Blavod Wines Share Discussion Threads

[aim999] 25/11/2013 08:49

Boooommmm - someone's keen this morning

[aim999] 25/11/2013 08:45

And at that moment he's back

[aim999] 25/11/2013 08:43

Lets see if our buyer returns for more...

[deanroberthunt] 25/11/2013 08:26

paying full offer for not many at all now..

[berny3] 25/11/2013 07:47

If we look at the take out price on Brucihladdich (58 times earnings). The aim is to get Blackwoods up to £1mln revenue. If you assume 10% net margin (which is conservative). The Blackwoods gin has and estimated take out price of the current market cap (£5.5mln). Redleg Rum could get there as well and add to that Blavod Vodka and Diva, Jago and the other Blackwoods Vodkas. Yes the current market cap is cheap.

[sueyou1] 25/11/2013 07:27

Check last Fridays trades, a 700,000 T buy has appeared!!

[aim999] 24/11/2013 23:37

Very nice.... Hope u r right

[sueyou1] 24/11/2013 22:12

No real resistance on the chart between here and 2p, so I am going to go for a 2p+ high this week.

[aim999] 24/11/2013 19:40

G&Ts on me!

[aim999] 24/11/2013 19:40

Didn't know about the rights to king of soho.....get drinking

[glennborthwick] 24/11/2013 18:37

BES have the rights to king of soho

[aim999] 24/11/2013 18:30

Do you not think he didn't buy into the placing? I suspect he would have done. Regardless if volumes Are on the up then 1% here and there can be picked up...did you know he launched his own gin a few weeks ago - 'the king of soho' I understand his dads favourite tipple .... Maybe going into the drinks business ..... Also using the same distributor as BES ..... A few connections ... Ehh... Lets see how things pan out

[sueyou1] 24/11/2013 18:00

aim, to get a new holdings RNS for HR he would need to have added 3,156,194 since 1 November when the recent placing stock was added.

Shares in issue 363,232,507
58,593,333 was 19.14% but after recent placing down to 16.13%
>17% to trigger RNS = 61,749,527
Difference of 3,156,194

[aim999] 24/11/2013 15:15

Better keep a close eye on large trades going through ... Maybe he was hoovering up on Friday given the large volume & breakout .... Could be a holding rns

[sueyou1] 24/11/2013 12:07

Howard Raymond is worth keeping an eye on ;-)

[aim999] 24/11/2013 11:54

Given the shareholder base I suspect this wont go to cheaply ... Interesting few months ahead, profitability could come quicker than we all expect if sales go well

[sueyou1] 24/11/2013 11:48

aim, from the Progressive Research note.

"Successful brand incubation can attract larger industry players prepared to pay multiples of Blavod's current market capitalisation for a brand proposition they can leverage globally."

So selling brands separately, not the whole company, although at the current price of BES a bid could come in for the whole company as it would be less than the cost they would be expected to pay for one good brand!!

[aim999] 24/11/2013 11:39

Maybe u r right on the strategy to establish and sell brands - either way we have a really active few months ahead

From such a low market cap this can multiply many times .... If we are lucky and everything goes to plan

[aim999] 24/11/2013 11:34

And if they stock 2 or 3 more products and more retailers range the volumes can be huge.

The boss (check his cv) knows how this works

[sueyou1] 24/11/2013 11:34

aim999, that seems a reasonable MCap to me once BES is profitable in Q2 next year.

We are due sales in the USA following the double gold award, I think it takes time to get these kind of deals completed but just imagine a deal with Wal-Mart for example, it would be huge. Even the smaller USA spirit sellers could still be as big a deal as Tesco.

I don't think BES will be sold lock stock and barrel, I think they will sell the brands separately as each becomes attractive to the big boys. For example Red Leg is doing amazingly well for a new brand, so when it starts really eating into the big boys sales then you will see the big boys paying attention and wanting to take it out for two reasons, 1) to claw back the sales it has lost to Red Leg and 2) to have a product that eats away at it's competitors products. The buyer may not want the other products at the same time, they would let BES do the donkey work and then, if the sales get high enough to warrant the big boys selling it, then they would acquire that product. The RNS says so much in relation to selling brands rather than the whole company.

Suppose they sold Red Leg for £15m, they could pay us all a nice special dividend of more than the current share price and still have a stack of cash to develop new products or acquire other 'cottage industry' products to develop.

[aim999] 24/11/2013 11:32

Tesco would normally only roll out if achieves targets ... I would say more than 1 unit per week per store

[aim999] 24/11/2013 11:30

Also the rollout in tescos of the new products - 600 stores can generate huge volume. Also suspect the other supermarkets will be looking.

Something defiantly brewing here... Maybe a new deal with someone... Not sure

Or the stake building is getting more desperate given fewer shares in the market

Happy to watch and hold

[glennborthwick] 24/11/2013 11:26

Whats interesting is tescos going from 169 stores to over 500 stores. If they average selling one bottle a week at a tennner thats 250k alone.

[glennborthwick] 24/11/2013 11:24

yes its a good buy. In the new year we should see them finally announce breakeven, possibly better if Australia, and USa take off.