Member Info for KahunaJim

Matt, that's £600k a week, not a month!

agree with you Grumpy, nice potential here, the price is holding up well despite no certainty when it will reopen. The other two Boards I watch have turned toxic despite very healthy short term gains and hopefully more to come. It's a shame what greed can do. I'm only engaged for a bit of fun spending this years holiday money and happy with the results so far. GLA

Careful Triumph, you won’t win that arguement. Not something you should lose any sleep over!

No table for an hour so had a nice stroll along the front, now at the bar queuing patiently. Good atmosphere, great selection of beers. Stormy weather ahead but life is good tonight. GLA

Great idea, suggest you ask them and share with the board. I’ll get to work on my next post now.

I think the point is the recovery is way ahead of where industry experts were forecasting and there is robust demand for UK beer sales.
It will be very disappointing if food led pubs are quiet on a Monday night this August and even more so in this spell of good weather in the south. However that wasn't my experience last week on my first week of staycation in Brighton so I doubt there will be any change next week. Despite this anecdotal ramble, my original post was factual and intended to be helpful. Feel free to ignore it if you believe it is too ambiguous. GLA

General market sales data is freely available in my trade and useful to me when considering range decisions and stock holding. I wouldn't expect to get any specific sales data for the Marstons estate, my wholesalers would have very little engagement with them so they are a competitor. We only buy from them for our Off Trade business so I couldn't say how well the pubs and hotels are performing right now. I will be visiting the Honeystone in Hunstanton tomorrow night to 'help out' for some research. On previous visits the car park was rammed, hoping for more of the same.

On Trade performance read is from one of the major brewers, Marston 's sales are our own sales performance. We are a multi £bn wholesaler. Detail is live as of this week.

On Trade demand now at 85% of pre Covid levels against expectations of closer to 45%. This is impacting brewers availability as Off Trade sales are still in great growth. However Off Trade growth is slowing, Our Marston's sales are +49% last 13 weeks slowing to +9% last 4 weeks. I'm still happy with this performance. GLA

35p?

Suffocating in a mask in Tesco today and listening to the depressing news about UK lock downs and increasing global cases I started to wonder if the entire pub industry would still be in business at Christmas.
I'm off to the Winchester till this all blows over. I don't think this one will recover for another 12 months, but it will. Rapid in home testing will be available in the next month or two that will help control the virus and restart the economy . Look out for the UK RTC announcement next week. Time for a Tetley's I think, gla

alternatively ask the broker then ask Marstons for one, twice. Fingers crossed, promised again in next weeks post. Shame they don't cover Estrella and Shipyard.

seems to be far too much repetition on this site making the real insights very difficult to find. Fortnight staycation starting on Monday. Time to switch off for two weeks and await some solid news on ODX, it's not like I will be reacting to any ramping and I definitely won't be selling. GLA

3 day turn round, aims to be very accurate and would need to be at £89 each but is currently suspended.

other lse boards list trades in time order. What's with the ODX board? Trades in no rational order. Doesn't help inexperienced investors like me! Appreciate all the advice and banter. Similar to one of the other boards I spend too much time reviewing. Same time wasters, egotistics and disruptors along with the wise. I have no doubt this will be as good as most are predicting here and do a lot of good in the process. An answer to my question would be helpful, thanks!

very few posts on bowl so check out ODX page. 536 very excited posts today and similar yesterday about imminent release of testing. Very quiet in mainstream news but could be having a positive impact on leisure shares, hope so, gla

someone tipped ODX on here on Friday which I managed to get on first thing Monday, thank you!

536 very excited posts on ODX today and similar yesterday about imminent testing in UK and around the world. This is still very quiet in the news but could be having a positive impact on leisure shares? Hope so, gla

giantsquid, I agree, pubs will be packed at the weekend and for weeks to come. I fear it will follow the same news bulletins as the queues at Primark, crowds on Bournemouth beach and unacceptable behaviour at recent protest rallies understandably suggesting we are all idiots and irresponsible. It will take a self proclaimed genius to forecast the effect on the share price. But I expect this will follow ;) ………..

I wish, wholesale margins are wafer thin:)

Enjoying the banter and various views again.
Hoping to add some value, as previously posted, Carlsberg import very little into the UK. Carlsberg Pilsner, Export, San Miguel and Tetley's are all brewed in Northampton across two shifts. (Stopped the 3rd shift a couple of years ago when Tesco demands became to damaging and became more profitable as a result). Working for a major wholesaler I can confirm increasing Beer Off Trade sales YTD of +17% (Marstons +33% Carlsberg +27%) On Trade all on Furlough for 3 months. GLA