Member Info for giantsquid

The country is in a mess, as is the case in many countries, but the fact vaccines are now being rolled out to the masses should prevent the share price here and elsewhere from falling back to their pre-vaccine lows.

The intolerant left accuse anyone who doesn't share their views as being far right. Antifa? Far left. BLM? Far left. Extinction rebellion nutters who blocked ambulances getting through during their ridiculous street protests? Far left. Dead people voting for Biden and widespread voter fraud? Far left. Refusal to accept a fair and democratic vote on whether we stay in the EU or leave? Lefties again. Pulling down our historical landmarks and statues without lawful permission to do so? Lefties again.

It appears the much awaited "Biden bounce" has instead been replaced by the Biden belly flop. The man can barely string a coherent sentence together so quite why the market should have confidence in him is beyond me at this point.

A lot of shares are down today,. Must be the infamous "Biden bounce" the loony left have been promising us all

A unifying and stable president who says if you don't vote for him you ain't black. Yes very unifying that is and not in the least bit ****** and offensive. And where's all the money coming from? Does Joe have a magic money tree?p
https://www.theguardian.com/us-news/video/2020/may/22/joe-biden-charlamagne-you-aint-black-trump-video

FRANKFURT (Reuters) - The head of Germany’s vaccine regulator on Thursday described the success rate of AstraZeneca’s COVID-19 vaccine as excellent, after some Australian scientists voiced scepticism about its efficacy.

Speaking during an online press briefing, the president of Germany’s Paul Ehrlich Institute (PEI), Klaus Cichutek, said there had been some debate over the best usage pattern for the vaccine.

“Still, the efficacy remains outstanding and excellent,” he said, citing data.

https://www.reuters.com/article/us-health-coronavirus-germany-astrazenec/german-vaccine-institute-praises-efficacy-of-astra-oxford-vaccine-idUSKBN29J1KF

The European regulator has already allowed vaccines by BioNTech-Pfizer and Moderna for the EU-wide use. The Oxford-AstraZeneca jab could be approved by January 29

As part of its strategy to obtain as many different COVID-19 vaccines as possible, the EU said it had concluded early talks with French biotech company Valneva to secure up to 60 million doses of vaccine.

https://www.dw.com/en/coronavirus-digest-eu-expedites-oxford-astrazeneca-vaccine-approval/a-56199414

COVID-19: Boris Johnson promises 24/7 jabs 'as soon as we can' - as AstraZeneca on target for 2m doses a week by mid February

https://news.sky.com/story/covid-19-astrazeneca-on-track-to-deliver-two-million-vaccine-doses-a-week-by-mid-february-as-it-calls-for-priority-access-12186734

World Top Pharmaceutical Companies List by Market Cap as on Jan 1st, 2020

https://www.value.today/world-top-companies/pharmaceutical

Azn is the cheapest and easiest to store & still offers a high degree of protection. A dose costs only a few quid (much cheaper than the others) and it can be safely stored in a fridge whereas the others require storage at - 20 Celsius and - 70 Celsius. The world is in a bad place right now. We're not going to do away with the azn vaccine, it'll continue to be rolled out alongside the others as planned. The low cost and ease of storage will make the azn vaccine a popular alternative to the others.

£90 a share by the end of February?
£95 a share by April?
£100+ per share by June/July?

https://www.politico.eu/article/oxford-astrazeneca-to-submit-application-for-coronavirus-vaccine-approval-in-eu-next-week/

https://www.ndtv.com/world-news/us-expects-to-approve-uk-backed-astrazeneca-oxford-vaccine-in-april-2345942

https://uk.reuters.com/article/uk-health-coronavirus-chile-astrazeneca-idUKKBN2931QL

http://globalnews.ca/video/7563715/coronavirus-ford-asks-health-canada-to-approve-astrazeneca-covid-19-vaccine

https://www.abc.net.au/news/2021-01-10/covid19-astrazeneca-vaccine-most-australians-will-get-paul-kelly/13045960

https://timesofindia.indiatimes.com/world/rest-of-world/malaysia-buys-astrazeneca-covid-19-vaccines-seeks-more-from-china-russia/articleshow/79850668.cms

https://www.rappler.com/world/asia-pacific/when-and-which-covid-19-vaccines-are-likely-available-asia

The Oxford-AstraZeneca vaccine makes up the bulk of the 2 billion vaccine doses secured by COVAX, a consortium of 190 world governments formed to help ensure COVID-19 vaccines were distributed fairly around the world—including to developing countries:

https://time.com/5925495/oxford-astrazeneca-vaccine-approval/

UK heading for post-Brexit BOOM after signing 62 new trade deals worth £900 billion

https://www.express.co.uk/news/politics/1377528/brexit-news-UK-EU-trade-deal-latest-boris-johnson-trade-deal-US-canada-australia-liz-truss

I have to say I'm surprised this isn't in the low 40's today. The Dow has fully recovered and is now hitting all time highs, the ftse is still lagging way behind. And now that brexit is done, foreign investors looking for bargains are very soon going to start ploughing big money into UK stocks. Next year will be a particularly strong one for UK investors, the ftse is going to rocket just like the Dow. The banking sector will be amongst the biggest winners in 2021/22.

