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ART The Artisanal Spirits Company Plc

44.00
-1.50 (-3.30%)
28 Mar 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
The Artisanal Spirits Company Plc LSE:ART London Ordinary Share GB00BNXM3P96 ORD 0.25P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -1.50 -3.30% 44.00 43.00 45.00 45.50 44.00 45.50 108,481 15:24:26
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
Distilled And Blended Liquor 21.78M -2.01M -0.0286 -15.38 30.95M
The Artisanal Spirits Company Plc is listed in the Distilled And Blended Liquor sector of the London Stock Exchange with ticker ART. The last closing price for The Artisanal Spirits was 45.50p. Over the last year, The Artisanal Spirits shares have traded in a share price range of 40.50p to 102.50p.

The Artisanal Spirits currently has 70,343,774 shares in issue. The market capitalisation of The Artisanal Spirits is £30.95 million. The Artisanal Spirits has a price to earnings ratio (PE ratio) of -15.38.

The Artisanal Spirits Share Discussion Threads

Showing 2551 to 2574 of 2575 messages
Chat Pages: 103  102  101  100  99  98  97  96  95  94  93  92  Older
DateSubjectAuthorDiscuss
27/3/2024
15:29
because it's about long term strategy. if you stop building that inventory the business dies in x years time since it has nothing to sell. The smws can *only* think longterm, unlike virtually every other listed company.
codek
27/3/2024
10:31
Don't really get this company . if they have 500m of retail value stock already in inventory they have about 20 years of sales already ( maybe 15 with some modest growth ) . They should just stop investing in inventory and start generating some cash and paying off debt .
nchanning
15/2/2024
17:06
Glad I have a stash of bottles from the pre listing days, there was good quality at reasonable prices. There are still some great quality and good value releases to be found but less so now.
quazie12
15/2/2024
17:03
Huge competition from other independent bottlers. BoD are over compensated with very chunky base salaries. Troubled times and many are over 60 percent down on their investment.
quazie12
25/1/2024
16:17
Problem here is that you don't need to go far to find members that are frustrated with the monthly bottle releases and the prices that have escalated.
matt
04/1/2024
07:28
Interesting that it is EPS accretive - so it is at least profitable. Looks a sensible add-on.
18bt
04/1/2024
07:18
"Single Cask Nation acquisition uplifts US prospects"

The Artisanal Spirits Company (ASC) has announced an important acquisition in the US. Effective 3rd January 2024, the company has acquired 100% of the trade and assets of Single Cask Nation (SCN), which is an independent bottler and distributor of both Scotch and American whiskies. An accompanying trading update for ASC confirms recent guidance and we leave our forecasts unchanged. Our assessment of fair value remains 100p per share.

ASC states that the SCN acquisition, which includes all of its assets and global operations, will be funded out of existing borrowing facilities. Furthermore, it is expected to be EPS accretive in the first year of ownership. Consideration includes an up-front payment and the potential for up to US$0.5m (£0.4m) to be payable as an earn out, dependent on FY2024 and FY2025 financial performance. Importantly, the deal is consistent with ASC’s sustained ambitions for overall business quality, premiumisation, profitability and cash generation.

Link to report:

edmonda
16/12/2023
14:30
Anyone here also invested in Distil DIS.L
Some interesting brands to google:

RedLeg Rum
Blackwoods Gin
Blavod Vodka

Currently selling in Sainsburys, Tesco and Morrisons...
Market Cap is currently only £6m; worth a look.

[


DYOR

mikejoseph
11/12/2023
14:22
The last few years have been a total boom for whisky. SMWS to my knowledge are yet to make a profit before tax. I would be a lot more comfortable if the directors interests were more aligned to ours, less salary more success based compensation and that they were purchasing significant amounts of shares at these prices. What Mr Dane bought was not hugely more than a shareholder needs to own as a minimum to qualify for shareholder "perks"
quazie12
11/12/2023
14:18
At 31 dec 22 There were 82 venue and admin staff and 33 management, total staff 115. Say the av venue and admin staff salary is circa 35k or 2.87m cost. Round up to 3m. Total staff costs 6.03m so the AVERAGE management cost for the 33 of them is circa 100k. Some will be paid a lot less and am sure some a lot more.
quazie12
11/12/2023
14:06
Well it ain't exactly earth shattering amounts. I see the company poodle has posted the latest RNS for us. This company pays its executives WAY too much for failure. Shareholder value has been destroyed since flotation.
quazie12
11/12/2023
07:36
"A year is a short time in Scotch malt whisky," new report with audio summary available here:

The Artisanal Spirits Company (ASC) announced on Friday that it expects both sales revenue and EBITDA to be lower than previous market expectations. Effectively the company is now on track to achieve our former FY2023 forecasts in FY2024. However, the underlying growth messages remain strong, supported by both membership growth and fresh strategic initiatives. While the FY2023 outcome is disappointing, our counter argument is that, given the long duration to maturity of the product, a year is but a brief period in Scotch malt whisky.

