Diageo Share Discussion Threads

[clermontace] 30/12/2020 15:45

ps....tell your ceo he needs to invest in a decent rum!

RedLeg sales surging at the last report.

Will be interesting to see how it sold over the last quarter.

Watching the bottles go through a quick repeat cycle of restock and quick depletion at my local Tescos' make me think a strong period for DIS.

We'll see.

[clermontace] 30/12/2020 15:41

DIS on the move phil.

Trading update in January.

Roland Grain (just taken 20% of the business) to be appointed to the board.

Could be a newsy quarter coming up.

Getting decent volume is the issue though!

A few stale bulls leaving the show - most welcome if you want in - mm's bidding at mid price for volume.

Cheers!

[philanderer] 22/12/2020 13:42

Gordon's launches alcohol-free gin as evidence emerges that Britons are drinking less on average in lockdown

[philanderer] 19/12/2020 13:04

Diageo is to roll out voluntary health warning labels across a
host of its spirits brands in the UK.

The labels, which feature nutritional information as well as
health warnings, will first roll out across its one litre bottles
of Smirnoff and Gordon’s Pink Gin in early 2021, followed closely
by Bailey’s and Captain Morgan and then the rest of
its brands as old stocks are replaced.



health-warning-labels/651463.article

[philanderer] 15/12/2020 17:29

CA, what other shares do you hold ?

[clermontace] 15/12/2020 16:35

REDLEG @ NUMBER 1 for BEST SELLING RUM:



(Captain Morgans Mango Flavour 5th)

[clermontace] 15/12/2020 16:33

REDLEG @ No2 in Amazons Best Selling Sprits Lists!

(First entry from any Captain Morgans product is 42)

[clermontace] 15/12/2020 16:22

HOT OFF THE PRESS


Amazon have just updated their top selling lists.

For the whole of spirits - RedLeg Rum is 2nd!!!

For the whole of Rum - RedLeg Rum is NUMBER ONE.

WE HAVE ROCKETED.

[clermontace] 15/12/2020 13:55

The smallest capped drinks company on the LSE........but with the fastest growing rum in the world. Hmm.

[clermontace] 15/12/2020 13:52

Afternoon!

Unfortunately that's the image a brand like Captain Morgans suffers from........

No innovation.

Captain Morgans is tired. It can't innovate. And when it tries to it costs the company a small fortune.

Companies like Diageo find it hard to move quickly with market trends and innovate. It's too big.

They rely on smaller companies to emerge and develop drinks, often quite quickly, which reflect shifts in consumer taste....which they then buy and run with.

Spiced rum recently overtook the renaissance gin had in recent years to become the fastest growing sector in the alcohol beverage market. RedLeg has hit a chord and is riding the wave....but now moving into a number of flavour variations and so has 'legs on the table'.

I also sense NPD at DIS........might be a tequila on the horizon ? We're not sure.....but something is afoot.

[philanderer] 15/12/2020 13:45

Afternoon CA, I don't think I've tried rum for about 20 years. My grandad used to love the suff :-)

[clermontace] 15/12/2020 13:43

RedLeg rum sales are rocketing on 'back of the sofa £ marketing'.

WHY?

It's a bloody good drink. That's why.

It's probably the most moreish rum I've ever tried.

[clermontace] 15/12/2020 13:38

Get yourself a bottle of this and learn how to enjoy rum again.......not that captains crack stuff Diageo churns out:

[clermontace] 15/12/2020 13:37

If DIS' Q3 figures are strong we might finally get a FY forecast.

All eyes on early Jan trading update on RedLeg Rum. At interim stage (traditionally the weaker half of the year) sales were up another 120+ %.

Looking for off license sales strength as lockdown 2 occurred and of course into the Christmas spell.

Roland Grain's 20% stake still remains something of a mystery.

We know he is involved with Manly Spirits in Australia and has strong distribution credentials throughout Europe.......could be a collaboration / merger / sharing of synergies / bottling / distillation /manufacturing deal. We're not sure.

Suspect by mid January more will come to light on all his aggressive buying.

At 1.8p the shares are tottering on a technical breakout and someone yesterday picked up another 1.95 million.

[clermontace] 15/12/2020 13:31

That probably means they're bailing Phil.

[philanderer] 15/12/2020 10:58

GOLDMAN SACHS RAISES DIAGEO PRICE TARGET TO 3,300 (3,200) PENCE - 'BUY'

UBS RAISES DIAGEO PRICE TARGET TO 3,300 (2,800) PENCE - 'BUY'

[clermontace] 15/12/2020 08:50

Or why Global Brands have jumped straight into bed with DIS in the RTD market for canned versions of the rum.

[clermontace] 15/12/2020 08:46

Ask yourself why Roland Grain has just purchased 20% of Distil Plc.

[tudes100] 14/12/2020 22:24

I'd lay off the sauce if I was you Clermont old boy.
DGE will have barely noticed Red Leg given its scale. Captain Morgan's is a mass market rum with poor packaging & poor brand recognition but that won't stop it getting into every On & Off trade outlet in the UK due to Diageo's distribution channels.
DIS have 4 employees - other than a quick trip to Cheshunt (Tesco) to pay for their listing they won't have time to do anything other than organise the Christmas party.
Best of luck with it, if they're still in business in 5 yrs they'll be doing ok.

[clermontace] 14/12/2020 09:26

I even saw someone DUSTING the bottles of Captain Morgan's in Tescos over the weekend.

LOL

[clermontace] 14/12/2020 09:25

This Rum is taking the sector by storm:



Christmas sales rocketing if the market research done my myself and colleagues is anything to go by.

And guess what? DGE don't own it.

wwwaaa haaa haaa haaaaaaaaa