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Share Name Share Symbol Market Type Share ISIN Share Description
AG Barr LSE:BAG London Ordinary Share GB00B6XZKY75 ORD 4 1/6P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -19.00p -2.46% 753.00p 749.00p 751.00p 779.00p 749.00p 775.00p 261,313 16:35:20
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Beverages 277.7 44.9 32.3 23.3 873.32

AG Barr Share Discussion Threads

Showing 226 to 249 of 375 messages
Chat Pages: 15  14  13  12  11  10  9  8  7  6  5  4  Older
What's the latest on the Britvic merger ?
There is a report in today's Scotsman which says that there is a hiccup with the proposed merger. One of Britvic's shareholders are unhappy with the proposed share ratio.
I've been watching BAG for a while and rejected BVIC due to their debt. Although I have no idea what the enlarged group would look like, I prefer to invest where there's a strong balance sheet so won't be investing if the merger goes ahead.
No publicity is bad publicity. Andy Murray toasts epic US Open victory with bottle of Irn-Bru AWESOME Andy Murray toasted his stunning US Open triumph yesterday – with an Irn-Bru. And he was piped into a reception in his honour to celebrate his epic five-set victory over Novak Djokovic. Amid scenes of jubiliation, Murray was welcomed to the British consul general's residence in New York. A piper dressed in full Highland regalia blasted out Scotland the Brave as he made his entrance into the plush Manhattan rooftop apartment alongside his mum Judy. A thirsty Andy promptly declined the other drinks on offer at the bash – before quaffing a glass of Irn-Bru to cheers from well-wishers.
It will be interesting to see what people like Nick Train make of this proposed merger. I don't hold either, but have both on my watch list and hold Nichol. It will certainly create a fine UK drinks group with some fantastic brands. For AG Barr, the positive is the size of the enlarged group they walk away with. The negative is moving from a solid balance sheet to relatively high leverage. Is it worth it? On balance, probably yes as the debt should be manageable. Thoughts?
Tracking Newtons holdings here: Newton have disclosed holdings in BAG and BVIC so suspect they are arbitraging.
Surprisingly muted response in the BAG share price to the BVIC merger proposal. BVIC is up 13% at the time of writing. BAG's share of the merged entity (37%) apparently already agreed, so the SPs ought to move in tandem. Could be an arbitrage opportunity to buy BAG and sell BVIC as BAG's market cap currently lagging 7% below the implied combined entity.
or you could just multiply advfn's figures by 3
I make it about £420m & just over 16 if you use the underlying eps
can any one help , advfns figures and bloomys are miles apart , what is current mkt cap and pe , anyone know
Further to the Company's announcement on 30 April 2012 confirming that HMRC Approval had been obtained and following the passing of Resolution 15 at the meeting, it is expected that the Share Subdivision will become effective on 28 May 2012 (the "Effective Date"). On that date, the Official List of the UKLA will be amended and each of the Company's ordinary shares of 12.5 pence each will be subdivided into three ordinary shares of 4 1/6 pence each ("New Ordinary Shares").
EXPERT STOCK PICKS AG Barr (target price 1,100p) AG Barr (LSE: BAG), the maker of Irn Bru and owner of a strong stable of other soft drinks brands, is a holding for two of our Expert Eight managers: Nick Train (Lindsell Train UK Equity and Finsbury Growth & Income (LSE: FGT)) and Charles Montanaro (Montanaro UK Focus and Montanaro UK Smaller Companies (LSE: MTU)). Barr has been a substantial holding for Train for donkey's years. Montanaro is also a long-term holder, but the firm has rather less weight in his portfolio than in Train's. Barr is trading today at around the same share price as two years ago. Train tells us: "It seemed plausible enough to us back then that the shares might tread water ... Why not sell, find another stock, then trade back into Barr after its couple of years in the doldrums?" He gives three reasons: "We were confident of Barr's dividend growth ... we covet the long run dividend stream it provides." "We knew that the strong cash generation would ... permit the acquisition of new brands, or ... the build of new production capacity for existing brands in a new geography. This cash generation is a competitive advantage for Barr but because opportunities arrive haphazardly, it is impossible to know exactly when the competitive advantage will boost the share price." "We are always reluctant to sell out of exceptional businesses, except on the most excessive of valuations." In hindsight it might appear simple to sell a stock like Barr that's going nowhere for a while and to buy back in later, but Train warns: "In real-time this is not such an easy thing to deduce or execute. Our conviction about the calibre of Barr's business and about the likelihood that its pricing power will protect long term shareholders against the ravages of inflation is much stronger than our conviction that the shares may or may not take a pause for breath." Wise words indeed, in my view, and applicable for investors not just in Barr but in any high-calibre business. So, at what price would our pro stockpicker be an enthusiastic buyer of more shares in the company? Answer: "Another 50p lower." Based on the price at which the shares were trading at the time, I put the target at around 1,100p. Also, Here's a couple of links about SCLP, one of the hottest stocks at the moment:
Noticed in the RNS about the annual report and AGM thay AG Barr arer to subdivide their shares again. From memory they last did this about 3 years ago and the shares motored up at that point.
