Member Info for Cacher

Trent, Bamps, I wholeheartedly recommend the Brakspear Oxford Gold. Had it on pump at my local Marstons. Similarly, the Wainwright and Hobgoblin are very good too, and very popular. Thirdman, don't read too much into the end of day trades - as LordAdam says. At this end of the market you'll glean very little from analysing trades. Leave that to the micro caps of AIM. The key here is for MARS to continue to turn in decent numbers, and if my local 2 for 1 is anything to go by, they're doing the right things at the moment. Its almost always packed...

Indeed Graphitetech. There's a huge buzz on Hotcopper and the wider Aussie market around vanadium at the moment. Feels much like it did when cobalt was in the very early stages of becoming the 'flavour of the month' there, and we know what happened with the likes of CLQ, AUZ and many other cobalt focused Aussie listed Co's. This'll be a big year for many battery orientated metals - vanadium especially. As the uranium sector finds it feet again too, AURA is especially well placed across the board.

Thanks Bamps. Appreciate you feeding back from the AGM. I remain confident we'll benefit from these cheap shares in the not too distant future. Happy to add and wait...and pick up the divvy...

Spin off of the huge Haggan battery metals project is imminent... http://www.morningstar.co.uk/uk/news/AN_1513168445894084800/AllianceNewsPrint.aspx

So very under the radar here. Starting to gain some proper interest and traction over in Australia. The UK market seemingly oblivious to the quality and nature of the assets, for now....

Didn't think it was particularly bad overall. Certainly will buy more. Destination down 0.9% on snow (up 1%+ otherwise) Taverns up 2.6%, Leased +2% & brewing +33% Growth continue as planned

Someone on ADVFN pretty certain one is in the offing. Heres the post: john henry11 Jan '18 - 08:49 - 3666 of 3668 Definitely has the feel of a placing. Around 12p imho. They already had joint brokers just replacing one of the brokers to raise funds. Aimho DrMaccers11 Jan '18 - 09:16 - 3667 of 3668 Well Shard are running one currently and that�s a fact

There isn't any investment case for the White Car deal. I can't for the life of me understand what Bell was thinking. Yes, battery metals are in for a bright future, but at the other end of the market! Why invest in what is almost the end user? The real gains to be had are in the early stages - with exploration and development of good quality nickel/cobalt/manganese assets are still in their infancy. Hell, even a stake in a relatively decent lithium asset would have been a better move. To me, this White Car investment says that Bell doesn't quite get it...yet.. Mambare remains the jewel in the RGM crown. Hopefully he won't screw it up.

*uneconomic for Vale in isolation (apologies as on phone)

You can't just mine cobalt independently. Presumably the Vale asset was borderline uneconomic for the most in term she of nickel (and cobalt as by-product) extraction. When combined with HZM's current near term asset, with all the infrastructure etc that would bring - it makes sense. The addition of critical mass to a near term asset will be crucial going forward, and exactly the sort of supply guarantee offtakers will want.

Very good interview, and great potential here. I don't think the market realises just how advanced these guys are, and how close they are to meaningful cash flow. Now's the time to be buying imo..

Surprised there isn't more interest here, given the free warrant distribution later this month

There's life in the old girl yet, it seems! Possible news on all fronts. Semenovsky tailings? Either way, at £5m Mcap this is cheap - notwithstanding the suspect choices in financing made by the BOD.

ASX stocks always suspend for capital raises. It's an ASX requirement to also announce the reason for suspension - in this case for a placing, and that's mentioned on page 2 of the suspension announcement - as mentioned by TheDogHouser. Really, the AIM listing should suspend too, imo.

Yup, MARS left many reeling when they cut the dividend last time. TBH I don't see them doing so again, unless things turn much more nasty.

Just picked this up from ADVFN: Consumer concerns priced in at Marstons says Peel Hunt - HTTP://citywire.co.uk/money/the-expert-view-capita-marston-s-and-ted-baker/a1057510#i=3 The weather meant fourth quarter trading at pub retailer Marston's (MARS) was poor but Peel Hunt said the market has priced in any concerns about consumer confidence. Analyst Douglas Jack retained his ADD recommendation but reduced the target price from 140p to 125p. The shares jumped 3.6% to 107.8p yesterday. Over the past year like-for-like sales increased 1.6% despite the difficult final quarter. "Trading was tough in the fourth quarter, mostly due to poor weather, but we are holding our full-year forecasts, which allowed for this'" said Jack. "Over the next few months, there should be greater clarity on the extent to which weather rather than consumer confidence undermined pub trading in July-September. With the shares offering a 7% dividend yield, we believe the market has priced in it being a consumer problem."

Can highly recommended another from MARS stable : Brakspear Oxford Gold. Especially good from the pump.

IC renews its 'BUY' rating on MARS A lackluster trading update following a wet summer was the latest gloomy news to come from Marston's (MARS) earlier this week. But, while the company will undeniably suffer from any Brexit-related economic slowdown, can this really justify an equity valuation on a par with early 2010, based on price-to-earnings, price-to-sales and dividend yield? Back in 2010, as the market struggled back from the worst sell-off in the past 30 years, the economic pain was extremely real and there were doubts about the very viability of the financial system. We think the market may have gotten ahead of itself in pricing-in woe. Indeed, for its part, Marston's is looking to make £5m of cost savings and remain disciplined on pricing to keep margins up next year, while also slightly scaling back planned openings (15 pubs and six lodges from 20 and 10). That's hardly preparing for Armageddon. IC View True, there is considerable uncertainty about the outlook for the UK economy. But trading at seven times forecast earnings and offering a 7 per cent yield, we think the future is unlikely to be quite as dire as suggested by Marston's current rating. Buy. Last IC View: Buy, 142p, 19 May 2017

It hasn’t been a great year for the Marston’s (MARS) share price, but the pub group’s stock actually moved up close to 5 per cent this morning following an in-line fourth quarter trading update. Across the group’s premium and destination locations, sales nudged up 0.9 per cent, while like-for-like sales across the taverns estate rose 1.6 per cent. Brewing has also had a good year thanks to the acquisition of Charles Wells in June. Management have also taken the decision to slightly curb new openings as market conditions soften – something the market has clearly interpreted as prudent. Buy.

Happy with today's update. Great price to be getting in at for a decent income stock. Good growth potential as the sector recovers too