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You ask me why is this languishing at this s.p.,and the answer is too many people seeing the negatives and not seeing the positives around the corner. The big positive is interest rates about to come down,which will save the company money on interest payments,whilst increasing disposable income .
The "negative crap "you mention is not the reality of the situation. The last trading report up to 20th January 2024 gave an increase in trade of 8.8%,maybe you did not read that. 8.8% increase in the midst of a cost of living crisis would appear a very good increase,and it does not take much imagination to see much bigger increases once people have more disposable income from the savings made on interest payments.No imagination at all to see this.
With the national minimum wage going up,interest rates going down,and with people have more disposable income then a return to the pub looks on the cards. More people in the pubs will produce more profit. Interest rates going down will also benefit the company enormously going forward. Positivity is called for.....
From my experience Marston pubs are better than most other pubs ,with modern settings and large attractive beer gardens ,offering very good value for money with sport and quiz nights,bingo and all these things together with extremely good locations and staff training does set them apart from other run down pub chains.
This board is just too negative. The company have a lot of leeway for price increases and with inflation falling and interest rates due to fall ,they are set to do much better. Investors should concentrate on looking at the future rather than harking on about the past. The U.S. sale that is being planned will leave this company a sitting duck for a takeover. I am very confident of a very big rerate from here.
The 10 million was a buy,as the time of transaction was 3.28,and that was the reason for the subsequent rise.....Interest is building!.....only getting stronger and stronger .....Could easily go up to 7p or more this week......and keep rising for many weeks,in my opinion..
If the hold ups that the company has endured did not happen then this would be at least double or maybe triple this s.p. right now!....those investing at these levels are buying into a bargain share which on news will rise to a much fairer value....the short time between todays RNS and the awaited news is well worth waiting for....
Today has shown the support the share has from those who believe the company has a big future and can see the lower interest rates and underlying strength of an eco friendly business deserving support at this crazy valuation...Todays support has hopefully put a floor under the share price from where the s.p. can rise to more sensible levels...
Marstons has unique and special offering that appeals to the new generation,and at this market cap. has to be extremely good value with interest rates about to drop substantially. A big rerate is on the cards,with more disposable income for the target market starting to take effect....
Odds now firmly in favour of a near term multibag....the groundwork for take off completed...only a matter of time,in my opinion.....The economics of the case should see the multibag on the news....Has any other share got the same potential and embedded value,with a near term catalyst?...I do not think so....It has taken to long,but reality of news will give this some legs for a BIG rerate soon.....
I would imagine very few people would have sold on that RNS,as most would realise it was a complete over reaction....Buying in the market since suggests his will rise strongly from here until results.I am confident of good results very soon...
This is far too cheap so the trajectory will be up until results as Investors realise the window of opportunity is closing the nearer we get to results. I think buying will intensify,especially with a buyout a possibility....
Plainly undervalued......Bullish statements from the company regarding prospects and expansion at a discounted price....It will not last long...set for a big rerate in my opinion....a very big rerate is totally justified by all the facts...
That was me. I was invested in SHG and SRB,as both were significantly undervalued with much upside. I sold SHG as I thought the derisory offer would put a cap on the s.p. I suggested SRB was the best place for an investment. I can see 150p this year,and much more next year....