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It's being shorted by:
GLG Partners LP 0.92% 5 Oct 2021
Marshall Wace LLP 0.50% 27 Sep 2021 (new entry)
GLG Partners LP 0.82% 13 Sep 2021
Very oversold now on all timescales. Buying remains robust as it should at these levels.
But volume is minimal
alot of sales and the price drops. are they closing short positions on this at the moment?
i can see them releasing great results, and all of this pull down being orchestrated by funds to get shares in cheap.
So Marstons reject 105 takeover bid and now the stock is heading into the 60's, I think this company needs to communicate more with its shareholders as clearly something is not adding up.
Very disappointing slide since 1st October, 2 sell offs Monday and Wednesday and no bounce, travel stocks have bounced a little but hospitality continues to slide. Give up trying understand market movements, no logic at all.
Marston’s hold 40% stake in the merged firm, which will be named Carlsberg Marston’s Brewing Company (CMBC).
Marston’s will also receive a £273m cash payment upon completion of the deal.
The deal is expected to create significant value through synergies and productivity improvements, with CMBC predicting reported annual joint venture cost synergies of approximately £24m by the end of the third year following completion.
Carlsberg Marston’s Brewing Company will have assets including Carlsberg UK’s Northampton brewery, London Fields brewery, and national distribution centre; and Marston’s six national and regional breweries – Marston’s, Banks’s, Wychwood, Jennings, Ringwood and Eagle – and 11 distribution depots.
It will also have access to Marston’s pub estate for its beer portfolio.
Carlsberg UK brands include Carlsberg Danish Pilsner, Carlsberg Expørt, Poretti, Tetley’s, Somersby cider and the London Fields Brewery craft portfolio, brewed in Hackney, London.
It also holds the brand licences in the UK for San Miguel, Mahou and the Brooklyn Brewery craft beer portfolio.
correction:
Marstons own 40% of Carlsberg Marston's Brewing Company Limited
from the last trading update in July: "Significantly improved trading since 17 May, and better than our expectations"
and dont forget that Marstons owe 40% of Carlsberg Marston's Brewing Company Limited
The end of July trading update was encouraging and with the majority of people having staycation holidays that should continue, there was a fear that pubs would run dry, but if that has been avoided then it all looks positive. GLA
i suspect the annual results are going to be good, and at the moment the MM and big boys are pulling the price down to buy up the shares cheap. looking at trading patterns for the past week this has been no real reason for the drop.
Trading update next week I believe and then the annual results at the end of November, judged on last years finals. GLA
cant really see 70, looking at what they posted last year in the worst time of covid, and that home drink sales have been really good, can see them being in a great position and the share price bouncing back up fast
I sold some of these last week for 83p ish and looking to buy back in again , but it would be nice to get it down to 70p first but that's being a little greedy i think. or just lucky.
from another board:
"Good trading update today from Revolution Bars (RBG), quoted "strong trading performance was well ahead of the Company's expectations for this period"."
Looks like it's heading back up with the market moving back up again
Share took a bit of a hit with the general market pull down, however can see good potential for a bounce
Just topped again another £5K on top of my current holding, sit back and enjoy the profit.
i'm looing at how cheap this is now and thinking of adding a lot more to my current holding, maybe go for a big buy and forget about for a while to naturally mature
Just bought in again first bought in 2016 @ 149p and again @ 123p & 33.9p and sold them @ 82p this Jan. Always liked them and they used to pay a good divi, anyway for better or worse I'm back in. GLA
Many investing in the Hospitaility sector are just realising as of last week the reduced level of VAT ended and is now back at 20%. That is inflationary but not sure if companies will increase prices to protect margins or try to absorb. It is a conundrum when viewed against the pressures on personal disposable income.
The lean and fit will survive and profit.
Happy hour started.
lots of shares dropped at 10am on news of UK shortages, combined with an already downshift in the share price.
it just makes for an even better buying opportunity now to make more profit on the bounce and nature rise up as we move on with the year.
Why sudden 2p drop at 10 am ?
By being a supplier of their own pubs and home drinking, they will benefit more than their competitors would are purely one or the other. Alongside this, their partnership with Carlsberg and being a large organisations with its cost reductions and new logistics channel they are building will make them more efficient while cutting costs.
This looks like a great time ahead for them.
Time to top more and hold, with everything opening back up and the Xmas period approaching, having shares of a drinks company with their own drivers is very good