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PP thanks for digging out the post just a pity you chose to target 2 posters when several others responded to Oracle1953 thread. Those posts were highly critical and remarked the statement was ludicrous. As for my post on the thread it merely questioned Oracle's thinking state and remined him the asset value supports the SP. This is a position I have consistently stated.
It is also poor form to have not identified Oracle's thread where he claimed the share was worth Zero until the company taps it's shareholders and then there would be dilution. Several commented, I did not as Oracle knows little about the finances of Marstons as do others here.
Even radio 4 is running a story about infection rates levelling out and that cases don’t warrant hospital visits as much as they used to - maybe we’re onto the next stage - persuading everyone back out and back to work. Here’s to that.
It will be back in the 50`s before end of day imo. Long term prospects very good and happy to top up this morning.
I'm quite bullish on this one. I only have a small 4000 share holding here, but still. I think once normality resumes everything will be fine. Who's not going to want to go to the pub to celebrate the end of all this bloody nonsense? The serious drop in sp we're currently experiencing is a perfect opportunity to top up whenever you can.
Another one I am in is SGC. This is Another one I am confident in that I have recently added to. For the same reason. When normality returns, they too will benefit.
Well, at least one thing is clear. Looks like the marstons brokers have given in propping up the FTSE 250 index, so by fairdealers logic, a placing shouldnt happen now. I'm sure everyone is relieved.
Well put mate. These boards are full of people ready to insult and deride those whose opinions don't gel with there own. For me it just means a lot of green boxes.
I’m bullish moving forward as long as we get nothing unexpected beforehand. Based off recent postings I’ve trimmed my holding a little more cautiously in order to take full advantage of any potential RI etc. The risk I now hold however is that if all goes well and suggested doesn’t come into play then my overall gain will be reduced as a result of that. Swings and roundabouts ehhh... core holding will now remain intact until further company updates.
No aspersions fella.
Posted by Barchid -
RE: big fall coming
15 Oct 2019 16:20
If you really think they will go to 27p why did you not impart this esteemed knowledge on us all when they were 130p ?
Or were you perhaps thinking then that they would go up to 270p ?
Kindly enlighten us.
Does every post that doesn’t fall in line with your ways of thinking really warrant detailed explanations to justify such postings. The above shows clearly, that even whilst one appears to be in the know, one is also very much wrong also - over time.
You guys need to remember this is a bulletin board, take a few steps back and chill some. There are going to be mixed opinions. There are also going to be forward looking or backward looking statements based on beliefs rather than the cold hard facts some struggle to see past. It is what is and will be what it will be. It’s just a question of time.
Decided to stop by a pub in the West Midlands after a morning trekking on Wednesday (The Generous George) which looked presentable and was packed with people (socially distanced on tables) but with a good atmosphere. We arrived approx 12:30.
Upon entering I realised it was a Marston pub. I was quite impressed with the uptake of the EOTHO scheme and I must say for £5 the steak and trimmings was delicious. Beforehand, management quickly showed us the COVID protocols and we were escorted to a table near an open door due to the heat (possibly to help with ventilation as-well). Overall all four members of our party were happy with our meals and service and I asked them if we had come on a THU/FRI etc would they have all paid full price to which they said yes (me included).
My point: - I'm intrigued to see what management will do to "improve" the pubs in their "new strategy" when it becomes available as we had a great experience all round anyway at present. Does anyone have any assumptions as I know not all pubs will be the same.
My secondary question to follow holders: - Are you bullish on Mars moving forward or bearish once the pandemic is behind us assuming the JV closes in Q4 and the management view (when released) is as previously stated via the RNS to focus on improving the pubs?
As i said before this is an argument i will never win because you clearly have your claws in deep here for some reason you still fail to disclose. There are 100s of companies in a far worse position than MARS so why not spread your wisdom there? I'm sure there are many companies that can do with your amazing insight. So i challenge you to tell us all what your beef is with MARS? Or are you an armchair troll? Its a simple question is it not, and don't try to obfuscate my questioning as abuse, that's just sad.
And i am so sorry some disagree with your definition of fact, as it appears that you seem to define fact as your interpretation of things. Ill help you by making a 'specific reference' as you clearly failed to see the specific reference made before. This is regarding your comment about why the share price went from 36p to 50p, which leads me nicely onto my challenge you set me. I have never disputed any financial analysis re debt levels as although it may be hard for you to believe, i can read and understand the squiggly lines that we all call numbers. I don't recall disputing posts regarding this, please could you remind us all when i disputed any hard financials? But i like the way you try to divert attention away from your stupid comment made which was the sole purpose of questioning whether you are a troll or not. Very transparent.... please try harder. At least you indirectly or subconsciously acknowledge how silly that comment was.
