Member Info for Supercharger

What a load of rubbish from unfairtrader yet again. Mr Bailey doesn't somehow want the Pound to stay up against foreign currencies to reduce inflation does he? I think you are confused and have had too many Baileys yourself to be honest. Yet again not reading the official posts, just picking out where you feel you can be negative. The Company have already said 2014 is a growth year and we are very much looking forward to a new direction with new management and the new contracts in place and a move to increase franchise establishments. You criticise the old Management and the new before they have even got their feet under the table does not surprise anyone.

For the London Market they follow Powell more than Bailey - lets be honest and the "US" inflation rate is not far off the 2% target rate now. Hows Bailey doing? Never mind maybe he acted too slow to begin with.

MAB -announced increased costs vs Mars who have hedged and maintained their own costs? Or to supply where we have in house drinks on call. Now we also have ECO of scale with Stonebridge to Mars benefit it seems too! Inflation far less today in the Euro, everyone is now asking when will they drop rates? See cheaper rates coming here soon too? Shame market marked us down on MAB, and increased fuel costs on OPEC cuts (which won't affect a fleet of battery powered new lorries at Mars perhaps), and we should have been looking ahead to cheaper rates, growth sectors and beneficiaries of comps with loans that can/will be renegotiated on even better terms? Never mind!

One should always look at the investors. i.e. Toscafund Asset Mgt 27.80

Strategic Value Partners 8.97

Harwood Capital 7.98

Mr Richard I Griffiths 7.17

JPMorgan Securities 6.02

Cyrus Capital Partners 5.24

Hargreaves Lansdown Asset Mgt 4.53

Lombard Odier Asset Mgmt 3.60

Schroder Investment Mgt 3.30

Polygon Investment Partners 3.24

Maybe those on here know more than all of them collectively together. Or they have at idea on the value now and future value of the Airport at Southend. I hadn't realised they still owned Carlisle either although I know they were at one time wanting a freeport there to serve Ireland and Scotland. GLA

Pro-active investors have recently commented on how this Company is worth looking at compared to its peers.

Peel Hunt have also upgraded this share. As have my own broker who is the biggest bank in the Uk and one of the biggest in the World. They have moved their pointer towards buy or strong buy which means the majority of their brokers see this as a buy. We have time on our side as we move into 2024 I agree but this Company is coming back and a great option to add to the portfolio.

Statements from the Board and the press point to 2014 becoming an even better growth year and the company is now producing profits big enough to reduce debt and is working to increase annual sales to be over £1 Billion. (i.e over net debt.)

The brewery I agree has become even more of a success with its recent signing with the operator of the largest number of Wine bar /Pub outlets in the Uk.

I see the pub side merging with Stonebridge who no doubt would like to get back some of the profits made from the brewery as Marston will, and the Brewery extending contractual agreements with other outlets. In fact a lot to look forward to. One has to read the Company statements which are made approved by their in house legal counsel for being truthful statements, which is why some are possibly played down.

Rather than look to everything being negative some will look for opportunities as Results said they are talking to a number of major airlines about expansion and new routes for next year. Erh why would the Exec from Birmingham International airport whose expertise is for new routes join the firm then if a complete loss?

Worth holding a few of these shares to provide some speculation i.e. if one wants to accumulate and balance a portfolio. Every share carries risk. Without any risk one does not earn - if one carries a loss this can be offset against gains. This year we do not want too many gains based on the changing CGT thresholds. Everyone to their own.

Very in depth accounts which do not show the true value of an idea in value of Southend Airport? How much value can you put on an airport that must have a large amount of prime land which could go up in value if they say "they are talking to a large number of Airlines about expansion to routes?" The desperately need more income for sure and I was also surprised of how many other assets they have held, but they have enough cash to continue for the time being, hopefully interest rates will come down, and this could all change over night. I live in hope my gut feeling is this will succeed in the end, and someone will see this as a great opportunity. GLA.

As LSEnd main sponsor looks good for Easy J -they also refer to expanding Euro flights and Easy holidays. Record H2 results too. Shows the segment to be in a recovering mode. (Rolls -R look far better now too).

Not seen the new routes expected yet! Apart from some new winter routes being extended into the summer!

