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Just bought in again first bought in 2016 @ 149p and again @ 123p & 33.9p and sold them @ 82p this Jan. Always liked them and they used to pay a good divi, anyway for better or worse I'm back in. GLA
Many investing in the Hospitaility sector are just realising as of last week the reduced level of VAT ended and is now back at 20%. That is inflationary but not sure if companies will increase prices to protect margins or try to absorb. It is a conundrum when viewed against the pressures on personal disposable income.
The lean and fit will survive and profit.
Happy hour started.
lots of shares dropped at 10am on news of UK shortages, combined with an already downshift in the share price.
it just makes for an even better buying opportunity now to make more profit on the bounce and nature rise up as we move on with the year.
Why sudden 2p drop at 10 am ?
By being a supplier of their own pubs and home drinking, they will benefit more than their competitors would are purely one or the other. Alongside this, their partnership with Carlsberg and being a large organisations with its cost reductions and new logistics channel they are building will make them more efficient while cutting costs.
This looks like a great time ahead for them.
Time to top more and hold, with everything opening back up and the Xmas period approaching, having shares of a drinks company with their own drivers is very good
Good shout Fairdealer20, I'm sure we will hear in the next week, Ralph has only just left Marston
Thanks claire. I did know but not sure mysteryman knows. Bulmers, who I know very well, are part of the Heineken group.
The other question remains. We have no confirmation of RF leaving the Board of CMBC where there could now be a conflict of interest, plus the constituion of of CMBC requires 2 board members of MARSTONS to be nominated to sit on the CMBC Board, which would bar RF. Shareholders should be advised of the position.
Ralph is going to helm C&C, which is behind brands including Bulmers and Magner
https://www.thecaterer.com/news/ralph-findlay-marstons-c&c-group-drinks-pub
Speedking, from your inside knowledge now Ralph has gone to pastures green, has he resigned from the Board of CMBC?
By the way which company has he taken up a Non Exec post?
considering we had an acquisition offer at the start of the year that Marstons turned down shows that both major external and the internal stakeholders see massive value and opportunity in this company.
marstons are a relatively safe company, with stable operations and a fantastic new partnership with Carlsberg, this is a great share to get in a hold for gold.
Suspect our friends over the pond will not resist us soon at this silly low price. Also can see RF with his new venture coming here for a tie up!
Last up date very encouraging before the school holidays, and with many staying in the Uk next release no's should be very good!
And they have their own drivers so shouldn't be too affected by that fiasco.
First time buyer today ...looking very cheap ...
yeah the whole sector is taking a hit currently, great thing that Marstons also sell their products in shop other than pubs meaning they are in a far better position that JDW and others.
Combined with their Carlsberg partnership they are in a great place to start a big climb back.
I've just bought some more, seems that all travel and leisure stocks are getting wacked down each week, which is baffling considering the outlook is improving all the time.
But in true ftse style, anything to knock ftse 350 stocks down, its either inflation, stagflation or regulation, you can't win !!
Looks like MM and auto-sells triggering the price down, good news for anyone look for cheap shares to buy and hold to make good profit
Carlsberg Marston’s Brewing Company (CMBC) is consolidating its secondary logistics network into a single inhouse solution for on-trade customers commencing March 2022.
It said this would create the largest logistics network dedicated to the on trade operated by a brewer in the UK.
https://www.morningadvertiser.co.uk/Article/2021/09/09/How-is-Carlsberg-Marston-s-Brewing-Company-consolidating-logistics
Happy surprise - with all the home drinking these guys would have benefited from.... Potentially YES
Most of the entertaining and travel sector is now coming back fast.
The price of Land for building/accommodation is also being raised across the Uk and in time this will have a positive impact of revaluation to he Marstons estate. Sales have increased recently whether on site or off sales and I see this as a great turning point for the Company. As you have said a great buy at his price thanks to the others far more negative!
JDW got damaged as they are solely bricks and mortal, Marston is also a brewery that sells their good in shops / super markets, as such their revenue wouldnt be as impeded
At this price must be a strong buy. Marstons operate their own fleet of lorries and have not notified shareholders of any negative impact at all except from the last statement that sales were greater than expected after re-opening! In fact with most of the Uk staying in the Uk we can expect sales to have increased and if anything had changed to the negative from the last notifications then the B.O.D would have needed legally to have issued a statement or could be accused of misleading investors. I have not seen any negative official statement at all from the Company -ONLY positivity!
thank you for the cheap shares MM pulling down the price today for no go reason
Lets be honest both Un fair trader and Bar the child sing from the same hymn sheet but from where I am standing always write negative comments regarding Marstons and most other comments are unrelated. They must do this for their own benefit - otherwise why do they do it?
Perhaps if they are that interested in investments for the future their time would be better spent elsewhere.
It was no surprise for me to see today Marstons price being down today and when looking for the reason seeing no reason at all for this change to see the standard negative comments attacking those that are far more positive.