Member Info for clairesmith

settling back down, hope some people made some money from the last rise.

one final dip by the shorts and mm, then load and hold.

Improved guidance from Marstons:
16-week period to 21 January 2023 were +12.9% vs. FY2022.
Total retail sales up 14.0% on last year and up 7.3% vs FY2020.

40% of the Carlberg Marstons partnership worth circa £500m
The property estate is worth circa £2b.

Great dividend share ready for reinstatement.
The dividend was only stopped due to covid, so expect it to come back soon.
The dividend in 27 Dec 2006 of 28.23p would almost pay for the share at the moment!

The previous 11 Dividend payments equal 38.7, more than the current price for the share:
Interim 2.7 23/05/19
Final 4.8 14/12/18
Interim 2.7 24/05/18
Final 4.8 15/12/17
Interim 2.7 25/05/17
Final 4.7 15/12/16
Interim 2.6 26/05/16
Final 4.5 17/12/15
Interim 2.5 28/05/15
Final 4.3 18/12/14
Interim 2.4 28/05/14

DYOR GLA

expect a great rise in price on the way to the summer:
£2b property portfolio
Pub Revenue: £799.6 million = Profit: £115.4 m
40% of Carlsberg Marston brewery with a potential £500m/annual = £200m

rough potential valuation: £3b
660m shares = £4.50 (ish) a share
so 1000% upside from here, lol

DYOR GLA

let it shake out, its better for long term health and rise of the company.
better for profit takers to leave now

A massive opportunity here, the company assets are worth billions:
40% share of carlsberg marsons,
Property estate worth £2b
for £0.4 you get a share worth £2

of course, DYOR, GLA

still looks like a bit of a cooling off, maybe another few days of playing around and drops.
could see a short take out one more position to force down to gather up shares.

Revenue in 2022, was a reduced trading period due to Covid and costly due to the energy crisis.
As such, we can expect 2023 revenue to be much higher judging by Xmas 2022 12% rise.

2022 Revenue from Marstons Pub Estate:
Revenue £799.6 m
Net Profit £27.5 m

Property and net assets
The Group value of the estate is now £2.1 billion

Carlsberg Marston’s Brewing Company (CMBC) Revenue:
Direct income from CMBC of £3.3 million.
Dividends of £19.4 million were received.
Total = £22.7m

So if we say take the Pub Revenue and CMBC and give a ten-year multiplier we get £490m.
And we still have the Property estate worth £2.1b
this is against a debt of £1,216 million
that gives a company valuation of £1.37b

So with £1.37b valuation divided by 660m shares gives £2 a share valuation

I think you need to look at the company in the context of the new market, and recent retail adaptations.
Streamlining of warehousing and better logistics, limiting cash being locked into product assets.
Asos is turning the corner to be more profitable, with improved agility for market growth.

Asos is now clearing down old stock to be more streamlined at their facilities.
At the same time, they are making money back to cover costs.

Looking at web traffic we are now moving back up to consistently higher levels.
With the new warmer seasons starting consumers are buying again.
Also looking at employment data, there is still a healthy level of the populations across UK/EU/USA that have extra cash for clothing.
The demographic that Asos sells to (8 to 40 years olds), constantly needs new clothing, and this is an area that they and also parents will still be spending on, instead of big-ticket items (cars, house etc..).

Also now that Asos is getting going again big funds will want to buy up large volumes to hold with the natural move back up.
There are only 100m shares available, very small free float.
For only £40m you can buy up 5% of the company, and double the worth by the end of the year to £80m, based on past profit to MCAP.

Time to lot up :)

yes back in now, thank you for the cheap shares.
I had posted that the price would crash from the upper 900's to the upper 700's with profit takers exiting.
So now this share has had time to breathe and shake off the weak hands it will start the climb back over the 900's again.

best wishes to everyone, and happy love day

so, looks like there was some great tree shaking the past few days, and finally cleared out the sellers.
Looks like a strong base has forme above 800 now.
spring and summer clothing will now start to be of focus for consumers.
expect some big buyers to start eating everything up now we are past the worst market conditions and consumers start spending again

looking good, have now cleaned out any major sellers, and the share price has reached a floor.
looks like a position building in the background.
JP Morgan has given a 165 price target.
Gibraltar Gaming Commission has said it looks like 888 will be safe and keep the license.
And now a high period for sports wagers, with the premier league, champions league, and other sports in ramp-up mode before the summer break.

looking through the sales data there have been a lot of big buys which have yet to trigger the share to jump up, which normally indicates a position is being built to sell at a higher price to a client.
To be able to buy up 888 for circa £300m and get all the William Hill business which cost £2b is crazy.
Expect a big jump in price, as there are no major sellers left just the autos and weak PI traders.

this is going to land back in the upper 700's.
Still alot of holders in big profit from the 500 region that the funds/MM will want to shake out.

Looks like there is a bug buyer in the background eating all the shares up cheaply.
888 share price has had a kicking from CEO exit and the costs of WH takeover, however looking at their expansion and large market share there is massive potential for this share to reach back to the 100 very soon.

A massive opportunity here, the CEO was dismissed straight away as part of the VIP issue, so commercially it looks like no damage has been done.

888 are ramping up US operations and growing out the EMEA offerings.
And now owning william hill helps consolidate the market, and gives them tangible assets with the property estate.

https://www.***************************/888-holdings-plc-57.6-potential-upside-indicated-by-jp-morgan/4121104966

https://www.casinoguardian.co.uk/2023/02/02/gibraltar-gambling-regulator-says-888-holdings-unlikely-to-lose-its-operating-permit-following-recent-compliance-violations/

good day with lots of consolidation, should start to pick up next week and rise back to the 300's

so the answer was yes, it landed down in 150

well, the drop happened like i said.
Still a bit more left to shake, see you in the mid 700 to pick up again