Member Info for Supercharger

England do seem to get the result in the end and played a lot better when the subs came on being a better balanced side with some extra creativity which is what we needed. It makes the tournament exciting I suppose. However in the end even the misses is now enjoying watching all of the games, even those without England and so the tournament is/will be a great success for Marston.

Carlsberg have shown they have an appetite for expansion which will help us in two ways. As their minority partner in the Uk we will see the benefit with massive economies of scale savings on transportation and with increased orders from a "one stop shop" which is benefitting already with the Stonegate 10 yr contract to their 1400 plus venues.

Secondly it is very good to have such a massive company as a partner who is so cash rich. Already this year Carlsberg have made over £800m in sales profits! As I said before they could simply buy out Marston in their sleep and this share will rocket on the news! Even the non shareholders and doomsters will not be able to hold down the price. GLA our time will come very soon! If not to me this is a great opportunity at the price especially when many project commercial banking rates coming down very soon.

WW -thanks for your positive insight with which shareholders will feel they can now see some light coming at the end of the Covid tunnel as the whole sector comes back with strong position for Marston who have some wealthy partners!

I heard last night that ENGLAND have already qualified for the Euro24 knockout stages too without having to even play their match later today, and Marston have already said before the tournament started, this is going to be very positive for sales. The warmer /hot weather coming will too.

I hope the new management will feed us with updated sales figures on a more regular basis, so that the share price can now start to build momentum to move back to pre-covid levels, and add to that we might even see property values rising soon too once the Banking rates start reducing. Goodluck.

I now see that HL have reported as I have said that Pepsi are in favour of the Carlsberg bid for Britvic in that they have amended their bottling retention clause to allow for the takeover.

Things for the Group Companies will look a whole lot better if the takeover is accepted.

Marston can only stand to benefit. Fingers crossed for all shareholders mine included.

The Marston Carlsberg brewing partnership is owned 60% by Carlsberg and is a Carlsberg Group Company and so will Britvic be if it is taken over for a majority share. Both will be deemed to be Group Companies which will benefit from each other. It will be therefore in Carlsberg own interests that they do. I see economies of scale providing real benefit for them working together. However Marston who are fortunate to retain 40% of the brewing Company will also benefit with these economies of scale and one stop deliveries which is where the clients including Marstons pubs will benefit as well as Red Oak and Stone gate etc.

So the Brewery Partnership a Carlsberg Group Company and the Marston pubs will both benefit as it is in both Marstons and Carlsberg interests that they do so. If Carlsberg succeed this will give Marston an advantage over its competitors with deliveries and saving costs on logistics and in time cost savings from the in group Companies working together. Very clever move by Carlsberg who already provide for Pepsi Cola bottling in many parts of the World already including Norway/Sweden, Switzerland and Asia and Africa. DYOR. GLA. looking good for Marston to have such an ambitious partner wanting growth with economies of scale to produce greater profit (where Marston will also be a main beneficiary!).

Under takeover rules, Carlsberg has to declare its intention to make a formal offer for Britvic by 19 July or walk away.

Carlsberg trying to deepen ties in the UK

The bid comes four years after Carlsberg significantly expanded in the UK through its £780 million joint venture deal with Marston's, creating the Carlsberg Marston's Brewing Company, which makes brands including Hobgoblin and Pedigree.

Britvic was founded in the UK in the 1930s. It sells its drinks in Britain, Ireland, Brazil and other international markets such as France, Middle East and Asia.

In 2020 Britvic reached agreement with PepsiCo for a new and exclusive 20-year franchise bottling agreement for the production, distribution, marketing and sales of its carbonated soft drink brands in the UK - including Pepsi, 7UP and Mountain Dew.

(Bottling is exactly what the Marston/Carlsberg Partnership in the Uk does too!)

Carlsberg said in a statement: “We believe that the potential transaction would enable the company to capture appealing long-term growth opportunities from Britvic's comprehensive portfolio of leading brands.”

