Member Info for KarlTaylor

relatively cheap price, and a ton of IP and company that can be bought and asset stripped

okay.bye.

last chance saloon for shorts to close, looks like this is gearing up to rocket again.

good news on the budget, keeping tax low on Beer and Cider is fantastic for this share!
BUY BUY BUY BUY BUY BUY BUY BUY BUY

of DYOR and GLA

these new child care rules are clearly to support the demographic of the UK population where both parents work.
And this demographic that need childcare (lack of larger family support, most likely atheist and middle class), spend the most per person on clothing.
Asos will get a very good bump in sales from this demographic buying smart casual work clothing.

the new child care rules = more clothing to be bought by parents returning to work!

all the freefloat shares are being eaten up! this is going to rocket upwards soon!

the settling price was around here, looking at the profit taker burn off.
expect some aggressive buying to happen while the share is still cheap.
only 100m shares, and a very small free float, any decent buys and this will move back to the 900's within moments.

exactly, tech is dead, the wheels have fallen off.
Oil and gas shares are no target for shorts, and with the northern hemisphere entering summer the need will drop.
the real money to be made is not in the USA or EU/UK, its in the emerging economies of the Middle East and Africa. These are millions of people about to move into the middle class like what happened in China. And the biggest spend by these new economies with be personal goods and physical assets.
BUY BUY BUY

i'm working from the point of view that the market still being down is perfect merger and acquisition period.
the new growing economies are tangible experience service and product, this is in line with the death of tech shares (internet bubble 3.0 popping), and there being too many tech companies vastly overvalued.
Now the shares to own are of companies that produce or sell physical goods.

UK highstreet is consolidating more, and Asos appear to be the winner with their online business being deeply embedded to a lot of consumer buying habits.
still looks like a takeover target at this price

results out on the 23rd March.
new UK budget looks like it will be good for beer and cider.
Spring and Summer sale load into stockist is happening.
looking at sales from other alcohol producers Xmas 2022 was a great time.
and with debt clearing, dividend will be coming back.
BUY BUY BUY

DYOR GLA

should get the results soon.
looking like a debt free company making cash.
potential for dividend to be reinstated
record low, a ton of upside from here

lots of behind the scenes buying, using the market drop and bad weather to false bottom the market.
Expect a great bounce Monday!

Thank you for the cheap entry for the ride back to the top!

Declared Per share: 5.35p

Time to load for a nice dividend payment.

nows the time to buy, they are sat on a great property portfolio

reportedly it will make Marstons £40m.
its natural consolidation of their locations, this is the sort of aggressive moves we need to increase profits:

https://reactnews.com/article/40m-marstons-pub-portfolio-to-quench-investors-thirst/

Great News!
https://www.farminguk.com/news/uk-arable-farmers-to-grow-regenerative-barley-for-carlsberg_62206.html

This is good news, shows that Marstons are making sure to review their estate and keep profit centres.
Also this will mean a cash injection back into the group to pay down debts and further strengthen the finances.

Marston's head of estates Judith Rafique said: “Following a routine review of our estate we have taken the decision to offer to market a varied range of property types. This enables us to focus on our strategic objectives and maximise returns from our core estate.”

Christie & Co senior director corporate pubs and restaurants, Noel Moffitt, who is managing the sales process, said: “This is a fantastic opportunity for individuals and multiple operators to acquire established successful public houses across England and Wales.

"The pub sector has been very resilient over the last few years and has adapted well to the challenges and despite interest in the sector there is a lack of properties on the market. This portfolio offers new entrants and existing operators a wonderful opportunity to acquire investments or operate their own businesses.”

Earlier this year, Marston's reported its like-for-like sales? were up 4.5% for the 16-week period to 21 January 2023 compared to FY2020, the last period unaffected by Covid-19, with the pubcos drinks sales outperforming its food sales.