Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Peakyblinders
FYI been investing since mid 1980s. Seen most things during tha time, good and bad.
Nice mansplaining though.
Good luck
I don’t know about the discount vouchers.
No dividend.. they need to reward the shareholders somehow, reinstate the privilege card perhaps.
Are the discount vouchers ending on 31st Jan ?
No mention within report.
50p, no chance...
Little in the way of forward statement.
I appreciate you are new to investing Mary, but past figures aren't important.
Yep good enough for move back towards 50p
Debt is reducing, sales are up. The sp has declined significantly this year in anticipation of consumers having a reduction in their disposable income. I think this RNS has comments about people not going for the big ticket item (car, holiday I assume) but instead treating themselves with an enjoyable drink at the local pub.
I’m pleased I bought recently and have confidence with the team managing Marstons.
Perhaps that's what is already indicated in the 60% share price collapse this year!
perhaps but topping up if so and selling if some if it spikes up. Rinse and repeat.
Sorry to say, but think results tomorrow will be painful...
Good brand, but debt growing and pocket money getting saved, one to watch for the bottom next year.
Confirmation of Final Results announcement date
Further to the Group's announcement on 28 November 2022, Marston's announces that its results for the year ended 2 October 2022 will be released on Tuesday, 6 December 2022.
Are annual results on Monday?
Totally agree - certainly the staff today were excellent, very friendly and overall they gave the impression of an efficiently run establishment which is a good sign
I can see not only Families visiting the establishments but lets face it if Corporate do's cannot be held in town (due to rail strikes) then many businesses might be booking up for more local Country restaurant's and they will most probably be soon over booked.
Sounds like very good value Scorpio -they have always been very family orientated to me! Friendly too.
Went in my local Mars managed pub with partner to use one of my 30% off vouchers. Very busy for a lunchtime Friday. The food for their sort of prices was very good. A pint plus soft drink and 2 mains was £25 with the voucher. Can't go wrong in these inflationary times
Like so many U.K. based equities share price looks sharply undervalued, a £250 m market cap does not look very demanding.
When the share price is so low in value daily trades can make more of a volatile effect on price. Some punters make use of this to make some serious gains, some Companies such as Nat West decided to consolidate their shares to have less on the market and make their shares less volatile for this reason. However even some dealers will deliberately lower the price to encourage sales, particularly if there is a shortage of stock. The Marston's Board released in my opinion a very encouraging statement and I cannot see at the moment anything other than long term growth and profit returns. So I am not worried at all and see this as another opportunity to buy some more tomorrow if I get a chance but can see following the dovish tone coming put of Wall street, the likelihood is the market will rise overnight in the far east and be up by the time we get up later this morning! GLA and DYOR but do not panic Captain Mainwaring we are not doomed!
Maybe they have 5% shares in the company now and that's the threshold that needs to be declared
What does today's RNS means? What did Morgan Stanley do you? Sold shares or bought? I don't understand but why the SP dropped so much today ??
Well FT-Carlsberg do call themselves "probably the best Lager in the World! ? I have a suspicion in this case that it might be their accountants insurers who call the shots? Maybe we can see fear from the accountants university grads that a Professional Indemnity insurance claim could be coming in and they need to double check before submission for a part v11 transfer which could be good news for Marston's shareholders if a t/over is in the offing as others have suggested? Who knows? if could just be the accountants have a box at the world cup!!
Many multi-national companies have company's registered in different territories for a variety of reasons, usually taxation. The individual results are incorporated into the Main Holding company's accounts. There may be technical issues or as stated and because Auditors are involved, more likely accounting protocols that will give a fair and accurate statement of affairs. What this delay confirms is Carlsberg call the shots.
Meanwhile, another day, another thumping by the markets...down 5 - 6%
F/T. From what I understand Carlsberg is a Danish Company and the JV just falls one part of it. Suggest it will have a number of reports and will be subject to EU rules which may be where there is a problem. i.e. Part of the JV will come under EU rules and the Marston's side will not. There we have the problem? Perhaps? ATB, GLA, DYOR.
Remember CMBC is a Private company and not subject to Market rules. The JV agreement should have protocols in place on Accounts reporting.
Totally agree we appear on paper to be very cheap and I also suspect another offer coming in for Marston's either from Carlsberg of from a foreign venture capitalist as sterling bids are very attractive at the moment from the states. I also can also see for Carlsberg being a Worldwide Company it being very difficult to bring all the foreign currencies trades back in when the currency market in particular has been so volatile. The good news broken this week is going forward Marston's now can see a brighter future based on uptake in both beer sales and bookings.
I thought their might be a bid incoming and the details were being double checked, the revaluation of the estate was curious too