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Share Name Share Symbol Market Type Share ISIN Share Description
Marston's Plc LSE:MARS London Ordinary Share GB00B1JQDM80 ORD 7.375P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.00p +0.00% 114.70p 114.20p 114.40p - - - 0 01:00:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Travel & Leisure 1,141.3 54.3 7.1 16.2 727.00

Marston's Share Discussion Threads

Showing 4401 to 4422 of 4575 messages
Chat Pages: 183  182  181  180  179  178  177  176  175  174  173  172  Older
DateSubjectAuthorDiscuss
21/2/2019
12:47
100p Soon !
chinese investor
21/2/2019
11:31
And therein lies their problem. Selling beer to supermarkets is high volume/low margin stuff. Marstons are still investing heavily in brewing and breweries. Fullers - no slouch in brewing themselves - have just sold their whole brewery and brands portfolio to focus solely on their pubs. That tells you something.
jeffian
21/2/2019
11:26
Checking out Lidl and just had to try a Wild Bill American IPA. Nice - turned out its brewed by Marstons.
yf23_1
13/2/2019
10:57
Worst one was Lobster Pot at Bridlington. Not very busy and for sake of a few hours work would have been presentable. Went to this same one about a year ago and the heating was broken. Everyone was sat in coats. Best of the 4 was Altisidora at Bishop Burton. lovely pub in pleasant part of East Yorkshire. Other 2 were Crooked Billet and Nags Head. need a proper vacuuming and dusting and cutlery to be checked before putting out. I don't believe any are tenanted but really should be above standard of Wetherspoons.
scobak
11/2/2019
20:30
Rather depends whether the pubs you were visiting were part of the Managed Estate or tenanted. If the latter, the way the pub is run is down to the tenant, not Marstons. Which ones were they?
jeffian
11/2/2019
19:11
I am a shareholder but have only made infrequent visits. Not very impressed having visited 4 different venues in last 2 weeks. Staff pleasant enough but a bit overrun at times,floors could be cleaner and the ledges on tables in 3 were visibly covered in dust and in one case spilt and dried food remains. I think the senior management need to open their eyes and make a few visits. I will be ditching my shares at 102p. I say again - Not impressed!
scobak
08/2/2019
08:51
Great if you are a director. CEO remuneration almost doubled in the last few years - fuelled by the success of the business:-(
redartbmud
08/2/2019
08:46
This is not a very good company to invest in for growth and is the divi maintainable
janekane
29/1/2019
13:13
I re invest not yet completed
janekane
29/1/2019
12:36
Dividend in my account !
chinese investor
27/1/2019
09:57
The November statement is quite clear, "in the medium term". As in beyond 2023. I don't interpret the latest statement as a change of policy.
buoycat
26/1/2019
17:41
Maybe it's the way forward and role-model for Marston's as well - A break-up of the company and sale of some the operating entities. Might be a case where the parts are worth more than the whole, although the massive debt burden detracts. ALL IMO. DYOR. QP
quepassa
26/1/2019
15:19
FSTA in the today's Guardian reported £100m value on the site alone.
spacecake
25/1/2019
18:40
It'll be interesting to see the detail of what it does involve. The largest part of the site is the brewery/warehouse but there's all sorts of ancillary stuff there as well including their offices and some residential properties.
jeffian
25/1/2019
17:58
Or they fear brexit effect on value...
quady
25/1/2019
17:57
Jeffian - spooky timing indeed. I happened to be giving Fullers a once over yesterday to see if the entry point suited me. This changes the dynamic somewhat. The way I read it was the same included the physical premises. That's the only way a 24x rating and £250m makes sense too. Interesting though as I thought the brewery was a proxy investment in London property. Perhaps investment needed so they decided to call it a day.
quady
25/1/2019
15:00
ps - with the div semi-fixed for now (and reasonably covered), any marginal profit excesses over today's (now) modest expectations, would assist net debt reduction in the normal course of business.
exel
25/1/2019
14:54
Lots of good points above, thanks all! Interesting to observe that some are calling the lodges Programme high margin et al (now) and bemoaning the (only) marginal pullback in that line of investment, when prior to 'this' there was a theme on here that 'too much cash' was going into that growth, with too little going towards debt reduction. I think they've blended their approach well, still investing (but a bit less) debt reducing (but steadily) and holding the div - which may not be miles away from 2x cover anyway, so a distinction without a difference in terms of apparently contradictory guidance, now v a couple of months back.
exel
25/1/2019
11:04
It's not entirely clear from the FSTA announcement whether they are selling the physical brewery asset or just the 'Griffin Brewery' brand. I live quite close to it. If they're actually selling the freehold brewery - which occupies several acres of prime riverside West London right where the M4 comes into London - then the underlying property value is enormous, in addition to the value of the brands produced there. The underlying asset value was one of the reasons Young's stopped brewing, transferring production up to Charles Wells at Bedford(?), and allowing a major redevelopment of Wandsworth Town Centre. There's no physical reason why the Fullers' brands have to be produced at Griffin Brewery. Marstons have similar physical assets in the form of breweries, warehouses etc but Burton-on-Trent has rather lower property values than West London!
jeffian
25/1/2019
10:47
I think the surprise is not that they are exiting brewing but the price they got for it. It seems a very good price to me.
cc2014
25/1/2019
10:20
The fine old name of Fullers selling its beer brewing business is indeed a sad day. A sign of the times. Surely the question must be why a historic, traditional UK beer brewing company is selling its beer brewing business after 175 years. Exiting its original beer business to focus on hotels and UPMARKET pubs is a clear indicator that the beer business is not where the best returns are. Structural changes are afoot in the UK beer and hospitality business. Marston's will not be immune to the ongoing industry changes. However, their significant debt remains a heavy yoke to bear. ALL IMO. DYOR. QP
quepassa
25/1/2019
09:41
Blimey! No sooner said....... (#1192) "in a public company the head has to rule the heart and if you look at the higher-rated brewers, they either focus on a limited range of beers (like Fullers) or have given up brewing and get someone else to do it for them (like Youngs)." Marstons take note.
jeffian
Chat Pages: 183  182  181  180  179  178  177  176  175  174  173  172  Older
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