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BES Blavod Wines

1.45
0.00 (0.00%)
28 Mar 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Blavod Wines LSE:BES London Ordinary Share GB0030164023 ORD 0.1P
  Price Change % Change Share Price Shares Traded Last Trade
  0.00 0.00% 1.45 0.00 00:00:00
Bid Price Offer Price High Price Low Price Open Price
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
  -
Last Trade Time Trade Type Trade Size Trade Price Currency
- O 0 1.45 GBX

Blavod Wines (BES) Latest News

Blavod Wines (BES) Discussions and Chat

Blavod Wines Forums and Chat

Date Time Title Posts
01/5/201410:53BES - SET TO EMERGE FROM DARKEST HOUR (?)938
25/11/201309:30Blavod Wines a new name a brighter future1,084
15/8/201319:35Blavod Extreme Spirits1,583
09/7/200816:44JV with major announced today27
23/4/200808:00Blavod a recovery stock for 2008737

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Blavod Wines (BES) Most Recent Trades

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Trade Time Trade Price Trade Size Trade Value Trade Type

Blavod Wines (BES) Top Chat Posts

Top Posts
Posted at 22/2/2014 07:16 by berny3
I would not be overly concerned about fluctuations in the share price over the short term. There is a lot going on with the company and its products.
Posted at 21/2/2014 17:09 by altcell
You can't react to every share price move like it's the end of the world ... unless of course it is!
Posted at 10/2/2014 13:49 by petersinthemarket
With double digit percentage share price rises and falls, this seems an excellent share for traders. That is, if they can get the right b/s prices; the spreads are not always helpful. For the rest of us its all a bit tedious. IMO this stock has excellent med/long term prospects but its a news driven share and the share price will continue to frustrate with little or no news to work on. I'm in and staying in, but a bit more encouragement would be welcomed. GL all, pete
Posted at 30/1/2014 10:57 by petersinthemarket
Whilst a little more detail would have been interesting, I believe the summary provided by BES directors demonstrates impressive progress in the company's turnaround. I find it significant that the report uses the expression ''monthly break even'' (rather than annual) as this implies that we may be able to expect a return to monthly profit before the end of calender 2014 and perhaps a small net annual profit at the end of financial year 1Apr14-31Mar15. IMO the development of ''new concepts'' to add to successful existing brands, international market targeting and innovations such as the popular ''rum shacks'' shows a spirited (sorry!) effort on the part of the board of directors. As it is ultimately eps that drives the share price, ''financially robust'', effective cost control and a reduction in low margin business tells me that this BoD means business. All in all, the company prospects suggest this stock is still too cheap and I will be looking to add as soon as I can free up the necessary capital. Pete.
Posted at 26/1/2014 16:00 by ember11
Looks really very impressive. Crucial thing here is is to achieve breakeven and then start bringing profits. As we know already from the November RNS the former is planned for Q1 so any positive update on this subject would make share price flying imo.
With no doubts it's a different company than still some time ago. Clear strategy to achieve a healthy growth (new brands, new distribution markets) allows me to see BES as one of the important players in this sector in the future and the share price on those level on the left hand side of the above chart not just a dream but a reality.
Posted at 08/1/2014 22:35 by aim999
We no doubt hear soon how trade has been over Christmas..... I'm expecting a good report & more importantly good plans for 2014 ............... onwards & upwards for the BES share price
Posted at 08/1/2014 21:24 by gymratt
BES will get taken out sooner rather than later IMV..later would be better though, let the share price build...
Posted at 20/12/2013 12:47 by sueyou1
I can't imagine any tip sheets being all over BES for 2014, the risk is still too high and the reward not yet visible enough for those type of stock pickers.

Once BES hits profitability then the tipsters will be all over it, but that might not be until BES advised, April 2014. It would be nice to get profitability earlier but I can wait as I am 99% sure it is coming based on the Tesco and Woolies deals plus internet sales. What would be a blockbuster is for BES to get a USA deal with someone like WalMart or an EU deal with someone like Carrefour, both are huge.
Posted at 24/11/2013 11:34 by sueyou1
aim999, that seems a reasonable MCap to me once BES is profitable in Q2 next year.

We are due sales in the USA following the double gold award, I think it takes time to get these kind of deals completed but just imagine a deal with Wal-Mart for example, it would be huge. Even the smaller USA spirit sellers could still be as big a deal as Tesco.

I don't think BES will be sold lock stock and barrel, I think they will sell the brands separately as each becomes attractive to the big boys. For example Red Leg is doing amazingly well for a new brand, so when it starts really eating into the big boys sales then you will see the big boys paying attention and wanting to take it out for two reasons, 1) to claw back the sales it has lost to Red Leg and 2) to have a product that eats away at it's competitors products. The buyer may not want the other products at the same time, they would let BES do the donkey work and then, if the sales get high enough to warrant the big boys selling it, then they would acquire that product. The RNS says so much in relation to selling brands rather than the whole company.

Suppose they sold Red Leg for £15m, they could pay us all a nice special dividend of more than the current share price and still have a stack of cash to develop new products or acquire other 'cottage industry' products to develop.
Posted at 11/9/2013 20:16 by sueyou1
altcell,

X-Rated:

70,000 9-liter cases overall = 840,000 bottles

US$ 40 million / 840,000 bottles = $47.62

$47.62 / 9 = $5.29 contribution per bottle at the time of the deal

Costs retail $35.25 so gross margin is about 15% of the retail price

With 100% retailer mark-up that margin is 30% of the retail price



BES

Owned brand gross profit as a percentage of sales improved from 35% to 48%.

RedLeg Rum costs £20.99

With 100% retailer mark-up it costs $10.50 from Blavod

35% = £3.68 = $5.18

48% = £5.04 = $7.56


BES $ margins are from similar to much higher than X-Rated, and the buyer paid $40m or £26.67m for X-Rated, which is over 10x the BES MCap

BES needs to increase sales to achieve such a price, but it is already doing that with the Woollies and Tesco roll-outs. I believe BES will get a big USA deal soon, as buyers follow up the awards in San Francisco.

BES could therefore be a 10-bagger from now to the point where a bid will come in for it.

Buy and hold, in ISA if you can.
Blavod Wines share price data is direct from the London Stock Exchange

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