||EPS - Basic
||Market Cap (m)
Distil Share Discussion Threads
Showing 1776 to 1799 of 1800 messages
|Good spot - surprised they didn't announce the red leg final approval|
have you heard any noise from over the water about red leg yet?
BTW, I reckon they need 25% sales rise to breakeven for the full year. This will probably need a bigger promo effort because of strong comparables with last year.
This is perfectly achievable though.|
|Blavod is made in Germany, Blackwoods in the U.K. And RedLeg partly in the Caribbean partly the U.K.|
|Up again today.|
|Where is most of the production done?|
|we know that revenues for the first three months increased by 5% yoy. Therefore one would expect minimum 5% growth in revenue. You have to add to this the variable whether 1st 3 months last year were higher than the second 3 months due to Sainsbury being stocked in first 3 months. If the stocking of Sainsbury skewed results for last half year to the first 3 months there should be a higher growth in revenue in the second 3 months. Therefore we are working somewhere I reckon between 5-10% growth in revenue at this stage. Next you have to add in listing of Redleg in Waitrose, then you need to add listing of Blackwoods Gin in Morrisons and Redleg in Morrisons. This could be circa 1,000 new listings i.e a combination of Morrisons supermarkets *2 plus Waitrose supermarkets.
I anticipate a profit for the full year to March 2017 (last year second half results were -£8K profit). My hopes for 1st half of the year is breakeven. I have a niggle that the company may be in profit, but I have been over optimistic in the past.|
|Someuwin we seem to be interested in some of the same stocks! Have a small stake (under 1m shares) here at just over 1p. With some sales traction (and not too much discounting for marketing) and with the earnings in $$, this should do OK. Certainly undervalued if anyone want's to own a few extra brands, although note that Gin is an increasingly competitive market, but Rum has potential, esp in US. As long as sales grow in a reasonable multiple, at under £10m market cap, it does look cheap for a take out, one day.|
|I'm new here, really like the story, I take the long term view and this really looks to have a lot of potential.|
|It doesn't take much to move it.|
|Moving up nicely this afternoon.
Is our nice, transparent, level playing field market, working wonders again?|
Look at the annual return for the company 2 shares issued and shareholder Distil Plc. Get it through companies house web site.|
|dormant but don goulding as director. presuming its a subsidiary set up so it can be sold off easily if a bid comes for it|
|Not sure whether this is based purely on last year dates but have teh following on Bloomberg for earnings release for company. 27th October
|Cheers Berny, a little optimism is welcome - we have been waiting a long time for this.|
|We know from the trading update 1% increase in volume over first 3 months compared to last year equating to 5% change in revenue. The update mentioned this was at a time of pipe fill last year for Redleg Rum. Does this suggest that last year volume was weighted towards the first three months of the year because of taking on Sainsbury's. If so we should expect higher than 1% growth in sales in the final 3 months.
Add to that we have had pipe fill for Waitrose for Redleg Rum and then Pipe fill for Morrisons for both Redleg Rum and Blackwoods Gin.
Therefore I would expect an increase in sales volume compared to last year. If we are looking like for like the pipe fill for Waitrose and Morrisons combined should be greater than the pipe fill last year for Sainsbury.
Assume 10 - 20% growth in sales. What that equates to revenue looks to be more or less 4 times sales volume. So we could be looking at 40 - 80% growth in revenue. That should place us into breakeven territory and maybe even profit for the first 6 months.
Historically I have been over optimistic and may well be here to. I remain positive.|
|The share price continues to remain strong and the steady climb during the last twelve months has been very reassuring. Interims likely to appear at any time over the next few weeks now. But probably unlikely to give us any real figures until the finals. No sudden share price moves yet, so no news leaks yet. Pretty certain that break even will occur during this FYr and just possible that it might actually be happening around now. What do you reckon Berny?|
|Last Interims 29 Oct 2015 - so anytime soon. GL to longtime longs, pete|
|Indeed it is.
And I'd hazard a guess that the 1 million trade at 1.38p timed at 11:43 today is really a buy as I bought 150k four minutes earlier at 1.37p and that was shown as a sell.|
|Nice move up today.|
|Taken from a recent tweet today - gives us an idea of growth figures in other brands
Glenfiddich distiller/family firm William Grant:
2015 profit +9% to £147m
revenue +6% to £882m
Hendricks gin + Monkey Shoulder selling well|
|Buy on the rumour, sell on the news.
Have we had the rumour yet?|
|Good move SUW - buying on the dips seems sensible. Half year results were released in October last year. i would imagine there are people waiting to see how these new distributors translates to the financials.|