Fevertree Drinks Share Discussion Threads

[panic investor] 05/8/2016 14:39

They said that about ASOS and it took a fire to achieve that !

These guys don;t even hold stock by the sounds of things.

I don't hold any, used to and sold around 6.50.

Well done the rest of you !

[mr hangman] 05/8/2016 14:34

Agreed, but the day will come when everyone sobers up

[the big fella] 05/8/2016 14:28

Sometimes Hangers you have to go with the flow. Clearly anyone buying now must be full of G & T 's but those in early doors it's a very pleasant ride.

[mr hangman] 05/8/2016 14:08

As we stand this is being priced at over £100M per drink...

[robbiereliable] 05/8/2016 12:28

Lol Hangman, but every WAG in the world seems to have a Range? Let's hope they all have Fevertree parties this Xmas.

[mr hangman] 05/8/2016 12:17

Only problem there is not many of those, could be the best short ever

[robbiereliable] 05/8/2016 12:08

Agreed Skier, I made the mistake of selling out once before... Teary eyed thinking of the profits I could have now. Outlook is positive for now. Would love to see a joint campaign with perhaps a premium vehicle company, or premium fashion company. After all what more could a Jimmy Choo wearing, Range Rover driver want more than a Fever tree Tonic in the glovebox.

[leedskier] 01/8/2016 11:14

Well if it makes profits and is growing, it is almost unique on London markets.

[mr hangman] 01/8/2016 10:24

Think some of these analysts should have some more mixers with their Vodka/Gin

[martywidget] 01/8/2016 10:20

Berenberg raises fevertree drinks price target to 980 pence - 'BUY'

[sogoesit] 27/7/2016 12:31

Chronic Investor view 26 July 2106 :

"Competitors struggle to take the fizz out of Fevertree

The criticism by some that it's 'just tonic' has always led those Fevertree (FEVR) bears to predict a major competitor will come in and guzzle up market share. Recent reports have emerged about rival group Britvic (BVIC) looking to launch a range of premium mixers, but Fevertree chief executive Tim Warrillow says it "[wouldn't be] the first to throw its hat into the ring". To date, Mr Warrillow says his brand has seen off at least 40 rival premium tonics.

Finance director Andy Branchflower said operational improvements, including better glass bottle prices, were a direct consequence of the new-found scale of the business which, in turn, contributed to a 2.7 percentage point improvement in annualised gross margins. The group has also nearly doubled the size of its sales team to help it service its larger accounts, which now include supermarket Asda and a growing business with airlines easyJet (EZJ) and British Airways.

House broker Investec has upgraded its forecasts and now expects adjusted pre-tax profits of £26.5m in the year to December 2016 leading to EPS of 18.3p (2015: £17.5m/12.1p).


IC VIEW:
The growth rates achieved so far, thanks in part to the recent launch of the cans business, will be more difficult to repeat in the latter part of the year. Its increasing geographic diversification, with healthy numbers in the US and 'rest of world' divisions, make it less of a UK bet but the shares' forward earnings rating of 44 times keeps us on hold for now.
Last IC view: Hold, 637p, 1 Apr 2016"

[sogoesit] 26/7/2016 12:44

Coke was worth 60c in the '80's ... same thing, water with some flavourings and gas ;-)
But, then again, Burberry not doing so well when fashions change.
Who knows what can get "addictive"?

[mr hangman] 26/7/2016 12:05

Hi BF, Diffrence is LOQ had a patented technology which was very useful, to
growing theme park companies, called the QUEBOT, with the market cap here
anyone would think they have the cure for cancer.., No they make fizzy drinks

[the big fella] 26/7/2016 11:15

Hangers - good to see you still kicking around. It's been a while and I see you are as cheery as ever. For once I tend to agree with you. Mind you you were moaning about LOQ when they were 20p and didn't pay a dividend. They still don't pay a dividend but are somewhere near £12 now.

[hydrus] 26/7/2016 11:11

Hangman have yourself a refreshing ginger beer and relax

[mr hangman] 26/7/2016 11:10

Honestly, share price approaching £1 Billion, 13 mixers on offer.., this is already,
£800M more then a SAB Miller/Cadbury would pay

[steeplejack] 26/7/2016 11:03

Not dissimilar to the consumers passion for speciality sausages some years ago.Ultimately,the supermarkets copied the product and the "original" was indistinguishable from the clones.That said,the marketing by Fever Tree appears to be first class and it's momentum exemplary.Mitchell and Butler flagship pubs now have large sun umbrellas sporting the Fever Tree logo.Targeting airlines etc is enhancing the companies image and its premium pricing policy.This company has clearly stolen a march on the opposition and beliefs that the company will ultimately get taken over are probably not wide of the mark.Anyway,the market will cut the company slack.Unlike tech boom stocks of old or speculation surrounding mining exploration stocks,Fever Tree turns a profit,generates strong cash flow and pays a dividend which confirms corporate optimism.The PE might be high but back of the envelope calculations of the PEG ratio suggest the stock might get more expensive than this.

[leedskier] 26/7/2016 10:49

I am not in this, though I have watched it for more than a year, but like Burberry handbags, those buying are not price sensitive as long as they are buying the real thing a,nd not some clone.

[mr hangman] 26/7/2016 10:41

Yes a real niche market, making overpriced mixers, with such high barriers of
entry, no one else will copy it, surley

[leedskier] 26/7/2016 10:38

Market Cap is quickly approaching £1bn, which is impressive for a niche company making and selling mixers for gin.But since it is one of those shares which few would even contemplate shorting, I guess it's m.c. could just keep on keeping on, as the company keeps growing it's sales or is taken over.Congratulations to those who had the wisdom to buy when it's share price was significantly lower.

[apad] 26/7/2016 10:38

Maybe just my half-empty personality :-)
apad

[mr hangman] 26/7/2016 10:35

The mixers will be more expensive then a couple of shares in 3 years time
Market cap of nearly 1 billion, you can't be serious...reminds me of the dot.con era

[sogoesit] 26/7/2016 10:35

Apad, given the business has been going for just 18 months I see RoW growth as a future opportunity not a disappointment on past performance where they appear to be growing in Europe and USA first before RoW.
Good luck and we may get to £9 sooner than I thought!!

[hydrus] 26/7/2016 10:21

I'd like to see more USA growth. RoW growth was good from a low base.