Britvic Share Discussion Threads

[philanderer] 12/8/2016 10:28

I wonder if it`s time to revisit that BAG deal ?

[philanderer] 12/8/2016 09:16

updated from today...

12th aug Berenberg buy tp 775p
11th aug HSBC hold tp 620p
11th aug Goodbody buy =
8th aug Deutsche hold tp 600p
2nd aug Morgan Stanley equal weight tp 650p
26th july UBS buy tp 760p
22nd july Numis add tp 722p
22nd july Goldman Sachs buy tp 810p
22nd july Barclays overweight tp 710p
22nd july JP Morgan underweight tp 590p
22nd july Soc Gen hold tp 660p

21st july +++++ trading update +++++

[philanderer] 11/8/2016 11:30

Agreed Mozy , I added a few this morning


11th aug HSBC hold tp 620p

reiterates

[mozy123] 11/8/2016 10:28

CCH - strong results from a fellow bottler!

BVIC is cheap as chips compared to that stock.

[philanderer] 11/8/2016 09:40

11th aug Goodbody buy

reiterates

Read across from CCH this morning

[philanderer] 08/8/2016 17:26

Britvic Soft Drinks ‏@Britvic 37 minutes ago

We’ve been named as one of the UK’s first @GoUltraLow Companies, recognising plug-in cars and vans on our fleet #goultralow

[philanderer] 08/8/2016 08:59

Deutsche retains 'hold' , target cut from 700p to 600p

updated:

8th aug Deutsche hold tp 600p
2nd aug Goodbody buy =
2nd aug Morgan Stanley equal weight tp 650p
26th july UBS buy tp 760p
22nd july Numis add tp 722p
22nd july Goldman Sachs buy tp 810p
22nd july Barclays overweight tp 710p
22nd july JP Morgan underweight tp 590p
22nd july Soc Gen hold tp 660p

21st july +++++ trading update +++++

[philanderer] 05/8/2016 16:04

Pretty well tracking BAG today ... and BAG had a poor trading update a few days ago.

[philanderer] 05/8/2016 15:58

We`re not joining in the party today. Only fella in the red in my portfolio today :-S

[mozy123] 02/8/2016 19:38

prefer the ubs 760 target! :)

[philanderer] 02/8/2016 09:13

Morgan Stanley initiates coverage with 'equal weight' and 650p target


2nd aug Goodbody buy - reiterates

[philanderer] 27/7/2016 17:25

Kames Capital dumping 3 million.

[philanderer] 26/7/2016 17:21

Britvic (LON:BVIC) had its stock rating reiterated as ‘Buy’ in a report released by analysts at UBS.

UBS today set a target price of 760 on the company’s stock.

[mozy123] 26/7/2016 12:35

FEVR - £1bill company that made £12mil EBITDA in 6 months.

Britvic just guided £180m to £190m EBITA for a £1.6bill company.

The Fizz, or should I say bubble in FEVR is real. Going to end badly.

[philanderer] 26/7/2016 11:18

Read across from FEVR numbers today.

[ygor706] 22/7/2016 18:06

I sold out of Britvic at a profit about 2 years ago at a price of nearly £7. My major concern was the balance sheet in a slightly uncertain interest rate environment.

Since that time the company's performance has improved and cash flow has significantly deleveraged the balance sheet. The share price, however, has fallen to sub £6. To me it doesn't really make sense unless you believe that Brexit will lead to a hike in interest rates.

I suspect that we're in for another round of quantitative easing in August which will hold interest rates down. Politicians/Governments worldwide need interest rates low (or even negative if they can get away with it) because they are the biggest borrowers of them all. With that in mind I bought back into Britvic yesterday and doubled my holding on the fall today. A yield of nearly 4% twice covered is not to be sneezed at. Nichols yields half that amount.

[philanderer] 22/7/2016 17:31

Fair recovery once the US market opened..... interesting ;-)

[philanderer] 22/7/2016 12:29

Ah... Soc Gen retain 'hold' but cut target from 700p to 660p

updated:


22nd july Numis add tp 722p
22nd july Goldman Sachs buy tp 810p
22nd july Deutsche hold tp 700p
22nd july Barclays overweight tp 710p
22nd july JP Morgan underweight tp 590p
22nd july Soc Gen hold tp 660p

21st july +++++ trading update +++++

[philanderer] 22/7/2016 08:48

22nd july Deutsche hold tp 700p
22nd july Barclays overweight tp 710p
22nd july JP Morgan underweight tp 590p

reiterations

[philanderer] 21/7/2016 21:12

Investors Chronicle:

The weather might have been scorching in the past few days, but a dreary June apparently dampened the public's appetite for soft drinks. Britvic (BVIC) reported a 5.3 per cent increase in revenue in the third quarter to 3 July, with volumes up 8.8 per cent. Organic volume increased 1.4 per cent whilst revenue declined 0.7 per cent. That said, the company remains on track to deliver full-year cash profits within the guidance range set at the beginning of the year of £180m to £190m.

Buy.

[philanderer] 21/7/2016 17:18

'Britvic Stock Purchase – If a company’s products taste good buy the shares'

[philanderer] 21/7/2016 09:24

Looks ok to me.

21st july Barclays overweight tp 725p

reiterates

[philanderer] 20/7/2016 18:14

Q3 trading statement tomorrow

[philanderer] 19/7/2016 16:51

Nice one Mozy :-)

One of the great brand names.

[mozy123] 19/7/2016 16:21

CCH is very expensive for just a bottler, which owns none of its own brands.

Britvic has the best of both!

Enjoying my pear and blueberry drench today in the heat!!!