Now employed by Ocado - hardly a failure! May have been brought in by the administrators at Debenhams (as a qualified accountant) but she will also know how to keep costs down. Her appointment is to be in charge on the remuneration committee? The Chairman has employed therefore a new CEO who worked for an entertainment empire that was sold to the Danes? Also a qualified accountant who is used to accessing a business worth whilst controlling costs? Erh either for expansion or sale following an approach me asks?

Chairman appears to be continuing to bring in new talent to help run/maybe expand the business :-

Marston’s PLC is also pleased to announce the appointment of Rachel Osborne, who will

join the Board as an independent non-executive director and Chair of the Audit Committee

with effect from 23 January 2024. Rachel will join the Nomination and Remuneration

Committees at the same time.

Until last year, Rachel served as Chief Executive Officer of Ted Baker and is currently a non executive director and Chair of the Audit Committee at Ocado Group plc.

Suppose we can now all look forward to Christmas. (Must have been a very good year so far for Marstons with a massive new contract win, plus earlier the Woman's Football World Cup and the Men's Rugby World Cup.

Lets see if we can recover some lost ground from the past 2 years!

What with business now growing fast going forward with extra investment benefits to corporation tax relief, investment in extra plant to help serve the 3,000 plus establishments from the expanding JV and new partnerships coming, a freeze on Alcohol duty, we can expect growth for sales and a great bargain to be had here on a share price hit by the pandemic of the past but now coming out stronger having reached the other side and making the use of an "open" market where others have not been so lucky and further opportunities exist. GLA.

New President/PM of Argentina helps too, as he has said he wants to ditch the Peso for the USD as a form of currency. This will help Hoch on costs as the cost vs sales will be on an equal footing , rather than have the domestic currency eating away on costs through inflation. Could be very good news for the miner!

Company has already said 2024 is a growth year for sales. Followed up by the Stonebridge deal for an extra 1500 plus bars to be served. Doubling supply from the JV contract.

Chairman appoints a senior exec. from the entertainment field with a proven track record and one where his last Company was sold out to the Danes. Who also happen to be the major investors in the JV, Marston Carlsberg Brewery.

Agree the vision is on more ambition/growth and a possible merger for the Pub side with Stonebridge and or a Danish takeover or both. A lot of recovery will be seen in this share price that has remained low for too long and this is most likely the reason for a change in vision.

Yes agree the market will find the contributions for the JV increasing in time where they have set out employing 100 additional staff and bringing in a larger lorry fleet. This means expansion and increased sales (with an amount set aside for plant that the Chancellor has set is completely take deductible.

Today the rising share price indicates the change of direction for Marston with more ambition, plus the track record for the new CEO also looks like a refreshing change someone whose CV includes some other great Companies.

To continue in English, ...new CEO will look for expansion, he must have sold his ideas to the Chairman. Can see Marston selling their products to the Merlin Entertainment sites soon too.

I am surprised by the fact we have not moved up significantly on the Stonebridge supply deal but this gives an opportunity to buy some more. Feel ditch the discount vouchers in favour of shareholder advantages of divis and growth.

As a shareholder already I like the sound of no discount vouchers, and reduced costs (lower inflation) lower forthcoming interest rates, and a move towards development of the business with a new ahsreaS A SmnAY

Yes new CEO sold out Merlin EntertaInment Group to the investment arm of Lego a Danish Company owned by the Christiansen family? Errh who is it that Marston have as their Brewing Partner, erh Carlsberg? Who owns Carlsberg errh the Danes. Maybe we can see where this is going, either International or being sold out to the Danes!?

However do not agree with an enhanced Board remuneration package based on results.

Feel shareholders will have fun voting this down at the next open meeting, or show their disgust unless results inprove.

For Carlyle Groups action -seems like a panic from their own senior management team that is changing at the top eversofast, with their own shareholders very concerned about their own performance being honest. Bloomberg spoke recently about shareholders revolts and their change of management at the top where they had been making wrong decisions, and where their own share price has tanked.

With the prospect of cheaper loans coming the likelihood is increasing this loan will become terminated and replaced with better corporate funding under Uk law which is no doubt the legal jurisdiction over any dispute in this case.

Lets also hope the new appointment for the airport from an experienced developer from Birmingham International Airport will bring in new business to. He must have seen an opportunity to join!! GLA.