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and become very profitable long term. However, we don't know if there is going to be more lockdowns before Covid is gone and we won't know this until April 2021. Therefore in the interim period expect this to drop, but double on confirmation that lockdowns are over.
DarkArches Spot on, & strangely enough another poster, I believe it was FairDealer, pointed exactly that out to Tesla man a few months ago, just after their rights issue I recall. Sadly the most prolific poster on this board does have severe difficulties with his memory retention, this has been noted on various occasions. Still onwards & upwards, as they say !
it is very strange that Whitbread are now rising and yet Marstons are down 8.50%? I suppose this might be the fear that as Marstons have said they are merging their brewer together there will be a loss in production and the analysts have seen a negative side to the new Company which is a shame. Especially where so many in here have said this will be a massive company. I suppose they may feel it can take some time to build momentum and get going and larger is not always for the better. Maybe in time after lockdown this share will recover and this will the company some time with less pubs to manage if they are closed?
Not sure what time the news release will be but I am hoping they give more detail than the RNS. Hopefully, they will give the planned structure and re-org announcements. I guess with the national lockdown being released over the weekend this may be pushed to the right. Already I see CarlsbergMarstons.co.uk is now live.
The market has proven to be very resilient at the moment 3 days before lockdown. I feel the chances of a Brexit deal is helping hold up the ftse, but as 2Rein said we might take a hit in London if the USA elections are at an impasse. To be honest most of my shares are all up. Kingfisher, Tesco, M&S, plus Dominoes later (will benefit from the lockdown, Centamin and Hoc ) the precious metals miners will benefit from the uncertainty over here and the other side of the pond, in fact the only share to fall big time is unfortunately Marston's on no doubt pub closures, and possibly less Brewer output as the Company attempts to merger with Carlsberg which appears now to be at the wrong time (just before Christmas and during a lockdown when main production and full value of 100% to the Company would have been beneficial as it was before). Good luck for those grinning and bearing it but we may be down for a while yet I am afraid.
Think we're expecting a knee jerk reaction first thing but looking at the markets is not going to be just the UK, it's going to be the whole of EU. We loaded up more over the weekend ready for the top up at some point this week. With the US comical elections and Lockdown fallout this week will be turbulent. I was reading the Lancet over the weekend and I was very surprised to see the amount of Phase 3 completions already and in the final stages of analysis. With an early date projected for January once passed the Medicines and Healthcare products Regulatory Agency and European Medicines Agency and for vaccine delivery as early as the end of 2020. It shows how the UK is advancing on the vaccine front and that Oxford and AstraZeneca are surging ahead with remediation. We've loaded up and ready for another big swoop on low hanging fruit.
FTSE futures are only slightly down by around 0.45% so it doesn't currently look like stocks will fall by much today, possibly just a slight fall here and there. Lockdown isn't until Thursday so if we do see a bit of a sell off in some of the sectors affected it won't necessarily be until midweek that we might see signs of that.
I have a feeling most of market may take a hit?1 Nov '20
Not just the hospitality sector but also travel, airlines, airport owners, transport companies. However some may go up? i.e. Takeaways, Home diy and hobby comps. I understand sterling is falling already but bloomberg report the EU Fisheries gap is being brideed to try and conclude a deal which might help GBP, and what with the USA Elections coming next week it should be interesting, I have a feeling my precious metals miners might do well? But everything uncertain at the moment.
“20-year supply agreement to have beers provided for its pubs and restaurants” Our current MC is supported by our 40% of the JV value alone. The whole pub division + £273m is then thrown in for free as it stands. Will be an interesting few months indeed.
All I can say is ... tomorrow morning is going to be very interesting for sure!! I also believe it’s going to be interesting to see how all the share prices are going to look! Some big chances to add in the morning I believe but with caution!!
Pitter P - I do not see the numbers making much sense?1 Nov '20
Something is very odd here? i.e. Marstons to have 40% - but are putting in 61% of the labour force? Are the other Marstons old breweries to close? i.e. The article mentions the new brewing company which will take in Banks's and the other Marston's breweries around the UK including Marston's Brewery in Burton upon Trent, Jennings, Ringwood and Wychwood? If there is a transition and the breweries are closing that seems to create a hole that needs to be filled at the time they need distribution out for the "off sales?" Perhaps as the landscape has changed they will have to reconsider delaying the inhouse merger process until after lockdown?
£780m Marston's and Carlsberg brewing deal completes1 Nov '20
By John CorserWolverhamptonBusinessPublished: Oct 30, 2020Last Updated: Oct 30, 2020 The £780 million deal to create a new giant brewing business with its headquarters in Wolverhampton has been completed. Marston's has announced the completion of the joint venture arrangements with Carlsberg UK. The deal was first revealed in May. The new Carlsberg Marston's Brewing Company will be headed by Marston's Beer Company managing director Richard Westwood as chief operating officer. The 1,600 beer company staff are now to be combined with 1,000 employed by Carlsberg, which is known for its lager. Marston's will have a 40 per cent shareholding in the joint venture and a 20-year supply agreement to have beers provided for its pubs and restaurants which will operate separately from the brewing business. Marston's House in Chapel Ash will be the headquarters for the new brewing company which will take in Banks's and the other Marston's breweries around the UK including Marston's Brewery in Burton upon Trent, Jennings, Ringwood and Wychwood.
I see Mr Grove was talking about the R number this morning I do not not think he means his Yamaha no. 46 when he says the lockdown might have to be extended. I have a feeling the only way out of this is a vaccine that is found to be reliable. So it is not going to be fixed over night. We might even need a jab every year like the flu as even those who have antibodies do not have them for long. I can see a nice quiet Christmas coming on in the stable with the Shire Horse. Take care one and all. Time to keep a sense of humour when all else fails.
The problem was not the March lows, but what happened after that. We had a silly rally on both sides of the Atlantic based on the asumption Covid would be gone by the summer in large part. That did not happen and it is ironic that it will not be gone "in large part" by this summer either. To that end expect this to drift lower, but perhaps not fall lower. I can see this at 40p next week.