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https://www.kantar.com/uki/inspiration/fmcg/2021-record-demand-for-groceries-as-uk-families-mark-extraordinary-christmas
“Meanwhile, alcohol sales rose by £310 million, with options to drink in pubs, bars and restaurants limited.”
Let’s hope that we got a good slice of it
Like Syphilis it never truly goes away (I'm informed by a Navy vet)..........I did actually think over Christmas he'll be back with his strong words of unwisdom and "Strong Sell" options. I guess selling off when he did at 50p shows how doing your own research can often fail.
barchid,
There may be a few alias's at work!!
I commiserate with the delay/postponement of you trip to the Veldt. My trip to NZ has likewise been disrupted.
Lets hope we live another year!
I see that "the man(?) who never gets it wrong" has given us his usual nocturnal message, although a tad earlier than his usual Jagger inspired Midnight Rambler, so now the latest wheeze is gold/precious metals which have been hot for a while, but oddly enough not a word about some of his other apparently less successful forays such as Crapita, down over 20% since he tipped them, plenty of others but we all know. them. Instead he is now the gold guru and will probably advise us that a sovereign is worth a "lunch for two" in the Savoy (as the real gold guru did), but sadly there was no EV charging points in their garage & I suspect lunches there are difficult to price in lockdown ?
I am seriously wondering if he was badly bullied at school, because his digs to us always seem to come after lights out in the dorms ?
A while ago he remarked he was soooo busy in January as he and his wife were in conference deciding which stocks to take a profit on to use the £12,300 annual cgt allowances , the fact that he thought of his old fans at Mars during conference season leads me to believe he might have a few losses to c/f ?
Sorry about straying off subject but with my trip to S Africa now on ice due to lockdowns I just needed that !
I was alittle suprised by that myself abit of a risky move.
taking on dodgy welsh pubs may not be the best move at present when large borrowings need to be paid down.
The Debt pile has been a concern to some for quite sometime. OK funds from the JV have made an impact, however something which appears to gone under the carpet are the Loan Notes which were granted waivers ( for the 2nd time) by HSBC. THese waivers expire in April, the understanding being no further waivers will be considered. That being the case HSBC have arranged, with Marstons agreement( they had little choice), to transfer these loan notes to BNP in Q3/4 . BNP's conditions are rigid with little opportunity to vary conditions.
Debt/Income ratio is going to be sort some company's out. Fuller's. Whtbread and M&B have stronger Balance sheets and will survive/prosper whilst others are struggling.
Dividends are a dead duck in need of resusitation
I'd more worried for the nightclub owners who havent been able to open for almost a year. The pubs are in for a hard time but they have managed to open at points and if they can control this virus the pubs will boom with everyone being stuck in for so long.
I totally agree with you Thriller.
I can see this company asking for more help before things get better though!
I dont mind not getting a divident in the short term if it means a company can survive.
Still very concerned about this company... Debt pile mounting up by the minute, so really can't see any dividend for years as a result of this!
As lockdown ends things may be brighter, but I know most people are still eager to go abroad! Also, don't forget it works both ways too, as people may not come to the UK.
bigger picture, even when UK is out of lockdown does not mean that other countries will be open, so Easter to Summer time there is a high percentage change that Britons will not be able to leave the UK there a lot of money and trade going to Marstons
Interesting that mars and mab are up today?Am i missing something?Nothing odder than the market sometimes!
No just frustated watching the market rise and the same shares dont follow. My best stock that is performing well is stage coach. My big gambe is cineworld.
thriller, are you new to stock investing? It is the nature of the market, what goes up also comes down and vica versa.
To some it has become a casino, some get rich quick others become poor. There is little certainty in this market, too many unknowns continue to emerge which have significant impacts on price behaviour. The only thing one can do is sit tight or if it becomes too stressful, sell up and sleep nights.
I fear there is worse to come. Nerves of steel are required.
AIMO
I dont know what will happen to the share price. I was close to being in profit and now i just have to hold on and wait
Could be an opportunity as the price comes down. Trouble is I am not sure how far it will fall? However my Gold mining shares have made a lot of money in the last couple of days so I could later come in here for some free shares using the profits from those share I suppose taking out all of the risks?
As ever always best I suppose to spread ones account over many shares when the time is right. i.e. Expect travel comps. and airlines to take another hit tomorrow. Suppose the likes of those who do well in lockdown "Kingfisher, Dominoes, Dixons, will do well. " Good luck if you want to hold out here or even top up as the price falls, but use your brains!
Cant see this heading to previous lows as too many positives on the horizon. Guessing 60p lows. Providing vaccine still works on new strain!
well good luck to you all on here ,i may miss the boat on this but a few more weeks of this covid mess and who knows,if it does drop to 50p i will remove shirt and put it on as this will be good in a couple of years
Still a fair way off 50p yet though before you get the "Told you so" balloons out. Today's dip is purely down to the knee jerk reaction from the news of a national lockdown which will recover like it has many times before during this COVID episode. As for RI, I suspected that too however with SA Brains recently being announced who would support an RI with the SA Brains deal?? The SP nearly touched 80p so surely to do an RI it would be better when the price is much higher?
yoyo its heading towards i told you so
Probably tonight at 8pm he will give the news according to Reuters.****** month anyway January so might as well put it to good use and do a full lockdown. Anything to hasten the vaccination program and bring forward Easter time frame.
Will Boris follow?
barchid,
It is puzzling. Why has RF determined an addition of a pub estate below Marston's standards, will add value. Baffles me . Are we acting the "Good Samaritan"?
fairdealer
I fear that you are right, Brains has not been universally accepted as a great deal for Marstons.
Clearly being written up in Tempus & the Sunday Telegraph does not have the same effect that it used to have.