Member Info for Supercharger

WIth the supply deal signed for Stonegates pubs (the Uk's largest pub/wine bar outlet which we understand are to be now served by Marston from the Carlsberg Marston brewery Joint venture. We can see the number of outlets has doubled to over 3,000 from 1400 plus. I can see economy of scale and sales benefits, with costs savings for both Marston and Stonegate and the brewery will benefit from a joint partnership. With the expectation of lower rates and inflation reduced, lower costs, with the economy of scale benefits added in, this share will climb and rise in my opinion for some time yet! GLA.

Should be and has been as expected based on the last Company statement showing growth and increased returns into 2024.

However with the Stonegate deal signed up for the Brewery to deliver to an additional 1400 plus pubs/bars for the next 10 years, the their own 1400 that's over 2800 plus. I wonder why the Board are delaying an announcement of an uplift in projected sales? Could this have something to do with the Board wanting to take up their own options first? Who said that? I can see to be honest another merger coming along here soon too. Also can see Carlsberg expanding further the brewery to take up the slack lost recently with abandonment of their interest in their own Russian brewery now taken over by the Russians.

The future is now looking very bright here at this price!

Not surprised the recently announced Stonegate Partnership deal for the Marston Brewery partnership to supply the largest pub/wine bar retail outlet chain for the next 10 years is having an upward affect on this share price. This has just doubled the number of outlets the Brewery supply in one hit. The share price is now responding to this deal and we will see more coming forward who Marston currently supply too - for fear they will be moved to the back burner in preference to the 10 yr Stonegate deal. Interesting both Marston and Stonegate will benefit from this.

I did say to the shorts who shoot before they read that I would come back in 3 months time and access where we are in relation to my own shares and theirs. They do not listen.

Where the official release for the Pubs state 50 basis points increase in profit margins on costs savings alone plus where they are targeting in all a 200 basis point profit margin overall it takes the morning star circulars a while for the fund investors to take this all in. However if they are after growth then over a matter of time this will find a fan base although not on here with the short term daily negativity I have got bored with. GLA to those serious about investing and out of short trousers!

Very sad short trousers still posting unreliable posts where they now feel Lloyds is just a Marine market but just think in ten years time they might actually come up with something reliable? Certainly the ignorance of the LLoyd's Market shows a complete limited knowledge of the whole,of the London Market.

I will report back on their own holdings in 3 months time and compare with Mars. However they made me laugh with good entertainment whilst they still do not disclose their formal qualifications before they get home, change, and come off their play-stations to walk the dog! Warren is amused too. GLA.

Still no correct answers from the shortest of shorts! Totally unqualified/ unproven and unreliable reply now he thinks Lloyds of London is a bank? Shows he is not out of his short trousers - yet. I doubt he has the 11plus? never mind we have not long to go for the results update next week. -Keep shorting shorty to help my purchases.

i enjoy this short game tbh. i just refer to how good a share is, the short trousers **** off any comments and i simply buy some more if the price is cheaper-they don't seem to get it? or they could just concentrate on the releases from the company itself which are at complete odds with their expertise and rather than waste time writing comments that have no relation to the company updates at all they laughably want me to disclose my position -perhaps they should disclose their so called expertise, their own position, what hedge they hide behind, and why they are qualified to make such statements over and above the qualified accountants , and lawyers the company uses? or seek clarification to their doubt from the company itself - never mind. atb.

I am pleased those in short trousers are helping me with my purchases. Yes not long to go to see how this Company is doing with a forthcoming announcement very soon. The sector is recovering post pandemic whatever those shorts tell you, because secretly they want to buy your shares at a cheaper price for their £200 discount coupon. Which is why they get so excited (& negative) when positive posts are made. However they are not getting my shares just before this announcement where M&B (who Marston we here sell beers to anyway) Wetherspoons and Whitbread all point to a growing sector. Tescos to falling wholesale prices. Enjoy the beer gardens this weekend! GLA.

The accountants NPV show a share value of over 90p, then clearly the assets of over 1400 plus pubs, with the retail and wholesale values point to give Marston's at a 28p share- great value. Happy days!

The Company releases are also very positive and worth a read. Expect another positive update from the Company very soon and the Company web is well worth a look! GLA.

Inflation erodes debt over time (anyone with an old mortgage will tell you that) and generally wages rise too,

The CEO refers to people returning to enjoy the pub experience, which will be cheaper in pubs if one is worried about spending, than going to an uptown wine bar! However the B.O.D also refer to the fact their own surveys have found whilst people are enjoying the rewards of going out to Marston pubs, they are also prepared to pay more than before when doing this whilst making the most of this experience. The B.O.D refer to increased sales and using the profits to reduce the debt further which makes sense. They also say Franchise partnerships have also been a success and so this might lead I suppose to a shared ownership of pubs with the Company Carrying less debt and the Landlords applying for their own business loans? Weather has been surprisingly warm with record levels for September and October is following suit. The B.O.D refer to this helping sales. One of two have said the warmer weather was slow to arrive this summer, well yes but it is still here and will be with us for some time yet. Lowering costs such as heating bills. Debt reduces in real terms with inflation and wages rise, warmer weather increases sales and reduces heating bills. Next statement will be interesting and I feel encouraging and feel it is a good time to top up. DYOR, GLA. but read the official company releases.