So the challenge, which i have already explained my reasoning but perhaps you missed it or you need a longer version to understand. So, have you seen the FTSE 250 index? Perhaps you could overlay this chart with the chart of MARS, MAB, JDW, RTN and the general sector? Now unless Marstons brokers have grown long arms indeed and have managed to drag up the entire index just to get a placing away for marstons, your interpretation of the rise is either at best down to your extremely poor analytical skills and bizarre thought processes, or as i stated before a disgruntled armchair troll with a sole aim to dampen sentiment at worst. So which is it? If the rise was isolated to MARS alone, perhaps i would be more inclined to agree with your assessment. However analysing others in the sector, along with the index as a whole, one is lead to logically to conclude that the rise is more likely down to a general change in sentiment from an extreme oversold position. Fair assessment?
So did i pass? Credibility restored? Now lets see if you can manage to do the same.
PP before casting aspersions it would be helpful to have identified the postings to which you refer. Oracle is a pseudonym for a poster who seems to have disappeared sometime ago. Do you know him/her?
Whilst you are trawling posts to give us accurate information, it is true to point out for a considerable time MARS had a trading cycle of low/mid 90p to mid/upper 120's when the dividend was very attractive. Any comparison between now and 2/3 years ago is completely erroneous, as you say we now have COVID and the ramifications that are going along with it.
I'll not bore you with the background financials as am sure you have it at your fingertips and will be fully aware how debt impacts on a Company's ability to produce results Shareholders expect.
Look forward to viewing the posts to which you refer.
The one thing I don’t get is back when this was £1.20 p/s a poster called Oracle posted here and was calling 20p p/s as per BC chat history. Barchild and possibly also yourself flamed him for this and demanded he elaborated on such nonsense - low and behold covid came and that exact outcome has happened. Now we are where we are all of a sudden you’ve both turned pessimists instead and that is what I don’t get. Is there a need for it to be explained ? Most likely not.
Thereality is that none of us can accurately predict the future and in short that is what creates a market.
Thanks, have very thick skin and the nonsense spouted here is nothing compared with abuse I had over on Carrilion more than 3 years ago. That was a high dividend paying stock , until one dug down into the spiders-web of finances 6 months before it finally collapsed. I was a lone voice warning what could and did eventually happen. Ridicule was the name of the game over there, one guy even said I should have been put down at birth. Others who could not count were not quite so abusive. The rest is history and gave me NO pleasure to see dim investors being persuaded to lose hard-earned cash.
After the fall several posters who thought me wrong did have the timerity to apologise .
There are 2 investors, then, who stick in my mind. 1 a pensioner from Yorkshire who wrote a letter to the Times, having invested £1000 of his savings on the basis of the high Dividend being payed which would supplement his pension. He was devastated.
The other a young mother who had been persuaded to use some Public funds recieved, to invest in CLLR when the stock price was pennies. Devastated when the company fell she turned to social media and created a Crowd Funding platform to recover her loss....quite astonishing.
I make it clear now THERE IS ABSOLUTELY NO RESEMBALANCE BETWEEN MARSTONS AND CARRILION. ABSOLUTELY NONE.
It is a pity the Keyboard Geniuses rely on obfuscation and not plain facts or intelligent thinking. Making blanket statements like, "which are not facts" and unable to make specific reference is not helpful.
It would help the posters credibilty to state the methods and backgrounds used by Companies and there Brokers in Raising Funds.
Unfortuneately since the lockdown many of these boards have become infested with "get rich quick merchants" who have discovered it is not that easy and then turn vitriolic towards anyone who dares to identify Corporate Issues which are not going to go away.
We have Geppetto's puppet, who must be a Constructor, is so busy building Beer-Houses for Marstons, he has lost count. At least he knows how many pennies make a Pound.
Triumph a Challenge for you. Specify the Financial Facts you claim erroneous .
A supplimentary exercise , set out, using your experience, the best methods Brokers will adopt to raise Funds for a Company with a High Debt ratio, significant Development plans and uncertain Income streams .
If you are able to take up the challenge without sarcasm or abuse maybe your credability will improve.
