Member Info for clairesmith

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

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.

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

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

Tim is not exactly liked by the rest of the pub and drinks industry, wonder if there merchant prices will go up as hospitality industry war commences

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

Boris's payrise is gonna cost this company and their legions of underpaid workers.

850 is a good target price

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.

if it gets back to the low 700's over the course of the rest of this year then will hop back in, but cant really seem much profit from its current price for at least 6 months

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.

JDW are in the cross hairs of other brewery/pubs as a rival in the new consolidated market for labour, and they only did well previously off the backs of low cost immigrants from Europe, which there seems to be less about for some reason....

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

Good shout Fairdealer20, I'm sure we will hear in the next week, Ralph has only just left Marston

Ralph is going to helm C&C, which is behind brands including Bulmers and Magner

https://www.thecaterer.com/news/ralph-findlay-marstons-c&c-group-drinks-pub