Marston's Share Discussion Threads

[our haven] 12/7/2019 15:48

CI - You have your selling price. Leaving us or not?

[our haven] 11/7/2019 08:08

You could be gone today.

[chinese investor] 11/7/2019 08:03

Days Of Decision !

Chinese Investor (MARS) 27 Jun '19 - 11:32
Do I SELL ?
The elephant in the room is BREXIT with a key date of 31 October 2019.
I'll be long gone by then with a SELL price of 120p.
(hopefully in the next four weeks)

[robertball] 10/7/2019 12:14

Read across fromJDW anyone?

[skinny] 10/7/2019 11:05

A break above 120p would be positive.

[skinny] 08/7/2019 09:06

The Times has it @£40m :- .

[cc2014] 08/7/2019 08:50

Langton reports Piano & Pitcher up for £40m rather than £30m in the article above.

[chinese investor] 08/7/2019 06:51

Brewery boy,
I was referring to trendy restaurants like Jamie Oliver's.

[brewery boy] 08/7/2019 02:42

I don't think Marston's charge anywhere near 25 pounds for a pasta dish.

[brewery boy] 08/7/2019 02:41

I don't think Marston's charge anywhere near 25 pounds for a pasta dish.

[ny boy] 03/7/2019 10:37

Good progress , pays to be patient, will check back in Q4 to see how things are going.

[chinese investor] 03/7/2019 08:36

All Good !

[chinese investor] 27/6/2019 13:09

Good contributing CC.
There'll be more restaurant casualties because punters will no longer pay £25 for an ordinary pasta dish.

[davr0s] 27/6/2019 13:06

If it breaks above 120 then I'll likely add - I want to magnify benefit of shares trending up not choking them off

[cc2014] 27/6/2019 13:04

I'm staying in. The updates from the sectors and GNK's results today suggest to me the sector in general is doing well and it's alot easier to make money when your competitors are making money.

I understand no more today why the share price is now 117 than it was when the share price was sub 100. Nothing seems to have fundamentally changed other than interest rates are going to stay lower for lower which of course assists with getting debt down. Increasing profits would also suggest no more NAV writedowns.

Perhaps the city boys have realised running the food menu in a pub is completely different than Jamie's or Bryon and the suggested collpase in custom isn't occurring.

I dunno, but what I do know is to run you winners and stay on the trend.

[skinny] 27/6/2019 13:01

GNK read across.

[chinese investor] 27/6/2019 11:32

Do I SELL ?
The elephant in the room is BREXIT with a key date of 31 October 2019.
I'll be long gone by then with a SELL price of 120p.
(hopefully in the next four weeks)

n.b. (Preliminary) Final Results on 27 November 2019.

[chinese investor] 27/6/2019 10:41

You can actually sense the beer gardens filling up !

[deanowls] 27/6/2019 09:59

Current weather should produce a nice boost.

[chinese investor] 26/6/2019 12:18

Looking Good !

Excluding dividends my break even price is £1.167.
(bought at £1.260 and £1.046)

[jeffian] 25/6/2019 10:45

A positive article from Questor in today's Telegraph -



The only comment I would take issue with is his praise for winding down investment in new pub builds to save capital but lauding their "6 breweries and state-of-the-art bottling and canning facilities". There is an argument that that is 5 breweries too many (pace CAMRA members!) and that recent investments in new brewery and canning/bottling facilities is the problem, not the solution.

[jeffian] 25/6/2019 10:44

Double post

[chinese investor] 18/6/2019 13:16

In times of uncertainty brewers always do well...
...and the best hops are from England so no worries with BREXIT !

[skinny] 17/6/2019 13:30

A reminder :- .