Member Info for KarlTaylor

has Shein taken the shine out of the brand?
seems like the CEO is a too weak to turn the wheel on this ship, expect him to jump within the next 6 months.

okay...
you are all being scoopy doo-ed, apollo will pull the bid next week as MM wont sell due to his ego.
the company reports debt, and MM lines his pockets at the expense of the private investors and seed funds.
this company is leaving more sour taste in the mouth than their terrible myprotein cheap snacks.
the shorts will drown this fast with a race to the bottom.
well done vaulter-guys!

I vote for:
takeover of marstons for 100p a share, so that they can =
the property estate to be sold off to a property development company for housing
then sell of the holding in Carlsberg Marstons back to Carlsberg.

the UK is a dump, and once we go back to the stone age the recent arrivals can feel more at home.

i suspect that MM has requested a bid that apollo wont pay, and this will dump back to the 60.
the company is a part shop, good parts bad brand.

I wonder if Platinum Equity Advisors will launch another takeover bid while the price is so low?
You never know, they could have commissioned a fund to build a large position in the background to sell to them to have a big share holding ready for the bid launch to force it through now.

sounds like a lot of fear on this board, you all have opened the doors to the shorts who will drop this once the Apollo bid gets cancelled next week.
Matt wont sell, his ego is too big, and he has been doing dodgy business running the debt of this company up through renting to himself and other bad faith practices.
so you in the 60's.

just looks very dubious, this company has a lot of grifters

Chile are taking in a lot of Venezuelans are changing up their economy to mirror the capitalist social systems of Europe.
If Argentina can clear out the old guard and stop being so arrogant and actually fix their economy, then combined with Chile the south of south America could become a strong economic region in 20 years.

house prices will start to crash again soon, the big play by the banks and funds is to build massive apartment blocks that can be rent only. This is what is happening across europe, its why the west spent the past 20 years destroying african economies and the middle east, so that the new slaves ship themselves in a cheap labour stuck in rented housing.

all seems a bit fishy.....

results out in a couple of weeks, looks like this has reached the floor, and someone is buying up stock and trying to keep the price down.

sure debt bad etc ect.
however, there was a takeover bid last time, so someone see value.
Given how cheap the share is now, and the developing of the carlsberg relationship, maybe another takeover bid is in the works, maybe Tesco's as they are expanding into pubs?

are you all paid de-rampers? The debt sucks, but is it really that bad?

taking into account debt, the property assets, and the Carlsberg Marston Partnership, what realistic MCAP value would you place on the business?

I personally believe a good fair value is £500m, however I would very much be interesting to know what others are thinking and worked out.

bear market is brutal at the moment, imagine lots of retirees are freaking out their golden pots have been plss3d in.
shorts have a fields day.
on the positive, we are all one day closer to death.

you are looking at things into short term, there is tons of profit in this in the longer term with the macros going back to pre-2020.
even covering debt, to buy up marstons estate (£1b property) and the 40% stake in Carlsberg/Marstons for circa £2b is a good value. The property estate in affect nulls out the debt if
a big fund could easily acquire this using cheap lending facilities to yield a healthy profit over 10 years.

the company isnt profitable because:
A) Their high street retail channel has too small a margin, and online are more dominant.
B) in the B2B Space they do okay, however they have a limited product portfolio.
C) They have made a big loss in some non-UK regions, such as the Nordics due to high business costs.
D) their senior management pay packs are too big compared to their worth, and they have too much middle management.

The big problem with this company is way too much middle management, and hiring too many people that dress the part but are just useless corporate-sociopaths.
From what I understand the company are in crisis talks internally looking at cost reductions and improving relations with vendors to grow their offerings.

this this drops into the mid 40's then worth a look.

until more news of the "potential takeover" this will be prone to dropping more with those in profit selling to take profit while they can.

Marston owns 40% of the Carlsberg Marstons partnership, and owns over £1B worth of property estate.
Currently for less than £300m you can now buy Marstons and asset strip the whole lot to make mega £££££ of profit.
Hopefully we see another take over bid soon, the last one was for 100, so would be 194% profit from here!

as others have stated, the shorts are playing havoc with this share, whenever this looks like it will start moving back to the positive it gets kicked into the dirt.
is there any point for PI to invest in this company? Are the shorts and MM playing a game and screwing the PI to the point of it being too dangerous a company to invest in, even in the longer term (6 - 12 months)?