Fevertree Drinks Share Discussion Threads

[whittler100] 03/5/2024 06:00

I rather think that a Labour victory is priced into the market with a touch of market relief once delivered.

[ny boy] 03/5/2024 04:05

Struggling to gain traction a bit like the UK generally, many stocks treading water. Everyone on GE watch now, patchy for some time to come. Like the drinks but has the market peaked, any competition brewing?

US bidder this year?

[edwardt] 02/5/2024 15:23

the growth is categorically in the US and possibly europe. The jv in Japan could be a leftfield beneficiary but in uk it will flatline for sure.

[castleford tiger] 01/5/2024 20:25

Exit is a bid from a big boy fed up with fighting the brand.
The growth is over in Europe and the U.K. but some left in the USA
HEAVY rating still.
Weirdly had an e mail from them asking when an invoice was to be paid.
I said on the due date 14/05/24
Strange and rather annoyed me tbh
Gin mega days are behind us I feel
Good luck
Tiger

[whittler100] 01/5/2024 18:47

It’s an interesting stock with a pedigree history & has some heavy-weight investors; Fundsmith 7.6% & Lindsell Train 15%. Just my opinion but reasonable mileage to come over the next couple of years.
The Deutsche Bank “Buy” of 30/04/24 was an interesting read.

[gipps] 01/5/2024 18:34

Heh Tiger i really respect your oppinion as i know you are in the trade i dont think they will go that high in a long while but do hope they get back in the mid 20 s at some stage before i retire lol

[castleford tiger] 01/5/2024 18:22

No chance of that in my opinion

[gipps] 01/5/2024 18:17

Well these were at £40 some time ago and now America is picking up hopefully we can get back up towards that figure in time.

[niklol] 30/4/2024 21:01

Deutsche Bank initiated coverage with a buying rating 1600p

[edwardt] 24/4/2024 08:48

Selling well in us according to Nielsen. Well above category competition

[edwardt] 10/4/2024 09:27

not same business but good readacross from treatt with inventory unwind signal coming through.

[bulltradept] 03/4/2024 09:02

Please..............

[luderitz] 31/3/2024 19:04

What’s the reason for the sudden rise in the chart?

[edwardt] 28/3/2024 18:26

Take a look at monster as a comparator....

[apad] 26/3/2024 21:52

3.8years of revenue to buy the company doesn't seem overly high.
apad

[disc0dave46] 26/3/2024 16:59

Thanks for that, should have guessed.

[disc0dave46] 26/3/2024 16:59

It's not a surprise when a business says they are confident that profits will double and margins will improve - it's just by how much and when.Thanks I will and good luck too with MPAC and others.

[edwardt] 26/3/2024 16:28

it would appear they are talking up japan too and the ashahi jv

[edwardt] 26/3/2024 16:27

total addressable market.

[castleford tiger] 26/3/2024 16:07

Disc
The market loves it . Take it.
We are contracted with them but the supply channel is poor.
Good luck

[disc0dave46] 26/3/2024 14:49

Sorry what's TAM?

[edwardt] 26/3/2024 11:56

i guess with the US 12x to the UK market - investors are focused on the TAM there.

[disc0dave46] 26/3/2024 11:46

TigerI get a PE of about 35x, but look at their PEG with eps more than doubling!.I ignored PE first time around and will this time too.Perhaps they are prioritising orders elsewhere and demand is outstripping supply?, don't know.You are still buying the product though so can't be all bad can it :).Congrats with MFX, didn't get chance to check it out (doh).