Barr (a.g.) Share Discussion Threads

[philanderer] 05/12/2024 16:17

Irn Bru Snowman is back on TV

[philanderer] 30/11/2024 16:54

On Friday, Berenberg initiated coverage on A.G. Barr Plc (BAG:LN), the UK-based soft drinks manufacturer, with a Buy rating and set a price target of £8.00.


The firm highlighted the company's successful management strategies, which have led to a significant improvement in profit margins and a more diverse revenue stream. These developments have contributed to an enhancement in the quality of A.G. Barr's earnings, bringing them in line with figures seen before the COVID-19 pandemic, along with a modest increase in growth prospects.

The coverage note pointed out that A.G. Barr's current market valuation does not reflect these positive changes, as the stock is trading below its long-run historical average. Berenberg's analysis suggests that as A.G. Barr continues to expand its margins and diversify its revenue, the market will adjust the company's valuation accordingly.

Berenberg's statement on the matter was clear: "Our view in a nutshell: AG Barr's management has effectively delivered margin repair while also improving the diversification of its revenue base. Both factors are driving an improvement in earnings quality to levels broadly consistent with pre-COVID-19 outcomes, accompanied by slightly improved growth prospects."

The firm believes that the discrepancy between A.G. Barr's operational success and its market valuation presents an opportunity for investors.
Berenberg's initiation of coverage with a Buy rating and a price target of £8.00 is based on the expectation that A.G. Barr's stock will re-rate to reflect the company's ongoing margin expansion and revenue diversification.

Berenberg's analysis concludes with a positive outlook on A.G. Barr's future, suggesting that the company's shares are poised for a revaluation as it continues to demonstrate financial growth and stability.


INVESTING.COM

[philanderer] 21/11/2024 16:34

Sales blitz helps grow Boost convenience distribution


Boost has hailed an outsourced sales blitz for helping it secure a near-20% uplift in distribution in the space of just 12 weeks.

The AG Barr-owned drinks brand enlisted Green Field Marketing Solutions, challenging it to visit at least 22,000 convenience stores across England, Scotland and Wales between July and September.

The operation, which involved a team of 30 field operatives and 25 vans, focused on three categories: Boost Energy, Sport and iced coffee.

It had a “strike rate of over 61%”, with over six in 10 stores placing an order following a visit, Green Field Marketing Solutions said.

More than 50,000 cases of Boost were sold, resulting in a 19.2% increase in distribution across seven SKUs, it added.

[justiceforthemany] 20/11/2024 10:02

Strong results from Britvic

[yf23_1] 14/10/2024 17:22

Yes, sounds disgusting, so it should do well. I gave up NOT investing in companies because I didn't like their product, now I just let the hoi polloi get on with their distasteful habits.

[philanderer] 02/10/2024 13:07

xd tomorrow morning for the 3.1p dividend

[philanderer] 01/10/2024 10:12

Irn-Bru maker’s shares have gone flat, but here’s why we’re not selling

AG Barr’s profits are fizzing and on track for all-time peaks, Questor says

[philanderer] 25/9/2024 16:39

Deutsche Bank Research raises AG Barr price target to 760 (685) pence - 'buy'

[liam1om] 25/9/2024 06:58

DEUTSCHE BANK RESEARCH RAISES AG BARR PRICE TARGET TO 760 (685) PENCE - 'BUY'

[philanderer] 24/9/2024 21:11

Investors Chronicle…..

#….we retire our buy call, nonetheless. Hold.#

[justiceforthemany] 24/9/2024 18:55

Email
[e-mail]

He's the Alan Pardew of CEO's!

[justiceforthemany] 24/9/2024 16:27

Outrageous drop.
14-15x P/E is very low for a company that is defensive, growing and has net cash.

[philanderer] 24/9/2024 13:26

Yes, too weird to get your head around it. I’ve got SMIN stinking the place out as well today on good results

[1swifty] 24/9/2024 11:12

How has this dropped 5% on good positive and progressive news?? Solid company, good cash position, no debt, revenues and profit up, strong business strategy...


confused

[justiceforthemany] 24/9/2024 09:42

Adjusted EPS is up.
20x P/E = 800p

[philanderer] 24/9/2024 07:37

Pretax profit however fell 10% to GBP24.9 million from GBP27.8 million.

[philanderer] 19/9/2024 14:08

Davy starts AG Barr with 'outperform' - price target 770 pence

[justiceforthemany] 29/8/2024 19:56

Hit 950p in 2019.
Stronger company now.

[philanderer] 17/8/2024 23:20

One month to go: Just Drinks’ non-alcoholic beverages conference in London

[philanderer] 30/7/2024 14:00

Irn-Bru maker says Scottish drink growing in popularity in England

Cumbernauld-based AG Barr said Irn-Bru was growing its share of the soft drinks market in England.

[justiceforthemany] 30/7/2024 13:54

20x EPS = 800p
Net cash of £54M+
May get bought out like Britvic also.

[philanderer] 30/7/2024 09:38

And it's a good one :-)

[philanderer] 26/7/2024 12:51

Trading update next tuesday.