Barr (a.g.) Share Discussion Threads

[philanderer] 29/1/2017 20:37

preview:

Wednesday February 1

AG Barr, the maker of popular Scottish soft drink Irn-Bru, will reassure investors that it is well positioned for, but not immune to, the challenges facing the industry such as input costs increases and the introduction of a sugar tax in the UK. Although the London-listed group hosted at a site visit at its Cumbernauld facility in December, it did not provide any update on its trading performance.

However, it did indicated that the prevailing market trends, a higher demand for bottled water than fizzy drinks, continued.

Analysts at HSBC cautioned that input cost inflation is expected to be around 5pc in the 12 months to January 2018, the upper end of the 3-5pc range provided at the interims in September.

An update on its restructuring progress will likely be provided. In September, the soft drinks company said it could axe around 90 jobs in its commercial and supply chain functions.

[philanderer] 27/1/2017 17:32

Trading update next wednesday

[philanderer] 26/1/2017 20:10

AG Barr lines up Strathmore sports sponsorship

[philanderer] 23/1/2017 10:27

Barclays keeps 'overweight' ... tp 560p to 550p

[philanderer] 16/1/2017 20:11

AG Barr unveils Rockstar Revolt

AG Barr has boosted its Rockstar energy drinks range with the launch of Rockstar Revolt.

Two zero-sugar 500ml varieties make up the new range, Killer Citrus and Killer Cooler.

AG Barr marketing director Adrian Troy said: “Rockstar Revolt will appeal to the growing number of consumers who want zero sugar energy, but don’t want it to look, feel, perform or taste different to full sugar energy.

“Energy is a hugely important category for retailers, accounting for more than one in every three drinks purchased. Big Can flavoured energy continues to drive the category and within this, Rockstar flavours are the star performers, delivering 50% of sales.”

“Shoppers are constantly seeking new energy flavours and the new Rockstar Revolt packs will add excitement to the fixture. We recommend that retailers display the range prominently and prepare for this revolutionary sales opportunity.”

[philanderer] 09/1/2017 18:57

Nope , someone`s still unloading @ 505p

[philanderer] 09/1/2017 14:07

Maybe that 11,000 @ 505p has cleared the books ?

Wait and see.

[philanderer] 09/1/2017 12:45

From last week

'AG Barr's Funkin Pro Beetroot Shrub Syrup - Product Launch'

[philanderer] 15/12/2016 11:16

updated:

15th dec JP Morgan Caz neutral -
15th dec Berenberg hold tp 480p
14th dec Barclays overweight tp 560p
14th dec Whitman Howard buy tp 600p
3rd oct Numis add tp 575p
27th sept N+1 Singer sell tp 475p


27th sept ++++++ interims ++++++

[philanderer] 14/12/2016 12:27

After yesterday`s analyst site visit:

14th dec Barclays overweight tp 560p
14th dec Whitman Howard buy tp 600p

[philanderer] 28/10/2016 10:04

Just about hit all the negative broker price targets now.

Tempted for a few.

[spacecake] 28/9/2016 12:24

philanderer,

You maybe interested in this article issued ahead of the interims...



Nothing that surprising in the interim results, product price deflation tailing off all a bit late for the poor souls losing their jobs.

(27/09/2016) ch - "...we remain on track to deliver profit (before tax and exceptionals) slightly ahead of last year"

[philanderer] 12/8/2016 08:55

Berenberg downgrading to sell this morning..... target 470p down from 530p

[philanderer] 02/8/2016 20:52

Still just watching.

Market report:

Mid-cap stock AG Barr dropped 23.5p to 512.5p following a weak trading update. The soft drinks maker sees half-year revenues sliding 2.9pc to £125m due to challenging trading conditions. Broker N+1 Singer also cut its rating to “sell” in its wake.

[spacecake] 29/4/2016 19:20

Tiny insider share sale and down goes the share price, tut, tut insane over reaction.

[spacecake] 25/4/2016 17:10

Nice bit of volume (14 mill shares) there and the price move with it.

[spacecake] 01/4/2016 16:37

Reasonable set of numbers with a plan in place to deal with the sugar levy.

[spacecake] 26/3/2016 20:21

Results Tues 29th March

[spacecake] 17/3/2016 11:08

Ridiculous Sugar Tax, as if that's going sort out fat kids.

[spacecake] 01/3/2016 20:37

Department of Health’s child obesity strategy - pushed back to the summer.

[spacecake] 01/3/2016 19:44

New packaging...