Barr (a.g.) Share Discussion Threads

[essentialinvestor] 08/1/2020 14:36

Right, I've bought a very small amount.


Thanks for the view Phil.

[philanderer] 08/1/2020 14:34

Afternoon EI.

Held them both at one time but BAG just edges it for me. As Makinbuks says, a few strong brands with BAG.

[makinbuks] 08/1/2020 12:13

Nichols doesn't have anything like the brand power or range of products to me

[essentialinvestor] 07/1/2020 23:42

Phil, you prefer BAG over Nichols?.

[philanderer] 06/1/2020 17:47

Hi Cambourne , yes on an RNS.

25th january last year and 1st february in 2018 and 1st february 2017.

I'm in with an average of 572p and am hoping it will reach 750p in twelve to eighteen months.

[cambourne] 06/1/2020 14:01

Philanderer - does the trading update come on RNS? What do you think this share price will get to?

[philanderer] 05/1/2020 00:20

Usually a trading update towards the end of january.

[essentialinvestor] 04/1/2020 17:50

Thanks for the info, luck with your holding.

[cambourne] 04/1/2020 17:08

Here is the data from 31 Aug 2019 - 30 Sep 2019

Institution Shares bought Shares held
Lindsell Train Ltd. +910.50k / +5.89% 16.38m
Kames Capital Plc +440.00k / +16.72% 3.07m
Schroder Investment Management Ltd. +401.34k / +962.24% 443.05k
AMG Fondsverwaltung AG -- 328.77k
The Vanguard Group, Inc. +212.77k / +8.72% 2.65m

Think the rest was purchased pre 31 August but could be wrong.

[cambourne] 04/1/2020 16:27

No I think he did add 2 million after the drop. You can see on FT profile page, movers. Yeah monster sure is. But Rockstar is 99p, Relentless £1 and Monster £1.40. So the kids and local workers tend to buy the Rockstar on price I chat with the McColls manager. They sell alot of the Bru too same reason.

[cambourne] 04/1/2020 14:15

Ive got 50K Barr Shares so up up and beyond. Nick Trains got about 18 million. Its a cheap entry point and an absolute bargain. A value share atm and the companys cash rich rich rich, zero debt. Twinned with share buy back this mini Coca Cola, Warren Buffett share is only going one way. With the amount of shares the company is buying back the share price will go up on its own. Good management. Irn Bru tastes the same. For ones that want the extra sugar they sell the Irn Bru Energy drink now with more caffiene and sugar. Rockstar could also accelerate the rate of growth of the company too, like a mini Monster. Its cheaper too!!!

[philanderer] 03/1/2020 19:54

Irn Bru fan's delight after finding out-of-date can with pre-sugar tax recipe

[cambourne] 30/12/2019 11:21

Yahoo finance has forecast Low 625 Mid 712 High 800

[philanderer] 24/12/2019 09:58

And kerrplunk this morning .... but only a handful traded as expected ;-)

[philanderer] 11/12/2019 17:33

All over the place today ;-)

[yf23_1] 10/12/2019 16:04

It's a pity people don't do the same with all the other NAS chemical junk.

[meaty] 10/12/2019 11:35

Theory:They reduce sugar, people stockpile original, sales are good.Reduced sugar doesnt sell as well, sales are poor.1901 does well as an experiment so they bring back full sugar, sales pick up again.Coke never reduced their sugar and irb bru have lost market share. I dont think they will allow that to continue.Looking back in a few years, cheap today. Just an irn bru drinking scot's opinion.

[yf23_1] 06/12/2019 21:47

The management gathered...

Mirror, mirror on the wall,
why did our shareprice fall?
Said the mirror to them all,
You surely don't want to see,
the roots of this deadly tree.
Now your hybrid blinds your eye,
a reflection of the ruse you try.
So go hence and eat your humble pie,
and don't prolong this tragedy.

[philanderer] 06/12/2019 11:58

Persistent selling again this morning.

edit:

6th dec Liberum 'hold' tp 580p

reiterates

[philanderer] 05/12/2019 18:04

Looking a bit ominous here..... -12% in less than two weeks.

[philanderer] 03/12/2019 14:04

Irn-Bru fans hail new sugar-filled 1901 version as ‘glorious’ after makers AG Barr release limited edition juice

[topvest] 21/11/2019 21:28

Suspect the rise is all about their Christmas products which look like they may do very well.

[makinbuks] 20/11/2019 15:47

Indeed, I am really fearful that any trading weakness will be heavily punished. Risk to the downside for me at this level