Britvic Share Chat (BVIC)

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Britvic Plc	LSE:BVIC	London	Ordinary Share	GB00B0N8QD54	ORD 20P

	Price Change	% Change	Share Price	Bid Price	Offer Price	High Price	Low Price	Open Price	Shares Traded	Last Trade
	-11.50p	-1.59%	710.00p	711.50p	712.00p	722.50p	706.50p	721.50p	932,859	16:35:14

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Beverages	1,431.3	151.9	43.8	16.2	1,871.94

Britvic Share Discussion Threads

Showing 1226 to 1250 of 1250 messages

Chat Pages: 50 49 48 47 46 45 44 43 42 41 40 39 Older

Date	Subject	Author	Discuss
21/7/2017 09:55	Q3 trading update next thursday.	philanderer	Read Full Thread Reply
20/7/2017 21:10	Britvic Kicks Off £3.5m Campaign For Robinsons HTTPS://www.kamcity.com/namnews/products-promotions/britvic-kicks-off-3-5m-campaign-robinsons/	philanderer	Read Full Thread Reply
18/7/2017 15:44	Britvic Appoints VCCP And Saatchi & Saatchi As Creative Leads For Brand Portfolio HTTPS://www.kamcity.com/namnews/uk-and-ireland/manufacturers/britvic-appoints-vccp-saatchi-saatchi-creative-leads-brand-portfolio/	philanderer	Read Full Thread Reply
11/7/2017 20:39	11th july Shorecap buy reiterates	philanderer	Read Full Thread Reply
10/7/2017 21:36	10th july Goldman Sachs neutral tp 740p up from 617p 'Robinsons and KFC team up to celebrate Wimbledon' HTTP://www.eventmagazine.co.uk/robinsons-kfc-team-celebrate-wimbledon/brands/article/1438851	philanderer	Read Full Thread Reply
09/7/2017 09:06	FWIW Tipped 'Buy' in The Telegraph: Questor: Look beyond the sugar tax to see Britvic’s true potential as a major global player HTTP://www.telegraph.co.uk/business/2017/07/08/questor-look-beyond-sugar-tax-see-britvics-true-potential-major/	philanderer	Read Full Thread Reply
07/7/2017 09:46	7th july Jefferies hold tp 680p up from 620p 7th july JP Morgan Caz neutral tp 700p	philanderer	Read Full Thread Reply
05/7/2017 16:52	Nice buy from chairman elect John Daly : 8000 @ 690p	philanderer	Read Full Thread Reply
03/7/2017 20:54	Britvic rolls out limited-edition zero sugar Club drink for summer HTTP://www.foodbev.com/news/britvic-rolls-limited-edition-zero-sugar-club-drink-summer/	philanderer	Read Full Thread Reply
12/6/2017 09:20	12th june Whitman Howard buy tp 800p reiterates	philanderer	Read Full Thread Reply
09/6/2017 17:46	Berenberg reiterates HOLD target 725p	philanderer	Read Full Thread Reply
07/6/2017 11:17	Numis Cuts Britvic To Hold From Add, Ups Price Target To 771p From 706p	philanderer	Read Full Thread Reply
07/6/2017 07:21	Shorecap reiterating. BUY	philanderer	Read Full Thread Reply
01/6/2017 17:46	That was a good day and that Pepsico stake should be into stronger hands now.	philanderer	Read Full Thread Reply
01/6/2017 13:09	UBS this morning raising target price to 770p , retaining BUY	philanderer	Read Full Thread Reply
01/6/2017 09:43	Yes that is my understanding as well (7.2p). However the share price is up by 10p making a total 17p rise in effect. That is 2.4% rise on a relatively flat day so far. I think the market took fright with Pepsi selling its small stake in Britvic, but the market is already getting over the issue.	blobby	Read Full Thread Reply
31/5/2017 17:43	Xd tomorrow morning, from memory around 7p	philanderer	Read Full Thread Reply
26/5/2017 16:55	Afternoon che7win, no problem , many thanks. I`m out of RTN as well now :-) Off to Ostuni tomorrow for a few weeks, but hopefully a decent wifi in the hotel to keep up with events. Can`t find any confirmation of the placing price for Pepsico's holding, but I'd be surprised if it was much less than 695p	philanderer	Read Full Thread Reply
26/5/2017 14:30	Phil, Keep your comments coming, I appreciate your posts.This is a long term stock for me as it's high ROCE quality. I remember you from RTN, I sold that a while back.	che7win	Read Full Thread Reply