A prolonged spell of cold, frosty, foggy weather is on the way for Christmas and into the new year. Combined that with probable lockdown in January = an increase in energy useage. Share price should begin to push back up to £9.50+ very soon imo

I think public transport will be the big winners in Boris Johnson's plans for a green revolution. Especially as most people can't afford an electric car and the infrastructure - charging points etc just isn't there yet, nor will it be in anything like the timescales Boris Johnson wants to see. Green buses will be big thing and financially strong companies like Stagecoach and National Express are well positioned to really capitalise. The vaccines have already arrived in the UK on a fleet of HGVs and will soon begin being distributed - it's all upside imo from hereon, the recovery has begun. SGC will hit £1 within the next few weeks imo and probably settle in the £1.20 to £1.50 range in the new year.

Earlier this month, investment bank Goldman Sachs said the FTSE 100 – the index of leading companies listed in London – could end next year above 7,200, the level it crashed through in March as lockdown ground the economy to a halt.
On Friday, it finished at 6,351. Yet this forecast seems tame compared to others. Tony Yarrow, founder of Oxfordshire-based Wise Investment and co-manager of two multi-asset funds, believes the FTSE 100 could hit 8,500 by the end of 2021, and is convinced the market rally that began earlier this month could last 12 to 18 months. 'Maybe the men in white coats will take me away,' he says. 'But when the recovery in the UK economy comes, it will be extreme and the impact on the stock market will be overwhelmingly positive.'.
https://www.thisismoney.co.uk/money/investing/article-8972907/Get-ready-recovery-FTSE-tipped-soar.html

Get ready for the recovery - as FTSE is tipped to SOAR: Revitalised by new hope over vaccines and a Brexit deal, experts say it could hit 9,400
https://www.thisismoney.co.uk/money/investing/article-8972907/Get-ready-recovery-FTSE-tipped-soar.html

FTSE futures are only slightly down by around 0.45% so it doesn't currently look like stocks will fall by much today, possibly just a slight fall here and there. Lockdown isn't until Thursday so if we do see a bit of a sell off in some of the sectors affected it won't necessarily be until midweek that we might see signs of that.

https://ftsefutures.org/

Marston's no longer has the same financial vulnerability the company had back in march and during the last lockdown. It's a whole different kettle of fish now that the company has joined forces with Carlsberg, a £125 billion global giant. Risk has been greatly reduced. Carlsberg wasn't put off by the prospect of further lockdowns - they would definitely have weighed up all eventualities, including the possibility of further lockdowns, and for the deal to go ahead, they're clearly not concerned about the pandemic. The plan will be to sell more Carlsberg products in Marston's pubs so Carlsberg have a strong interest in ensuring Marston's pubs survive and thrive going forward. Having a cash rich partner with a global reach puts Marston's in a much stronger position than they ever were before. The lockdown is only scheduled to last 4 weeks - December 2nd it's due to be lifted. Meanwhile businesses can once again rid themselves of wage costs as furlough has been extended into December and the 20% top up is voluntary. In short, I don't think being closed for 4 weeks with no wage costs is that much worse than being open with reduced footfall due to restrictions and having wages to pay. Taking all this into account, any downward movement, in my opinion, is likely to be very temporary and largely sentiment driven. Considering the JV with Carlsberg, I think it's highly unlikely we'll see anywhere near the march lows again. And don't forget the supermarkets will continue to sell the company's beers throughout the 4 week lockdown, as well as online sales. Very few professional investors would be so shortsighted as to base investment decisions on a 4 week lockdown! The JV is a huge deal and as investors we really need to keep focus on that. And in the meantime, try to look a bit further ahead than the ends of our noses!

It's better to own 40% of a much bigger pie than 100% of a much smaller one - the new company will be much bigger and offers far more scope plus the JV gains Marston's a valuable partner - a global giant with a £125 billion market valuation.

The cash payment of £230m will be used to reduce debt so contrary to Supercharger's claim shareholders won't see the money, that money is a substantial ASSET that will be used to reduce the business's liabilities and put it on a more secure footing. Net asset value = total assets - total liabilities.

In these exceptionally difficult times, a JV with a global giant is about as good as it comes. Marstons is now one of the safest stocks in the hospitality sector with a much brighter future ahead of it.