The next focusIR Investor Webinar takes places on 14th May with guest speakers from WS Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Nothing better than sucking in the naive by a good old fashioned takeover chat.
However, on this occasion I heard the same rumour last night down at my local pub ;)
cuckoo is that backed up with scientific research or pure wishes?
"top up sub @ 70p " with lockdown and further conditions ie the tier system likely to roll on , referb of brains pubs ,no good news i see this sliding slowly south day by day ,as i said several weeks ago 50p is my trigger to buy , after all the garbage give this 2 years £1 plus easy
I agree, holding back until lockdown is extended then looking to top up sub 70p
Who would want to mount a bid at the current moment in time when we are in a third lockdown? The shares/Company to buy will be those as pointed out by some on this board in the past few days that have already taken a big hit. This share had held for such a long time it is only a matter of time if the current economic climate catches up. Many opportunists have been caught out today with the market falls in Airline, Travel, and Entertainment stocks will see lots of opportunities later once we are well into the lockdown - perhaps in two to three months time is the time to reconsider as a buy. IMHO.
"Annual General Meeting (“AGM”), will be held at Marston’s Talent Academy, Summerfield Road, Wolverhampton WV1 4PR at 9:00am on Wednesday, 27 January 2021."
-IMO Could see a small drop Weds
Anyone know if they'll still release their report on the 27th?
threeparts, it is pure speculation on the part of Rampers(traders), who will no doubt sooner become de-rampers with the news today ( lockdown unlikely to be released for pubs, restruants etc until May.
Takeover specialists will need to be aware of Marstons agreement with Carlsberg, which could put an almighty block in the road!!
Might be, might not be. I work for them in the kitchens so maybe we have heard nothing and get twice weekly emails
The extra 156 pubs and MARS will no doubt see MARS move to new highs in the long run i.e post pandemic, yet in the immediate term there are only going to be significant bumps along the road- investors aren't too quick to forget the liquidity their burning through during each day in lockdown
Cannot se us getting back to 110 until the div is restored. The SP will linger around the NAV until some serious news emerges or some kind of sell-off of redundant pubs ( the number must be growing by the day). Clearly Tim Martin is getting worried.
Maybe Mars getting rid of some deadwood now they've the 156 pubs in Wales plus if they got 200m that ties in nicely with the next repayment due soon. Looking at JDW 5pm RNS it seems they're raising 93m in shares perhaps RF will produce another RNS. Still the papers saying the sweetspot for this SP is 110-120p
Is this bad news? I'm a bit of a newbie
EFlammis
I think it could be the opposite as apparently the ex Greene King boss, Anand, has raised £200m in order to buy up small chains of pubs. Maybe the odd Mars property but not a large block.
This was in CityAM this afternoon.
As ever with Mars it is usually better to travel than to arrive.
Perhaps CKA group, the ones who bought Greene King.
Looks to be at the top of its range at the moment, should come down again until pubs reopen mid Feb (if they do)
Sorry I put the name of the wrong court
Apologies the Ruling is Supreme Court and not High Court, so excellent news for all Policy Holders
Insurance Companies will Appeal to the Supreme Court. They are not going to pay up easily, could take some considerable time before the outcome is finally determined
Has everyone seen the new High Court ruling for business interruption claims? Surely this should be a positive thing for the SP
Are we still expecting a report on the 27th?
Joe is right a load of bunkum.. If the SP were half what it is now , there would be Vultures circling.
Noted JoeKenny!
Pinch of salt
fairdealer20 ! thank you for replying, there was not any clear mention of a potential bidder, it was very vague.
Just speculation that they are in the sights of someone. It was published a week or so ago I believe. What are your thoughts ?