Marston's Share Discussion Threads

[investoree] 25/7/2011 15:02

BT My shares are held in a nominee accounts with TD Waterhouse and I wrote and requested that they apply for the perks on my behalf. It took a bit of perseverance but eventually they did - good luck IE

[bluetooth] 25/7/2011 11:12

Does anyone know how you get the shareholders perk card - "privilege" I think, if your holding is in a nominee account?
TIA

BT

[investoree] 24/7/2011 13:50

boxerdog2 Marston's provide shareholders with a 'Privilege' card that entitles you to 20% off food and accommodation (not drinks)at participating Inns and Taverns. The plastic card that they supplied me with expires on 31st October 2012. I also hold shares with Johnson Services Group(JSG) who issued me with ten £5 off vouchers this year (I understand that they provide them every year). Both are nice perks but not the main reason for me investing.

[boxerdog2] 24/7/2011 10:19

Article in todays MOS. midas column caught my attention, very positive going forward expects to see 130p over the next year and a divi of 5.7% for what it worth.
Are there any side benefits, discounts to shareholders of this stock other than the divi? please anyone.

[mesquida] 20/7/2011 16:38

Not exactly figures - it is the interim management statement, which will give a clue as to how trade is progressing during the second half of the current financial year - potentially it can have as much effect on the share price as the actual figures themselves.

[benson384] 20/7/2011 16:18

so are figures next wednesday ?

[jeff h] 20/7/2011 15:02

Yes IMS next Wed 21st according to Marston's website.

Hopefully good news and brokers lifting forecasts afterwards.

[mesquida] 20/7/2011 12:28

IMS apparently coming next week - a little earlier than last year.

[mesquida] 20/7/2011 08:44

NUMIS upgraded this from ADD to BUY yesterday, whilst reiterating their 130p price target.

[ssords] 19/7/2011 17:52

Greene King has just made/completed bid for Capital pubs. Doubt that they will wish just yet to pick up such as MARS. Expect to see MARS slide back a little.
SSORDS

[ssords] 19/7/2011 17:52

Greene King has just made/completed bid for Capital pubs. Doubt that they will wish just yet to pick up such as MARS. Expect to see MARS slide back a little.
SSORDS

[mesquida] 11/7/2011 09:16

Once again MARS is showing positive in a weak market - some weeks ago a poster on this board was talking about a chart pattern called a golden cross - I would really appreciate some up to date comment from him if he is reading this board today.

[jeff h] 06/7/2011 15:21

mesquida - Peel Hunt also positive recently.

The various brokers views maybe being acted upon by the investment community perhaps.

Greene King has previously been muted as a potential predator but that's very much a longshot I'd think.

[mesquida] 06/7/2011 14:13

After several days of rises you would have thought that this would have met a little profit-taking today, in line with the general market. But no, the buyers are still getting on top. Anybody heard anything specific as to why MARS is finally back in favour. Obviously the PANMURE note will have helped, but I am sure that there is more to it than that!

[jeff h] 30/6/2011 13:34

Panmure Gordon kept its buy rating and upped its target price for brewing and pubs group Marston's, saying that management is successfully executing a "well-thought-out strategy."

"Management is quietly making significant strides to reposition the group to achieve a more balanced earnings profile, drive earnings growth, improve returns and reduce leverage whilst maintaining and subsequently growing its best-in-class dividend," said analysts Simon French and Lindsey Kerrigan.

The target price is raised from 120p to 130p.

[2grimbo] 28/6/2011 16:17

yes britains real ale industry booming with the number of breweries up ten per cent in a year

[bigbertie] 27/6/2011 10:26

Price rising - amazing what a warm weekend can do!

[jeff h] 20/6/2011 14:49

Added some more before for below a quid.

With the 6% yield they seem a bargain.

The innovative new leases for the tenancy arm appear to be a big winner.

The new builds are earning a bigger ROI than targeted.

The move in the market away from lager to cask ale also helps them. I note they are now brewing for Tetley after Carlsberg closed the historic Leeds brewery last week.

Forecasts are likely to be upgraded then imo.

Even a decent chance of a bid with the giant Molson Coors recently buying minnow Sharp's for its Doom Bar cask ale brand.

[inntolife] 13/6/2011 10:31

Hyden, 1024 Thank you for that.

Damm that is going to make my life easyer.

PSD

[diku] 12/6/2011 20:30

They are at it again...

10-Jun-11 Marston's MARS Goldman Sachs Sell 101.50p 81.00p - Reiteration

[rmillaree] 10/6/2011 11:14

I asked the company in feb about the debt and they did confirm that the step up in rates would cost an extra £3 million or so from 2013. The analysts are aware of this and this will be factored into any forecasts for that time.
They confirmed other than the step up in rates there is no problem if they go past the "expected maturity date" for the loan notes with actual expiry dates well in the future
I would suspect at present despite low interest rates they are unable to secure anything better than what they have.

In some respects the debt probably wont improve over the short term however if they can increase profits yoy when the large pub expansion slows down one would expect the cashflow to improve.Once they start to pay down debt then the interest will reduce the EPS should increase nicely. Thats the theory - hopefully nothing goes wrong in the meantime.

[spacecake] 10/6/2011 10:56

Linhur,
Is what your looking for here...

[linhur] 21/5/2011 14:03

Surprised there is no information on any debt refinancing - particularly the option to refinance in 2012 or else an increase in the rate.Nothing much will happen with Mars whilst the debt is £1bn and the tail of pubs grows longer to nearly 1000 pubs

[spencerfrater] 19/5/2011 20:32

Oops! You're right - apologies.
Thanks Hyden.

[hyden] 19/5/2011 20:28

ex-div 1st June, record date 3rd June. It is in the results - just a little further down. In explorer press [CTL] and 'F' to open a 'Find' dialogue box, then simply type 'Dividend' and presse [ENTER]. You can now cycle through all instances of the word 'Dividend'. I find it very useful to track down payment dates and such like. :-)