Barr (a.g.) Share Discussion Threads

[ntv] 05/8/2022 05:36

They get paid that is why they produce it
Anyway slightly above my own forecast of 648.8674529

[philanderer] 04/8/2022 14:23

Yes, it's weird why they even bothered.

[makinbuks] 04/8/2022 12:00

10p in 660p is in the noise, no forecast is that accurate

[philanderer] 04/8/2022 10:12

Berenberg cuts AG Barr price target to 650 (660) pence - 'buy'

[ntv] 02/8/2022 11:14

Happy with update but obviously some are not
I always buy their diet lemonade as imho it is the best
Have to buy it from my local shop as not in Tescos
Only £1 per bottle if you buy 2 @ a time or £1.19 if bought individually
It is too cheap imho

[makinbuks] 02/8/2022 10:16

Well good revenue numbers I agree but we are yet to see the margins. Irrespective I also agree happy to hold, quality business

[philanderer] 02/8/2022 10:11

Good update. Happy to hold.

[justiceforthemany] 29/7/2022 10:52

Expecting a strong update Monday with an increased dividend. Vulnerable to M&A. Needs to get back to 600-700p range.

[ntv] 22/7/2022 08:10

recently raised their prices similar to price rises @schweppes
Increases prices all across the board
20% in Lemonades
Tesco tonic water has increased from 50p to 70p in 6 months
so prices are being raised to cover demand
not saying that Barr make it but it shows how the industries are protecting their margins against cost pressures

[spectoacc] 22/7/2022 07:10

BAG - a beneficiary of global warming? Not in them atm, can't see how they can avoid the costs crunch indefinitely.

[ntv] 22/7/2022 07:07

A positive article in investors chronicle may help the share price
It should be benefiting from the surge in demand for it's drinks during the hot weather

[philanderer] 12/7/2022 10:39

Heatwave helping ?

[philanderer] 22/6/2022 13:10

Barr Soft Drinks is making its biggest ever investment in an energy brand with the launch of a £2m campaign for Rubicon Raw. This investment, which includes sponsorship of this year’s Boardmasters Festival in Newquay, will reach over 11 million energy shoppers.

Launched just 18 months ago, the brand has quickly made an impact on the energy drinks category, becoming the fourth largest flavoured big can energy brand in the market (IRI) and selling over 11 million cans, according to AG Barr sales data.

[philanderer] 08/6/2022 12:58

Barr Soft Drinks is launching a new campaign for Rubicon.

‘Made of Different Stuff’ will launch on broadcast on demand from 16 June, highlighting the brand’s affinity with Rubicon drinkers’ desire to try new and exciting experiences.

The campaign also includes out of home, social and digital advertising, sampling and shopper marketing activity, and activations will be taking place across national depots, including bespoke display builds.

Impactful POS and display units will be available for retailers, alongside bespoke POS for wholesalers to create in-depot theatre and drive incremental soft drinks sales.

[philanderer] 27/5/2022 09:33

Update unlikely now, AGM @ midday

[philanderer] 25/5/2022 14:19

AGM and possible update friday.

[philanderer] 23/5/2022 13:16

Cumbernauld-based Irn-Bru maker AG Barr tipped to retain fizz in event of recession

[philanderer] 11/5/2022 13:18

xd tomorrow for the 10p dividend

[undervaluedassets] 03/5/2022 08:52

Good hedge against inflation these. They are price setters not price takers.

[topvest] 30/4/2022 15:13

Agreed - golden cross.

[philanderer] 28/4/2022 10:13

Chart looking good.

[philanderer] 11/4/2022 10:28

Berenberg upgraded shares of Irn-Bru maker AG Barr on Monday to ‘buy’ from ‘hold’ and hiked the price target to 660p from 580p as it said the company’s transformation was underappreciated.

"AG Barr’s FY22 marked a year of transformation for the business: its portfolio is now of improved quality, has better margin potential and holds better growth prospects," Berenberg said.

"We think that the market is not giving AG Barr credit for its improvement, with the company trading on a trough multiple of 12.1x EV/EBIT or a cash-adjusted P/E of 15.6x, despite a forecasted FY22- FY25E earnings compound annual growth rate of 12.5%."

The bank said that while risks exist around cost inflation and demand elasticity, AG Barr is well positioned and its valuation provides an attractive margin of safety. It said AG Barr’s portfolio is well positioned for above-market growth.

"Rubicon and Irn-Bru remain underpenetrated, but strong rates of sale have led to points of distribution for these brands lifting by 11% and 6% respectively in 2021," it noted.

"Additionally, Funkin’s initial foray into the Australian market has been positive to date and AG Barr is exploring opportunities to export Funkin to the US, which - if successful - could provide material upside to shares."


Sharecast.com

[philanderer] 11/4/2022 08:45

Irn-Bru maker AG Barr fizzed higher after an upgrade to 'buy' at Berenberg

Sharecast.

[philanderer] 29/3/2022 18:28

Investors Chronicle:


'Sales soar at AG Barr'

[philanderer] 29/3/2022 18:17

THE EXPERTS’ VIEW

‘Backed by a very strong financial constitution,’ said Shore Capital, ‘Barr has the foundations to withstand shocks as well as fund future organic and inorganic growth. After a period of notable headwinds, we see Barr as, once again, a high-quality equity that can do a good job in a mid-cap consumer portfolio.’

With a buy rating and 690p price target on AG Barr, Investec Securities believes Barr shares offer ‘excellent value’. The broker commented: ‘A strong set of full year results from Barr, showing a full recovery with sales and profits back to above pre-Covid levels. It is accompanied by a cash rich balance sheet, with ample resources for investing in growth.’

Sharesmagazine.co.uk