Marston's Share Discussion Threads

[quady] 17/8/2018 12:20

Spacecake - probably. Just wondered how it was moving the deck chairs the the good ship Findlay rather than on SS Aberdeen Standard.

[spacecake] 17/8/2018 11:12

quady, surely a conflict of interest.

[quady] 17/8/2018 07:44

Spacecake - Findlay is on Aberdeen Standard's board now too?

[knowing] 16/8/2018 23:58

Added a few more on todays dip as looking very oversold now. Also added QLT which is paying a BIG divi shortly

[spacecake] 16/8/2018 19:29

Good work jeffian, rearranged the deck chairs on the good ship Findlay, the band is still playing and we are still going down, subsurface, to where the sharks live.

[waspfactory] 16/8/2018 11:10

You may well be right Jeffers, however I'm happy to be holding.

[janekane] 16/8/2018 11:06

Your absolutely on the button there

[jeffian] 16/8/2018 09:52

Re #781 and #786,

Are you sure the RNS reflected a new investment by Standard Life and not just a housekeeping exercise as a result of the merger between SL and Aberdeen?

"Aggregate of Standard Life Aberdeen plc affiliated investment management entities with delegated voting rights on behalf of multiple managed portfolios". That suggests to me that once smaller funds with non-declarable interests had aggregated under the SL 'banner', the total became declarable.

[dinvester] 16/8/2018 09:52

Janekane. You are quite correct in you latest post.
However I cannot see Findlay being too bothered at the moment.
What is interesting is the your comment about building on Marston's land because, of course, he should be well up to date and informed about the property/building industry as he divides his time between Marston's and Bovis Homes (obviously not equally) and being a non executive at Bovis his £58,000/year pales into insignificance against his huge £1.4M salary at Marstons. My point is that he does attend all meetings at Bovis (he has a confirmed 100% attendance), so he must be in a good position to see the benefit of doing just as you say janekane.

[waspfactory] 16/8/2018 08:57

Followed Standard Life lead and I'm in this morning at 94p. Also hold GNK and RBG so my portfolio is weighted towards pubs and bars - says a lot about me I guess. Good luck all. Wasp

[janekane] 15/8/2018 16:33

This is now in the eyes of the money market men who look at the assets verses the liabilities that make this at a 20% premium to today's share price a distinct probability
Get your finger out Ralph or your going to find a hostile bidder giving you
The order of the boot and taking this failing work plan with one that boosts our SP
Consolidate your breweries into 2 and your canning lines to proses all our product at 2 main sites liquidate the other 4 with planning for commercial and housing
You'll start to recover our monetary worth or face the prospect of being a faied CEO

[quepassa] 15/8/2018 10:27

after dipping to 2.3% in May, short positions have now shot back up to 3.61%.

A year ago in Aug 2017, shorts were just 0.86%



nota bene.

caveat


ALL IMO. DYOR.
QP

[cc2014] 15/8/2018 10:12

This is ridiculous. Back to 92. Down 2.1% today with both GNK and MAB up and JDW down a tiny bit.

Volume is low but whatever algo is running is happy to keep moving down

[janekane] 15/8/2018 05:06

Yes and I think that 91 // 92 was the floor and a steady rise back over £1.00 is now on the cards

[leas1] 14/8/2018 10:35

janekane
good call. After today's RNS it supports your theory. Price was agreed and order filled. Over 5% accumulated by Standard Life without the need of a prior RNS crossing the 3%.

[janekane] 12/8/2018 15:16

Getting whitbread --- weatherspoons mixed up

Spacecake10 Aug '18 - 19:17 - 774 of 779
0 0 0
If Wetherspoons had six breweries would it then look like Marstons ?

janekane10 Aug '18 - 20:03 - 775 of 779 Edit
0 0 0
No it's share price would double

[dinvester] 11/8/2018 19:40

Janekane it would double.
The reason being that Whitbread know what they are doing.
Ralph Findlay only knows how to buy, he does not understand what you need to then do with the purchase for its best effect for the company.

I fully expect Findlay fans like on here to try to get this post moderated aka removed.

[dinvester] 11/8/2018 19:33

scobac.
On reflection you are correct.
Except for they will not be splitting from Costas and taking on Costas at the same time.
I realise that was not worded as you meant it to be. :)

[scobak] 11/8/2018 14:39

Whitbread won't take on Mars. it is busy preparing for its split from Costa and is likely only to be taking on new projects for itself - further costas and new Premier inns in UK and Germany.
Can't see why they should burden themselves with breweries and a rag tag of miscellaneous pubs, the majority of which do not fit the Whitbread blueprint.

[dinvester] 10/8/2018 23:37

If Whitbread's (not Weatherspoons) were to acquire Marston's, at this point, in time it would be fantastic for us shareholders now.
BUT only temporarily, if you were brave enough to hang on, because after that it would be perilous to say the very least.

[janekane] 10/8/2018 20:03

No it's share price would double

[spacecake] 10/8/2018 19:17

If Wetherspoons had six breweries would it then look like Marstons ?

[illiswilgig] 10/8/2018 14:25

Hi QP,

sorry for the delay in reply. Re your qustion - 745 - 'Hard to dovetail those two statements of yours which are just a month apart.'

You probably won't be surprised to learn that I don't think they are so hard to reconcile.

Mind you I am quite happy to change my mind when the facts change (to mangle JMK) but the recent statement by Mars didn't apppear to change any facts?

The second statement needs to be read in the context of the complete sentance.

I don't think there is a quick fix for Marston's share price by any whizzkid financial engineering - could easily backfire - as it appears to have done for Greene King's recent acquisition - with the result that the shareprice ends up lower not higher. And quite quickly.

I can see a medium term recovery if they continue to improve profits and cashflow slowly, but it won't be quick.

cheers

Illis

[123trev] 10/8/2018 11:16

Will rise to 97-98p then begin to tank again it’s getting to be a theme I think!

[janekane] 10/8/2018 08:32

If you look at the trades thus far today lots of small sells in the lower 100,s
This is classic SETS manipulation the algorithm program that sets the share price will move higher /lower on the amount of sell trades over the actual buy /sell ratio
This manipulation usually appears when there is a big buy order in the wings at a set price agreement to buy at a price the broker agrees to fill
Manipulation gives the mm bigger gains