Marston's Share Discussion Threads

[ianood] 29/4/2016 09:56

"The City never gets it wrong" sorry, but that is a myth and absolute tosh..

[janekane] 29/4/2016 09:17

something wrong here the City never gets it wrong and the way this is going Sp wise
there is a massive problem its dropping like a stone
whats the problem

[r ball] 21/4/2016 06:46

low beta. £1.70 fair value

[r ball] 10/4/2016 20:40

yield not share price share

[exel] 04/2/2016 15:09

Great find, timbo, many thanks for sharing! No shocks in what Ralph Findlay had to say, but a high degree of reassurance in the way he puts the Marston's case.

[timbo003] 04/2/2016 11:49

There's an (new) upbeat interview with the Ralph Findlay (Marston's CEO) posted today on Proactiveinvestors, worth a look.....

[redartbmud] 02/2/2016 21:17

They said at the AGM that it was covered by insurance.

[jeffian] 02/2/2016 19:10

I imagine it will be covered by insurance. I used to be in the brewing industry. Our soft drink subsidiary suffered a catastrophic fire which put it out of action for a year. We had insurance covering both the physical damage but also 'business interruption'. Thanks to a good broker, it turned out to be their most profitable year!

[spacecake] 02/2/2016 19:03

No mention here, nor have I seen anything from the company but....
The link below is worth a read, how much will it cost, insurance, lost revenue ???

[exel] 26/1/2016 21:25

my hat goes off to anyone who got in (or back in) at sub-150p. what a great deal that now looks, with hindsight?

[exel] 26/1/2016 14:33

The only way that MARS can close the gap on the GNK rating is by careful upscaling and portfolio development, and that is what they are relentlessly doing. On this update, sounds like a solid strategy to me. Don't forget that 29 pubs per week are still closing (nationwide) - so the pathway to 'scale, modernisation and quality' that MARS is engaged upon also has some un-met capacity (from these uneconomic closure cases) to tap into - as well as the more expensive restaurant-dining market which can be variable (and expensive). If one has a family or business group to entertain, better to go with a known brand at reasonable money etc.

[r ball] 26/1/2016 08:56

space:-

they are spending the nrr money. £1.80 price in old money.

[artibee] 26/1/2016 08:14

at least somewhere - some good news!

[redartbmud] 26/1/2016 07:26

Space

There is is no intention to pay off the debt. They will spend all of the money to build new food pubs.
Read the accounts.

[spacecake] 26/1/2016 07:22

I topped up here last week, not thinking an update was coming :-). It's quite steady sales and profit growth, keep it up and pay off the debt.

[redartbmud] 25/1/2016 13:58

Try reading the Marstons report and accounts.
The statutory analysis is ok but:
Every year they re-structure the commentary so that yoy are not comparing like with like.
I am beginning to think that it is a deliberate ploy to mislead.

[r ball] 25/1/2016 12:32

undervalued. momentum play.

I suspect there is a market for places a little bit better than Premier Inn.

Real Ale booming too. £1.90 target Dec. 16.

[r ball] 24/1/2016 21:26

update Tuesday

[exel] 20/1/2016 14:30

thanks ollie, v useful post!

[olliemagern] 20/1/2016 14:04

JDW half year trading update today LFL +2.8%, margin -1.1%. Y July16 f/c -2% to around 47.6p, @637p p/e 13.4. Poor, but no shock.
Expect much better from MARS next week. Y Sep16 f/c +6% to 13.7p+ @148p thats a p/e 10.8, oversold.

[exel] 20/1/2016 12:54

...in essence, guys, gloom being massively overdone! did anyone watch Mark Carney's speech at Queen Mary College Univ.of London yesterday? UK rates are not going up 'any time soon' regardless of the USA or others. Well worth a view.

[gbb483] 20/1/2016 12:26

... and with fuel prices coming down, disposable income will rocket. We obviously don't expect the public to spend the savings on anything.

[bbonsall] 20/1/2016 12:09

Just because China's growth in GDP has fallen to 6.9% it seems the market thinks no-one will ever buy another pint of Marston's or go out for a meal. Just shows how bloody neurotic the market is. We can only dream of 6.9% GDP growth here!