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Several months back I was very positive about mars getting above 100p, not so now. Well done our magnificent government for welcoming the delta variant with open arms. As for a foreign holiday or staycation, I’ll be contemplating grimly at the Beachy Head Arms.
Great buy in opportunity here today, should see a nice rebound in this SP come Monday (esp if England win!)
This weekend is going to be huge for beer sales, it was estimated that 9.7 million pints would be consumed and that was against Denmark and that was mid-week so predictions for Sunday are going to be interesting - 15-20 million pints ?
https://www.morningadvertiser.co.uk/Article/2021/07/07/How-many-pints-will-be-sold-during-England-v-Denmark-Euros-semi-final
i’m assuming bathe dyock fall is in reaction to the potential for people to be pinged and forced to isolate. I’m also assuming the market is expecting this fact to stop people from visiting pubs . Perhaps today when gov announce changes to isolation criteria things may change.
An I've got me tinnys in cause its Friday an all
Must admit expected Mars to 'recover' a bit quicker like
But hey ho I guess we all get to wait for the actual economic recovery if such s thing actually exists in our futures
Have a great weekendy end as always
The original tinster ( see wot I did there )
Just see the news yesterday, government opening up travel destinations so people now will be rushing to book their summer vacations, perhaps sp is a reaction to the risk of a drop in predicted sales as there won’t be a big staycation as what was initially thought
Whether at home with the mates or in a pub the beer sales are well up! With us coming out of lock down this is just the market playing their tricks of getting cheap stocks and they will buy on the dip next week I am sure.
i.e. My "Esken" where I have a large holding were down earlier and are now up almost 5% in about 1/s an hr. They own Carlisle and Southend airports. Expect a strong recovery from them too once pax.return however the future is also in warehousing where they have thousands of ft. of space in use, and are even building larger facilities. Stay calm.
With England team on a roll and fans downing beer like its going out of fashion, why would Marstons SP be on a downer, It's a crazy market right now.
YoYoMa
You spud manure stocks are building up nicely after a "strong buy" at 94.30p, "might see a big jump tomorrow" & here we are Thursday at 86.85p.
Certainly would have been fired by Murdoch if he ever had a job on the Mystic Meg desk.
Can't do MARS any harm to have England in the final on Sunday night
YoYoMa
Always a pleasure to hear from you about your spuds, & their manure, especially so with your Jim Henson analogy.
I agree we do seem to have moved on from mono, through stereo & now into surround sound.
I see the midnight sh7te hawk still has the pee'ing in the night issue. I am still here watching my spuds grow and they've come on beautifully since feeding them SuperDischarger predictions like a very own organic manure pellets.
This sector is hit up and down the country and even more so in community hubs where I know a few establishments had to close because of the track app giving off a positive alert from being checked in to their venue.
Nice to see a few new names pop up, albeit probably some the same Jim Henson muppet
hope you are all well.
Of possibly more relevance than the night owl predicting, Mystic Meg style, what MARS is likely to do today, there is todays rns re the awaited replacement of the CFO position. She apparently is a long time director and knows the business well, if that is really correct then I feel encouraged. Another issue is what their staffing position is, in London hospitality staff are bid not offered, I suspect that could be true nation wide ?
Charlie -might actually see a big jump tomorrow -if market works on anticipation. Tomorrow morning will be very interesting to see, however I am in no rush to cash in for funds in any case with this one.
In theory this should steadily rise now
All social distancing rules and masks also capacity for pubs to be axed from July 19th. Should be a good week for the industry.
https://www.telegraph.co.uk/politics/2021/07/05/boris-johnson-announcement-lockdown-easing-restrictions-july/
Looks like a takeover target again? Sudden jump et al.
Claire...I have said it before...and I say it again
You seem to have an eye for this :)
Kind regards
The Jimster
buys starting to come in after the sell off.
time to buy and load up while at discount price
FD
I must admit that with the new brewery financial arrangements I am pretty much discounting revenues from there until we see their accounts. I am viewing Marstons at present as a pubco with rooms. I hope to be pleasantly surprised with brewing numbers but am certainly not betting on it. As a lth I do feel that Mars has been less than transparent with events since the pandemic & that, rightly or wrongly, puts me into cautious mode. I highlighted the City Pub no's as they are relevant to Mars performance & I was pleasantly surprised with them.
But as you say, CMBC are surely trading on thin margins.
@FD. Yes, you're right. Supermarket chains are notorious for this.
I'm not sure how the trading update will present itself, but it'll be good to see what the numbers are, however they are presented.
Hope you are well mate.
barchid, Trent, remember super markets will be supplied by CMBC of which we have a 40% share and supermarkets notoriously negotiate wafer thin margins for suppliers.
Sales may well be up which is good for cash flow.
Wonder if we will get direct reports from CMBC?
@ Barchid.
I would expect to see a very similar comment on this in our next RNS, although I would say our numbers may well read slightly better, as income from off sales from the supermarkets would add to the figures. Marston's pubs will be operating to the same percentages as theirs, so those that can't get in to their local, may well get off to Morrison's et al and buy their beers from their. Some are likely to pick some of our brands up too, particularly if they are on offer. I saw Carlsberg advertised in an Asda advert the other day, so there is likely to be some take up there.
Atb.