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astro, as a Venture Capitalist who vets up and coming New Companies ( unlisted) I know what is speculative. TGR do not come into that catagory as any company who have ties with a Blue Chip and Accreditation with EU has massively de risked.
Mentioning the companies you have does little to project your investment acumen. Rolls were on the verge a few months ago and was a big worry to some serious investors I know. BP, well remember the Gulf Disaster. Tobaccos were a place of last resort but not so these days unless they can into Cannabis as IMPS seem to be.

Do;nt be offended but speculation is qualified by degree of risk. There is always risk with any investment....never invest more than you are prepared to lose, and always do your own research. Too many listen to Twitter, posts on these boards and even down the Pub. Ignore it is your money at risk not theirs.

I invested here because realised along time ago Graphene is a miracle material.

Some interesting posts here today, much wishful thinking. Forget any merger/takeover and certainly not at 120p.

As mentioned the board rejected an offer just over 100p from Platinum, in January. Since then Marstons agreed a Management agreement with S A Brain. The number of pubs to be managed mysteriously reduced from the initial statement.
Marstons only own 40% of the Breweries basically managed by Carlsberg.

Any offer would omit the Brewery, a considerable asset.
Investors should be aware any imaginary offer through RF's New post would not succeed for this reason. C&C is part of the Heineken Group, a much bigger brewer/supplier than Carlsberg, the Monopolies Commission would block any merger/takeover.

The hospitality Sector generally is in a mess. Apart from Whitbread, companys in the sector are down around 20% since July. Whitbread had the foresight to bolster it's balance sheet with a significant Rights Issue last year, some thing some of us believe Marstons should have done.

The Trading Statement next week will make interesting reading, but do not be under any illusion. Others in the sector have posted dire figures. Any comparison with Revolution only goes to show how a relatively small Pubco can adjust in the current climate. They only have 56 pubs.

GLA, but do'nt get swept away with the euphoria being generated.

DYOR

Not what I have seen elsewhere. Sometimes data analysis has taken months. But read the RNS regarding completion of the survey, which makes clear further survey work may be required.
I am not a Geologist are you, draft? Perhaps someone here who has the technical knowledge can provide the answer?

Genghis, with respect don't teach your grandmother to suck eggs. Speculative in my book involves capital being invested in often good ideas. As in EIS and SEIS companys which may or not become profitable.
TGR are involved with the next wonder material which has been known of for many years and to be involved with Rolls Royce among others should iliminate most of the risk or in your book speculation.

You should examine your use of language, that is insulting.

My question was directed to astro who by virtue of his/her silence cannot answer.

Survey completed on 14th September. Data can usually take several weeks to interpret and cross check. To expect preliminary results within a month is wishful thinking.

astro999,

Please explain why you consider TGR a speculative share?

As a LTH who posts very rarely here, I do not want to keep reading about what appears a playground squabble.

I do take exception to being told...." it is part of my job to get people to take responsiblity for their actions". That statement is offensive and only betrays the way a Teacher treats pupils. We ARE NOT PUPILS. Cut it out.

Suggest you 2 make an appointment at a local gym and keep your gripes away from this board.

Many investing in the Hospitaility sector are just realising as of last week the reduced level of VAT ended and is now back at 20%. That is inflationary but not sure if companies will increase prices to protect margins or try to absorb. It is a conundrum when viewed against the pressures on personal disposable income.
The lean and fit will survive and profit.

Thanks claire. I did know but not sure mysteryman knows. Bulmers, who I know very well, are part of the Heineken group.

The other question remains. We have no confirmation of RF leaving the Board of CMBC where there could now be a conflict of interest, plus the constituion of of CMBC requires 2 board members of MARSTONS to be nominated to sit on the CMBC Board, which would bar RF. Shareholders should be advised of the position.

Speedking, from your inside knowledge now Ralph has gone to pastures green, has he resigned from the Board of CMBC?

By the way which company has he taken up a Non Exec post?

barchid,

Thanks, I see these boards as a way to express knowledge and opinions which readers can ignore. It never ceases too amaze me how little some posters know about the company that they post. Many have an agenda I could count on one hand subscribers who post on these boards who do not have an agenda but solely to inform. There are also some very clever and articulate posters whose power of persuasion knows no bounds......I would not trust them with a barge pole.

I have noticed since the start of the pandemic, a New breed of so called investors have emerged and seem to treat the market like a casino. When multiple increases do not emerge quickly they become angry, but fail to understand never to invest more on the Stock Market than are prepared to lose. A very sound maxim in my book as is always do your own research before investing.
In my younger days I was always eager to learn from Elders who had far greater knowledge. I am still learning but more on human attitudes and expectations.

smarty am one of the fortunate few who works for pleasure giving those who want to learn,the benefit of my knowledge and experience. Some do'nt want to learn and a few are more at home being sarcastic.

Now the furlough scheme has ended there will be 1000's who have forgotten how to work.

Accounts are due to land any day. As predicted months ago, they are not going to look pretty.
How the Brewery results will be reported remains to be seen. Berenbergs have given Carlsberg a double down grade to Sell.

Every Hospitality company have/are releasing bad figures, Marstons will be no different. The seasonal up-tick may improve foot fall, but in every case majority of Pubcos have some huge holes in their balance sheets to fill.
Whether or not a seasonal effect does transpire depends on a range of issues, product supply, transport ( a lot of beer is tankered around from brewery to bottling facilities) , dray-men are drivers whose skills are much in demand, power costs will inpinge on margins, and staffing.
The desparate way and effect energy costs are going to impact on disposable income is going to create even more problems for the retail and services sector generally.

Can see Hospitality Co's SP's heading south in the short term. Longer term depends much on the issues stated and importantly individual company's debt management.

Masterblast.
Are MSD dopey in your knowledgeable experience?

I beg your pardon. People in glasshouses!!

draft if you believe that why are you invested here or is that fact a secret?

Strange how the Gas market has surged ahead and most commentators agree prices will remain high for a considerable time to come. Yet even with Shell and Cairn as partners Delt's SP is moving at a snail's pace. What or who is controlling what must be a latent money maker??

........the 1st tranche of options can only be excerised 1 year after the base date, i.e. September 2022 at the earliest, providing the SP has reached the defined level.

All in favour of incentives, however for Execs, and this is for them, the minor staff are granted few in comparison. The CFO has been in post a short time and all Execs have generous remunerations.
Targets are set in order to exercise the options which are valid for 10 years from issue, can be excercised in 3 equal tranches 1 yr 2 yr and 3 yr after award, providing specified increases in SP is achieved. This can give some PI's a little solace, but not if your average is closer to 3p. Michael Spencer's average is over 3p.
It should be noted existing options have not been excercised because the base SP on which they are set (2.75p) have not reached the incrimental SP target value. Those options were set just over 2 years ago.

It is interesting the Options base price has been reduced. Do wonder if major holders have been consulted or have the remunerations committee conducted a back-scratching exercise?

Hydrogen is already being used to power Buses and a limited number of cars. Most major energy producers including Shell are developing and producing in limited quantities. Equinor are developing a huge faciltity on Humberside to produce Hydrogen.
Natural Gas is required to produce Hydrogen. Methane being the basic gas to produce Hydrogen.
The use of Hydrogen is nearer than many think and Natural Gas will be needed to generate the Gas.