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Seems eating out is becoming too expensive for many, the Group that controls Frankie and Bennies are closing several outlets due to consumers using home delivery ( Uber eats, Deliveroo etc). Let's hope Marstons are getting in on the Home Delivery market.
The share price dips are good for traders who can make hay while the sun shines!!!.
Buy Buy Buy!
Thank you the market for the dip! time to load ready for spring/summer profits!
catch the dip
final shake of the tree, build momentum ready for spring and summer.
Here we go! Summer is on the way, time for a massive re-rate.
Ran the numbers on this and CCR, (great find Karl), and both have tons of profit to be made with the price moving back to fair value.
Im in this and CCR, expect both to start rocketing up with the summer coming.
and a nice 239k buy gone through at the close
Let's hope so Karl, holding MARS and RBG. Cheers :)
time to buy for the rise into summer!
going to be a great year
That's what the Analysts say
https://www.proactiveinvestors.co.uk/companies/news/1007969/buy-beer-say-analysts-1007969.html
some good buys at the end of Friday trading, looking at other leisure and entertainment there appears to be a platform formed with the sector making a move up into the summer months of the northern hemisphere.
Fairdealer, I think the poster means CCR, owns magners.
The C&C I know is a Cider and drinks producer, which seems a logical connection with Mars. Which C&C are you referring.?
@FD20, i think you are confused about C&C.
It looks like C&C will be debt free soon.
They managed to get the debt from 362.3m down to 191.3m in a year, from 2021 to 2022
Looks like they will have cleared alot of debt during 2022.
from last report 17th May 2022 07:00
RETURN TO PROFITABILITY: RESULTS FOR THE 12 MONTHS ENDED 28 FEBRUARY 2022
EBITDA profit: €79m = great profit margins even in these tough times
Debt with lease: €271m = debt reduced and cleared soon
Liquidity = €438m
Yes "wreck it" Ralph
Karl be aware in agreeing the previous loan waivers dividends cannot be resumed without agreement of the Loan Note holders. That was 2020 and we are now under further waiver agreements which will be reviewed just after the end of this month. Cannot see divs being considered until debt is below £1b, hope I am wrong as it was dividend that brought me here.
C&C, basically Bulmers and Magners have debts 1/3 of their net assets and incidentally Chaired by one Ralph Findlay late of this parish.
Hi FD20, hopefully Marstons dividend will start again so, the BoD had indicated that is what they want, the debt was holding them back, but looks like they have gotten that under control.
check out C&c Grp (CCR), they are looking good, should have debt almost paid off and can expect them to start dividend again soon too, tons of upside in that share.
Karl when do you expect Dividends to resume?
now heading into Summer expect this share to rally upwards fast.
And expect funds to be buying and holding ready for the dividend payments to become live again.
Come on Mars let’s kick on into the 40s , we all know this is so undervalued & with a big summer ahead not forgetting the rugby World Cup straight after things could be on the up. We must also be on the radar for takeover targets but the big boys know our true potential & value so stay away unless you start the bidding at £2 GLA
indeed, looks like good consolidation of share price and platform formed.
Spring/Summer revenue season starting, the stockist will be buying from Carlsberg Marstons, and we now have many sunny weekends and bank holidays to look forward to as the first real post covid year.
considering the concerns around costs, its good that Carlsberg/Marstons are consolidating their estate to maximise revenue and profits.
the sale of the brewery and the sales of some of the Marstons pubs will give some extra cash while the markets are still low.
overall very happy with this as a investment, solid business, limited competition, tangible goods.
Tech and Energy profits will be pulled and directed into entertainment ready for the rise back by funds.
As predicted when the JV was confirmed, Carlsberg, who is the senior partner, will gradually dispose of the Breweries Marstons had aquired. Which is next on the list, Wychwood,Jennings, Ringwood or dare one say Banks? Carlsberg have history, just look at Tetley.
Centralisation can be a good thing, it can also be bad for Local services and of course Staff.
It will be good to see the net consideration, Karl, do you have it amongst the SP projections being suggested, which may suit a Trader but are OTT, imo.
ultimately = extra cash injection to carlberg Marston
consolidation of brewery estate = cost reductions and increase in profit margins.
fair value share price should be around £1.6 even if the debt.
ex debt looking at £3 a share.
ultimately = extra cash injection to carlberg Marston
consolidation of brewrey estate = cost reductions and increase in profit margins.
far value share price should be around £1.6 even if the debt.
ex debt looking at £3 a share.