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DIS Distil Plc

0.60
0.025 (4.35%)
28 Mar 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Distil Plc LSE:DIS London Ordinary Share GB0030164023 ORD 0.1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.025 4.35% 0.60 0.50 0.70 0.60 0.575 0.58 0.00 15:09:14
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Distilled And Blended Liquor 1.32M -748k -0.0011 -5.45 4.11M
Distil Plc is listed in the Distilled And Blended Liquor sector of the London Stock Exchange with ticker DIS. The last closing price for Distil was 0.58p. Over the last year, Distil shares have traded in a share price range of 0.325p to 0.75p.

Distil currently has 684,399,579 shares in issue. The market capitalisation of Distil is £4.11 million. Distil has a price to earnings ratio (PE ratio) of -5.45.

Distil Share Discussion Threads

Showing 1751 to 1772 of 10925 messages
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DateSubjectAuthorDiscuss
23/9/2016
18:39
Buy on the rumour, sell on the news.
Have we had the rumour yet?

petersinthemarket
23/9/2016
12:47
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.
berny3
23/9/2016
10:35
Time for a top up?
someuwin
22/9/2016
11:22
Also, once cash flow positive, I forsee expansion of the range. An easy option would be flavoured vodka utilising the Blavod distillate.With the network of suppliers in place, it would be a quicker and easier process to get new products into the market than it would have been a few years ago.
haggismchaggis
22/9/2016
10:57
SUW - once sustainable market penetration is achieved sellers will want to stock the item as it is in demand by the consumer. The company stated that Redleg is the fastest growing Rum in it's sector. If you are in charge of the spirits section as a buyer you will want to have that product in your range.

We are seeing this in the growth of Redleg Rum. i.e. growth equals further growth. The same traction needs to be begin to be established in

Blackwoods Gin
Blackwoods Vodka
Jago's Vanila Vodka Cream
Diva Vodka

As money makes money once the company has cash it can the begin to invest in getting that same traction in the other brands.

The recent raising gave the company a cash buffer, something it has not had previously. With any distributor to get a listing you first have to supply. To supply Morrisons with two lines would consume a lot of cash outlay to stock the supermarket before you got cash in. The company is in a position now to be able to make this investment.

Further to your comment on other distributors - would it be great if Wallmart in the US wanted to stock Redleg and Blackwoods.... Now that would be a super game changer... Onwards and upwards.

berny3
22/9/2016
09:38
These ones still to sign up...

Asda
Budgeons
Co-op
Aldi
Lidl
Marks & Spencer
Ocado

Then we need more pub / hotel chains & distributors to get onboard too.

I guess once they are consistently above breakeven they can then focus more on broader advertising to build the brands up further.

That is the end game here - a sale of one or more of the brands for 10's or even 100's of millions.

someuwin
22/9/2016
09:37
Cheers Berny - I'll try and get a definitive list in the header at some stage.
someuwin
22/9/2016
09:30
SUW worth noting this RNS in 2012

22 November 2012

Blavod Wines & Spirits PLC

("Blavod" or the "Company")

Tesco to stock Blackwood's Gin in England and Wales

Tesco has agreed to increase availability of Blackwood's Vintage Dry Gin to larger stores in England and Wales. Previously Blackwood's Gin was only available through Tesco stores in Scotland.

Also Majestic Wine stocks Blackwoods Gin not sure about Bookers.

berny3
22/9/2016
09:10
So what we have so far...

RedLeg Rum:

Sainsbury's
Tesco
Waitrose
Morrisons
Bookers
Majestic wine
Amazon

Blackwoods Gin:

Sainsbury's
Tesco
Morrisons
Amazon

someuwin
22/9/2016
07:08
I added 50,000 this morning, with another store on-board sales could start to multiple quite rapidly.
baticle
22/9/2016
07:02
Keep accumulating.
glennborthwick
22/9/2016
06:45
The company had 80% growth in revenues in last FY 1st half with one line (Redleg) listed in Sainsbury. This half we have had 2 lines (Blackwoods and Redleg) listed in Morrisons and 1 line Redleg listed in Waitrose.

