Member Info for fairdealer20

PB, certainly not bitter. I do not wish to see innocent investors being persuaded to invest with doing proper research. Unfortuneately these boards are full of juvenile investors especially since the lockdown. They are prey for the money makers who do not care less for their fellow man. You have seen one today whose so called facts are grossly distorted, and some will beleive.
It is every investor's responsibilty to do proper research to ensure hard earned cash is not going to disappear and not listen to silver tongued rampers.
Just remember the market is a means of transferring cash from one person to another. Just think about that.

Wolfwatch your post (11.11) is spot on. Some pubs are,nt earning their way . The Crooked House is a Graded Property and will be difficult to re-develop. It is odd that less than 6 months ago more than £100K was spent on the Crooked House.

Talk by some here is quite ludicrous. The current CEO has been with Marstons for several years unless SC knows he is about to be replaced, much as he (SC) knows how well sales are going.
SC. do you have inside knowledge?
The frivilous attitude towards debt is barmy. Lenders have 1st pull on assets. Being told debt is secure until 2025 may give comfort to some, but those who know about debt management are aware reneging on repayments not just once but twice raises Red flags.
The suggestion Institutions will come on board, think again, many Funds are only allowed to invest in companys outside the FTSE 250. Marstons dropped out of that market almost 3 years ago.
Rampers will try to convince gullible investors that everything is rosy, but they are hedging their bets being in WHB.

There are many of us who have seen the slow decline of Marstons, commenced under RF, and hope the future is better.

Come on clever clogs ( simpleton) tell us all about stock consolidation and do not continue this rabid crap you keep spouting.

Come on tell us about stock consolidation and stop the abuse

Gasatapeep, suspect the sells are nervious traders. Have been here as long as you and do believe a consoldation will be beneficial to LTH's once the Penny Merchants have cleared out , which in itself will affect the SP, short-term

PB, not sure Carlsberg see Marstons as having a share in them. It is the other way around. Carlsberg have form when taking control of competitors. The only way their agreement got over the line with Monopolies and Mergers, was keeping Marstons as part of a separate company. Tetleys were taken over by Carlsberg in a similar fashion.
The value of Marstons assets is a questionable matter as commercial properties have, depending on location, limited investment interest. The result of Christie's marketing of 61 pubs will give everyone an indication of the total Property Portfolio value.

PB, it may be a good move for you, only time will tell. There are many investors here at a much higher SP than your entry price.
As Wolf states the management have a lot to answer, remembering they are not in full control.
"He who pays the Piper calls the Tune" Banks agree most things the Board wish to do.

It is still a gamble, which may pay off.

GLA

DP, unfortunately many do not understand the mechanics of a consolidation, which some of us were advocating many many months ago. I suspect those who are crowing are "penny traders".
Anyone who thinks the resolution will fail are in cloud-cuckoo land. Does anyone beleive Michael Spencer and Richard Kneller have not been consulted before this proposal? Think again.
Those who have 2 million shares will end up with 100,000, so guess they will feel less well off. The fact is the share of equity will remain the same.

That is true, Ecologist, only because Traders will become nervious. IMO.

The stock will be more attractive to serious investors when in the 40's

AIMO

There could well be another Fund raise which on past experience, will not favour LTH's. The AGM could be a fiery event.
Penny shares only attract the wrong type of investor, usually. It may be psychological, but higher valued stocks do deter traders to a degree.

That will not please the penny share merchants or Traders. ! new share for 20 existing.

A very misplaced statement. Whitbread is a very much better managed company. It's shareholders are soundly regarded.

Whitbread results are better than pre-pandemic, they are undertaking a share buy-back which will return excess capital to shareholders. They increasing Dividend, oh for Mars to follow suite...no hope as any return to the dividend list has to be approved by the Banks.
Whitbread and M&B made a good decision 2+ years ago when they both raised funds. Marstons did not, RF was too pre-occupied with the Sale of the Brewery. A cash raise at that time would have relieved MARS of the debt anchor which will continue the financial inertia so evident.

Insofar as another bid from Platinium, if last time is anything to go by, the BOD will not inform SHs until it suits them. Do'nt forget as I continue inform, Carlsberg will have a big say in any disposal of Marston's assets.

It could be,as WTB have made clear their intensions to expand the Motel chain in UK, they ( Whitbread) may "cherry-pick" Marstons better sites.
It is all if's and but's,
Whitbread's style of management is superior

AIMO DYOR.

Getting accolades from Sharecast News says it all

Is this company and it's Directors a Joke or taking us for Mugs?
Corporate notice today states company appointing Liquidators who will charge horrendous fees and then if anything left over, Shareholders will get a payment ( some hopes). The Joke of Jokes, the company is being re-named.
You could not make this up??

Disposing of Pubs is not so attractive in the current economic situation, plus Marstons are handcuffed by the JV with Carlsberg. The JV requires Marstons to retain at least 50% of their Pubs based on the numbers held in October 2020. The Brains estate is not included as Marstons only lease those Pubs for 20 years.

if you could not pay the mortgage not once but twice, would your Lender and for that matter you, be worried?
Does that answer your question?

SHAPERITE, we are on the same Hymn sheet. Have saying for months any company that breaches9fails to pay) it's loan agreements, has serious problems. Those loan agreements were based on very favourable terms and yet MARS were unable to meet it's obligations. Now revised terms have been agreed with Loans on a mix of floating and fixed rates. Against this background, it is difficult to see how sound Financials can be achieved without a large injection of capital.

Hope Pedigree continues to be brewed, seems Banks Bitter is hard to find even in the Wolverhampton area.

Karl having been here more than 5 years, short term is only for Traders, not me.
Have seen it all, a CEO who had pretensions of Grandeur, consequently allowed a debt pile to accumulate to the level now seen.
How have you arrived at a £1b valuation of the CMBC company?

The Headwinds are Gale force. How ever patient, the Debt has to be maintained. One hell of a task in the current environment.

larry quite right. Pleased someelse has picked it up. I did not want to keep harping on about debt, which does get ignored.
It is all very well rampers, who are basically Traders, trying to influence genuine Long term Investors.

Stas, would be better to have defined SP levels. As it stands increases in production may or not flow through to a better SP, all dependant on O&G prices.