Interesting press reports over the weekend compliment Carlsberg for another break though and say (Mail On Saturday) that they expect (if the idea of buying Britvic succeeds) they will automatically be Turbo charged with their standing in the drinks industry.

I see another offer coming in and this will really help the Carlsberg Marston Partnership with very large economies of scale in manufacture and distribution to both retail outlets such as the Supermarkets and those signed up in the Pub and restaurant trades where there will be no need to involve middlemen and the likes of Stonegate and others who have a contract for supply for the next 10 years will be able to select Soft as well as Alcoholic drinks.

It also gives the Uk confidence that Carlsberg have seen the Partnership they have with Marston being so good that they are considering a very large investment in another Great British Company. If any offer is successful this is a vote of confidence in Carlsberg and for the Carlsberg Marston Partnership which may be one reason why Marston rose on Friday in a falling Market. A great opportunity exists here for both Marstons pubs and the Carlsberg partnership. GLA.DYOR.

Very clever idea from Carlsberg that will help them no doubt as they own 60% of the Carlsberg Marston Brewery partnership where Marston will also see benefit. However the real benefits come supply to their growing list of partners with not only their own produce, but also perhaps soft drinks. If they were to take over Britvic then they can supply all the soft drinks Britvic produce as well as their own Alcoholic ones . I see tremendous economies of scale in devieries to from one source rather than the two Companies to not only the Pub and restaurant trade but also to the supermarkets.

Carlsberg also have shown their hand in being cash rich to have near £4 Billion free and could just buy out Marston in their sleep if they wanted and the Marston debt to that Company looks insignificant. Shame the so called experts on here cannot see further than their Mbappe!! GLA.

Second offer has now been made will we see another?

Britvic rallied after confirming it had rejected two takeover proposals from Danish brewer Carlsberg, the first at 1,200p per share and the second at 1,250p.

Www.bloomberg.com/news/articles/2024-06-21/britvic-rejects-3-9-billion-takeover-offer-from-carlsberg?srnd=homepage-europe

Very interesting! Pleased Denmark (home of our partners) are doing well in the Euro's as well as England!!

This will benefit Marston and the Marston/Carlsberg partnership, as well if it succeeds being able to supply to the likes of Stonegate and others, by bringing into the umbrella Britvic's non Beer items to compliment what they already produce.

Delivery to it's clients will then include Non Alcoholic Soft drinks in that case as well. Interesting move, showing their ambition for growth!

WW. Yes great opportunity here. When the price turns for the upside it will be so quick the negative contributors on here will not be able to get back in quick enough (unless they work in a Bank or Brokers office0 but from what I have seen I doubt that. My Godfather was the Marston Company secretary whom I remember with great fondness and he always told the family what a great Company this was.

Why wood Stonebridge take out a 10 year supply contract with them recently to supply their 1400 plus premises (if it was not a reliable Company). The Pub side is now making money and so is the brewery. When the business rates comes down the loans could be renegotiated and repaid a lot quicker too, and the premises/property values will increase too, with more Managers wanting to buy in as a Franchise. It will not be long before the rumours of another interest party coming in here soon will happen that is for sure. In the meantime for me I will continue to invest where in my opinion an opportunity exists. Less risk is here where the share price is less than a third of what the accountants put on the Company (how many other Companies offer that). Let's hope Gareth can play Eze soon and we can get some better results, a long Euro 24 for England will do wonders for sales! Goodluck.

Marston is cheap where the qualified accountants take is a share valuation of the 90 plus p's is fair, it is only sentiment that carries the difference.

Most companies will carry debt and the debt Marston carry is a lot less than the property values not withstanding the good will of the business.

Sometimes their can be no explanation for a fall, it can be just that the dealers are short of stock and/or like many coming on here they wish the share price to fall so they can enter at a lower price.

