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Barchid, there are a couple of small declared short hedge fund positions, but these are not significant, admittedly. This pandemic will, provided foolish people heed warnings, pass in good time and pubs will be back. I would bank on that but I agree the Saturday event may be a damp squib. Patience, as always, will pay off as long as the business is well funded. The Carlsberg tie-up is key to Marston's survival. The results of the reopening must be carefully analysed. I won't be going into a pub but for many it's a way of life that needs to be restored.
Absolutely agree Barchid
Ray
I really wish the market cap of this stock was big enough for hedge funds to bother with, but as it is only £354mill this is not one hedge funds would likely be interested in. This is spread bet shorting with the likes of IG index at best.
Do bear in mind that the market is always looking forward so the price is lower as they suspect that pubs will not be like New Years Eve on Saturday, indeed it could be a real let down.
We hope not but let's be realistic, and off trade, as far as profits are concerned, is thin, very thin.
Back at this high within the next week?
This sp has been trashed... deliberately, the hedge funds. Pubs are part of the fabric of leisure activity and provided there is no disastrous second wave I can only see Marston's business taking back the business lost and even improving market share. That's a big 'if' as people are very stupid and take risks with infection. However, bear in mind too that off sales add to the mix as some people steer clear of pubs while the emergency continues.
Just prior to Boris' announcement, the sp rallied to 74p but fell back heavily very soon afterwards. I think the sp has been manipulated lower and the turnaround yesterday was part of that. It remains to be seen how Marston's handles these new freedoms and how responsibly drinkers behave...
We must remember that everyone was predicting a share price boost when Borris announced pubs can open on 4th July. That didn't happen!
I hope price does pick up from Monday due to us all supping at our local Marstons but unless its absolutely relentless, is it already priced in?!
Ash
hopefully see high 60-early 70s with pubs opening in two days time!
Hopefully high 60’s like 69.9 lol
https://www.fool.co.uk/investing/2020/07/01/a-pub-stock-for-the-future-1-ftse-250-stock-id-buy-now/
Buy buy buy
The UK is getting smashed at Weekend, breweries are gonna be working OT next week.
I can definitely follow the logic here. SP should be boosted before pubs open on Saturday!
With pubs tipped for £210m drinking spree, this is going to pull back quick
With pubs opening Saturday, could see retrace back to 75p by Friday
Some posters (like Shazaboo) are seeking confirmation bias after they have bought and rather irresponsibly mislead people on BB.
And when the SP starts going down they are no where to be seen lol.
Please be careful ppl and only invest what you can lose!
Only take the posts here with a pinch of salt :)
Worries about Sars2 ruining business today. Stay safe.
It seems this BB has attracted those who have little factual information to debate and those who do suffer abuse.
A word of advice keep your eyes and minds open, viewing the World through rose tinted glasses often ends in tears.
When posters state "this is going to £1, £1.50, one even proclaimed it will be £3. Get real and do some hard research not ramping for one purpose.
Not doubt the rampers are suffering seeing the SP 's direction of travel.
Expect the market is spooked seeing Travelodge going into a form of Admininstration, Wisely Whitbread did a rights issue and are now in a position to pick up distressed companys at bargain basement prices.
The intelligentia have ruled out a Rights, now the potential is seen. Better to be a predator and not the prey.
Work it out "empty barrells"!!!
55s are here now Shazaboo. Just hold on to you will be okay :)
Given the forthcoming reopening of pubs I am surprised that the share price is falling. Although supermarket sales have helped the brewing side of the business the pub side is where the social drinkers meet. People are inherently social animals and after being confined in doors with many people working from home the opportunity to socialise again is likely to be taken up with enthusiasm.
got interested in this share at 30p, bought and sold many times, then sold out on the mad friday at 55p, and it continued to rise into the 60's, then touching the 80's for a few lucker sellers
never thought it would drop back to this level, i'm watching it agian, it sure looks like the MM's know something
good luck to all
i'm back in if it goes into the 40's (i hope for all it does'nt)
Agreed paltata. If you look at what’s happening all over the world at the moment, so much uncertainty and volatility. MARs have many pubs in the Leicester which doesn’t bode well. Good luck all.
Certainly jitters before the opening on July 4th plus Leicester going into a local lockdown adds to that. Not much will change this until we see the numbers after a few weeks.
He has chronic social deficiencies. Unable to debate without being condescending. “I’m sorry if knowledge offends you” haha arrogant, egotistical sod.
absolutely shocked by the sp at the moment quite worrying