26/5/2017 13:49	FT Alphaville Citigroup: BE  Strong H1 — Britvic delivered another strong set of results, with org sales, EBITA and EPS all well ahead of expectations. EBITA increased 5% organically, which stands out well, even in the broader consumer staples sector. Cost savings are on track, the innovation pipeline for 2H looks strong (Robinsons REFRESH’D ready-todrink) and management seems confident about the FY outlook. We are raising EPS 1 -1.5%, and we believe there could be some further upside to forecasts.  We have raised EPS 1 -1.5% — The upgrade reflects the stronger than expected H1. We haven’t raised FY17 ests by more, because part of the H1 “beat” relates to A&P phasing. Our forecasts could be conservative we believe, as they assume only flat 2H EBITA, despite (a) further cost savings, (b) c£2m benefit from FX and scope, and (c) revenue mgt initiatives in GB which should mitigate margin pressures in 2H.  Buy, target raised 810p — H1 results confirm Britvic has enough self-help (cost savings and revenue mgt flexibility) to deliver good growth even in a challenging environment. Moreover, some of the recent innovation (e.g. stretching Robinsons into adjacent categories) and revenue mgt initiatives (enabled by enhanced manufacturing flexibility), show that Britvic is really evolving from the company it was a few years ago. Our new target price assumes a slight rerating of the stock in the next 12 months to about 16x 12-m forward PE, c25% discount to EU staples 11:35 am BE  Pepsi placement — On 25/5 Pepsi announced it would sell its 4.5% stake in Britvic. We this this largely as a cleaning up exercise to improve Pepsi’s capital efficiency. The value of the stake is minuscule in the context of PEP (less than 0.1% of its market cap). Selling the stake has no impact, in our opinion, on the strong relationship between the two companies. Worth noting that (1) the GB bottling agreement stretches until 2028 and the value of the bottling franchise rights on Britvic’s balance sheet assumes a remaining useful life of 26 years, “on the basis that the renewal of the franchise agreements is highly probable”; (2) Pepsi and Britvic have just conducted quite a significant new product launch in GB (Pepsi Max Ginger). Moreover, the fact that Pepsi is selling the stake has no impact on its right to pull its brands, in the event of a change in control of Britvic. BE And Goodbody, to reiterate that it's probably irrelevant. BE This was a passive investment for Pepsico which it has owned since Britvic’s IPO in 2006. At this stage, Pepsico has taken the opportunity to free up c.£85m to reinvest behind its own consolidated business/brands. Britvic’s bottling agreement with Pepsico in GB runs until 2023 while the agreement in Ireland was renewed in Jan-16 for another 10 years. Britvic has done an excellent job for Pepsi in the UK, driven by Pepsi Max, and it has a good reverse relationship with Pepsi bottlers in the US. Overall we expect this will have no impact on the Group and remain positive on the stock given: i) its portfolio bias to lower sugar products; ii) the extensive cost savings programme; and iii) international growth opportunities. HTTPS://ftalphaville.ft.com/marketslive/2017-05-26/	philanderer	Read Full Thread Reply
26/5/2017 09:01	Looks like it's going to be done around 695p.	philanderer	Read Full Thread Reply
25/5/2017 16:59	Ah , some were in the know on that Pepsico placing by the look of it. "Britvic has been a terrific bottling partner since 1987 and we look forward to the continuation of this mutually beneficial relationship," said Ramon Laguarta, Chief Executive Officer of PepsiCo's Europe Sub-Saharan Africa business. "The combined capabilities of Britvic and PepsiCo are valued by our respective consumers, customers and shareholders and this decision will not impact our bottling arrangements."	philanderer	Read Full Thread Reply
25/5/2017 14:45	Weird :-) 25th may Goldman Sachs neutral tp 617p up from 615p	philanderer	Read Full Thread Reply
25/5/2017 09:25	Nice follow through today :-) 25th may Barclays overweight reiterates	philanderer	Read Full Thread Reply
24/5/2017 21:28	Shore Capital reiterating their 'buy' this morning.	philanderer	Read Full Thread Reply

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