At the end of the day as you have said WW everyone has their own view. Shareholders will have a positive one, which is why they bought the shares for growth in the first place, and NON-Shareholders will have a negative view. However when on risk to me it is always worth looking at the accountants valuation for the share which is over 90p!

I.e. Buys were going through just before 4.30 close and then we have the uncrossed trade entry pulling us back down again. I see an opportunity here again especially when we have the B.O.E. Meeting later in the week. I have feeling we could see a 1/4 point reduction very soon. Inflation numbers we can only hope will support this move as we return to 2%? Fingers crossed! GLA.

another 19 sold which makes 26 recently out to ipswich based red oak. seems the marston plan is working!

also sees red oak is making the most of a sector coming back, and with whitbread also reporting a strong recover for the uk sector is underway.

by the way here are some of the marston's pubs offering a 75" tv for euro 24 fans. seems like they are well organised to entertain/ help fans enjoy the event! fans can reserve a spot for the action via their websites include:

albrighton: old bush inn, high street.

bilston: bankfield inn, bankfield road.

bridgnorth: crown, high street.

brierley hill: tenth lock, delph road.

cannock area: trafalgar, littleworth road, hednesford; samson blewitt, rosehill, hednesford and chase, hagley road, rugeley.

kingswinford area: swan, stream road and horse and jockey, high street, wall heath.

kidderminster: viaduct tavern and railway bell, comberton hill.

oswestry: cross foxes, gobowen.

shrewsbury: beeches, lythwood road, bayston hill. boars head, belle vue road; bulls head, castle gates; pea**** inn, wenlock road; inn on the green, bank farm road and hop and friar, st juliens friars.

stafford: holmcroft, holmcroft road.

stourbridge area: station inn, hagley; the fox, green lane, lye and cross, oldswinford.

stourport: astley cross inn, areley common; brinton arms, bewdley road; rising sun inn, lombard street and kings arms, redhouse road.

telford: three crowns, dawley; albion inn, st georges; barley mow, court street, madeley and queens head, king street, dawley.

tipton: old bush, factory road and gospel oak, bilston road.

walsall: queens, norton road, pelsall.

wheaton aston: hartley arms, long street and coach and horses, long street.

whitchurch: old eagles, watergate street.

willenhall: crown inn, cheapside.

wolverhampton: castle inn, wednesfield; merry boys inn, moseley village; claregate, codsall road; gunmakers arms, bradmore; golden lion, cannock road and dog and partridge, high street, wednesfield.

The Company is paying down debt, and the mention that one off charges from the breweries re-branding having been met we should expect a comfortable move in profits for the second half with the increased sales the Euro 24 will bring.

The local community pubs benefitting more than most, and the breweries will be benefit for at home sales as well. This year they are also supplying Stonegate group with a ten yr contract who have over 1400 pubs/bars of their own and so we should expect an upticK! Gla.

No doubt many are rushing to get new Tv's and digital media for the Euro 24.

Saw on the Telly news Pubs doing well for sales which large screens for the Football.

It was mentioned over 20 millions Pints were expected to be drunk -that's a lot! GLA as this is just what the sector needs!

To be honest I have a feeling the Bank of England might even cut rates by a qtr % which may be one reason Rishi called the election to play on the recovering economy. So we could well get another lift soon and the FTSE miners might be a good place to be on a spread.

Uncle D -yes the sector is coming back and so one could invest in both or spread the risk. With the Euro's coming up from Friday Marston have already said they expect sales to increase and it will be a good summer! Everyone does have a choice as you say. Thanks for pointing out the sector is growing (which we can see) and no doubt Marston will already have in place the large screen Tv's etc. Let's hope we can all enjoy it! GLA.

Looks like the wishes of Fresnillo may be coming true where they talk about a lower Peso against the dollar will help future profits. Suppose sales figures will increase to them in relation to costs rated in their home currency. Where they have stated the strong Peso against the USD has affected them, the reaction to the new president has therefore come to their aid it seems. Could be a good one to watch therefore this one. GLA.