery.

[123trev] 27/6/2018 10:53

I think that principle might well have had merit many years ago but I don’t believe so now the world is changing so fast look at how many household names have disappeared and then those that are going to in the coming years I’m sure.Many stocks are well off their highs and still falling there is a nervousness in the market that seems to be growing and gathering momentum.The really big problem isn’t just debt it’s the use of intangibles and how they now make up such a hefty part of any company.

[pherrom] 27/6/2018 09:36

I'm with Jeffian on the principle: 'never sell anything'.
My oldest holding goes back to 1984 and I first bought Marstons (Thompson and Evershed) in 1970 @ 10/6d.

[scobak] 27/6/2018 09:27

I can see merits to both arguments. You have to otherwise it becomes polarised as 'glass half empty or glass half full'

[ianood] 27/6/2018 09:16

dinvester and 123Trev - same deramper - Filtered

[dinvester] 27/6/2018 09:04

Good post 123Trev

[dinvester] 27/6/2018 02:48

Jeffian. So you think risking your capital on the ebb and flow of a long term stock market investment is best ? Well that's your choice. Too risky in my experience. I prefer to be more active. Because that's my choice.

[jeffian] 26/6/2018 23:31

#534,

So it's not d'invester it's d'trader, eh? I have capital to invest; I'm not interested in 3 week - 18 month timescales. If I'd sold out after every 20-25% rise, I wouldn't be where I am now.