Share Name Share Symbol Market Type Share ISIN Share Description
Distil LSE:DIS London Ordinary Share GB0030164023 ORD 0.1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +0.025p +0.82% 3.075p 3.05p 3.10p 3.075p 3.05p 3.05p 595,343 15:29:04
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Beverages 1.6 0.0 0.0 - 15.37

Distil Share Discussion Threads

Showing 3976 to 3998 of 4000 messages
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DateSubjectAuthorDiscuss
25/7/2017
17:42
Thanks for those figures Berny. I have a feeling (going by what I see with promotion, FEVR helping sales, etc) that H2 will be a fair bit higher sales than H1.From the comments about a USA distributor I can only think to get the best reach they need to go with Southern Glazers, so that is still my prediction for the deal, the biggest USA distributor. 2016 Southern Glazer's Wine and Spirits is formed- creating the only comprehensive North American beverage distribution footprint. We now employ more than 20,000 team members, distribute more than 150 million cases of wine and spirits annually across 44 U.S. markets, the District of Columbia, Canada, and the Caribbean.
haggismchaggis
25/7/2017
10:36
Back in the world of internet and computers I have worked the figures. We have growth in the first quarter revenue of 61% based on volume growth of 81% 1st year adjustments for Easter give 6 month revenue growth figures of 46% on volume growth of 53% The Easter figures will be included in 1st half results so I have taken an average between 61% and 46% to give anticipated 53.5% growth in revenues for 1st half of year. That gives estimated revenue of £1mln for 1st 6 months For COGS I have applied the average volume figure between 81% and 53% to give anticipated 67% growth in COGS. This gives us GP of £538K 6 mnth to Sept 2017 Applying a similar ratio of historic Advertising cost/Revenue I arrive at Advertising cost at 22% of revenue or £225K Administration costs I have increased by 10% to give £292K This gives anticipated net profit of £20K for 1st 6 months Scaling this forward for 12 months gives anticipated profit of £172K This does not include any further listings or any sales in the US. I note for the fy results the following passage was used. "Our ambition for RedLeg in the US has increased following its success in other key markets. We are therefore reviewing our distribution arrangements to ensure we have the appropriate reach and in-market support prior to launching the brand in that territory. More news will follow once negotiations have concluded" As we have not been updated as of yet one can only conclude negotiations are ongoing. This is the key for substantial upside in this years results. The distribution agreement in the US is very important to ensure Redleg can break into a crowded but extremely large market in the most effective way. From my historic figures an important ratio to watch Advertising cost versus revenue These were Sept 2015 25% Mar 2016 24% Sept 2016 22% Mar 2017 23% Note these are reducing i.e. less advertising is being required to achieve sales. If there is an improvement in bottling costs via reduced cost per unit for increased volume - this will be positive on estimated figures Advertising costs are a significant contributor to profitability Contribution for 6 months on my estimated would be £313K for 6 months and £744K for FY.
berny3
25/7/2017
07:25
From FEVR Interim update... ".....We have continued to build on our partnerships with both the established premium gin brands and the increasing number of local craft gin brands, enabling Fever-Tree to play a key role alongside these brands in driving the premium gin and tonic trend across the UK. We also have begun to seed our new expanded range of dark spirits mixers across a small number of high end On-Trade bars this summer and have seen increased distribution of our Cola at retail in the first half of 2017. We are increasingly optimistic about the significant opportunity in premium dark spirits mixers, both within the UK and across our International markets......" Sounds very good to me with all the photos we have seen with FEVR and Red Leg posted :) We could see a DIS share price uplift on the back of this FEVR trading update...
