With vaccine distribution, Carlsberg backup, it will jump back to pre-covid level soon.
The CEO just wants to get more subsidy. Good strategy.
s
Anyone know why Marston's have taken a dip recently? I'm looking to buy the dip, but just wanted to check if I was missing anything and shouls wait.
S
Wow, just had a 100% increase. That's a first. Previous best was probably 9%. Happy days!
D
Only 4% of Marstons sales come after 10pm! Share fall was unwarranted - time to BUY!
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.
t
Wow thought this would be in the 60-70p range with the pubs opening and what but even lower
А
What's happening??? =((( sell or hold? =)
J
I've just doubled down at this price and bought another 20,000 shares at 49p
J
Yes ! At long last !!
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
I lost a lot on this because of lockdown but I hoovered a few up recently. Hopefully things are recovering now and my losses will start to even out.
M
Normally such M&A deal takes a month to close.
Let's wait for its boom before mid-november
m
any one have recent views on this stock
j
Anyone care to opine? Evidently MARS.L is suffering this saga worse than any of their ilk (Wetherspoons et al). But they're all in the same liquidity boat. Or at least, they appear so. ?
А
New target:30=)))
S
Their massive debt pile is a huge risk. I was hoping to ride a small coronavirus spike before it inevitable went the other way but it's struggling to get back to even 41p! Currentl losing. Getting out at pretty much break even if it gets there.
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
J
That's more like it now !
M
Should get to 1 by friday. Pubs reopening , its official.
The CEO just wants to get more subsidy. Good strategy.
I'm looking to buy the dip, but just wanted to check if I was missing anything and shouls wait.
this stock is sound to hold until it hits 80p again I'd say!!
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
Let's wait for its boom before mid-november
?
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