Member Info for Supercharger

"its total order book value was actually up 23% from a year ago at £2.90bn as of 28 June."
" Net cash surged 26.9% to £497.3m"
-More than enough to pay a divi - looks to me as if they want to buy more land up for development to me!!
Yeah which supports " "Looking ahead, balance sheet strength, a long order book and our high quality and growing landbank gives us confidence in our ability to navigate the challenges and emerge stronger" - more land bought cheaper supports increased sales - they can't fool me!!

Good opportunity here in my opinion. Ie. Taylors made no mentioned of the Stamp duty reductions, govt. extra incentives for part ownership, more people working from home, and believe it or not even house prices increases and in the London area and SE this was raised quite significantly yesterday.
I suppose it was not unexpected that if building sites were closed they cannot sell, but I am surprised they did not show greater sales potential going forward based on what I hear locally about our own housing market.

See below to this years earlier announcement I did not know Marstons made so many International and Japanese Beers "KIRIN" and European beers to be honest "ESTRELLA DAMM, WARSTEINER, and AMERICAN (SHIPYARD FOUNDERS") see link :-
https://www.marstons.co.uk/news/portfolio-grows-with-new-kirin-contract.aspx

If Marstons are receiving a couple of hundred million for their 40% and Sandyman you have worked this out to be for their share then that values the whole deal at 102.50p a share? Please also remember this is only for the Brewery distribution side of the business, the 1200 odd Pubs, etc that are also owned by Marstons in freehold. i.e not leased will increase the share book price further outside of the JV deal. Whatever way one looks this is one cheap share at the moment only cheap because of a temporary situation. Longer term this has tremendous upside where I anticipate the share price will at least double, as do many other fund managers.

I have seen this share price fall to 41p (where it gains support) and then recover back up to 51p very quickly. You do not have to be a scientist to see that when large fund managers such as standard life/p/o Aberdeen Asset Man, have this as a growth stock to their savings/pensions schemes then it will have support particularly towards the end of the month in line with pay rolls.
Sentiment will also improve later with the Feds announcement regarding further impetus.

Taylor Wimpey might be a good one as stamp duty gone on houses up to 500,000 and reports overnight on bloombergers that Houses prices in the Uk are rising and expected to continue during 2020 until 2021.
Amazon expected to announce Supermarket deliveries soon free of charge (Marstons now sell their beers through them too) My misses still has HOC which has been rising fast and as you say the three amigos are worth another look i.e. HOC, CEY and FRES, but sooner or later the Gold and Silver prices will fall and Equities will come back strong. ABX keeps rising.

I do not have the same worries as others here obviously. All I request is now the doors are open again at the pubs that the BOD announce how the sales are now going to bring in additional useful cash flow.
One advantage we have here is cash flow from various sources, which is more than many an airline or travel company can say. Certain caveats or conditions can simply be written in to any deal with Carlsberg to keep CAMRA happy, but I would certainly not now be giving them a club discount! Certainly not a Club sandwich. I can see certain pension fund managers have their toes in the water here, and whilst at the moment they will trickle funds in here when the World turns away from Gold ETF's back into Equities (which could be soon as even the previous metals will turn sooner or later) then this share will rock. Fortunately I have time in my side.

JT - I don't think this share will be worthless even if the Deal with Carlsberg is stalled, as unlike other Pubs/ Hotels Marstons also produce their own beer, and so they have a form of income - whether the pubs are open or not? However I see from the Marstons own web site they see a failure as a remote chance and even want to introduce a new beer as a result.
As I have seen them now selling beer online with Comps such as Amazon, as well as all of the major supermarkets I actually feel they could do well with future drink sales too, and as we expect hotter weather this weekend this will help here too.

Correction Thousands and thousands are now considering staying in the Uk for holidays which will help Marstons.

In fact many are not even considering going abroad.

The BBC news has just announced thousands and thousands of people are not re-considering staying in the UK this year which will help Marstons. In fact they should now see a seasonal uplift in bookings. More bookings and more food and drink consumed where the business would otherwise have been taken abroad the money will stay in the UK.
I feel all we need now is an update from the Marstons board as to how events are now in fact unfolding and many will be surprised.

See this as a great buy - no worries for the future we just need to be patient. I am certainly not selling here.
What with the Oxford serum trials at the final stages, and with the Govt buying a factory in Braintree last week (that currently makes Animal serums) for the sole purpose and purpose of making the Covid 19 vaccine we are not far away finding a solution/ conclusion to what appears to have been with us for a long time. However I see the Covid thingy on its last legs in the Uk very soon.

What with the stamp duty being reduced or nil up to £500,000 a lot of Wimpey houses will fall below that level, and most Estate agents have already seen increased sales and prices.
I do not expect any problems with Taylor Wimpey I feel the slight falls at the end of last week were just profit taking trades.
All the shorts are now completely out of Taylor Wimpey for many good reasons. I will be waiting for the rising trades to come back next week.

I cannot see this demand for their services diminishing now. They have also so many other diverse contracts their income does not rely on any one source.
They provide services to the NHS, arrange out patient appointments, manage offices, run the Police, Teachers and NHS pensions, as well as Lloyd's of London corporation schemes, and there is talk of many new schemes coming on board post brexit.
They also run an Insurance run off business in the Lloyds market that buys up and runs Insurance Companies. I know some very good staff who works in a lot of these areas who are also very competent.
A Company no doubt on a list of many other potential suitors including no doubt Berkshire Hathaway's.

Agree Bonks B -as I felt the other day -suddenly the Pubs get fresh cash flow, supermarket sales will also increase in the hot summer weather next week, and now Amazon are making beers sold at Amazon for those at home and not going away to Spain on hols.
One thing for CAMRA - if they do not want to lose Marstons speciality beers then we all just need to buy more, afterall I cannot see Marstons cutting out any popular beers as it would not be in their interests to do so. So perhaps there is another way to keep demand based production by promoting it.
I cannot see the Marstons / Carlsberg partnership not going ahead - as it even helps helps us with our European sales post Brexit-another clever call in my opinion by Marstons Management to keep the cogs well oiled in the future.

Once the Oxford finals trials already taking place allow for full production we will be moving up fast. I understand the Govt. has even last week bought a factory to make the serum in Braintree Essex and so we are not far away now.
I have a feeling that the virus thing will disappear once the vaccine is upon us quicker than it came. So I will be if anything topping up my stock of Marstons shares. Everyone has their own call but mine is I see growth from the current price.

This must encourage holidays in the Uk surely - Will help Marstons with their hostileries I am sure.

Also read from the Marstons web site that new beers are coming out soon, and see lots of new alcohol free for diabetics and drivers, all look good - no wonder we turned for the upside towards close. We have lots of potential here for the Uk and worldwide sales.

Govt. have just announced that the Uk's retails number figs have now bounced back up to pre-pandemic levels -which surely will help us going forward.
I feel it would be good soon to have a positive announcement from the Marstons board as to how things are now going.

It also appears as if the Govt. is monitoring the Travel corridor on a weekly basis and I see more and more people deciding to stay in the Uk this year which should help us here too with stays in the Marstons Hotels/Travel lodges, etc. Why not!!

Just seen Amazon are now promoting and selling Marstons beers - Box's of all of the classics ales are available in a mixed box, No doubt this will help sales. Good news and already the marketing machine is working well with the new venture.

& I used to work in the City too.
The Company is if anything too big, but with a little but of tuning, and a new set of plugs we will could well rise up from her 10 fold!! I have a large number here and have been topping up when we fell, and have already made a tidy profit, but will be waiting for longer term gains.