Distil Share Discussion Threads

[berny3] 09/1/2017 20:07

what would be better is two lines rather than one.

[berny3] 09/1/2017 20:06

great pic which bottle draws your eye? great placing right next to CM. Do you want budget rum or standard middle of the road CM or should we treat ourselves to the Redleg Rum!!

[bprofit] 09/1/2017 13:20

Last year the trading update was in the 22nd Jan.. Does anyone know when the update is due this year?

[lr2] 09/1/2017 11:04

Don't go spending £20 on RedLeg in Tesco's. It's only £15 in Morrison's at present.

[on target] 09/1/2017 09:29

Mind you different markets. Only certain types of drinker buy spirits priced at £11 a bottle.

[on target] 09/1/2017 09:25

Imitation is the sincerest form of flattery I suppose.

Any possibility they have done some kind of deal with Distil?

[on target] 08/1/2017 12:34

From another site:

Sat 14:55 Madmurdo On offer in Morrisons 1.20 Strong Buy
Redleg and Blackwoods gin on special offer in my local Morrisons and very little left on the shelves

[glennborthwick] 07/1/2017 19:59

played football with my mate from tescos who says basically Gin genrally is going mad this year. They've doubled the shelf space for it. Jan always a good month as people move to slimline tonic

[berny3] 07/1/2017 06:37

That is fair point about pipe fill.

If we look at number of Super market outlet yoy final half last year last year had 450*2 Sainsbury plus 750 Tesco plus 185 Tesco = 1835

This half year in addition 2*450 Morrison plus 200 Waitrose = 1,100

Assume 3 months to clear pipe fill and restock = 550

roughly 30% increase in Supermarket outlets

Hopefully not too long to know for Q3 update

[glennborthwick] 06/1/2017 19:15

I guess pipe fill for the new supermarket contracts might have affected things.

shouldn't be long now and we should have an idea

[berny3] 06/1/2017 17:39

true but it gives an idea of potential. we'll need to wait for Christmas update. General thoughts £666,000 revenue for 6 months is give or take 18,000 cases based on estimate of £6 per bottle revenue £36 per case. Therefore we should be looking at circa 36 - 40,000 case sales this FY.

[glennborthwick] 06/1/2017 17:12

id imagine Christmas was a busy time though

[berny3] 06/1/2017 15:07

GB if you take at an average potential sales are 1 case a fortnight across the Supermarkets for Redleg. Tesco is 750 stores.

2 cases per month 24 cases per store a year multiply this by 750 = 18,000 cases RLR Tesco

Apply this to Sainsbury 450 stores = 10,800

Apply this to Morrisons 450 stores = 10,800

Not including Amazon, Wairose or ontrade sales of Redleg or up coming US sales

RLR on its own could contribute 39,600 case sales

include BWG as half the sales rate of RLR across Sainsbury and Morrisons add an additional 10,800 case sales.

Circa 50,000 cases sales per year is an achievable target on quite low market penetration.

Come back to market cap at £6mln (including cash on balance sheet and there being no debt in the company)£120 per case value (ignoring Blavod and other brands and also the hassle of getting brands listed for distribution in the US)

It is going to be an interesting year

[berny3] 06/1/2017 06:56

Thank you GB

[glennborthwick] 05/1/2017 21:34

my mate who works there can only look back to the 22nd though so no more info than that

[on target] 05/1/2017 19:18

Is that a Tesco Express or a big store?

[glennborthwick] 05/1/2017 18:14

My local tescos has sold 6 bottles sine 22nd Dec. Don't know how useful that is.

[berny3] 05/1/2017 15:59

blavod has been available in TGI for as long as i can remember. even before the purchase of blackwoods. redleg Rum not as sure but think it has been sometime. Be good to see Redleg rum expanding the distribution in the on trade.

[amelia airhead] 05/1/2017 14:27

well over priced

[someuwin] 05/1/2017 14:20

Jan - Mar is their Q4 period.

"In October we finalised label approval by the TTB for RedLeg in the USA; production and shipments are now planned for Q4."

"Q4 will see the new Rum Shack and Blackwoods Gin Palace vehicle making its first appearance at festivals and events throughout the UK."

[nhs buyer] 05/1/2017 13:50

I'm watching and waiting.

[acdc52] 05/1/2017 13:33

If Dis does break even this year, it should trade in double digits.