Distil Share Discussion Threads

[control1] 08/6/2016 21:34

ooh err Missus, a bit of a theme developing....

10%+ shareholder - Howard Raymond (SON OF PAUL RAYMOND)...!

plus....

someuwin - 8 Jun'16 - 11:04 - 1590 of 1599 1 1

RedLeg lining up with the big boys...

The Fat Boar Mold ‏@thefatboar · 18 hours ago

If rums your tipple then we have plenty of choice at the bar! @RondeJeremyRum @RedLegRum @KrakenRum @oldjspicedrum


Really, RondeJeremy - SERIOUSLY.... RON (de bloody) JEREMY....!!!! (probably the Fat Boar himself)


Older investors will (most likely) see a connection between the names in CAPITALS here...

[haggismchaggis] 08/6/2016 19:03

I think Blavod sales will take off again. It is too good a product to languish, the US will fall for it big time I think.I said recently that Don knows what he's doing and the results prove this.Distil is not a gamble with so much cash and fast growing sales. If only the market would wake up.

[berny3] 08/6/2016 18:55

Another bit of research for you about new brands tagbot:

Looks who owns the trade mark Mardi Gras:

[haggismchaggis] 08/6/2016 14:58

We have enough cash to last over ten years at the announced burn rate. We know the actual burn rate is a lot lower. The risk level just plummeted.

[someuwin] 08/6/2016 13:58

RedLeg Rum ‏@RedLegRum · 2 minutes ago

Fancy a bottle of RedLeg for these summer days? @TheDrinkShop …

[berny3] 08/6/2016 12:57

And Redleg continues it's climb in Tesco popularity.

[someuwin] 08/6/2016 11:04

RedLeg lining up with the big boys...

The Fat Boar Mold ‏@thefatboar · 18 hours ago

If rums your tipple then we have plenty of choice at the bar! @RondeJeremyRum @RedLegRum @KrakenRum @oldjspicedrum

[dietcoke197] 08/6/2016 10:57

That makes perfect sense someuwin.

[lr2] 08/6/2016 10:56

£100m should get you a 20 bagger Someuwin. Are you sure that's enough? :)

[someuwin] 08/6/2016 10:46

If you watch the CEO video in the header he explains it well.

The value of the company is not measured by profit from sales but by increase in the value of their brands which will ultimately be realised with the sale of one or more of them.

As long as they are breaking even (which it looks like they are now) they should have no further need to raise funds.

So increasing sales leads to increasing marketing push which leads to increasing sales etc. etc.

Ultimately one of the big boys then pays a handsome premium (Say, £100m? for the Redleg brand) which they can further monetise with their vast distribution channels.

That's the plan as I understand it.

[dietcoke197] 08/6/2016 10:21

Heres a couple of scenarios for the current year bsed on 2 sets of assumptions

1) Staedy state... no major change in promo activity in UK.
Sales uplift % 25
Gross margin 58
promo spend uplift% 7


Revenue 1,461
Gross Profit 848


Total administrative expenses -798
Operating Profit 50


2) Continued large increases in promo spend by, for example, buying premium shelf space etc...
Sales uplift % 53
Gross margin 55
promo spend uplift% 50


Revenue 1,789
Gross Profit 984


Total administrative expenses -918
Operating Profit 66

Horses for courses really, which way you go. Although the recognition achieved by the extra promo activity should help with the brand value.

[mortimer7] 08/6/2016 09:36

In round terms there's circa 20% uplift in revenue & gross profit in H2 vs H1.
Should be seeing PBT on that basis in the next results.
In todays RNS narrative, I'm surprised there isn't more positive emphasis on the last 6 months performance & subsequent potential for the outlook.

[someuwin] 08/6/2016 09:29

Once they're out it will rise again.

[someuwin] 08/6/2016 09:00

Its a good position to be in now that redleg can be sold in USA.

[dietcoke197] 08/6/2016 08:58

No, it's an 8K loss for the 2nd half.

[haggismchaggis] 08/6/2016 08:43

I just had a quick look back at the h1 vs fy results and I think I'm seeing a 20k profit in h2. Can anyone confirm? Look at the cash used in operations and cash at the end, minus the placing cash.

[berny3] 08/6/2016 07:37

Looks like second half 6 months operating at Break Even.

£1.2mln revenue increase from £650K

New market opportunities

Redleg Rum in the US

Current sales est 30,000 cases

mrkt cap £5mln

Mrkt value £133 per case

Conservative est value £400 per case est mrkt vale £15mln or 3.4p (300% upside)

All guess work and in my own opinion.

[deanroberthunt] 08/6/2016 07:19

not bad, not bad at all.

pretty much at b/e, t/o nearly doubled, and sitting on nearly £1m of cash.

not out of the woods yet, but seemingly heading in the right direction.