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35p monday? No, but over the course of the next few months, 25p.
The real losers in all this are small independently run pubs, they’ll go out of business leaving the large corps to get their business.
I am hoping a panicked market offers us 35p or less to add. It won't last long so grab it if you see it.
50-55p for a start. Our resident trash talkers seem to forget the JV was announced mid lockdown. JV is now confirmed with a shorter Lockdown time frame ahead.
It woudn't be 60p by Christmas if we didn't have a lockdown.
60p by Christmas
GS
''Carlsberg, a £125 billion global giant''
?
As far as I can see Carlsberg is valued at about £15 Billion
Will take some more at 30p. It's an odd one though. I think we all knew it was coming so SP would of declined more last week. MM's may enjoy some shock tactics taking it down super hard, but then it may recover through the morning.
I shall be waiting for the 08:30 trough to see what's on offer.
How we're all gonna kick ourselves in a few years for not mopping up more of these covid victims at the darkest hour. MARS, Easyjet, Greggs, even Carnival Cruises.
Marston's no longer has the same financial vulnerability the company had back in march and during the last lockdown. It's a whole different kettle of fish now that the company has joined forces with Carlsberg, a £125 billion global giant. Risk has been greatly reduced. Carlsberg wasn't put off by the prospect of further lockdowns - they would definitely have weighed up all eventualities, including the possibility of further lockdowns, and for the deal to go ahead, they're clearly not concerned about the pandemic. The plan will be to sell more Carlsberg products in Marston's pubs so Carlsberg have a strong interest in ensuring Marston's pubs survive and thrive going forward. Having a cash rich partner with a global reach puts Marston's in a much stronger position than they ever were before. The lockdown is only scheduled to last 4 weeks - December 2nd it's due to be lifted. Meanwhile businesses can once again rid themselves of wage costs as furlough has been extended into December and the 20% top up is voluntary. In short, I don't think being closed for 4 weeks with no wage costs is that much worse than being open with reduced footfall due to restrictions and having wages to pay. Taking all this into account, any downward movement, in my opinion, is likely to be very temporary and largely sentiment driven. Considering the JV with Carlsberg, I think it's highly unlikely we'll see anywhere near the march lows again. And don't forget the supermarkets will continue to sell the company's beers throughout the 4 week lockdown, as well as online sales. Very few professional investors would be so shortsighted as to base investment decisions on a 4 week lockdown! The JV is a huge deal and as investors we really need to keep focus on that. And in the meantime, try to look a bit further ahead than the ends of our noses!
Supercharger- I like to think the lockdown was already priced in and anyone like myself still invested in Mars knew the very likely chance of this happening, I am here because I see big upside with the JV and would think they are likely to be one of the “safest” hospitality stock. As for the price I think low 40’s for the panic sells then hopefully a steady rise after that if a good enough support package is agreed Wednesday. Fingers crossed for everyone invested
adysm -what is your opinion you do not say? Do you feel it will be the same form as before? or with less income from the JV with only 40% income and where it may take time to get the Shire horses fed it might be worse to get them back on the road? I hope someone tells the Horses that they are not in Denmark and the Horses should be on the left hand side in the Uk? it might be worth avoiding Burton on Trent until they become acquainted.
I had a quick look at the Marstons chart and on 17th March Marstons were 22p? Do you feel they will rise up from 48.30p? I am interested in your opinion? I seemed to remember most others were saying 80p after the JV when with my conservative 73p I was mocked. I will say on Monday we will be 38.40p to get the guestimate/ ball rolling?