churjones
18 Dec 2017
Re: Disappointment @ Fox Cub @ Durham - good... I have been in 3 marston refurbs over the last 6 months 2 out of 3 are performing well, if you look at the family element attending, the beers are good, the food i have had in 2 is excellent and a novel meal is the Roast chicken which is spit roasted in front of you, one of my reasons for a look at the share initially was visiting a pub, this and as you mentioned you get the shareholder card which at 20% off for all food is good value better than the dividend haha, Although the share price its dropped back last week, still think its a real winner on food alone and pedigree ale regards
PIE-EATER
17 Dec 2017
Disappointment @ Fox Cub @ Durham - good news Called in yesterday about 2.30pm and was VERY disappointed - which was actually great news. This is the only Marstons I can realistically get to for a lunch to use their card, either historically when collecting son from Durham Uni, or now daughter from Newcastle Uni. The place was PACKED, an hour wait for food and also a reasonable wait for drinks. It couldn't have been busier if everything was free! Staff really apologetic but as we were in transit, that wasn't an option but really pleased to see this as.....a) obviously good for shareholders if so packed, even if a busy time of year, as raises expectations for other outletsb) for the landlord and staff. we have been there numerous times and ALWAYS received good service and a great welcome (and have commented to H/O about that fact....that's why it's our go-to stop for lunch. This just confirms what a good job they are doing.PE
churjones
14 Dec 2017
Re: NEW ARTICLE: A mid-cap share with up... Pie eater An extremely good overview of the brewing trade, financial aspect, and fuller insight, i find your writing on the subject full of information and to the point please accept my appreciation for your comment and post regards
PIE-EATER
14 Dec 2017
Re: NEW ARTICLE: A mid-cap share with up... ChurPossibly, but the issue is not those for whom a Friday (or Saturday) night out or Sunday lunch is the regular occurrence. It is for those who are "strangers" and not the core 50, 60, 70% or whatever that figure is. The more people who see a nice summers evening and say lets go to the pub for a meal / drink for a change, the better. The converse is those who say, actually, it's a bit tight this month and we are at "Dave and Jane's" next week, lets give it a miss.The core people, possibly like yourself (?) will have that factored into your lifestyle and that group of people will basically cover MARS costs. The profit effectively comes from those discretionary visits. When I first moved into the retail sector a manager of a small outlet said something which has stuck with me....we only make a profit on the final 10% of sales at Christmas.....so emphasising the need to have core trading cover the costs.There is some evidence that when recession kicks in, historically more working class people will migrate to the pubs for a relief from the mundane and depression - e.g.dropping the match, cinema and meals out as the cost was less for a pint or two....however I am not totally sure that is where MARS is aiming...certainly not with its establishments near us....it is slightly more aspirational(?) and it is those people who may draw their horns in.Ultimately I DO believe there is a fairly bright future for MARS but am definitely not impressed at the moment with operational performance and especially leadership and as a consequently share price......lets not forget that the share price is LESS now than it was FIVE years ago and markets (and majority of competitors?... YNGA which I also hold) have risen significantly over that time.GLAPE more than happy to be proven wrong and the SP to double
churjones
13 Dec 2017
Re: NEW ARTICLE: A mid-cap share with up... Ive just bought into these and seen a rise, as has been said less money in the pocket might be forthcoming. Been through many a downturn, and i've seen a few, it has never stopped a bit of sociability and entertainment being needed, if you listened to IC and a few other financial rag bulletins we would all be stuck in watching strictly or some other dross on a Saturday night, life my fellow posters does not work out with total abstinence of fun and no headache the next day. therefore on the analogy of poor beer sales, it must follow that with paracetamol not needed a collapse of pharmaceutical shares will follow behind beer and entertainment share , regardsPs wait and see
PIE-EATER
12 Dec 2017
Re: NEW ARTICLE: A mid-cap share with up... Inflation unexpectedly up, so drawing future interest rate rises into focus so giving a double whammy leading to less disposable income....add that to the glut of options for eating out and margins / footfall comes under pressure....which was also highlighted in last weeks IC articles on the pubs sector.....Greene King, MARS, etcThat has been one of the key reasons for my caution combined with Ralph's outstanding "positivity" .....NOTPE
JohnOfYork
12 Dec 2017
Re: NEW ARTICLE: A mid-cap share with upward... ... and as quick as a shooting star, the SP drops 2%!
II Editor
12 Dec 2017
NEW ARTICLE: A mid-cap share with upward momentum "Marstons PLC (LSE:MARS)The current meteor shower (think it is The Haemorrhoids) reminded just how bright Mars shines in the current dark winter sky. It also served to remind us to update our outlook against LSE:MARS:Marstons share price as we ..."[link]
II Editor
11 Dec 2017
NEW ARTICLE: Trends and Targets for 12/12/2017 " MARSTONS PLC (LSE:MARS) The current meteor shower (think it is The Haemorrhoids) reminded just how bright Mars shines in the current dark winter sky. It also served to remind us to update our outlook against Marstons share price as we last ..."[link]
paul1945
08 Dec 2017
I.C BUY Recommended in I.C.
PIE-EATER
07 Dec 2017
Re: snippet from shares magazine TX Thanks TX.....Have only just picked up as just got back from sampling a few beers in Belgium over the last few days!Your data is consistent with my lack of recollection of a split - I wasn't a shareholder (that's a relief as it would be a holder and not remembered a split)PE
paul1945
06 Dec 2017
Times Buy For yield MARS GLXO DIXONS
TX2
05 Dec 2017
Re: snippet from shares magazine TX Hello PIE-EATER;Apologies for delay in getting back to you giving details of historic share splits @ Marstons but I had to consult my written records.There were two events that in large measure caused the fall in dividend from 47.5p in 2006 to the last full year of 7.3p.Although I am not suggesting that share performance has been other than dire over the years even when these factors have been taken into account. The first was a 4 for 1 share split on 08/01/2007 when Wolverhampton & Dudley Breweries PLC changed its name to Marston's PLC.The second was a highly dilutive "financial crisis" rights issue on 22/07/2009 @ 59p when 11 new shares for every 10 were issued.
Alan Tittymarsh
05 Dec 2017
Broker buy note 05-12-2017Peel Hunt today reaffirms its buy investment rating on Marston's PLC and raised its price target to 140p (from 130p).[link]
thruxie
04 Dec 2017
£1 billion and counting Some upbeat news [link]