We know from the trading update that prior to these listing quarterly sales were the equivalent of restocking Sainsbury (1% higher than same period last year). If you add the the second quarter Waitrose and Morrisons likely to be circa 1,000 stores (200 Waitrose and 400 each line Morrisons). Do the maths sales this 1st half should be 20 - 30% higher. We also know that there is give or take 4*revenue growth to sales growth. Last year 20% sales growth 80% revenue - trading up date 1% sales growth 5% revenue.

Roll on 1st half year results.

berny3
22/9/2016
06:25
Great news.

Which supermarket is it I wonder?

someuwin
21/9/2016
09:46
I like the bottle design. The words might not be immediately readable but in time the brand itself becomes the distinguishing feature.

Hopefully in time it will become iconic.

I would like to see them producing some promotional products using the design. i.e T-shirts and the like.

someuwin
21/9/2016
09:05
Very interesting SUW. Good to see it has two bottle frontage and is at eye height as well.

When you begin to crunch the figures number of distribution outlets must be in excess of 2,000 in Supermarkets alone. Lets look at those figures a little more:

Tesco we know has 700 stores at time of the release with Redleg = 700
Sainsbury's assume 500 stores with Blackwoods Gin and Redleg Rum = 1,000
Waitrose assume 200 stores for Redleg = 200
Morrisons assume 400 stores for Blackwoods and Redleg = 800

On those alone that is 2,700 - add in Bookers, Majestic Wine and independent's there must be close on 3,000 outlets

Applying that to one bottle sold a week per store 52 bottles a year * 3,000 = close on 26K 6 bottle cases

Add in on trade sales and sales outside UK we must be approaching 30K cases sales per year. With market cap of 6.5mln that is equating to £215 per case value for the company. Do not know what the revenue is per case to the company I would make the assumption after duty £6 (£36 per case). That is 16.7% static return.

If the company can maintain a 20 - 50% sales growth rate. Current market cap is way to low and should at current rates be a multiple of where we are.

berny3
21/9/2016
09:03
The label is a shambles compared to the ones around it.
You can barely make out what it says, it should be instantly recognizable and clear.
Its a nice bottle but sub standard label.
They need to get it sorted and the same with the others.

yindag
21/9/2016
08:54
Cheers for that Berny.

Yes I saw RedLeg in our local Bookers cash & carry last week...

someuwin
21/9/2016
08:49
Redleg is also sold in Majestic Wine and Bookers.
yindag
21/9/2016
08:40
All a bit quiet here. Thought I would share as came across something a little interesting.

Redleg is now being sold in the following Supermarkets:

Sainsbury's


Tesco


Waitrose


Morrisons


Amazon


Blackwoods Gin is being sold in the following Supermarkets

Sainsbury's


Morrisons


Amazon


This should make first half results quite interesting as since this time last year distribution has increased across the Supermarkets from Just Sainsbury's to include Tesco, Waitrose and now Morrisons.

Looking at Kantar figures


Redleg Rum is distributed across 59.7% of the Supermarket audience
Blackwoods Gin 26.3%

These figures do not include Amazon and with their link up with Morrisons as distribution centers could further enhance sales.

All in all this is making things look quite interesting and showing that the number of distribution channels is increasing.

PIM and DC would be interested on your take of expectations on growth over last year and your take on potential figures for this half year.

berny3
15/9/2016
08:16
Hadn't noticed that Dante, but you are right. Perhaps if you emailed Dis. They are always helpful. pete
petersinthemarket
13/9/2016
14:43
DC - very interesting for FEVR I missed that boat as I thought it was over valued at circa £100 mln. They have done a great job with that brand and significantly distributed the soft drinks market.

We need to see figures from 6 months trading on Distil. What is positive is that the company is moving in the right direction, there is a clear growth and the UK market likes the niche brands which is good news for the company.

I am interested to watch other brand reactions when Redleg has been introduced. Currently in Waitrose almost every Rum brand has gone on offer. It was similar in Sainsbury and Tesco when introduced. That is positive to me as it shows Redleg is making waves.

Onwards and upwards.

berny3
13/9/2016
12:42
Berny,

My view on FEVR was based on it having market leadership in its niche. It is true that others will now invade it's space and how it reacts remains to be seen.

I do feel that though that they retain a first mover advantage in their niche for a while at least.

I'm sure they will use that brand recognition to move into related products and grow in that way.

dietcoke197
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