Member Info for clairesmith

Blue.... Or gold! :)

Bit of a mid morning pull down and tree shake by the looks of things. Worth a top up ready for the afternoon bounce up.

@barchild, basic economics, if the Marstons group can buy alot of products cheaper through leverage of bulk deals across their total estate they reduces costs and increase profits. Simple.

Good luck all, and happy 2021

@hads1991, I was having a joke with you. I'm sure the price will spring up and down a bit until April 2021, from which point looking at everything and C19 vaccine roll out we will be in a clearer upwards trajectory.

Thanks Hads1991 for giving the cheap shares back into the market to support new sales.

A great thing about the UK is the furlough scheme has ensured Brits have money still, not like the US where most citizens have been put into massive debt.

Do when people do go back to work they will have cash they can spend in the pub. UK gov will welcome this as the money being pumped back into entertainment will save that sector and jobs plus be taxable to get money into the HMRC pockets.

cookoo12620 you are worried about a small detail, I'm sure Marston's have done their due diligence and have a safe strategy in place to cover any costs, otherwise why would they do this deal/project.

Look at from a good point of view, they have expanded their foot print and more streams of revenue to come their way over 2021 and beyond. Second to that with the extra pubs they have leverage even better mass discount on things like toilet roll and insurance so as a group will make more profit.

This is relatively safe share with a strong future, as Brits like to drink, international travel for a couple more years will be limited/expensive. Marstons are leaving 2020 in a strong potential position.

@barchild, I think for 2021 it's a more than realistic possibility that these BnB will be filled with UK citizen.

Also combine the fact that 2020 was the year that people only got to see family and friends via Zoom, you now have an even bigger human driver for travel within the UK for people to catch up.

2021 will be a good year for Marston's when you connect all the market drivers.

@trent700 the fact of these times is whole ever can survive and retain the biggest foot print will win the market over 2021, and by the looks of things Marstons will be in this category.

I can see the housing market slumping and a general pull back of economy, however pubs and outdoor event space will be winners come summer 2021.

Combined with how limited international travel will be and how expensive international travel will be, Marstons how a large enough retail space to clean up and make some big cash.

If the UK citizen are locked out of alot of countries due to C19, this will mean a higher than average spend in pubs. = Lots of revenue to Marstons

As others have said, Brexit Deal was crap for Financial Sector, and we are about to lock the country down again.

Combined with the fact that alot of retail and entertainment jobs are being artificially kept going by government funds and once that gets pulled we will see massive layoffs of potentially 100k's of people made redundant.

2021 is already looking like a bad year, with less borrowing for houses and business, and more long term debt.

When you buys like this going through there is some strong drive for another leg up:

"35.5717 139,842 Buy* 28.00 31.00 49.74k"

How long till the German and US pile into to this UK stock to buy at discount?

@Gate13 it was only in relatively recent years that we all thought the idea of the UK leaving the EU was bizarre, so do not underestimate the chance of something strange happening.

If anything if weights in a few countries benefit to stop the deal in order to leverage a better situation for themselves from both the EU and UK.

In fact given the situation of post covid, I would say if one of the Mediterranean countries used this moment to block the deal if they can get massive aid package it would be a perfect time.

There are 27 countries that need to review the small print and vote if they are okay with the deal.

The UK needs this deal more than EU.

Once again, this deal can get voted in and be approved, but it's still open to being stopped/delayed. Just be aware of this.

The MM will be pumping shares to lure PI to buy up stocks they have held at lower prices. Beware and be warned.

The fact that the deal is still technically in negotiating phase should be more understood, UK MP and EU Countries have not voted to approve it into law yet.

Of course this can be approved and put in place, however there is no guarantee.

As such investors please be careful and not fooled by rampers and the dark powers that are MM.

A vote by the European parliament to give consent to a trade and security agreement with the UK is no longer possible, given the lack of time left before the end of the transition period. The UK exits the single market and customs union in eight days’ time.

The capitals will instead have to agree to “provisional application” of the deal on 1 January, with MEPs having their vote later in the month. The process can still take up to a week, given the need for the treaty to be translated and scrutinised by the 27 governments.

The Danish ambassador told Barnier that the EU should stick with its final offer. The EU negotiator did not respond. France’s representative highlighted the political sensitivity of the issue for its coastal communities.

Marstons doing this is a big "we will be okay statement", and a great market growth play. If they can do this with a few other regional brands come 2021 pub openings they will be absolutely racking in the cash.

Solid move, taking over chains to make a bigger dominant position in the market.
Increase foot fall to sell product and gain savings in bigger purchasing power.

Can imagine maybe them doing this with another chain in the next few months, and come mid 2021 being in a great position to make lots of revenue.

Shares being hovered up, accumulation in the background to sell at higher rate