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Hey, is it Wednesday for numbers, I see the 150p
I can't see how its other than bearish for here
BUT, I fully acknowledge MAB credentials, just at the right price, which think is dripping in at a quid come Spring and raised gas cap.
Tough times ahead, stronger entities like MAB will see it through. Opportunity here
Already announced so will be out from the end of Dec https://www.mbplc.com/investors/shareholder-information/
the independents being reduced / wipe out is a valid point, and I shall consider that point you raise.
Meantime, at 147 this is going from strength to strength despite my own reservations, market knows best ...
FWIW LTH I retain a small pot, so on a personal level the rise is good, but I won't be adding at these levels. I think Jan / Spring will present opportunity. regards,
Its true - but the market is always pricing into the future - does the 65% from pre covid peak not represent value to you?
On top of this, the best of the industry survive, i can see many independents being wiped out and the big firms picking and choosing any site they wish, getting the best beer deals to keep the suppliers going etc.
Don't agree, though respect all views/ always polite
Waiting for sub quid. Do the economics, we 're heading for a long recession
MAB solid at the right price. I cannot see why its rising, disposible incomes will take another big hit come April when energy cap expires. Not a buy presently
ATB
Thinking 1.32- 1.65 range over next 6 weeks, all depends on markets and MAB numbers going forward.
We are on the London suburbs and visit several of their venues for a few beers 2 or 3 times a week, always good service from staff and they are keeping pint prices under 4 or 5 quid for top beers and lagers.
I hope they do well
Can i have peoples support levels please.Calcs are everything.
Maybe, up to 1.65 soon
Surely, after the Winter carnage that's going to happen,where small eateries and Pubs will fold wholesale,Wetherspoons and Mab will be set fair to virtually corner the market when the dust settles ?.
I fear all these small family run eateries will close wholesale.It's going to be gruesome !!!!.
Looks like I called it wrong because it's risen, I can't see why frankly. I'll go for some more sub quid.
To reiterate, I think mab is solid, but its those headwinds.. recent rate rise alone will hit disposable incomes so hard. Its on my watch list.
You will have to await until the announcement in December at the AGM, for the vouchers for 2023. Assuming that they do the vouchers again for next year, then you will need to speak to Halifax to get them for you.
Who do I have to ask for the vouchers? Held in a Halifax a/c
Im not bullish in the short term - long term I think this is undervalued though we again have the risk that it could get taken over on the cheap which means any benefit we would of had by taking the risk would all be for nothing.
Need to ride out the next 12-18 months for the wider economic recovery which would give this a strong bounce.
hmm. Weekdays I see it different, hospitability is suffering
Disposables incomes squeezed meals out first o to go, cost of living ..
PS not to disbelieve your experience, just different from mine
Its a difficult picture to assimilate granted
hi jazz
Could I ask if you are bullish short term and why please
I can only see negative headwinds, but I'd like to hear if u think think different. Is it because its fallen from such highs or something else
All views valid
Great trading opportunity at the 103p level. Will be a survivor for sure. M&B restaurants packed out anytime I visit.
Share price movement tells you everything about the state of the market right now.
Why is MAB worth 20% more from 5 days ago? yet its still down 45% from 6 months.
Company value does not change that radically, Overall still bullish on MAB but i think we will see large swings for another year yet.
MAB is an outlier for me but I do hold a few long term, I think its solid.
I have funds and will buy more but only at the right price given the macros
clearly the BB not much intertest, no problem with that
FWIW I can't see this recent rise lasting, I stand by Spring being a buy opp, gas cap will expire I believe, interest rate rises will bite, disposible incomes squeezed. If I'm wrong then I've misread it and missed my buy window, thats life
I think it has further to go. Keeping an eye but I think Spring may offer opportunity to scale in.
I wish mab well, but no room for sentiment. tough times
correct?
Interesting how many shares you post similar miserable content on. What exactly are your current holdings, and are they denominated in Roubles?
I tend to agree Jazz - I live just outside London and whenever we go into London, which is pretty frequently we search out Nicholson's pubs which are in the MAB group - we like them for the diversity of hand pump ales, food offering etc, staff always pleasant - I am tempted to open up with a small tranche here and add for a recovery/takeover - no sign of a recession in the Nicholson's pubs in London atm - there is a lot of negativity right now with inflation, the war, strikes etc and MAB has been pummelled accordingly but I wonder if this has been overdone? -
gl dyor etc
Both Marstons and Wetherspoons have announced good results, MAB is severely suppressed currently.
Thanks Jazz, v helpful snap shot.