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Https://www.proactiveinvestors.com/companies/news/1039278/bango-s-paul-larbey-reveals-2023-milestones-and-future-plans-icymi-1039278.html

Https://www.investmentweek.co.uk/news/4168017/chrysalis-boosted-klarna-starling-bank-revaluations-nav-jumps

Https://www.bnnbloomberg.ca/klarna-ceo-on-the-evolution-of-digital-payment-tech-1.2025080

If it does this on the Klarna IPO then it will probably hit 100p when Starling Bank floats

Analysts at Shore Capital reckon the lack of share price movement, and the consistently low valuation, has been led by the group’s debt pile.

In December, Marston’s revealed that at the end of the 2023 financial year, its net debt sat at over £1.1 billion.

Its market capitalisation sits at £210 million.

Yet, Shore Capital argues the market is failing to account for the “optionality held on the balance sheet”.

The London-listed company’s flexibility arises from both its £2 billion property estate and its 40% stake in the Carlsberg Marston Beer Co, which brews brands like San Miguel and Hobgoblin.

Marston’s also trades on a price-to-earnings ratio of 5x and a 65% discount to its net asset value.

“With current trading resilient, ongoing margin improvement and deleveraging targets, we continue to see the valuation normalising over time,” Shore Capital concluded, before rating the stock a ‘buy’.

Klarna IPO on the cards https://www.bnnbloomberg.ca/fintech-klarna-ceo-signals-ipo-in-us-may-happen-quite-soon-1.2025405

Something going on here

While ale tends to skew itself towards an older consumer base, the focus on low & no – given current drinking habits among younger adult consumers – looks a shrewd move. Just last week, YouGov reported almost half of 18 to 24-year-olds consider themselves as either regular or occasional drinkers of low & no alcohol products.

The cohort is now the largest consumer of low & no alcohol alternatives in the UK, so by prioritising growing this area of its portfolio, CMBC will be setting itself up to benefit in the future

Should hopefully underpin the #MARS update and start the real recovery

https://www.thespiritsbusiness.com/2024/01/uk-bar-sales-rose-5-6-in-december/

Just noticed this so will take a look over the weekend but first glance seems to indicate the 40% drop was overdone https://martinflitton1.wixsite.com/privatepunter/post/bango-trading-update-19-01-24

Https://www.forbes.com/sites/timtreadgold/2024/01/15/uranium-cracks-the-100lb-ceiling-with-the-potential-to-keep-rising/

Can see this moving quite rapidly based on the fact that Uranium is in high demand and prices are at a high

Good thing is it is in a safe country so there will not be any problems. They may also want to fast track this https://www.proactiveinvestors.com.au/companies/news/1038760/thor-energy-sees-high-grade-uranium-in-recent-drill-results-1038760.html

Https://www.foodanddrinktechnology.com/news/50880/carlsberg-marstons-brewing-company-boosts-efficiency-with-sustainable-investment-in-khs-systems/

Https://www.proactiveinvestors.co.uk/companies/news/1038653/marston-s-tipped-for-cheery-update-as-pub-sales-rebound-1038653.html

Https://www.proactiveinvestors.co.uk/companies/news/1038201/thor-energy-sitting-pretty-amid-uranium-renaissance-analyst-1038201.html

Https://www.cityam.com/mobico-national-express-owner-revs-up-a-gear-as-shares-rebound-on-cosmen-family-backing/

Cash in the bank is always good news

For the most shorted stock on the LSE https://www.rigzone.com/news/petrofac_bags_multimillion_contracts_from_aramis_bp-10-jan-2024-175327-article/

Cash in the bank values the assets at zero. Crazy it will re-rate