Broken arrow... any reasons or analysis to back up your comment or are you just a clueless speculator?
Over priced stock , get out if you can,looking at 200 to 250 price in few months time.
15:45 Story on AG Barr published today
15:36 broker upgrade today
Another good set of results, good to see rubicon going great guns
AG Barr sales still fizzing Wed 26 Jan 2011 BAG - AG Barr Latest Prices Name Price % AG Barr 1,077.00p 0.00% FTSE 250 11,520 +0.16% FTSE 350 3,154 +0.60% FTSE All-Share 3,085 +0.49% Beverages 9,390 +0.24% LONDON (SHARECAST) - Final quarter sales at soft drinks group AG Barr, best known for its Irn Bru and Tizer brands, is expected to be around 5% ahead of the previous year after a strong performance from its core brands. Full year like for like growth is expected to be around 10%, the group said in Wednesday's trading update. "The performance in the final quarter is especially pleasing given the strong comparative period in the prior year, the significant operational challenges posed by weather in late November/December and the greater promotional intensity experienced in the market," said the Scottish drinks maker. Rubicon saw revenue grow by over 30% during the year and is now a brand with sales of approximately £50m, double the sales at the time of its acquisition. However AG Barr also issued a cautionary note about pressures on household spending and rising inflation in the UK over the coming year. "Despite this difficult economic environment we anticipate further sales growth opportunities through our core brands. The investments we have made in our asset base to improve efficiency together with tight cost control and price increases will continue to help offset rising commodity costs." Across 2011/12 we expect to maintain our focus on delivering above market sales growth, strong cash generation and a robust margin profile, it added.
18:16 Broker upgrade
Nichols plc Pre-Close Trading Statement and Board Changes "Group profit significantly ahead of last year and ahead of current market expectations" Nichols plc, the soft drinks group, announces its Pre-Close Trading Statement and the appointment of Mr Eric Healey as a Non-Executive Director. Pre-Close Trading Statement: I am pleased to report the excellent trading performance seen in the first half year has continued into the second half of 2010. This has been achieved against very strong comparatives in 2009. Full year 2010 revenues are once again well ahead of our internal plans, with operating margins that will be in line with plan. The Group's balance sheet has been strengthened and underlying cash generation will also be ahead of expectations. In overall terms we expect the Group's profitability for the year to 31 December 2010 to be significantly ahead of last year and ahead of current market expectations.
Scottish soft drinks maker A.G. Barr said yesterday it had built on last year's strong overall performance with a very positive start to the 2010-11 financial year. Chief executive Roger White said after the company revealed results for the six months to July 31: "We have achieved sales growth well in advance of the market for our core brands and during the period have further increased our marketing investment. "As planned, we have delivered significant operational changes across the summer, which has proved to be testing. However I am pleased to report good progress across our supply chain and our production investment. We are up against tougher comparatives in the second half of the year but, while we remain cautious regarding the overall economic and consumer outlook, we believe we are well-positioned to meet our expectations for the full year." A.G. Barr reported yesterday pre-tax profits before exceptional items for the half-year of £16million, up 18.8% on a year earlier. Turnover for the period was up 13.9% to £119.2million. The company said key brands had performed well, with Irn-Bru growing revenue by 8%, helped by increased marketing investment particularly in the north of England. Rubicon also continued to deliver significant growth, increasing sales by 37% in the period, while a third core brand, Barr, was another to perform significantly better than the overall UK soft drinks market. A.G. Barr said the soft drinks market gained momentum during the period, benefiting from good weather in the early summer months of May, June and into early July. The market in total grew by 7% in value terms and 3% in volume terms. Within this, carbonated drinks increased volume by 2% and still drinks grew volume by 4%. It added: "We are now entering a period of tough comparable trading performance. A.G. Barr has delivered a strong and balanced business performance across the first half and in the second half we plan to maintain our efforts to control costs at the same time as we continue to invest in our brands and infrastructure to drive future growth. "Despite poor late summer weather, trading in the first few weeks of the second half has continued to give us confidence that we will meet our full-year expectations." Analysts expect the company to achieve full-year pre-tax profits of £31.1million on turnover of £219.1million, up from profits of £24.45million and turnover of £210.4million the year before. Read more:
