Member Info for Supercharger

I know my own (rather my wifes shares)I bought her have gone up by 1000% in 3 weeks, so wondering whether to buy her some Marstons to support my own holding as their sales figs might be very good based on the recent warm weather extending virtually into October? Interesting?

Pretty sure the Company will have legal defence and Insurers with professional business insurance representing them and the way this will go is into a "standstill agreement" to discuss the terms of the loan, (which may be to Eskens benefit) as they will not have to pay back loan repayments if at a standstill, and then pursue the sale which will pay off the loan.

Very warm in the Uk for the end of September which we hope has increased sales for the "summer" not long to go for the full 52 weeks figures! Should be impressive based on the fact Marston have advised shareholders the warmer weather increases sales! GLA.

I agree Carlyle Group are trying to get hold of London Southend Airport on the cheap. The firm refer to being surprised by the amount of interest they have had in a proposed sale. The value of the Airport being in excess of the Carlyle Loan which will be no doubt paid off early within any sale agreement leaving a surplus to shareholders of equity. The BOD refer to increased traction post pandemic which is likely to further increase its value to make the loan more secure (until any sale) so the Carlyle move speaks for itself where Esken say their have not been any breaches? In the meantime the travel sector continues to grow. So some positives for shareholders for the BOD statement. The reference to the sector is because S/end gain further traction on the back of the larger airports bringing in pax for interconnecting flights.

Saw tonight what a fantastic result for Wales in the Rugby World Cup against Australia, and also in the crowd so many Welsh supporters with Sponsorship from Brains! Good for the business and sales as we approach the end of the 52 week business year. GLA

Seems like no one believes (the) Hazzy Truth when they see the number of investors keen on this share (even today). In fact even my broker which is by the way the largest bank in the Uk is keen on this share. So you must know more than them? I always run a few low value shares to balance ones portfolio and quite often they pay more than the so called stable shares. GLA. DYOR.

I had a quick look at the Drax web today and can see more how the Bio Mass process works and to me it actually looks very interesting. They say the burning of waste products inc wood pallets is used to supply a boiler which then in turn produces steam to drive electric turbines instead of coal and the steam producing electricity is co2 free. Nice one. No wonder Esken have said they have buyers interested in their Bio mass division. The Drax web is worth a look. GLA

Today at 10.29am I see 1.44 million buys so someone knows something going on.

Better news interest rates on hold. Good points- Dulwich man! I know the area well, as was brought up not far from there. I see Marstons provide a very good map that can be used on their web site to find close pubs by post codes. You will be surprised how many they have.

Suppose nearest to Biggin is "Boundary on the Green" at Caterham and "White Hart" at Godstone, nr Sevenoaks! Or today Eight oaks after a planting error!!

Well to be honest I drive and only drink low alcohol beer nowadays, whereas I would not drive into London anyway. Too many years working there to be honest have taken their toll which might explain? Sorry!

Yep could be the reason for rising costs. However at least Marston have as a majority local community pubs -rather than in town wine bars where costs would be a lot higher, especially rates and in london which would be subject to the new ULEZ charges. Fortunately Marston have most in the Country (although any in Wales may take longer to arrive due to 20mph rules, ha.ha).

I would imagine Stonegate might be having to raise prices at high demand to meet staffing as well as costs for delivery especially as it appears demand for beer is strong. Marston may benefit from this if they are charging their whole sale customers more to supply but this will benefit the brewery. For their own establishments the Marston CEO said that surveys had indicated customers would pay more for premium beers (as once they were out they were willing to pay more for their enjoyment) but he also reminded shareholders Marston were based on a pub business model and so I suppose his point was they were local an not an uptown wine bar. For beers I understand the Rugby World up has been a success for them and we know from reading the releases they have close connections with sport sponsorship.

Current news is that with OIL prices soon to breach USD100 a barrel and alternative fuels such as renewable energy and bio mass are to become in demand as an alternative fuel on price. It looks therefore like the benefits of Bio Fuel are likely to increase demand which might be the reason for any Bio-Mass renewable fuel review making the Esken Company worth more.

Retty 1 -you could be right but one thing WB would ask for is to see if any Company can become more profitable and he would usually tell the market after his investment so the doomsters will never get the chance to get in before hand. He is not as stupid as them who feel they should broadcast the fact of an approach at the time. In fact any due diligence is usually under taken with a full confidentiality agreement. Time will tell if we have an approach but the Company is moving in the right direction and like you I can wait.

It seems the Company cannot ever please Baby doomster and not only refers to someone who left the Company ages ago and in the past refers to expenses and costs and the partnership intend to bring centrally beer production and he still complains.

If a review it may not necessarily be a bad thing? Why is that assumed? It might be a good thing leading to further incentives and tax breaks if an efficient use of redundant fuel or waste? The Uk is crying out for power and energy at the moment as you know and with no one wanting to take on for the govt windfarm management this review could be good?

Suppose on the basis sometimes takeover approaches can come in privately asking for the Company to slim itself down a little before a formal offer is made? It makes one wonder if this also could be a possibility (apart from just reducing costs) and if so we should hear more 14 days after the fiscal year closing at the end of this month where Marston have informed brokers of their intention to make a statement?

Sounds like they either wanted to re-negotiate the lease on better terms or save the lease expense based on trend, and longer term demand where (unfortunately) the young'uns prefer Lagers such as San Miguel, etc that the Marston / Carlsberg Partnership produce/ distribute -shame, but they are obviously looking at trying to boost profits on sales trends. The Americans did this with Cadbury and Heinz - except they moved production abroad for cheaper production costs. The accountants clearly are trying to make the company more profitable for owners -hope it pays off for us, despite the fact variety of ales is lost for oldies like me!

If the beers have sold out then even though I don't like to encourage shorts - we should direct them to our Gins and Tonics instead, ha.ha. However I see the CEO has said there are less of them now available too if one reads the Company updates. Apparently punters were taking so long to make their mind up regarding which one to have the Bar staff were getting upset at not being able to sell more beers to the traditional clients that were gasping for a pint! Rugby Sunday so maybe get some Japanese beer in too, or rather not as even my Japanese clients prefer our real ale!!

I have a feeling we should start charging more at peak times like our other companies do that it appears we supply anyway, such as the Slug and Lettice, and hopefully we can divert some more supplies to our own pubs instead of the third party wholesaler's.

Results soon will be expected to be very good in anticipation it seems. The LSE may have missed a treat here!! GLA.