Member Info for fairdealer20

Staylong, I tend to agree, Oliveira is clearly a distressed seller, the fundamentals here have changed little with MSD etc. Suspect Oliveira will be selling at closer to 60p than 65p, which given his holding is going to take a while to clear.
It would be interesting to know what other holdings Oliveira has in his portfolio?
LTH's here have just got to sit tight.

Exploration,
Interesting stuff. Algy has not lost the zest for exploration ( sorry for the pun). Alongside Michael Spencer who has a major holding in both Deltic and Cluff Energy(Africa), they could make Deltic appear slovenly??.

Exploration, thanks for the link. All I am getting is ASX and webpage for Invictus oil. Cannot access any reports.

Is Algy involved down under in a proactive way?

Jimster, at least you have the guts to admit being a Trader. Traders in my experience do not tend to care a jot about the future of company's with whom they invest (short term). The "Resident Trolls" as you refer are a tool of your trade as your friend SC has admitted. At least do us the courtesy of acknowledging our background knowledge of MARS. Many of us here are LTH and came in on income (Divs) not short-termism.
We are different and opposing animals. The use of the word, Trolls is a demeaning title which should be replaced with a substantially respectful title.

Are you sure the software is'nt shorting? Do you have a robotics engineer on site. I do not wish to use the term AI as that would be a step to far!!
Can see Arnold (Schartzennger) has a lot to fear!!!

jimster as a bot, does your memory files access the wider events, both dark and otherwise that have afflicted MARS and the rational thinking employed by what must be automated ( passed) Execs?
Would you rather rely on facts both open and hidden, some of us here have filed cerebrally, for some years?

shandypants, have you missed the boat???

Trent, wishful thinking on the part of SC. The opportunity for a take-over was well and truly kicked into the long grass by RF in January, when he had not informed Shareholders of the approaches/offers made by Platinum in December last year.

The company has too much baggage now

barchid, I think the RNS and the award details which will be published in the annual report, need reading carefully. I read it that although the "performance" awards are based on 67p/share they are without cost. In others words a gift.
That is how I read it, but please correct me if wrong.
Whoever contrived this scheme is only thinking of the execs.

AIMO

schwee whereas there is some merit in your analysis, shareholders have one man to blame for the in debtedness further added too by the enhanced property values last year and the year before. There must have been reasons for the enhanced values and one does wonder how Bondholders are reacting now?
Curiously the culprit is now an Exec with a Property Company, but then I guess he has incredible skills, which unfortuneately PI's here are having to live with!!!!

The headlines paint a fair picture, however on initial analysis these are points that strike me.

Even after the capital reciept from Carlsberg (>£225m) the company recorded loss B 4 tax of £100m.
M&B recorded loss B4 tax of £42m

MARS still owe >£150m of the facilty to see them through the pandemic.
M&B have repayed, in full the facilty to see them through the pandemic.

MARS have had external revaluation of estate (previously undertaken internally). That revaluation is £1.9Billion, £102m lower than previous and resulting in an Impairment.
M&B estate Re-valued externaly. Value amounts to an increase of £150m above previous yrs valuation.

Contribution from CMBC is interesting. MARS share (40%) amounted to a loss even after reopening.

Barchid, the contribution from Brain's interests me and am endeavouring to dig the numbers out.
What is clear sales increased overall by 102%, which will include the contribution from 107 Welsh Pubs.
Using the number of Pubs under Marston control (+- 1500), the numbers do not seem so good.
102/1500 x (1500-107)= 95%
Unless the Brains Pubs performed badly (probable) the figures are not so good.

The statement " Plan to reposition 290 food led Pubs", does this mean we are going up market???

The offer/approach from Platinum earlier this year could well have given Shareholders fair value had the offer been better explored.
The Dividend is passed ( no surprise there).

Analysis of the accounts continue

debarra they are playing mind games to scare weak minded investors. Best ignored.

All this talk about lack of information may be for good reason. I maybe wrong, but has any of the concerned PI's emailed the CEO?
That would be a good place to start if these nay sayers are genuinely concerned

Providing they match M&B's performance, they will be satisfactory.
Apart from accounts, the market is likely to mark down ALL hospitality stocks this coming week. The impositon of mask wearing in shops and Public transport, is very likely to be extended to Restruants, Pubs etc as there is a growing belief of inequality within Retail businesses. You can go into a food store for 30 minutes and must wear a mask. Go into a Pub for 2 hours and not required.

I do not agree with the whole phylosophy in handling this disease. Sooner or later it will be fully realised the disease must run it's natural course, can we really keep returning to the same control mechanisms, which imo create as many problems, healtth and otherwise as allowing Covid to run it's course.
Markets do not like this constant uncertainty.

Apart from Whitbread we have suffered the biggest fall today in the sector. Have whispers disclosed next week's figures?

barchid, did think of you and wondered if you were already there(SA). NZ announced this week they are opening borders from February, initially for Kiwi Passport holders and for Foreign visitors from April. I was hoping to make a trip even though April is getting into their Autumn. That possibilty looks to be getting doubtful.

Back to Marstons, am keeping my powder dry waiting to see how good the figures are next week. Am not expecting a miracle but there may be green shoots. Although it gets talked about a lot here many forget the brewery is only 40% ours, knowing how cagey Carlsberg is, it will be interesting to see the results from that quarter. It is no secret input and distribution costs have risen considerably.
If we match M&B's performance that will be an achievement.
You are right the Welsh Government have a totllay different approach in dealing with Covid. Restrictions are expected.

A 3rd rate Barrack room lawyer could do better than that!!!!
An Urban Dictionary could help!

Good afternoon

When you choose to insult staff working in the company, which is hardly banter, expect a reaction. Too many here are expecting instant riches.
Suggest you tone down your offensive comments which only serve to indicate the mindset.
There are some of us here who know slightly more about the BioPharma Industry

Have a good day.

Drill... you clearly have no idea how BioPharma's work. There is risk and any new drug/therapeutic process always takes time, sometime years. It is offensive to those dedicated scientists who are researching and developing new procedures. If you do not understand the BioPharma industry, best to avoid and play the horses.

The fear factor is probably the main reason. Make no mistake this "New" variant will spread to other countries. It is all very well halting flights from the named countries, however, and do not be under any doubt, there are and will be travellers who find a way to get to the UK and then bingo, we have the variant here. NZ regarded as introducing the most effective means of keeping the disease out, have failed, so what chance has Europe.
Not a good scenario. Let's hope Christmas is not abandoned again. God that would be devastating.

Trent not a company that I am familar with, but have just done an overview. It does appear odd for a Transport co when haulage services are at a premium.
Maybe they have lost drivers and consequently contracts, who knows. I guess the SP came off it's bottom when the CEO purchased over half a million shares. He either has complete confidence or is building a position
The problem for LOgistics co's they have vehicles and trailers on Leasing agreements, to retain drivers wages have
gone through the roof to say nothing of increased fuel costs.
Would be good to know a few drivers??? Otherwise wait and see

Have posted a profit of £81m to the end of yr (25th September 2021) against a prfit for 2020 of £8m
They have repayed the liquidity faciity of £227m.
All in all decent figures lets trust MARS will follow suit next Tuesday.