Inflation is reducing and Sales and increasing.

Talk of 26 degrees in the Uk per the weather forecast and for October? However the days will soon become shorter soon -Just like the shorts who have returned for their short break? I can see a summer roasting coming for them soon. Time for me to buy some more today. GLA.

Inflation is reducing and Sales and increasing. I wonder what that means? Looks like the shorter and the even shorter have it wrong again.

I read the stock market releases and make my own decisions. I invest in a balanced portfolio looking for shares that are underpriced. Everyone to their own. Certain low value stocks such as my Plexus shares have performed by increasing over 1,000% in 3 weeks. Whereas certain stable shares such as Lloyd's Nat West Barclays etc have not performed as well. Every one to their own. No I am not on Eskens board in fact I retired in my early 50's from Lloyds as I no longer needed to work in the City and have made more since then with my own investments. DYOR but I am happy with my own choices.

Yes according to M&B the sector has picked up and Marston have said sales increase with the warmer weather too. As I understand it the brewery also supply sales to M&B in any case whether direct to them or by their own wholesalers. Wetherspoon have their results next too and this should give further indication of the sectors performance, and then we will see how Marston are doing. I will be disappointed if we do not see at least another 10% plus sales improvement. Not long to go now-fingers crossed so that fair value will return to shareholders and the accountants share NPV of 90p plus!

The firms lead counsel appears to indicate on the official london stock exchange a sale of the airport is being pursued which will result in the early redemption of the loan agreement from Carlyle Group. That Carlyle Group have started proceedings in the high Court and Esken do not agree with their contract interpretation. The sale process is currently underway which the Board believes, would realise value for Esken shareholders. As stated in the trading update issued on 30 August 2023, the Board has been encouraged by the level of initial interest received in relation to the airport. The return to pre-pandemic demand throughout the travel sector means there is now positive traction in performance, with the outlook for Summer 2024 travel looking strongly positive.

The dispute is not concerned with non payment - more on the terms for an early repayment. The statement is not therefore bad news in its entirety in my opinion and in fact supports my investment. GLA/DYOR but read the stock market release.

This is only a contract dispute and one for the lawyers to fight out. Both will be insured and both sets will obey by their Insurers instructions. The dispute is only about the interpretation of the words of the contract. This loan will be repaid on the sale of the airport, and if the contract was unfair it will come under the unfair contract terms laws. From dealing with this sort of thing in the past it is in everyone's interest to put the loan at a standstill -it may been proven it was not even fit for purpose. Many here are blaming Esken for the agreement they are not responsible but their lawyers might well be, but on the other hand CG might also be wrong with their interpretation anyway. I feel some here that may have pleasure from Shorting are seeing too much into this. At the end of the day CG will get their money back if the airport is sold. Esken have said this " Carlyle claims technical breaches by LSA, but Esken doesn't agree with Carlye's interpretation of the loan agreement and will support LSA in defending the court action "vigorously".

Esken says it will continue the sale process to find a new long-term owner for the airport, which is in Essex, east of London. It believes the value of LSA is higher than the redemption value of the Carlyle loan. Esken will continue to provide liquidity support to LSA until a sale is completed, it says. The Company is still trading and opening up new routes all the time. I expect more to be coming soon especially with the problems at the other airports in particular.

52 trading a/c ends 30/9 but understand we may get something out on 11th October for recent sales but as LEJB says full account will be later as he has said. I daresay we also need time to get in the figures from the Brewery partnership too which by all accounts based on M&B newscast for recent trends in the sector could be very encouraging.

Winter brings in passengers particularly older passengers wanting to get away, which is why Easyjet are starting to Fly to Alicante in October (although this will now be all year round! The oldies get cheaper flights and save money by not being at home whereby saving money by turning down or not using their own home energy and food costs.

Easy jet are also flying Ski Holidays now to Geneva too so this Winter is starting to bring in new business! As well as Faro, Majorca, and Euro flights to Amsterdam with Paris to follow in time for Christmas -so things are getting busier.

Looks like M&B have issued a well received report today saying that they have seen a strong rise in sales for this sector. Hopefully setting a trend for Marston to follow with their next statement. Fingers crossed. GLA.

I would imagine the Lawyers from both Companies would have drafted any bond/loan agreement and their insurers would be involved to under their professional indemnity covers. The way this goes is as I say a "standstill is put in place" whilst it is discussed, (which could take 2 years or more) and it is likely the Company will sell by all report Southend Airport and simply pay off the loan before any court action takes place. In my mind Carlyle Group in this case have not helped themselves as any payment due is likely now not to take place which might actually help the Esken cash flow as it further expands with no doubt more new routes being added where Gatwick in particular is at a difficult place at the moment.