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Any numbers on the hedged electricity and gas costs and how do these numbers compare to 2019 gas and electricity costs? Hedging is good but you can also end up paying more if prices fall, so im wondering if they hedged at a good level, opinions please .
I prefer the ABBA song "Marstons, Marstons, Marstons" ... it's a rich mans world!.
Think you should go down the Kings Head, have a few beers (Just like William have been doing)and grab a Coronation Chicken Sandwich instead!
lejjb, you do seem either confused or plain mischievous. You know that many Institutions have numerous specified funds that invest in particular sectors .
You have answered your own question.
Some will think you argumentitive, I give the benefit of doubt and put your approach down to, having hooked a bottom fish, are enthusiastic to pump the catch higher.
Dusty Springfield recorded a superb and apt song, "Wishing and Hoping" Give it a spin!
I've been adding into this and a number of other Entertainment and Travel sector shares for sometime. As well as the Gold and Silver miners. This is one that I hope has great potential for the next 2 to 3 years. I expect us to be back at 120p a share within 2 years. If we do have a stalking horse it could be almost immediately. The next announcement will be just a step up as you say, but an interesting Barometer to gauge against the sector. So far I see Marston as one of the better of the sector performers on what we have seen, and for the Coronation in the UK this w/end and the share price even if 37p is not exactly a Kings Ransom!! GLA. Fingers crossed for the Sun to come out!
Could may be my month,With the decent weather,3 bank holidays with a coronation,intrim results imminent,all pubs open with no restrictions,longer opening hours,big crowds expected,Rf gone,,,,,,i wonder if this share price will rocket up to 37p and stay there,
Merchant banks buy shares for clients interested in takeovers to build a stake before sudden price rises when it the formal notifications are released or there is a leak.
They also as well some of the largest investors on the market (i.e. Pension fund managers) invest in a diverse range of listed and unlisted shares depending on their clients risk factors. Obviously he higher the risk the higher the rewards or no rewards. For my pension funds told by one of the Worlds largest Pension funds to take some risk for a better return - so that tells you something. So mine is biased towards a higher risk. This share is no doubt attractive from that point of view as it has fallen so much I would suggest less risk (on increasing sales numbers and return to profit with reduced debt) and a likelihood for a better than fair return (post Pandemic which was the reason for the fall). The question for me and no doubt fund managers is will Marston on increasing profits start paying a dividend, reduce debt further or buy back shares? At the moment I do not need the extra income from Divis and would prefer a buy back to increase the share price back up to previously seen levels. We will then re join the FTSE 350 from the All share index.GLA, DYOR.
(And you provided no hard evidence BTW.)
Schroders have multiple funds. Schroders is not one single investing entity.
And you are also mixing the size of companies invested into and the types of businesses a fund can invest into.
I'm afraid you are mixing things up, and forget about how given financial institution can have several specialised funds.
Schroders for one. As any smart investor should know most Investment Institutions have specific classes of companys in which they will invest, ethical, health concious, AI within FTSE 250 etc. Any further evidence you will need to research, not difficult.
Name me one, with hard evidence, please.
Please check. Many corporate institutions, often Pension Funds, have conditions within their constitution. They are not imaginary as you suggest.
Morgan Stanley iinvest for Individuals of High Net worth who wish to remain anonymous.
MARS are in the FTSE All Share Index.
There are not many organisations bound not to invest only in FTSE100 companies. You are confusing with tracker funds
Fortunately Morgan Stanley is not one of those imaginary institutions of yours: it increased its shareholding to above 6% on the 22nd March.
https://www.lse.co.uk/rns/MARS/holdings-in-company-97v09b26c73973a.html
Articles of Association do not allow many Institutions to invest in companys outside the FTSE 250.
Marstons fell out of the FTSE 250 4 years ago.
They will be far better than the past 2 years -obviously.
The Board have been advising increased numbers -whilst some pubs a month or two ago reported they had run out of Beer?
Last time I looked no institution was holding shorts and they will be turning long in 2 weeks!
The Coronation will help add additional numbers too as will the new beer and lager sales!
Typo: "I am personally NOT expecting stellar ones"
All. There is a risk in buying before results. I am personally next expecting stellar ones but it is for the comments about the future prospects, incl. comments about the busyness during Coronation weekend, that my expectations are moderately positive. However, I am not necessarily expecting a massive boost in the short-term, more like a gradual rise up into the mid summer.
Energy costs much closer to pre-2022 figures.
Wholesale food costs going back down https://www.bbc.co.uk/news/business-65448642 .
All published business data by Marston's shows that it's visibly (with ups and downs) recovering, or has already recovered (pre 2020) for drinks sales.
Debt shown to be in control.
Lenders have extended covenants without much fuss.
Conservatively run (pub sales happening).
Coronation weekend a likely boost for sentiment (especially as it owns primarily suburban and community pubs, vs MAB and JDW that have a higher proportion of city centre ones).
My target is VERY high.
Pubs are rammed this weekend....
And another 2 bank holidays this month
I'm in at 33p, just in time as brakes are taken off for results.
3 year hold for me, waiting for 100p which is achievable... Gla
Bought in here, after quite a few months (maybe over a year) thinking about it. My local pub (Marston's) has been rammed every Friday/Saturday night for the last 2 months. So they must be making money.. hopefully it isn't just an isolated case though.
will be plenty of pints sloshed for the Coronation celebrations too. Surely in a far better position regards newsflow and prospects than during last year and covid.
Strange one and the debt resolving -32p seems a steal but then so di 80p 60p 40p - one day it will rise significantly no doubt when least expected.
Market caps of around 220m - a mere snack for private equity.
Adding.
Like-for-like sales for the 16-week period to 21 January 2023 were +12.9% vs. FY2022, including the
impact of the Omicron variant in December and January last financial year. Like-for-like sales in the
first eight weeks of the 16-week period to 26 November 2022 were +6.8% as previously reported, with
encouraging trading momentum continuing into the festive period. In the following eight weeks like for-like sales were +19.2% vs FY2022. So as I said previously momentum is building - 2 weeks time we will know far more as the sun comes out!
Last message from our CEO refers to sales increasing 17% on last year and I now expect far more, against the negative views of a few on here. So lets see very soon what they now bring us and who is right whether a strong buy or sale recommendation from those that want a lower entry point -perhaps.
The whole sector here is picking up now and likely to pick up even more as the sun starts to shine, whilst reducing Pub energy costs for heating and wood for the burners,, etc. GLA.
PB, certainly not bitter. I do not wish to see innocent investors being persuaded to invest with doing proper research. Unfortuneately these boards are full of juvenile investors especially since the lockdown. They are prey for the money makers who do not care less for their fellow man. You have seen one today whose so called facts are grossly distorted, and some will beleive.
It is every investor's responsibilty to do proper research to ensure hard earned cash is not going to disappear and not listen to silver tongued rampers.
Just remember the market is a means of transferring cash from one person to another. Just think about that.
Fair, you come across very bitter, I hope you get back to your holding price soon.
Debtors do have control over assets, but very rarely pull that control due to the significant cost involved.
They would have agreed the loans as they have confidence in the business and the board... Gla