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Trade Time Price Quantity Bid Offer Buy / Sell* Deal Value Trade Type
Jun 5 2020, 16:35 69.60 1,754,418 69.55 69.60 Buy £1,221,074.928 UT
If the JV goes to plan in the next few years I can see it being floated off, with the Mars. SP moving north big time.
well lets look at the numbers and landscape.
Firstly, the pubs under Marstons are "safe" compared to other free-holders, and Marston cash flow required to put in place the C19 precautions and other factors to ensure they can open and run sooner and wider.
Secondly, now they have merged with Carlsberg you will see less competition between those 2 brands, and consolidation of costs, these means better profit margins and strength in the market. Also more access to international markets to sell alcohol in supermarkets etc... and also exporting the marston brand and pubs to other regional locations.
thirdly if you look at the share price it was at its lowest in the 90's region and very stable for a long time prior to C19, as such getting to this point by the end of the summer is easily capable. (of course no guarantee DYOR). And by the later part of the year can push much higher.
fourthly, yeah as anticipated the pubs will re-open soon, looking at what the brewers are saying and other sources in the next few weeks, this is only a small amount of time to wait.
Even i the pubs ae slow, people are still going to buy alcohol for home and outdoor usage. the summer is only just starting and britain wants to party.
Over the weekend i expect to see a lot more around this, let's get ready for the rise!
Where do you see the share price moving to Claire?
My personal opinion is £1 when the government officially announce pubs are re-opening, but with a low mcap still this could be north of £1.50 in 3-4 months.
Government announcement has been requested by 13th June (by the BBPA & brewers). This will give time to restock, contrary to popular belief it is not brewing that is the issue, it is supply chain and the removal of old kegs in cellars to make way for fresh stock.
4th July is being mentioned for reopening by various Marstons pubs: https://www.facebook.com/TheSpreadYork/posts/1439781649561547
https://www.facebook.com/thecornerpinyork/posts/1117113718660237
Yes spikem is correct with the 4july
Subject to covid obviously
I've just been in Norwegian Air, have just sold my shares after making some good margin and have moved over top Marstons again. (check my other posts to confirm).
Why?
Because the price really has only gone up a small margin since the Carlsberg merger news, and the UK is only now starting to open for Pubs and outside drinking. The UK is ready to get outside an enjoy free movement.
the price on this has very good potential to move up a lot more.
The MM know this and there is some tree shaking happening.
through 70 now
I heard 4th July and interestingly, I am a tree surveyor by trade, I was at a small local brewery in Norfolk yesterday surveying and they are not as yet receiving orders however my mate who sells coffee to pubs, hotels etc had first meeting since lock down at another local brewery with multiple pubs so they are gearing up.
I am hearing June 15th is the possible day ? 10 days to go then ? is that realistic or is End June most likely . which ever way it goes this will impact positively on the SP . GLA
70s today possibly.. And keep at that level
Dk2020
The market is up and down atm because no one has a clue. Look in te Crystal ball very cloudy atm.
Onwards and upwards from here.. pubs reopening is imminent, then this will take off.
Added more on drop today.
Blue now!
Why is share price going above 70? Any news in ?
jonno the main thrust of my post in response to the linked Sun article is it's inaccuracy. Yes there could be a beer shortage for these simple reasons staff have got to back off furlough ( judging from I am hearing in other industries that may not be easy). There are different skill-sets in both beer and cider-making.Vessels have to sterilised and cleansed when out of use for a period. Remember continuous production is almost self cleansing, yeast by there very nature do help the process.. It takes around 5 weeks to produce a pint of beer from mash to bottling.
Cider is available now as real cider is fermented from apples pressed last autumn and fermented for anything between 3 and 6 months. The sealed vats can retain cider for 2 years and more. So what the Sun says is rubbish.
You best keep your jokes for when the bars re-open, it is no laughing matter at the moment.
adg
I have never known fairdealer to be negative, often cautious but never negative.
So my thoughts are having been a retail operations manager in the past is that staff need at least 4 weeks rota in advance. The company’s will need a week or less to plan their rota. They will then use the interim period to prepare and order in beer and food etc and make any hygiene preparations. So my bet is that if others follow Young’s suit or very close then we should be expecting an update any time soon. The blueprint for Pubs opening must be happening. Imho
Fair dealer... I think you have misunderstood my post. My original post about cider was a joke, I was saying I make gutrot Cider in 7 days at home was all. My second point (the main) is that I agree, pubs near me are worried that when they open up again there will be a beer shortage.
4 minutes ago · BREAKING: YOUNG'S TO OPEN PUBS IN MID-JULY. Young's is planning to start re-opening it's London pubs with beer gardens from mid-July.
adg to be clear you consider a post highlighting Marstons Premium products countering a post ( jonno) promoting an inferior drink, to be negative? Really, those could be the thoughts of a "Trumpian Scholar".
What is tiresome is posters arriving here who know little or nothing about the company and it's history. Pontificating about a return to at least 7p dividend when you know nothing of the Company's reporting timescales and how dividends relate to Corporate accounting , a fundamental School-boy error. Having the audacity to criticise long standing shareholders who have knowledge and want to see the Company improve it's performance, only tells experienced investors to ignore bluff and bluster. Unfortuneately there are novice investors who can get dragged along with the euphoria and the skilled ramping.
I do not want to see anyone investing in a Company, any Company which they have not properly researched......that is crazy. I certainly do not want anyone to lose hard earned money.
Adg you would do best to keep your own Counsel until you know the full facts, which in these uncertain times, will not be clear to any of us for a while yet.
.. you think they're planning on using the car park as open space for consumption?
It did occur to me that various pubs will work within the 'rules' and define outdoor spaces.. now if you have a car park.. you can fit a lot of people..
Yeh share weather's turned after weeks of sun!