I have to say that I, & I am sure most other posters on here, use this board to sensibly discuss whether Marstons are likely to be a good investment or not, so I was astonished to see the abuse aimed at you yesterday in a post that looked as if it had been written by triumph after too long in the sun & perhaps a pint too many ?
When the abuse is personalised, as it was in this case against you, it does nothing to increase our knowledge of the subject.
Let us hope we see more facts & opinions of the investment kind which in the past this board has been a great place to discover & discuss.
Haha fairdealer. 1) No one understands your references; mabye I am too young.
2) Let's all bow to you prowess of factual writing. "Brokers bringing up SP for a placing". Pure masterpiece of factual writing there....the baillie Gifford award goes hands down to you for that piece. A very well constructed, analytical and thought out arguement as to why the SP went from 36p to 50p. Give yourself a pat on the back when you next get up from the armchair. You gained a lot of respect for that post buddy hahaha what a joker lecturing someone else about respect when you write nonsense like that.
I have agreed with your opinions and interpretations (which are not facts) in the past. But you really let your true intentions known with that one didnt you? That was just some pathetic attempt to put a dampner on things. A very weak post indeed...and now you are left with trying to pick up your credibility off the floor.
So I'll ask again, what is your beef with MARS? Or was I in FACT correct the first time in saying you are just a disgruntled armchair troll? I think you are right though Kahuna. I will never win this arguement; this one is far too deep within the grooves of his armchair to ever concede defeat on issues relating to MARS that are percieved as the slightest bit positive.
Pinnochio can you direct us to all these new found outlets?
Do these deals with US and Japan form part of the UK's Trade Talks or are you confused with the licence agreement Marstons have with Shipyard Brewery?
Yep -Marstons have over 2000 Pub outlets and I know a large number are in the Country where no doubt in the "hot" weather most can enjoy the Garden and allowable space outside.
I would still like to see their global beer sales figs as they have recently tied up deals with the USA and Japan where Beer sales have been hitting new found records.
I went to my local town centre the weekend for a night out and it was worse night I had there .I bumped into a few ppl I knew in the pubs but told to sit down with the group I entered the bar with by staff and Doorman. The spontaneity of bumping into friends and having a chat in towns and city bars are dead atm until a vaccine is found and for that reason I will only being going to local pubs. I lot of ppl feel this way and so it’s the local pubs that will thrive and that’s where the hub of Marston’s pubs are . My only worry is the lockdown of pubs for schools rumour going around but I can’t see why the government will lock down pubs during august with the ‘ eat out to help out ‘ scheme still running. If the pubs do close for the schools then the 1st-5th Sept would probably be the tigger date
Looking forward to Marstons overall Worldwide sales of beers to compliment the Pubs reopening.
Share price will soon turn again for the upside in my opinion. Good opportunity to take some other profits and invest in here.
I fear that as more and more links are made between the spread of the virus and pubs, either customer numbers will be restricted and tight social distancing rules put in place or further closures will happen
If the govt shuts down large parts of the economy don’t be surprised if a recession is recorded. We’re coming out the other side of this now so I’ll be holding for sure.
Hope this announcement doesn't put the brakes on the current rising trend. Maybe some panick selling at open this morning?
Somewhere in the middle is the correct end result. i.e. The Western testing seems to be take a long time for clearance. Perhaps the ruskys will help brush some red tape to one side and get the approved vaccine a runner very soon. Either way the Uk seem to have done a very good job of containing and this should help us all going forward. Looking forward to sales figs from Marstons which might even surprise some on this board who now wished they had bought in when we were in the early 40's. I alway felt we would bounce back to 50 very easily and hope the moment will carry one. Fingers crossed. Like most on the board I seem to remember when the Carlsberg deal was announced we shot up to the 70's, and then only fell back when CAMRA lodged a complaint they felt we would lose some Beers. I have read the Marstons press releases and in fact they see more beers coming on stream so I am sure the deal will be sanctioned which will help Marstons move into Europe after Brexit. We have a forward thinking management team here in my opinion. I will not be selling my shares until we are back up to over £1. Good luck to all.
Seems we have another escapee from Billy Smart or a re-incarnate from Fred Karno's Troupe, who is practicing his skills before taking over a role as Donald Trump's speech writer.
If facts are confusing put forward a contrary but factual argument which can stand scrutiny. That way you are likely to get more respect, something which appears alien to your character, Triumph.
Why not mention that to the citizens of Salisbury, they know all about Russian pharma, or do you not remember that occasion ?