Barr (a.g.) Share Discussion Threads

[justiceforthemany] 01/8/2023 16:45

Profit ahead of expectations

[makinbuks] 01/8/2023 09:53

A new CEO after 21 years is going to be interesting. Taking a year to do it suggests to me there isn't a ready succession plan internally.

Volumes/revenues seem OK but you need the detail on margins/profits/cash for a meaningful update

[philanderer] 28/7/2023 14:27

Workers at AG Barr have warned the company’s Irn-Bru brand could be in short supply after announcing dates for a fresh strike over pay.

Members of Unite union will walk out at the Scottish soft drinks manufacturer after rejecting a fresh 5% pay offer.

Nine 24-hour strikes will take place between 11 August and 6 October at AG Barr’s distribution centre in Cumbernauld, Dunbartonshire. There will also be a continuous ban on overtime, to begin on 8 August.

[philanderer] 21/7/2023 23:59

'AG Barr’s Boost brand in trademark battle with Britvic’s Robinsons '

AG Barr’s energy and sports-focused beverage brand Boost has accused Britvic of passing off its trademark with Robinsons’ newly launched functional squash range.

Boost filed an intellectual property claim on Friday, 14 July, which is thought to relate to Robinsons’ ‘Boost’ squash variant.

Robinsons’ launched the trio of wellness-focused premium squashes in May this year, each fortified with different vitamins and named Immunity, Vitality and Boost. The ‘Boost’ variant contains vitamin B6 to energise consumers. The brand also sells a ‘Boost’ version of its concentrated on-the-go vitamin-enhanced squash drops launched in April last year.

Boost Drinks’ claims to own the trademark for the word ‘boost’ under, covering non-alcoholic beverage categories, including squashes, hydration drinks and other dilutable beverages.

[philanderer] 18/7/2023 14:51

Telegraph - Questor

BAG = hold

[philanderer] 14/7/2023 14:17

'Moma Foods founder steps back following AG Barr acquisition'

[philanderer] 06/7/2023 00:55

In the march final results a trading update was promised for july.

[philanderer] 28/6/2023 20:00

BAG mentioned..


'Successful stock picking lifts Schroder UK Mid Cap as it beats benchmark'

Schroder UK Mid Cap’s (SCP) net asset value for the six months ending 31 March rose by 18.5%, ‘comfortably’ outperforming the company’s benchmark, the FTSE 250 ex Investment Trusts Index, which returned 15% over the same period.

...Funds were reinvested in drinks maker AG Barr (BAG), providing access to the growing energy drinks market following the firm's acquisition of sports and drinks manufacturer Boost Drinks.

[mammyoko] 28/6/2023 09:26

What's going on here? Heatwave should be good for business.

[philanderer] 26/6/2023 18:10

Off a cliff.

135k printed today.

[justiceforthemany] 23/6/2023 22:24

I'm certain they can reach a deal. Unwarranted sell off. £52M net cash position.

[philanderer] 22/6/2023 12:32

Supplies of Irn-Bru 'under threat' as workers balloted for strike

[philanderer] 14/6/2023 14:11

A wind farm which will help power the production of Irn-Bru has been officially opened.

A total of 22GWh per year from the South Kyle site will go to AG Barr facilities - including its factory in Cumbernauld.

The company signed a contract in 2020 with developer Vattenfall for 100% renewable electricity at its plants.

The wind farm - which straddles East Ayrshire and Dumfries and Galloway - was approved six years ago.

[justiceforthemany] 13/6/2023 10:27

Net cash with growth. Part of the wider FTSE sell off.

[philanderer] 13/6/2023 09:51

Something amiss here..... unless it's Odey liquidation related ?

[philanderer] 12/6/2023 10:14

This one just continues to flatter to decieve.

[philanderer] 09/6/2023 10:18

Nice dividend into my ii account this morning :-)

[makinbuks] 23/5/2023 12:03

I don't think that reads across to Moma. Here's what the article says:

"But it appears the boom-time for some vegan products may now be over. While Oatly’s range of oat drinks enjoys high demand, the Swedish company confirmed last week it was withdrawing its ice-cream tubs from the UK market."

The article talks about various "products" launched with clever names by big players. I suggest that most vegans are turned off by packaged food, certainly when it comes from the likes of Coca Cola or Nestle. They are very environmentally conscious and are much more likely to shop in their local fruit and veg shop for fresh produce. I speak as someone with a wife and four out of five children who have all turned vegetarian.

On the previous post on the two new flavours, I have bought an eight pack of each from my local Home Bargains and thoroughly approve. The ice cream flavour is my pick of the two. Interestingly its me an the non veggie child that are consumers of Irn Bru too. Not sure if thats connected

[philanderer] 22/5/2023 13:54

Trendy vegan brands are set for a wipeout, experts predict

The latest casualty in the flatlining vegan market is Oatly, the Swedish oat milk firm, which has been forced to withdraw its dairy-free ice cream in the UK, The Observer reports

[philanderer] 13/5/2023 19:58

Sun newspaper..


CAN FAN I’m an Irn Bru lover – I thought I’d hate the wacky new flavours but the taste surprised me

[philanderer] 10/5/2023 13:11

xd tomorrow morning for the 10.6p dividend

[makinbuks] 08/5/2023 10:12

Rising input costs and silly Scottish Government policy (now on hold) have taken their toll. With a recession still likely or at least a couple of years of stagnant growth a PE of 15 is reasonable. As I've said before I think we're in a £5 - £6 trading range for some time

[justiceforthemany] 07/5/2023 18:22

Cash adjusted P/E down to 15
This was hitting 900p pre pandemic
Net cash c. £60M

[philanderer] 30/4/2023 00:20

Irn-Bru Xtra launches Ice Cream and Tropical varieties to drive summer sales