London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Trading update to 3 October due out on 21 October according to rns.
A date for our diaries !
We are not far off a vaccine being made available - most scientists are already testing at stage 3 - before full release.
Marstons appear to have looked to the future with the Carlsberg suggested JV -which will help distribution -Post Brexit.
Recent sales figures from rivals all show an increase over the 1st Qtr as Pubs have since come out of lockdown.
Marstons also unlike rivals sell large quantities of beer from the supermarkets and are not reliant on one form of income.
The current share price is already reflecting the market and over 50% down on pre-epidemic levels.
One just has to wait. I as well as anyone else cannot say when the pandemic leaves us -but it will and when it does this share is one of the best for future potential gains. I am sure fund trackers will come in here once we all know more regarding the vaccine situation. GLA
Lot's of bickering on this thread lol...
I still 'like' the share at this price (i did actually buy higher so at that time liked it then...) I have always said and brought as a LT investment. If ( and it is a big if for a majority of the hospitality sector) Marstons get through COVID in relatively good shape they should have a good platform to capitalize and push on the other side...
It is a risk ... yes. But LT gains to be had IMO.
That said i can see this going lower again before it goes up as the Covid bad news isn't going away anytime soon!
Amazing how the shorters come out now of their holes all together isn't it after we have had such a great time recently-safety in numbers I presume? However I agree with Unfairtrader on one thing his "push me back bike" would be far more reliable if he even had any shares. Never mind.
I see Diageo and Whitbread announced increased recent sales so keep watching and you might be able to afford your first Skoda! Ha,ha. Mind you I see your RDShell are now well under £10 which is what I said would happen. Keep on charging!!
The big bird emerges with sand in his ears!
Oh dear should read Which....Tesla is the 2 nd least reliable brand on the market. He knows how to pick them!!!
Relax and don't fret there are a few on this board who feel this is a short term creamer whilst the majority know this is long term. if you want quick returns look at education providers and mineral sector. DYOR
I am sitting quiet with the majority - waiting for the JV to be confirmed and also watching that unlike the other Brewers Marstons gain pleasure in re-opening such as The Roebuck Harborough that sold so much beer it caught fire!! Just like all those Ferrari and Lamborghini drivers trying to keep up with my Tesla - happy days will be here very soon!!
“Nanu nanu,” “This is Mork calling SuperCharger, come in SuperCharger,
You are quiet...… Hope to heavens you're not out there joy riding your Tesla whilst under the influence of Pedigree. Little birds tell me that watching the Marstons official website is like waiting for this to shoot up to 73p.
This is simple all have to follow their own gut instincts and not those who always bleat negative comments in the hope the share price falls and then they suddenly buy back in and talk this share up. The so called in and outers who will say anything negative to get you on their side, even miss reading RNS messages to get you on their side. Well I am sorry but everyone can see the shorters from the trees. Sow the seeds today and longer term you will have a Mighty Oak -rather than living off others infortune. Think about it if the so called experts held shares (& voting rights) then they would express their comments through the official channels and certainly would not be promoting negativity which would affect their own holding. Everyone can see who they are a mile off.
As said before even Boris has tried to stop the shorts being served after 10.pm. However on a serious note I just wished he stopped the shorts on the share trading business in its entirety. Only that I actually feed off them as if they have shorted it means they will have to buy back in and therefore the share price itself is artificially low and in my book time to buy. Not long to go to have a proven vaccine and then think about it are beer drinkers ever going to go away? Will the largest premium beer/ ale brewer in the Uk with four world beer awards fail. I would rather be in here than most other Beer producers as they do not rely on just one source of income. However if you want to reduce your risks a great time to buy a tracker.
Notoriously keep their head buried, not a bad idea considering the miniscule brain.
The whole Hospitality sector is in seige mode. Hyper ramping is not going to disguise the serious economic pressures on the vast majority of Companys.
We hear nothing about the huge debt pile here (£1.4 billion at the last count) here just a "canny move to get a JV with Carlsberg". Does our astute correspondent regard selling a collection of Pubs to Admiral last Autumn as " a canny move".?
The JV was refered to the CMA by the European Union, any guesses why? It is foolhardy to 2nd guess the outcome...no one knows. The Breedon /Cemex takover was thought straightforward however CMA had other ideas and have required changes to that merger.
Unless I am missing something can see no reason why a Trading Update has to wait until December. Hell we could be in quite a pickle by Christmas.
In these challenging and unprecidented time s, Long term Investors should consider underlying Asset values which with company failures looming will give a degree of comfort. Of course short-termers ( traders) will be making hay so long as the sun shines, providing they keep their eye on the ball. One senses we have at least one wolf in sheep@s clothing, here.
AIMO and please do our own research.
Rick to me in the charts they are already no1 but certainly before the market were "singing their praises" and they liked the news for the price to shoot up almost over night as you will remember.
I see the additional benefit of the JV being what I call a canny move by senior Management to help Marstons get around Brexit and having a deal with a Major European Brewer could be a blessing and certainly an advantage over many other Uk comps if the Brexit negotiations continue with the way if appears to be going at them moment for a no deal. However in the pre-pandemic market they were doing quite well anyway and so even if the deal does not get approved by the CMA (which I feel is unlikely as it could still be agreed with conditions to satisfy those with concerns like a builders planning proposal) then once a vaccine or five is released to the public the share like most of the market will come back fast anyway!
I believe in my opinion once the CMA dealing has been signed off there will be another spike, however whether the ‘spike’ remains just that and falls off again is the million dollar question, all hanging on COVID at present
For transparency: I originally brought in here at 30.1p back in May with view of holding for a few years and got a pleasant surprise towards the end of the month causing me to sell at 65.5p... However, when the share price dipped below 60p I started to buy back in and am now calmly sitting on a loss.
