Member Info for Dinoken

no acquisition news after all this time since placing, with most proceeds still in bank. Had expected more transformational acquisitions by now. Operating loss - was expecting profit. Not all bad, very good growth prospects for next year and sound balance sheet. Panmure Gordon recommending Buy target 9.4 Right now, can buy and sell at 6. Could be time to buy ...

"Its latest annual results, due in the summer, are expected to show losses of �20m". Down from �16m everywhere else. Who to believe ?

Be quite nice for Flyb to get to 40p

HSBC reduce to Hold target 40p

Just noticed today's excitement with Whitbread concerning activist shareholder stake and wondered whether Marstons might benefit from being broken up - guess into brewing and pubs/hospitality. Anyone any views ? Personally, think Marstons is a different animal from Whitbread and that it should stay as one.

Congrats on winning premier league. For sake of Marston's profits, hope you downed as many as I did last year when my team (Chelsea) won it !!!

Meaning Scott's salary and pension. RNS timed on a bury the bad news day (Friday 13th) when triskaidekaphobic investors (like me) are unlikely to dare even looking at their holdings. Verdict on Sat 14th ? Next placing to coincide with first order for Gen 3 - say July ? Hoping for best but cynicism of this placing is very bad news.

I agree with Analyst66 that there are a lot of novice investors on this board. One of them has posted an analysis covering Flybe profitability which completely omits the enormous costs of the IT upgrade to using the Amadeus system ! This system will be implemented over the next 3 years (has 3 year route map) with main implementation in H2 2018 � assume 2019 allowing for usual project slippage. Implementing this system will require significant Flybe human resources as well as ENORMOUS costs for external consultants and needs to be factored into any financial analysis for Flybe. The fact that a new system is essential goes without saying, but costs are not being flagged up clearly just about anywhere, and will have a serious drag on medium term profitability.

Watch this dive if no acquisition news. Cannot have non performing cash in bank for much longer ... Excellent acquisitions to-date. Assuming war with Russia is imminent, phase 1 will be cyber war which TPG should certainly profit from ...

londoner7 - 1) thank you for publishing link which I had missed. 2) wish you had published it earlier as I would have certainly topped up below 100p. Mind you, the placing to acquire CW was 137p so still plenty of scope for large sp rises. For me, thee, the highlights are as below, with special emphasis on fact that the Charles Wells estate covers London and SE where there was no snow (or not much) and full pubs : - Britain continues to eat-out despite closures and weathers. - Over the last 12 months, total sales growth, reflecting new openings as well as closures, was 3.8% for restaurant groups compared to 4.3% for managed pub and bar chains. - The British public continued to go out to eat and drink in February � in spite of the cold weather and the negative media stories around restaurant chain closures. Latest figures from the Coffer Peach Business Tracker show that collective like-for-like sales for managed pub and restaurant groups were slightly up 0.2% compared to the same month last year. - "Contrary to media reports the eating and drinking out market remains stable, as these figures show. The restaurant sector has had terrible press over the past few weeks but in reality, consumers are still eating out. We also continue to see pub operators out performing restaurants.� - Underlying like-for-like growth for the companies in the Tracker cohort, which represents both large and small groups, was running at 1.1% for the 12 months to the end of February, including 0.4% for casual dining chains and 1.4% for pub and bar groups. - However, restaurant brands had a much rougher month than pubs, with collective like-for-likes down 1.5%, in contrast to a 1.3% increase for managed pubs. London fared better than the rest of GB, with like-for-likes up 0.8% compared to flat trading across the rest of the country.

londoner7 - many thx for your excellent analysis - please disregard my estimate of �105m which was derived on the back of a beer mat. For the record, I have no faith in forecasts. Reference was the same Barclays Broker Forecast of �90m that you used but with a tax rate of 15% - you used tax rate of 18%. I rounded in a compensatory manner to come up with �105m tops. Coincidentally, the �108m quoted by broker is the original �90m hiked up by a fifth (20%) which would have been a much easier calculation. Would not have needed a beer mat for that one....

Many Thx Cacher for the posts. Glad you found the sharecast report which I think was probably the main driver for sp hit. Stifel may well have reduced pre-tax to �108m but other brokers have been citing �105m since warning contained in last years trading statement.

Not a singe red trade today. Good news coming ?

Anyone any idea why ? No news/broker notes I can find.

realistic8 - no doubt you were as surprised as I was to read that we are one and the same person along with one other - what an unholy trinity - the antichrist of Flybe apparently. Back to the plot - post Stob - you think Flybe remains a takeover target - which would explain the surprisingly resilient/stable sp - who do you think is interested ? Pure speculative bunk, I know, but have heard mention of dutch and german regional airlines looking to expand aided by weak pound. Stopped laughing when found out that both have some of the same flying pigs as Flybe.

Brokers have pencilled in divi of 7.36p for 2018 (2.9%) rising to 12.91p for 2019 (4.9%) pending conclusion of USA fines for legacy misdeeds. Barclays settled with USA prior to end of tax year but no sign of successful concluision for RBS.

Excellent contract win. Like the quote about giving the army "information superiority." Hope the war chest is spent in this or related areas.

Did not take them long. Looks like a good purchase. "Novartis plans to buy AveXis for $218 per share in a $8.7 billion cash deal, adding a therapy hopeful for spinal muscular atrophy (SMA) to the Swiss drugmaker's pipeline that is expected to reap billions in annual sales".

Martons would benefit from this. In brief, a powerful coalition of bigger breweries is pressuring the government to review and reform the Small Breweries Relief scheme, the tax break that has been credited as the catalyst for the UK's booming craft beer scene. https://www.manchestereveningnews.co.uk/whats-on/food-drink-news/secret-brewery-battle-could-kill-14494840

Hope that Tuesday week results brings positive acquisition news or sp will dive faster than any submarine. Timing of the fund raise was inexplicable. Cannot see the point of raising of millions of pounds without firm purchases to spend it on. Relevant RNS indicated that there were targets in sight but all thats happened is cash sitting in bank for months on end - either spend it or return it to shareholders IMO.