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Fairdealer Agreed. I thought (& hoped) that RF was going to concentrate on upscaling his own premises now he is no longer in charge of a brewery. Sadly not to be, apparently he prefers to take on a Welsh challenge rather than just getting on with his day job.
YoYoMa Looks like another chicken pellets day to me, the ultimate HNY for us all could be to have Tesla man turn up with his words of non wisdom ?
Clairesmith Most impressed to read that Mars will now be able to buy their toilet roll cheaper, they could save so much on that we could see the dividend restored in 2021 (not).
@hads1991, I was having a joke with you. I'm sure the price will spring up and down a bit until April 2021, from which point looking at everything and C19 vaccine roll out we will be in a clearer upwards trajectory.
When the announcement was made on T4 for the S.East of England it dipped to 63 but recovered so fast you would have to be by a PC to catch that dip. IMO I think it will hold into the 70's now as we leave 2020. With mass vaccination being deployed already and the enhancement of the AZn/Ox vaccine from the 4th onwards the markets are already past this phase and looking into Q2/Q3 already. I look at at it like this, we're the first to approve already so we're going to be ahead of deployment over Europe due to localized dispatch, numbers of population and we're using the military logistics to free up vital resources. Using the link you can roughly guess where you vaccination date will be:
Claire... have you researched the Co's history on aquisitions and disposals? Charles Wells, Pitcher and Piano, sale to Admiral at huge discount. Have concerns the due diligence has been undertaken superficially. Time will tell. We are not given any information regarding where Brain's Brewery sits in all of this! Are we to believe the Brewery is being mothballed? Very very doubtful, there is bound to be a supply agreement, remember Marstons are only managing the Pub estate. It is the brewery where money is made. Why are'nt Marstons managing the Brewery as part of the deal?
Had hoped after the Carlsberg deal we were going to concentrate on our own estate reaching a level of excellence proposed.
The annual report emphasised a less than adequate level of Senior Management expertise.
A great thing about the UK is the furlough scheme has ensured Brits have money still, not like the US where most citizens have been put into massive debt.
Do when people do go back to work they will have cash they can spend in the pub. UK gov will welcome this as the money being pumped back into entertainment will save that sector and jobs plus be taxable to get money into the HMRC pockets.
cookoo12620 you are worried about a small detail, I'm sure Marston's have done their due diligence and have a safe strategy in place to cover any costs, otherwise why would they do this deal/project.
Look at from a good point of view, they have expanded their foot print and more streams of revenue to come their way over 2021 and beyond. Second to that with the extra pubs they have leverage even better mass discount on things like toilet roll and insurance so as a group will make more profit.
This is relatively safe share with a strong future, as Brits like to drink, international travel for a couple more years will be limited/expensive. Marstons are leaving 2020 in a strong potential position.
yoyo perhaps your right i may need to do more research ,but no one is answering questions when asked , so again as i said "be careful " i may have a crick in my neck but i havent got rose tinted glasses on , i also reserve the right to say i told you so , good luck to all on paper this has merit but it has got to be paid for . keep safe
Thanks , Seasons greetings to you and yours and everyone. Have been mulling over the Brain's deal. We will be managing their Pub estate, which I trust our BOD have commissioned a full survey as it seems some of the Pubs are below Marstons standards. Trent makes some valid points regarding costs which appear rather vague. Clearly Brains have hit the buffers and Marstons have come to the rescue. If as stated Brains Pubs have only 200 beds, this is miniscule , are we to invest in convertions? Cannot see Brains as Freeholders funding any capital works, so does the Management Contract contain undertakings to cover any enhancements to the Pubs? Until we know more of the detail, the Jury is out.
I agree that the staycationers are going to be key for us next year. some much needed additional funds coming our way will be gratefully received. I am still (Covid permitting) going off to Kalamaki next year owing to getting my refund from Jet2 for my holiday this year that never was.
I'm also hoping to get away in May too again, Covid & cost permitting. if that isn't to be then I'd definitely try a couple of weekends away in a couple of our Inns.
I'm also hoping to get off to visit our friends in Stourbridge and get ourselves off for a meal and a couple of scoops in our favourite pub down there, The Glassworks.
all questions still need an answer , i smell a rat , no body is telling how much brains is going to/has cost and where the money is too come from ,and what we actually get for it , with not alot in the kitty imho share rights issue on the horizon prob 50p or even less ,so i think £1 is pie /sky filled with hopium ,2 years time maybe vaccine or no vaccine roll out, this is only my opinion mainly because i have had my fingers burnt before ,msg [ctea] cluff [deltic] had several rights issues before changing/ selling out when things looked good, becareful all
Personally I dont think we’ll hit your expectations as today was a clear insight that the resistance is too strong to ride it. On the approval of the vaccine I cannot see it punching passed 3p therefore IMO as we enter 2021 we’ll still be in mid/high 70’s (I’m going for 78/79). We have the force but keep getting pulled back.
On approval of Oxford AstraZeneca approval and a fair wind. The sooner the UK vaccine, already mass produced, is rolled out the quicker we get back to normal. On approval likely to see a strong bounce, initially 84p plus. Jan 4th onwards and return of hedge funds will push it to £1. Timeframe of £1 January 21.