Blavod Wines Share Discussion Threads

[altcell] 30/1/2014 19:48

Just need to sit tight with these. So far, Goulding is doing everything as it was inscribed on the tin. High hopes for Espana and decent re-orders from the multiples here and in Oz. Shamefully, I still have some of my Xmas Blackwoods left, but not for much longer. See this ticking back up without too many worries.

[mortimer7] 30/1/2014 14:44

Agree with CR, that one big sell seems to be an inhibition today. Shame to see share price down a touch despite a decent RNS. However, I see the biggest buy so far today of 250k has just gone through.

[berny3] 30/1/2014 14:42

That 900K looked like a buy to me - given the prices of much smaller volume on the sell side.

[cockneyrebel] 30/1/2014 13:35

I think that 900K slowed these down today together with the 'better to travel than arrive' theory imo.

Might make more headway going fwd as the story here now gets in the press and the tip sheets imo.

All imo/dyor etc.

CR

[berny3] 30/1/2014 12:54

PITM that is a good point that I would like to expand upon. The months March to June are usual the quietest months. If break even can be achieved on a monthly basis in these early months then we should be able to see profit into the second third and fourth quarter.

In interesting to see the pull back this morning and good potential for a top up. A directors by would also be good news. Maybe that is why an update has been released........my mind working over time.

[petersinthemarket] 30/1/2014 10:57

Whilst a little more detail would have been interesting, I believe the summary provided by BES directors demonstrates impressive progress in the company's turnaround. I find it significant that the report uses the expression ''monthly break even'' (rather than annual) as this implies that we may be able to expect a return to monthly profit before the end of calender 2014 and perhaps a small net annual profit at the end of financial year 1Apr14-31Mar15. IMO the development of ''new concepts'' to add to successful existing brands, international market targeting and innovations such as the popular ''rum shacks'' shows a spirited (sorry!) effort on the part of the board of directors. As it is ultimately eps that drives the share price, ''financially robust'', effective cost control and a reduction in low margin business tells me that this BoD means business. All in all, the company prospects suggest this stock is still too cheap and I will be looking to add as soon as I can free up the necessary capital. Pete.

[risk1] 30/1/2014 08:41

Here is my feedback

very positive rns but no new news so I would not have bothered personally

What the market wants to know is how soon will the company make a profit and how much

[glennborthwick] 30/1/2014 08:37

I'm accumulating anyway do it suits me to have a couple of months where I can pick up more.

[bigfrocks] 30/1/2014 08:28

Yeh an we r down lol

[risk1] 30/1/2014 08:27

I suspect a placing at some point and the market smells this also

[lanzarote666] 30/1/2014 08:13

All the reasons I got involved...improving margins, falling overheads, increasing popularity.

On course, and a long way to go.

Think I am going to go and have a stiff drink.

8-)

[glennborthwick] 30/1/2014 07:50

plus it looks like by the summer we have the US and France to follow

[glennborthwick] 30/1/2014 07:46

wonder what we will open at

[berny3] 30/1/2014 07:26

margins improving and sales increasing what more do you want. Top marks to DG for turning this around. Growth brings growth in this industry. Looking forward to both Diva Vodka and Jago's launch. Diva Vodka is a brilliant. Jago market may be dominated by Bailey's but we know that Jago's is a better product. Marketed right and when the public recognise Jago as the better product.

Excellent

[cockneyrebel] 30/1/2014 07:22

Reads very good imo. I suspect there were a lot sceptics waiting for these to miss but DG sees to have taken it y the scruff of the neck with his Diageo past imo.

Sales up strong and margins increasing, bearing down strongly on costs and some great products now.

Couldn't ask for much more from a t/s imo.

All imo/dyor etc.

CR

[glennborthwick] 30/1/2014 07:20

What I like is that as sales are rising they are driving down costs

[aim999] 30/1/2014 07:19

Super .... As I've said .... Sit wait, watch this grow during 2014 .... From such a low low market cap...Onwards and upwards ... The market is starting to like this turnaround story

[2prsimo] 30/1/2014 07:17

More products to launch too:

Other brands being developed by the management team for re-launch in the next few months include Diva Vodka its super premium Vodka with Swarovski crystals packaged in the bottle and Jago's a vodka vanilla cream liqueur developed by Tom Jago.

[2prsimo] 30/1/2014 07:10

Superb update - well done to the bod here. One of the best prospects on AIM for a solid turnaround story. All imo of course.

[rodrod1] 30/1/2014 07:07

Thats a very positive trading update. This share looks like a good growth prospect indeed for 2014/15.

Thanks to posters here for making this one of the best boards on advfn.

[bigfrocks] 29/1/2014 16:38

Wont they release an rns on this?

[sueyou1] 29/1/2014 11:55

Nice technical bounce, as expected!

petersinthemarket, thanks for the heads up on the trading update, looking forward to it ;-)

Chart I posted on 25 January