Its shares are highly rated, but AG Barr has a great growth record. What images come into your head when you think of the word "Scotland"? It's very likely that your answers will include several words from this list: whisky, haggis, bagpipes, kilts, football, tartan, highlands and Hamish Macbeth (okay, the last one is a bit of an outside bet!). But if you're Scottish there's a very strong chance that your list includes Irn-Bru, commonly known as "Scotland's other national drink." Irn-Bru is made by the Cumbernald-based firm AG Barr (LSE: BAG) and, even though many Sassenachs have never heard even of it, Irn-Bru is the third-best selling soft drink in the United Kingdom. Barr recently turned in an excellent set of results for the first half of 2010 with earnings per share increasing by 18% whilst the dividend was raised by 8%. Growth like this isn't a one-off; compare the 30.4p earned over the six months with the 30.4p made in the whole of 2005. That's some strong growth! Coming to a supermarket near you Naturally growth like Barr is producing doesn't come cheap. I looked at Barr last February in this article when the shares were 830p and since then they have performed strongly, rising to the current level of 1,210p. As a result Barr's shares remain on a high price-earnings ratio (22.9 pre-exceptional items, 26.0 post-exceptional). Companies which have grown strongly in recent years tend to trade on high P/E ratios because of investors' willingness to pay more for a growing company. If we compare Barr's P/E ratio with its growth rate, P/E 23 vs. 18% eps growth, we get a PEG ratio (price-earnings-to-growth) of 1.28 which many investors would consider to be expensive. Legendary investor Peter Lynch advises private investors that they can sometimes spot a successful company before the market picks up on it by going to the shops and seeing what goods are selling well. I've applied this method to Barr's products in the last few months and have seen more and more Irn-Bru appearing English supermarkets (and even a few corner shops in Devon). Many of Barr's other brands such as Rubicon and Strathmore Mineral Water are also attracting a higher profile in England. Unfortunately Barr's growth prospects aren't exactly a secret! It looks as if Barr should continue to grow for some time, as there's plenty of scope to increase sales in England, let alone overseas, so it can be argued that Barr is well placed to expand and the business could justify its high P/E ratio. Powerful marketing campaigns Barr strongly supports its products with advertising and marketing. For example, Irn-Bru's expansion into England has been spearheaded by its sponsorship of professional rugby league to create strong brand awareness in the North of England (Irn-Bru sales rose by 8% in the first half of 2010). Sales of Rubicon jumped by 37% in the last six months, thanks in large part to a £5 million advertising campaign which included sponsoring Sky's coverage of the Twenty20 World Cup. Rubicon's profile received an even bigger boost when England won the trophy because more English viewers would have continued to watch the tournament than if England had made an early exit. Thankfully for Barr, England's cricketers have been much more successful than the football team! So whilst many Scots were supporting Australia against in England in the final, Barr's shareholders were cheering England's success before the match was played! Barr has a reputation for creating controversy with its edgy Irn-Bru adverts and has been on the receiving end of several reprimands by the authorities as a result. The current Irn-Bru advertising campaign, "Bruzil" concerns Scotland's quest to win the 2034 World Cup where the masterplan is to make babies with Brazilians who will then grow up to become star players like "Aberdinho" and "Flavio McFadden." Somehow I can't imagine an English drinks company running a similar campaign! You can find the Bruzil campaign website here (you may want to turn down your speakers). A few more points Barr has a strong balance sheet, with £212 million of assets compared with £108 million of liabilities of which just under £30 million is debt. Forecasts for Barr's earnings per share for the whole of 2010 mostly range between 55p and 60p which puts the shares on a prospective P/E ratio of between 20 and 22. Barr is an interesting company, with strong growth prospects although many prospective investors will be put off by the high share price as it doesn't give you much of what Warren Buffett calls "a margin of safety." But as I said in my previous article about Barr, don't be surprised if Coca-Cola or PepsiCo tries to buy the company one day.
Reassuringly solid figures. Soft drinks brands may not sound like exciting investments, but shares in Coca Cola rose from little more than $1 in 1982 to $80 in the 90s.
Chat Pages: 15  14  13  12  11  10  9  8  7  6  5  4  Older
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