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Marston's PLC (MARS.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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47.56+1.80 (+3.93%)
At close: 04:35PM BST

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  • B
    Like for like sales just reported at 2% off pre-pandemic when shares traded at 3x current price… and they had a lockdown at a key time (Xmas 2021) amongst others to contend with. If my local Marston’s pub is anything to go by it was near on impossible to get to the bar in the past few weeks amazing weather…. Hello….
  • R
    Any ideas on the rise today around six percent. possible stake building by the previous bidder which was rebuffed at 115
  • S
    Sir Royston
    Wow, just had a 100% increase. That's a first. Previous best was probably 9%. Happy days!
  • W
    Marstons looks to be in a great position going forward, management have sured up the finances with the carlsberg deal and clear plans to reduce levels of debt. Once restrictions are lifted their current out of city pub base and agreement to take over brains pubs should allow revenues to grow to new levels. In my eyes it’s easily worth 200p per share, let’s hope these yanks get their hands in their pockets!
  • D
    Only 4% of Marstons sales come after 10pm! Share fall was unwarranted - time to BUY!
  • M
    With vaccine distribution, Carlsberg backup, it will jump back to pre-covid level soon.

    The CEO just wants to get more subsidy. Good strategy.
  • J
    largest pub chain. in a country that loves a beer. August, September and October for sunny outdoor drinking.

    this stock is sound to hold until it hits 80p again I'd say!!
  • s
    Starting at 40 at the beginning of the August Mars.L seems to have held pretty steady at around 48-52 over the past three weeks. I'm looking to see if we can break the resistance at 52, afterwhich I'm expecting a push towards 60 by end of September. Government and industry backed incentives to get people to support their local pub should help. Has anyone else seen improved pub attendance over the past month? I'm reckon 80 by Christmas is a realistic target. Does anyone else have any thoughts on this.
  • M
    Current price is real cheap.

    PE firm normally have deep discount on the value of the target.

    So the fair value of the stock is over 105.

    With the boost of prospect from Carlsberg, guess 150 is realistic.
  • t
    Wow thought this would be in the 60-70p range with the pubs opening and what but even lower
  • S
    Social distancing definitely in the bin under Javid as health secretary. Fundamentals only go north from here.
  • J
    I've just doubled down at this price and bought another 20,000 shares at 49p
  • S
    Sir Royston
    Crazy stuff going on here. Sold some at 100 last week, bought a batch today at 86. Where will it go tomorrow? Anybody's guess!
  • J
    Yes ! At long last !!
  • S
    Sir Royston
    that's all the bad news out of the way, from now on we're heading north.
  • А
    What's happening??? =((( sell or hold? =)
  • M
    If I am Carlsberg, I will directly buy as many shares of Marston's in secondary market in case no breach of agreement.

    Because now Carlsberg uses 43 per share to buy 60% business of Marston's.

    If Carlsberg directly buys a share of Marston's, it costs ~45, but in the meantime Carlsberg should receive 43 from itself. It means that Carlsberg uses 2 to buy 40% shares of Marston's business.

    Anyway, I guess it is a good timing to consider
  • S
    Sir Royston
    Platinum takeover rejected because it undervalues Marston
  • A
    Slowly going back with pub gardens opening yesterday. Good time to jump in for a short investment!
  • M
    Marston's will receive a £273m cash payment as part of the deal to dispose 60% of the business.

    Current market cap is £286.12m.

    Theoretical market cap = £286.12m / 60% x 40% + £273m = £463m

    Theoretical share price = ~72 (haven't yet taken in account the prospect)

    Current share price = ~45