Barr (a.g.) Share Discussion Threads

[jw330] 01/12/2020 08:19

this company has classic case of management not listening to their customers. A coca-cola moment that has proven to be disastrous for their bottom line. I hope they return to some sense and get the original sugar recipe back.

[philanderer] 19/11/2020 15:26

AG Barr PLC - Cumbernauld, Scotland-based soft drinks maker - Confirms it has received GBP7.6 million compensation payment relating to termination of its sale and distribution agreement with Rockstar Inc. Rockstar terminated contract with AG Barr earlier this year. Company continues to trade in line with the most recent market guidance given at the interim results in September. Alliance News

[philanderer] 02/11/2020 10:51

England lockdown. Lockdowns for the rest of my life.

[philanderer] 23/10/2020 12:33

'Nick Train reflects on investment trust holding that has sunk 61%' By Jessica Tasman-Jones, 22 Oct 20 AG Barr shares have been on a downward slide since July 2019 Nick Train has argued Irn-Bru maker AG Barr is “probably through the worst” after its share price slumped 61% in just over a year. article: HTTPS://portfolio-adviser.com/nick-train-reflects-on-investment-trust-holding-that-has-sunk-61/

[philanderer] 14/10/2020 17:27

Back up to £1.80p in Sainsbury's today. Got a couple in Iceland for £1.25p :-)

[spoole5] 30/9/2020 13:58

And in my local one stop shop!

[philanderer] 30/9/2020 13:33

And 2L Irn-Bru still at £1.25p at Sainbury's this morning :-)

[philanderer] 30/9/2020 10:56

Ah... Wed, 30th Sep 2020 10:49 (Alliance News) AG Barr, up 5.2%. Barclays upgraded the soft drinks maker to Equal Weight from Underweight..target 430p (310p)

[philanderer] 30/9/2020 08:22

Very light early volume. Back down again now.

[spoole5] 30/9/2020 08:07

Why the move?

[simba_] 25/9/2020 08:02

Forecasted a 15% decline in revenue assuming no additional lockdown. This was prior to the recent tightening of restrictions which I think will cause them to miss this target. And that's even before we factor in any more tightening, which I expect..Keeping a close here because I think long term this is an excellent business.

[philanderer] 24/9/2020 09:13

Liberum backs ‘resilientR17; AG Barr Iru Bru-maker AG Barr (BAG) has delivered improved top line performance and remains resilient, with Liberum predicting a return of its dividend. Analyst Wayne Brown retained his ‘buy’ recommendation and target price of 625p on the stock after a ‘resilientR17; first half led to ‘material forecast upgrades’ with profit before tax for the current tax year predicted to be £30.7m against a previous estimate of £19m. The shares rose 1.2% to 435p yesterday. ‘This is not only due to a much better top-line performance than we were forecasting but right cost control and better gross margins,’ he said. ‘The group remains highly cash generative.’ Brown said it remained a ‘high quality company with highly resilient cashflows’ and the ‘likely return of the dividend in 2021/22 should be seen as signs of the defensiveness of the business’. citywire.co.uk

[philanderer] 22/9/2020 09:02

Yes they must have been. Helping the portfolio out this morning.

[alba_gu_brath] 22/9/2020 07:50

Good start today - anyone seen the interim results, assuming they are better than forecast?

[makinbuks] 17/9/2020 14:28

Trading will bounce back ant some point but it may be next spring before there's any clarity. FY21 may become the new year on which to base growth from and these could be a very nice quality 5 year hold from there. Picking the bottom as always is hazardous

[philanderer] 16/9/2020 23:08

Results preview: A host of retail and consumer goods giants are due to post results in the week ahead. On Tuesday it’s the turn of Irn Bru-maker AG Barr (BAG). Whether the fizz has gone flat at the drinks maker since lockdown remains to be seen. But it looks that way. Back in July the company estimated that revenue would be down by between 12% and 15% for the year, as long as we don’t see another nationwide lockdown. On a more positive note though, a fall in half-yearly sales was accompanied by news of a slow recovery in hospitality and 'on the go' consumption segments as lockdown measures had eased. For the 26 weeks to 25 July 2020, revenue was expected to be down 8% to £113 million year-on-year, with the complete closure of the hospitality sector and a material reduction in the 'out of home' consumption of soft drinks weighing heavily on performance. But as lockdown measures had recently started to ease, the company said it was seeing sales in the hospitality and 'on the go' consumption segments beginning to recover, albeit slowly. There have been no broker updates since Spring, when Liberum Capital upgraded its investment rating to buy from hold and raised its price target from 580p to 625p, Berenberg reiterated its hold rating but cut its price target to 450p, from 550p, and HSBC repeated its reduce rating and cut its price target from 520p to 430p. Barr’s shares are currently trading around 375p. HTTPS://www.fidelity.co.uk/markets-insights/investing-ideas/shares/stock-watch-ag-barr-dfs-kingfisher-pz-cussons/

[philanderer] 16/9/2020 13:24

Irn Bru back on offer today at Sainsbury's .. £1.25p / 2litres

[deadly nightshade] 11/9/2020 19:57

funny that my local shop says rubicon is a great seller and iron bru always seems to be being bought when i am out and about

[philanderer] 11/9/2020 16:50

Blimey I wish I could pick up a bottle of Irn Bru for 20p. My local Sainsbury usually sells the 2L bottle for 180p, recently had an offer for 125p but is back to 180p again.... Iceland always has it for sale at 125p .... probably where the share price will end up the way it's going ;-)