Despite its strength as a membership organization and substantial intrinsic value in relation to the maturing whisky mentioned above the ASC’s relative valuation is subject to a negative impact from international headwinds also being faced by its key distilled spirits and luxury brand owning peers. A 100p share price implies 3.8x EV/sales and a £70m market capitalisation.

We revise our fair value down from 150p a share to 100p, which still stands well above the current share price.

edmonda
08/12/2023
10:37
Maybe they were waiting for today!
zedder
21/11/2023
15:34
Shame management aren't buying shares at these levels and demonstrate some confidence ???
quazie12
17/11/2023
10:11
Company insiders not welcome edmonda. We can read RNSs.
quazie12
18/9/2023
07:05
Anley theres your chance to mop up more from stale bulls again. A whisky company that still cant turn a profit or even ebitda positive with a 95 percent latent gross profit on inventory. It wouldnt be me
quazie12
18/9/2023
06:42
There you go again Edmond, you clearly work for Artisanal. Another shocking share price performance in last 6 months and another stonking actual loss. Ask yourself one thing. Look at the notes. Cask inventory is £25m, the retail value if it is almost £500m so a notional 95% GP there. How does this company manage to lose money ????
quazie12
18/9/2023
06:38
Interim Results published today - new research note from Equity Development is here (Western growth enhanced by Eastern promise):

The Artisanal Spirits Company (ASC)’s FY2023 H1 results reconfirmed a strong Q2 as well as showing potential for sustained sales growth both domestically and overseas. Profits at EBITDA level remain on track to be positive in FY2023. With further membership expansion, resilient demand for ultra-premium Scotch and important Asian developments in place, we reiterate our view that fair value for the shares is 150p.

edmonda
05/9/2023
11:04
Big problem for SMWS in UK is the massive increase in quality new entrant independent bottlers. They are right to expand overseas and seek economies of scale. In spite of huge stock of excellent casks SMWS struggling to turn a profit even with a booming market. Still suspect that senior management salaries a bit rich and am not tempted to add to my original subscriber holding.
quazie12
22/8/2023
15:17
Taiwan subsidiary uplifts Asian growth outlook (new research report out today:

Today’s announcement by The Artisanal Spirits Company that it has successfully launched a new subsidiary in Taiwan is important. The country is the world’s third largest market for Ultra-Premium Scotch Whisky globally, and thus one which should welcome the ASC’s unique offering of single cask malt whiskies. Moreover, the action is consistent with the ASC enjoying significant headroom for incremental revenue growth – notably through Asian expansion. We continue to argue that fair value for the shares is 150p, and Asian strength supports this view.

edmonda
04/8/2023
15:54
Perhaps one day investors will wake up and take a look at this very interesting company.

However, we need to read on 18 Sep their interim figures before one hears on 20 what the principal members of the board think.

Since going on to AIM in JUNE 2021 the company has never made a real cash profit although it gets nearer as time passes.

I am always a small buyer mopping up shares from stale bulls - so it seems.

anley
01/8/2023
07:37
Post results webinar : if planning your post summer diary, save the 20th Sept at 11.30 am.The CEO and CFO of ART will discuss their interim results and outlook.

All are welcome, simply register here

edmonda
28/7/2023
07:32
and drift they have done down to just over 70p this morning on low turnover.

Here is another case where a quoted company calls in another broker who has promised to support the market price.......well look what happens - nothing.

What is needed - if you believe WHISKY is a hot investment is a slight change in the business plan and a reduction in stocks which will lower the interest bill.

On the marketing front someone will be watching what they can do if they were to run the business......a French company for example?

anley
20/7/2023
14:55
I did warn those that read this BB.

Who understands just what the TRUE value of this business is and in fact is it run that well?

For me its a close look at the subscription model and ask is that the route to growth - it seems not at the moment?

Too much staff and small distribution areas such as the London location in a down trodden area - needs a tie up with say a world wide hotel group who could develop exclusive areas in their hotels..........a world wide whisky and spirit company which would also be a distribution base.

Food for thought as the shares will continue to drift...........

anley
Chat Pages: 103  102  101  100  99  98  97  96  95  94  93  92  Older

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