Barr (a.g.) Share Discussion Threads

[spacecake] 25/3/2017 17:25

Have BAG missed the Gin trend, tonic water, gin mixers etc - even Funkin only bases its mixers on Rum and Vodka.. ??
Asleep to Gin ?

[philanderer] 24/3/2017 17:49

Results next tuesday

[philanderer] 21/3/2017 10:05

The reformulation race: Driving change in sugar-sweetened beverages

21-Mar-2017

With soda taxes looming, sugar is in the spotlight more than ever. Is the industry on the defensive: or is it, in fact, taking the lead in sugar reduction?

[philanderer] 08/3/2017 22:21

Soft drinks tax raises less money than forecast as firms cut sugar content

[philanderer] 03/3/2017 17:14

Well that was a good week +7.5% :-)

[philanderer] 03/3/2017 13:14

:-)


Irn-Bru fanatic launches petition in bid to stop AG Barr reducing sugar in his favourite drink

[spacecake] 01/3/2017 23:04

Good to see the reformulation update, noticed a can of bubblegum flavour in a fish & chip shop last week :-)

[philanderer] 01/3/2017 14:37

'AG Barr to halve sugar content in Irn Bru'

[philanderer] 01/3/2017 09:11

1st march Whitman Howard hold tp 600p

reiterates

[philanderer] 01/3/2017 09:03

impressive RNS..

A.G. BARR today confirms that by accelerating its long-standing sugar reduction programme, over 90% of its company owned soft drinks portfolio by volume will contain less than 5g of total sugar per 100ml by the autumn of this year.

This successful reformulation programme now includes the iconic IRN-BRU brand, which will see its sugar content reduced in line with changing consumer tastes and preferences.

[philanderer] 24/2/2017 13:18

Irn-Bru maker replaces fleet

[philanderer] 13/2/2017 17:19

Still nudging up and 120k traded today

[philanderer] 08/2/2017 18:30

It's trying :-)

[philanderer] 03/2/2017 10:02

Berneberg raises tp to 500p - retains 'hold'

[philanderer] 02/2/2017 09:22

updated:

2nd feb JP Morgan Caz neutral tp 490p
1st feb Investec buy tp 640p
1st feb Whitman Howard hold tp 600p
1st feb N+1 Singer sell tp 500p



1st feb ++++ trading update +++++

[philanderer] 01/2/2017 19:02

Investors Chronicle:

There’s little talk of some of the pressures of cost price inflation at drinks maker A G Barr (BAG) this morning but this doesn’t mean it isn’t having to cut its cloth. The group is heavily UK-focused and so is only marginally impacted by the fall in sterling versus other major trading currencies.

But in the final quarter of its trading year, which ended on 28 January, the group said a company-wide reorganisation had taken place to help reduce its overheads. This means the operating margin remains in line with expectations.

The business has weathered a tough market and saw like-for-like sales rise 1.5 per cent to £257m. Developments such as Irn Bru XTRA and Rubicon Spring helped maintain growth while £10m will be invested in upgrading its Milton Keynes site.

Sell.

[philanderer] 01/2/2017 13:33

N+1 Singer Ups AG Barr To Hold From Sell, Target To 500p From 475p

[philanderer] 01/2/2017 09:14

Solid , as expected.


1st feb Investec buy tp 640p
1st feb Whitman Howard hold tp 600p

reiterations

[philanderer] 30/1/2017 09:37

30th jan Whitman Howard buy tp 600p

[philanderer] 29/1/2017 20:37

preview:

Wednesday February 1

AG Barr, the maker of popular Scottish soft drink Irn-Bru, will reassure investors that it is well positioned for, but not immune to, the challenges facing the industry such as input costs increases and the introduction of a sugar tax in the UK. Although the London-listed group hosted at a site visit at its Cumbernauld facility in December, it did not provide any update on its trading performance.

However, it did indicated that the prevailing market trends, a higher demand for bottled water than fizzy drinks, continued.

Analysts at HSBC cautioned that input cost inflation is expected to be around 5pc in the 12 months to January 2018, the upper end of the 3-5pc range provided at the interims in September.

An update on its restructuring progress will likely be provided. In September, the soft drinks company said it could axe around 90 jobs in its commercial and supply chain functions.

[philanderer] 27/1/2017 17:32

Trading update next wednesday