Guinness is an outlier - Diageo is effectively a spirts business. |
If price rise on Diageo most popular market leading products...must be higher net profits... Time to buy the dips.. |
'Guinness owner suffers pub backlash over price rises'
Diageo accused of taking advantage of stout’s surging popularity to increase keg prices |
don't swim against the tide! |
To the moon! |
Opportunity cost for sitting here IMO market doing well in 2025, missing out on gains elsewhere. |
80%, pretty high allocation... |
if the shares stay in a downtrend two things can happen. one is that the management gets replaced or two, shareholders begin to stamp their feet in a diff way and demand sales on poor performing or non core assets as they called them. both of these events should put at least a temp bottom in the shares. or a third thing can happen is that nothing happens. but the longer it goes down the more it hurts the p/l and the more likely activist activity. once upton a time buffett was rurmoured to be in for these as a takeover but at that mulitple at that time i expect it was just based on hope.
the issues here are part structural and part execution. but im not sure that anyone is going topush for anything this side of 20 quid, particularly when much of the sector and competitors are in a similar boat. |
I see the village idiot back... |
New low 2232p today. This week is going to be interesting |
& why would you see a recovery. |
Thank you so much for taking the time to reply Huckers. I think your approach is a good one. I will take a look at AMBEV. |
moni26. My own plan is to start a small position at 1,975p (or thereabouts). And then to add in controlled steps on the way down to 1,500p. I think that first number is reasonable and the latter one is deep value. And then to hold for what I imagine would be five years to see a recovery and reasonable capital gain. There is another beverage company which you could research and look at: AMBEV in Brazil. I have a small position in that one. |
Genuinely can’t figure this out. At what point does this become a buy? I bought and did well with IMB and BATS when they were seriously driven down but they were offering upwards on 10% to hold them. DGE is approx 3.5%.
Obviously if it hits Billy’s £15 all things being equal it’s a buy. Will it ever get that low or am I looking a gift horse in the mouth today? |
In freefall now - I'll await the takeover!
Suet |
To the moon! |
Never liked Guinness, tastes like oil sludge but everyone in Ireland forced to like it |
BOA reduce PT 2750P |
It will be fun and game if tariff comes in force. Bears has got upper hand but will be good day trading opportunities. |
Morgan Stanley PT 2020p today.Barclay lowered PT to 2860p |
youre still paying 17x 25 here for almost no growth. 26 doesnt look any better either. |
New low 2261p yesterday |
new low since 2020 |
Berenstein PT 28.80 FOR DIAGEO..TODAY |
And I am looking into new low to buy more. LOL. |
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