multibagger
25/7/2017
07:15
Good morning all :) Off Topic... but still very relevant to our business....marvellous to know that the mixer market is in rude health....looks like the market for spirits would have grown a fair bit as well ? Fevertree Drinks PLC 25 July 2017 25(th) July 2017 Fevertree Drinks plc ("Fever-Tree") Interim Results Fever-Tree, the world's leading supplier of premium carbonated mixers today announces its Interim Results for the period ended 30 June 2017. Financial Highlights: -- Revenue up 77% to GBP71.9m (H1 2016: GBP40.6m) -- Gross margin of 54.5% (H1 2016: 54.8%) -- Adjusted EBITDA(1) up 102% to GBP25.2m (H1 2016: GBP12.4m) -- Strong balance sheet with net cash at period end of GBP40.5m (H1 2016: GBP18.6m) -- Diluted EPS up 106% to 16.72 pence (H1 2016: 8.12 pence) -- Interim dividend up 95%% to 3.01 pence per share (H1 2016: 1.54 pence) Operational Highlights: -- Strong growth across all regions, channels and flavours -- Exceptional growth of 113% in the UK as distribution gains continue to drive performance -- Fever-Tree has driven 99% of the value growth in the entire UK mixer category within retail in the last 12 months and now holds a 30% value share (IRI) -- Expanded distribution of our 150ml can format continues to drive significant incremental growth at UK retail, with new flavours introduced and a listing across the Virgin Atlantic fleet from July 2017 -- Continued new retail distribution wins globally; new listings, and increased stores and product ranging within existing retail customers; -- New bottling partner established in Spain to service Southern European markets initially Tim Warrillow, CEO of Fever-Tree said: "We are delighted to report another strong performance in the first half of 2017, continuing the momentum seen in 2016. We achieved growth in all our regions, driven by further distribution gains and underlying rate of sales growth as the two key trends of premiumisation and mixability continue to gather pace globally. "We continue to invest and improve our infrastructure, relationships with key suppliers and customers as well as adding to our senior team. The strength of our brand and first mover advantage means we are well positioned as the opportunity for premium mixers continues to gather momentum across our key markets." Given the strong performance in the first half of the year, the Board anticipates that the outcome for the full year will be materially ahead of its expectations." ........there's more in the full RNS
multibagger
24/7/2017
14:21
Definitely. We're all expecting the big news before September because any later than that they miss the pre-Xmas stocking. And it looks like we will have one of the bigger distributors for RedLeg, perhaps even Southern, who are huge...
dante17
24/7/2017
13:06
Hi Dante, I was wondering if the US deal is what is driving the renewed interest.... Good luck all :)
multibagger
24/7/2017
13:05
Most welcome Villarich and I do hope that you benefit immensely from the same :)
multibagger
24/7/2017
12:54
OTMultibagger - thanks for the VPA book recommendation. I got a free copy courtesy of my Amazon kindle unlimited subscription. Easy to read and very insightful.
villarich
24/7/2017
12:45
News from America soon methinks!
dante17
24/7/2017
12:38
3.9p (Triple) Soon !
chinese investor
24/7/2017
12:17
Interest perking up :)
multibagger
24/7/2017
08:09
Lest anyone be misled by buy and sell columns, the first trade of the day was a buy.
mikkydhu
22/7/2017
13:59
HtTps://www.thespiritsbusiness.com/2017/07/uk-drinkers-spend-more-on-premium-spirits/
bprofit
21/7/2017
18:05
Pope, read post 3822 again and tell me it's not MORE scaremongering THAN Milton top slicing a profit to reinvest. Please read posts in context!
haggismchaggis
21/7/2017
16:07
Thanks Baticle for doing your bit for Red Leg - I am gifting 2 bottles of Blackwoods Gin to a couple of classmates who happen to be very well paid bankers ! Hopefully that will be shared in their networks :) Nice share price lift towards the end of the week and have a good weekend all !
multibagger
21/7/2017
13:50
If things stay on track 3.5p will look a distant memory in 12 months IMHO
onedayrodders
21/7/2017
12:58
Ahhhh ok great, thanks for that, held these for 9 months now so not exactly long term but i was around when we enjoyed 3.5p!
andymoore07
21/7/2017
11:48
Andy IMHO Many investors wont jump in on news days for the very same reason but will revisit when the share price stops bubbling and they believe some stability is in place. Although trying to do that is so difficult on the AIM market due to the poor mindset of retail investors that are mostly looking for an overnight winning lottery ticket where 6 minutes is deemed as long term. However the cream always rises to the top eventually and normally The next "Wolf Of Wall Street" is long gone and misses out. (hopefully) ODR
onedayrodders
21/7/2017
11:16
I did, but it dropped significantly after it, just wondering why today its ticking up?
andymoore07
21/7/2017
11:11
Check the recent trading update
onedayrodders
21/7/2017
10:29
Any reason for the increase today?
andymoore07
21/7/2017
10:14
Wouldn't waste too much time on Miton. Relatively small money overall and anything above 1p. at most shows them a profit.
suneday
21/7/2017
09:42
Thank you Pope. My point was that Miton wants to increase their Distil holdings but not at 3p.
acdc52
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