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Look at the future and the performance of open markets being risk on, perfect storm brewing!
Beware of those trying to talk it in as they will aiming for a quick entry!
HiGSully12,
Why not start off by sharing your thoughts...or even proposing a 'for fun' predictor....you're more likely to get a reply !
ATB
What do we think the share price will be by the end of the week? And then the end of the month?
Lockdown will stop in 5 weeks!
July 4 for normality with guidance
Just think where we would be if this had come without the crisis. £1.30 ? Fairly large holding. I liked the divis and always re invested. Still way under water even though I bought some last year to average down. Pleasant surprise.
I am happy to talk the fool. £50k @ 31p. Call me fool all day long and I'll still have a smile on my face.
Shorters out today lol
Some ex points option 1 which need considering before investment.
yes the world will get to normality at some point but nobody knows how long that will take and if it's extended then many companies will be crippled or liquidated and certainly indebted...
Not invested BTW
Hi nen2319,
Esp. when if you go to https://markets.ft.com/data/equities/tearsheet/profile?s=MARS:LSE
you see that BlackRock's already a shareholder....
Sometimes it's better to keep quiet and be thought a fool than to open your mouth and remove all doubt.
;->
ATB
Sure it will be tough for a time but the world will get over it. Opportunities arise out of adversity as much as that seems really unfair. The weak fail and the strong get stronger. Don’t have to like it but ultimately the law of the many jungles out there.
97.2 to 116.5, let’s fill those gaps
1st post so be gentle:
I bought a small position at 34p only my 5th share purchase, my currently plan was to buy leisure companies in the dip caused by Gov-19. Portfolio is now made up of Carnival, M&B, Cineworld, itv & Mars. I now want to divest my portfolio and I’m looking at Galliford Try & virgin money as my next purchases. I think just for fun we should guess what Mars will close at on Tuesday: my guess 79-84 p
This could prove a rewarding tie-up. Marstons' portfolio of ales is the most impressive in the UK, and Carlsberg should be able to seriously boost export sales. I just hope that Marstons don't lose interest in brewing and sell their 40% share in a couple of years. Both Youngs and Fullers seem to have done well by concentrating on upgrades and careful acquisitions to their pub and hotel estates (mostly freehold). I think this is a good direction to take.
Hamil. Only 1 post and it includes “talk in the City”. You have to love these forums !!!
Hope you're right seaangler but I can't overlook the enormous problems and costs all pubcos and restaurants will face when
the return. reports yesterday suggesting that mens urinals will hve to be replaced by cubicles; cruise lines are saying an end
to self service buffet- likewise could be the end of the carvery found in most Marstons pubs. cant have people queueing
behind each other to grab their roasties and veg from the same dish with the same spoon? also many fewer tables
in restaurants and no shoulder to shoulder at the bar. so fewer meals served and pints consumed. Lots of challenges ahead and all going to be expensive?!
Leppington - the brewing arm accounted for only 15% of 2019 underlying profits
People , individuals and funds , are crying out for security. Somewhere safe to put their hard earned. Prior to Friday that wasn’t Marston’s , far from it. Now it is. They will see this crisis through and by the looks of it come out stronger and with more opportunity. The SP should reflect this tomorrow and long term 65p will seem incredibly cheap. That said there are plenty of shares out there to make money on so spread it around whatever you do, and make sure your heart can stand a rollercoaster ride. GLA
Carlsberg Pilsner, Export, San Miguel and Tetley's are not imported. They are all brewed in Northampton. I'm a wholesaler, and both Carlsberg and Marstons brands sales are booming. Carlsberg at low margin for everyone whereas Marstons brands mostly sell at a premium. This is a great forum, I love the way so many have absolute confidence in such polarised views.
I can't wait to see what happens on Tuesday.
Just bear in mind we have given away 60 pc of the brewing company. So I assume we will only recieve 40 pc of the profits generated. Carlsberg is imported. Pubs are going to be terrible for a while maybe a little too much excitement. We will see. Carlsberg will be n charge. If pubs fail not their problem. Basically split the company into 2 . Perhaps carlsberg could bully and buy the brewing side for peanuts.
The dice are rolling!
And it’s a great feeling !
Fair dealer, I agree with much of what you say. But, while they sold some assets bellow book value, the brewing business was not sold at a discount but a premium and as such the net asset value would of increased.
Institutions will anticipate the dividend being reinstated. 40% of a stronger brewing business is worth more than 100% of an asset that was undervalued within a chain of group assets and is now stronger within the combined distribution network and strong product mix.
We have many on twitter shouting about shorting this at 59p and were stopped out, many will want to take a position and will hope that this doesn’t gap open. What we do know is the market was caught with its pants with a late afternoon Friday RNS. Don’t expect market makers to make the same pricing mistake again as it gets ready for the market to open.
Tuesday is going to be a lot of fun for existing Marston's shareholders. I guarantee you whatever happens, the numbers will not be small. Talk in the City is that BlackRock are going to take a huge position.
My trading says 65.50, Wish I had put more in as I only took a small holding. Thoughts on a market buy now to add more for opening on Tuesday or wait and buy after opening.
My trading holding actually says bid 85p