Barr (a.g.) Share Discussion Threads

[essentialinvestor] 03/9/2020 09:45

You don't see too many Nick Train holdings with a chart like that in the header,

aware LT are very significantly ahead having held for the duration.

[philanderer] 03/9/2020 09:41

Big seller in the background or someone knows something.

[philanderer] 02/9/2020 17:18

Short position:

1 Sep 2020

Barr (A.G.) (BAG)

BennBridge Ltd 0.71%

Change +0.09%

[philanderer] 25/8/2020 20:53

Added a few today.

[philanderer] 19/8/2020 17:45

'Five good and five bad' results as coronavirus takes 'full effect' at Lindsell Train IT


Beverage sellers constituted the majority of Lindsell's "five bad results", with Diageo, Heineken and AG Barr all struggling due to their dependence on restaurants, bars, pubs and cafes. A rise in home consumption, with its lower margin, was not enough to offset the fall in demand, and Heineken, which suffered the worst fall in profits, along with AG Barr passed on their interim dividends.

[philanderer] 29/7/2020 13:36

Liberum: AG Barr shows defensive streak

The defensive properties of Irn-Bru maker AG Barr (BAG) are ‘on display’ after first half results came in better than expected, says Liberum.

Analyst Wayne Brown reiterated his ‘buy’ recommendation and target price of 625p on the stock after revenues declined 8% to £113m in the first half of the year, a 19% beat on his estimates of £94.6m as ‘the decline was roughly half as bad as we anticipated’.

Brown said: ‘As sales, profits, and cash management all look better, the interims in September may well see an earlier return to dividend payments provided there are no further exogenous shocks.’

[philanderer] 28/7/2020 10:57

Covid - going nowhere fast as with many companies.

[fabius1] 15/7/2020 12:38

Seems to me the support in this trading range is @345. As for analysts, for what it is worth, I can't recall seeing too many objective valuations across the board for some time now. In the 'old' days, they used to at least make of fist of trying to evaluate stocks.

[makinbuks] 15/7/2020 09:38

Lindsell Train selling down

[philanderer] 08/7/2020 12:02

Looking very fragile today.

[philanderer] 29/6/2020 18:39

Porsche, looks like you called it :-)

[porsche1945] 25/6/2020 15:30

The analyst is called “ Wayne “. Says it all haha.

[porsche1945] 25/6/2020 15:29

Those dipsticks at Liberum who upped this pos to buy (625.) on the 4th May now looking even more hopeless that usual.

[philanderer] 24/6/2020 11:42

Shares of AG Barr fizzed lower after the Irn-Bru maker said late on Tuesday that its sale and distribution contract with US energy drinks company Rockstar Inc had been terminated and that trading continues to be dented by the Covid-19 lockdown.

ADVFN morning market report

[philanderer] 24/6/2020 08:54

Bang !!

....termination of its sale and distribution contract with Rockstar Inc

[philanderer] 05/5/2020 14:15

Liberum upgrades AG Barr as falls ‘overdone’


Liberum has upgraded Irn-Bru maker AG Barr (BAG) as it believes the fall in its shares is ‘overdone’.

Analyst Wayne Brown upgraded his recommendation from ‘hold’ to ‘buy’ and raised his target price from 580p to 625p. The shares were up 3.5%, or 17p, at 500p yesterday at the time of writing.

He said the ‘combination of swift action by management and the transformation programme’ started last year would provide ‘resilience and flexibility’ during the pandemic.

‘The resilience shown in previous downturns should provide confidence and while we see a recovery in sales by January 2024, free cashflow recovers by January 2022,’ he said.

‘The balance sheet is strong, there is enough liquidity even if lockdown goes into 2021. The 30% fall in the equity value is overdone.’

[philanderer] 04/5/2020 10:13

upgrade..

4th may Liberum buy tp 625p

[philanderer] 29/4/2020 13:45

29th april Berenberg hold tp 450p cut from 550p

[philanderer] 09/4/2020 10:37

HSBC CUTS AG BARR PRICE TARGET TO 430 (520) PENCE - 'REDUCE'

[philanderer] 08/4/2020 14:22

AG Barr, down 4.5%. The soft drinks maker said its annual earnings fell and said it will not pay a final dividend in order to save cash amid the Covid-19 outbreak. Revenue in the year ended January 25 slumped 8.4% to GBP255.7 million from GBP279.0 million. Pretax profit was down 16% at GBP37.4 million from GBP44.3 million. After an interim payout of 4.00p per share, the IRN-BRU maker said no to a final payout. It means its total dividend for the year is down 76% from 16.64p. AG Barr said its annual performance in the soft drinks unit faced "tough comparatives", due to what it labelled "record-breaking" summer weather in 2018.

[philanderer] 23/3/2020 11:19

Not happening now

[philanderer] 21/3/2020 00:11

Interims next tuesday. Maybe no dividend this time as with many company announcements friday ?

[philanderer] 25/2/2020 14:37

Steve Hawkes@steve_hawkes

14m

Odds on a Budget Day plastics tax and plastic bottle deposit recycling scheme are surely falling

[danieldruff2] 29/1/2020 19:27

There's always something