My question: We saw a huge rise when the JV was announced in May but since then the SP has slid massively as time has passed (as have most in the UK markets), so, once the JV completes do we expect another rise or do we think the JV is already entirely priced in and the share price has been driven down purely by factors not relating to the JV?
Investingnewb - I heard from the press office (an official source) that the Carlsberg merger deal is being worked on flat out and as such there has not been any date given for results (just keep watching their official web site for any news.) I understand any results may not be this year until December. As I have said before Marstons do not feel they are under any pressure to release results (which is frustrating to us) they believe the business is sound and only see pressure in getting the merger through and satisfying the CMA. I hope this helps and this is an honest account before anyone says I have insider information it is after an open approach to the official web site. Give it a try and come back to the board!
Investing
I did post earlier this month that in 2018 they gave a trading update on 10 Oct & in 2019 the date was 15 Oct.
In their investors calendar they just say October, no date given. Clearly with CMA & the JV they probably have good reason not to commit to a firm date, hopefully those past dates may give an indication ?
Hi Guys,
Does anyone have an idea when the Q3 results are normally released within October? I know it was mentioned previously also but couldn’t find the post on when we will know the first stage result on the enquiry in to the Carlsberg deal also. It’s definitely going to be an interesting month ahead. Thanks in advance.
Would have thought the cut in VAT to 5% and the continued support to both staff and the Company itself with the opportunity to reorganise the finances that we have a few profit takers. Still we can't go up 7-9% every day and the last few days we have recovered well!
Yoyoma - I forgive you - I like your name actually support good causes?
At least the Govt are trying it cannot be easy for them at the moment but we will come through this.
slight correction to your post (now addressed as Brian Potter & his s****y tesla)
To be eligible they must work 33% of hours given, remaining hours are offset by govt and employee who pay each 33%, thus meaning they will receive 77% of their set salary.
#wintereconomyplan
Minimal VAT 5% for Hospitality sector extended until March next year.
Businesses can spread VAT bill with no interest to pay.
Bus Interruption loan extended to 10 years. Pay as you grow scheme for 6-10 years. Small and Medium business support.
Direct support for staff in work i.e. Must work 1/3 and govt helps fund 2/3rds.
Self employed grant extended.
Thanks Mr Rishi lots to help Marstons and their Pubs here.
I understand we are working hard to bring about the Carlsberg deal so expect results to come out slightly later than we usually do.
Based on your experience you feel this is a sell? With Freeths & Norton Rose Fulbright working hard in the background getting the JV completed you think that 12 Oct results will force this to take a hit? I can tell you this from experience, the set out of most pubs is tight however how many pubs do you know that marstons have are tight on space? They will role play this in many places by design so they know what staffing levels are required and also what level of effort is required for segregation. Do not be fooled by some comments from a manager thinking its all going to be a struggle. Serving via table may take an extra few minutes as is the same process for track and trace, payments are not mandatory via card but preferred due to limiting touch to coins and bringing the customer closer within personal space.
Relax and don't fret there are a few on this board who feel this is a short term creamer whilst the majority know this is long term. if you want quick returns look at education providers and mineral sector. DYOR
Not surprised with Town pubs and City pubs where people are working from home. Afterall who wants to go into a town centre. However I see home Beer sales increasing, especially with sales of the winter warmers and selection beers Marstons group now are producing for a quiet Christmas at home.
I visited my local Marstons last night (Bure farm in Bicester - normally RAMMED in a busy town centre, it was quiz night and it was empty).
I got talking to the manager. They've claimed that sales and daily takes have been horrendously low since reopening on 4th July, and can just about cover the staff salaries, with very little / no profit.
With the changes announced my Boris which come into play from today (Thursday), the main concern that they have is not that the place has to close at 10pm, they can deal with this -- it's the fact that table service is now mandatory for ALL customers. This wasn't an issue for food, but they have no idea how they will be able to handle the extra overheads required to manage the sales of drinks without putting on more staff, and thus decreasing profits even further.
They can't force customers to order via an app either - the majority of cutomers during day time are those of an elderly nature and don't have the capacity to do this...
Earner reports out W/C 12th October. I can see this taking quite a hit...
Have a look at CPI - Capita -Schroders stake building their share increase in two days to over 10%. Another steal at the price shown.
Elon will like that as it will bring them Alcohol sales in line with that "road" tax charged on his cars! Ha.ha. Nil?
Some on here take life far too seriously. I love the reaction to comments on here it is good sport. However the sales and customer confidence increase for Marston is genuine. Keep the positivity going as it saves me taking my Rocket ship to Mars!! Even Elon Mr Chancellor is talking about a cheaper Tesla in the 25k range so we can all have one if you cut VAT on beers!! This will help our friend from Kent not lose his local shepherd neap to another Marstons/Carlsberg takeover.
From your message I get the perception that you are home quite a lot and the most probable cause of your constant comments is that you are lonely individual who relies on the internet as a source of companionship. Not only have you recently posted the amount of shares you have (this I think IMO should always remain private) but now your bragging of luxury cars, luxury disability buggy etc all of which are uninteresting to others. Perhaps your the type that went to elevenrife when the others went to Tenerife. As for the Barnwood leisure complex do not get too excited just yet before you start bounding down in your welfare car the whole build is on pause....sorry to burst your bubble.
As for living by the name YoYo you misread it's YoYoMa and has nothing to do with up and down perhaps a simple google of the name will give you some inner peace rather than built up frustration.