Fevertree Drinks Share Discussion Threads

[sogoesit] 23/5/2016 22:36

Beginning of July prior to interims is probably next news.
But I guess we'll see significant new highs before then as folks speculate how material material really is.
Uncomfortable, I agree hydrus, but I would say hang in there as this type of company only comes along once in a blue moon... and then it has to pay for the failures (of which I have one or two!!!).

[hydrus] 23/5/2016 19:54

Amazing sales momentum from FEVR, I'm interested in seeing next results in terms of growth profile. Would like to see States pushing ahead more than anywhere else. I have no idea how to predict longevity of future growth here - very different from most of my top holdings where I look for greater visibility. That makes it an uncomfortable hold in someways but just have to have some faith in the product, brand and management team.

[bigwavedave] 19/5/2016 14:32

Ditto that. Watched it for ages but just dithered.

[essentialinvestor] 19/5/2016 14:26

Did I ever underestimate the potential here!, many congrats folks.

[martywidget] 19/5/2016 14:23

19 May 2016 09:30
Investec Ups FeverTree Drinks Target To 840p From 740p, Keeps Buy

[sogoesit] 19/5/2016 08:24

I like the ad for Avis that plays on TV:

Let's go and fly a kite
Upto the highest height

Upto the atmosphere
Up where the air is clear

Let's go... fly a kite!

Oh well, hubris and all that... ;-)

Difficult to keep those C02 bubbles down, I guess!

[juzzer100] 19/5/2016 08:23

That's a nice surprise!

[martywidget] 19/5/2016 08:18

All together now ;)

It’s a great day, I’m feelin’ good (ohhh)
The possibilites of what I could (ohhh)
Do with the world at my finger tips
My imagination brings a smile up to my lips (ohhh)

Fascinated I am movin fast (ohhh)
I’m optimistic as the days go past (ohhh)
Opportunity is here for me
So come along and take a look because I want you to see (yeahhh)

The world is yours, look a little bit closer
If you want it, come and get it, you can take it over
You can make your tomorrows, what you want them to be
You got the power in your hands, to shape your history

You gotta take it up a level, and go up higher
Put more fuel in the tank, and turn up the fire
Come on, and take leap into your destiny
And come on up, come up, come up with me

We’re going up, up up, and up, up, up (x4)

We’re going up, to the top, won’t stop, now I’m feelin it
Celebrate life, good times all around
I wanna keep it, keep it simple, so its not complicated
And that what goes up, doesn’t have to come down

(ohhh)

It’s looking like another sunny, Sunday
Good days are here, no I’m not waiting on one day
Get up, get movin, and come on and see
Because it’s time to live life, a life that’s happy and free

The world is yours, look a little bit closer
If you want it, come and get it, you can take it over
You can make your tomorrows, what you want them to be
You got the power in your hands, to shape your history

You gotta take it up a level, and go up higher
Put more fuel in the tank, and turn up the fire
Come on, and take leap into your destiny
And come on up, come up, come up with me

We’re going up, up up, and up, up, up (x8)

[sogoesit] 19/5/2016 07:24

Indeed.
What are current market expectations, 60% pa growth, or was there a dampener recently?
I am still working on a P/E of 60 as being "reasonable"; am I wrong?

[broadwood] 19/5/2016 07:18

That'll do very nicely.



Given the strong sales in the period to date, the Board anticipates that the results for the full year ending 31 December 2016 will be materially ahead of market expectations

[dangersimpson2] 11/5/2016 10:24

Aren't those larger trades more likely to be delayed sells? The buy-sell designation is just a guess based on bid-ask at the time the trade is published so doesn't work well for delayed trades. Price action would suggest they are sells that have balanced smaller buys over the last few days. They could represent a small overhang clearing which would be positive for the share price but could equally represent a larger holder looking to sell out.

[from8to800] 11/5/2016 08:53

190k shares buy, according to ADVFN. Would be interesting to see if this affects share price
If it goes past 650p on good volume I'm going in.

[sharestobuy] 04/5/2016 18:40

Hopefully more upside on its way

[apad] 01/5/2016 12:19

One of the good things about BOO, Soro, is that it has joint CEOs - one a designer and one an experienced ragtrader.
apad

[sogoesit] 01/5/2016 09:58

Thanks hp, that fits. My trips are every two years...

I don't like the sound of you being "flat"... drink more carbonated water, preferably FeverTree ;-)

Good luck with the cheaper entry point.

[martywidget] 28/4/2016 17:06

Fever-Tree founder Tim Warrillow's day behind the bar gives the mixer maker a boost

[sogoesit] 22/4/2016 11:34

Thanks APAD, more down to luck on BRBY but I didn't like the "sound" of a chief creative officer... imv a CEO needs to be disciplined rather than "creative" but maybe I'm "out of fashion"!

I note that FeverTree is available in Singapore (on the hotel bar and room service lists in a couple of hotels).

[finbarot] 22/4/2016 09:49

Very upbeat AGM,forward earnings looking positive,v popular in Russia,and with more products in the pipeline.

[apad] 21/4/2016 08:12

The pricing power is a pertinent comment when you look at brand erosion from the likes of Bottle Green. That is the type of threat that I think represents a short term problem. Hopefully FEVR has sufficient momentum and lead to expand into world markets ahead of the curve.
The Two did dump a lot of shares and I thought the results didn't warrant the share price increase that followed. I mistimed a top slice and the shares are now back to where I reduced. There is likely to be some more share price weakness and I will be looking to increase at less than I top-sliced in order to reduce costs.
The Bearbull article I view as a journalistic fill-in and I expect the theme to be repeated by tintins in all the rags and blogs and it is a while before new news.
So with any luck there might be an opportunity to increase ahead.
apad
ps
Well done on BRBY, wish I had had that foresight.

[sogoesit] 20/4/2016 18:31

It's a bit of a fallacious argument in my view.
Under Angela Ahrendts Burberry went from 200p in 2009 to 1900p in 2015, nearly 10-fold.
FEVR has gone from 160p to 680p, over 4-fold.
"Luxury" highly differentiated brands, maybe like Schhh... we know who used to be, can be rewarded by high P/E ratios for quite some time in their growth phase.
Sure, as Bearbull says, they can also fall to lower P/Es when they go ex-growth.

So what? When they go ex-growth we will adjust at that time. You don't bite your nose off now because in 10 years time it might be awarded a P/E of 15 whereas during its growth phase it gets awarded a P/E of 50 or 100! That's the nature of the growth stock game. When it gets to a P/E of 15 maybe it will pay a constant dividend of 4% who knows! Is he suggesting FEVR has gone ex-growth now?
Anyway, Perrier water used to sell for 7 times the price of crude oil and people were buying tap water in bottles at supermarkets... and...????

And, it's also remarkable that Burberry shares have been falling since the new Chief Creative Officer is also the Chief Executive... that and China! Not much creativity going on there then.

Good luck to all holders!

(Holder of FEVR; ex-holder of BRBY]