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
  -0.075p -3.16% 2.30p 2.20p 2.40p 2.375p 2.275p 2.375p 490,616 16:16:17
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Beverages 1.6 0.0 0.0 - 11.50

Distil Share Discussion Threads

Showing 4601 to 4625 of 4625 messages
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DateSubjectAuthorDiscuss
14/12/2017
15:43
They're all at it. In the end down to whether public are persuaded one way or another that Distil brands suit their taste and pocket, whatever the sales platform - though online presence is probably essential.
suneday
14/12/2017
13:28
Cheers Suneday. Plenty to go at for some time to come ....
jameshughes1980
14/12/2017
10:11
Has anybody else got access to MM quote. Not sure if my data is incorrect but I only have three quotes and CFEP @ 2.40 is not one of them. I have three quotes resulting in PEEL 2.35 and WINS SCAP 2.45 PEEL is 2.65 on the Ask
berny3
14/12/2017
09:48
Pre-mix. This is one of the fastest growing categories, and if the idea is to sell a brand, then this is an avenue that could be explored at some time. Maybe Fevertree would not agree to this, but a tie up like that would colossal. Haggis, I enjoy reading your views, but the fact is Jack Daniels and Absout may be mass market but they are very similarly priced to Red Leg. In fact this kind of mass market premium is exactly what Distil are aiming for with Red Leg.
theotrs
13/12/2017
21:56
As a generalisation. hxxps://www.thedrinksbusiness.com/2017/04/uk-leads-europe-for-online-booze-sales/ UK LEADS EUROPE FOR ONLINE BOOZE SALES 11th April, 2017 by Arabella Mileham A new report has shown the UK is leading the European market in online booze sales, with more than three time as many consumers buying online than the global average. The report, from global e-commerce analytics firm Profitero, in conjunction with Nielsen, showed that around 21% of UK consumers had brought alcohol online, behind only China (27%) and Japan (22%). This compares to a global average of around 8%, according to Nielsen’s Global Connected Commerce study in September 2016, which surveyed more than 30,000 respondents with online access in 63 countries. “This makes alcoholic beverages one of the least-shopped categories in e-commerce, but one with tremendous potential”, the report pointed out. Profitero SVP of global strategy, and the author of the report, Keith Anderson said the demand for online drinks was increasing. “Already, there’s a large opportunity for brands and it’s growing at pace,” Anderson said. “Many signs point to a consumer clearly ready to shop for alcohol online and sales growth via the web is inevitable.” Anderson added that retailers, brands and technology companies were increasingly exploring and experimenting with online platforms and delivery mechanisms to make buying alcohol online easier. “Liquor brands have plenty of opportunity to influence shopper behaviour and engage with online retailers and technology platforms,” he said. According to the report, growth was being driven by six factors, including the expansion of retailer click-and-collect and home delivery services, which was prompting migration form in-store to online sales as well as the convenience and ease of choosing wine online compared to in a retailer’s wall of wine. Other factors noted were the emergence of new online buying platforms such as Deliveroo, or the “Etsy of craft beer”,startup EeBria, the growth of challenger brands with a large digital presence, the coming of age of tech-savvy millennials who are used to buying online, and the proliferation of “drink-worthy ‘events’” such as awards, driven by TV and social media. The report noted how the early adoption of click and collect by the retailers had accelerated adoption of e-commerce in the UK, particularly in contrast to the US model, where consumers are less able to buy alcohol as part of their grocery shop and the three-tier model which acts as a barrier for the category. It noted Pernod Ricard’s online sales in the UK, at 5% compared to 2% globally, fuelled by its collaboration with Amazon, Asda and Tesco to push digital sales. Amazon UK was also noted as a growing platform for craft beers and wine, which was becoming an area “to watch”. For example it highlighted BrewDog’s success in owning nine products on Amazon UK’s Top 100 Beer Best Sellers list in January 2017, and its domination of competitive labels by a “fairly wide margin”, with five items each for fellow craft brew Beer Hawk and big brands Heineken and Stella Artois made Amazon UK’s Best sellers list. “US beer brands should take heed with BrewDog establishing a US beachhead in Columbus, OH in 2016. The craft beer brand’s success selling through Amazon UK is one to watch, especially if – or more likely when – the US market becomes more open to peddling alcohol online,” it said.
suneday
13/12/2017
19:56
Still doing quite well on Amazon rum best sellers ranking at #6. Does anyone have an indicative / directional view of what kind of volume this channel generates? E.g. Relatively low but growing or material already? Cheers
jameshughes1980
13/12/2017
12:18
That's great! Thanks Berny :-)
haggismchaggis
13/12/2017
11:57
HC Inventories 228 Vs 185 Trade and other payables 99 Vs 216 Cash 690 Vs 883 Inventories 23% higher Cash minus trade payables 591 Vs 667 The company is holding increased stock 23% which would suggest a 23% increase in demand over last year anticipated. The drop in payables would suggest a change in credit terms or new supplier. Could that be caused by the new unique bottle design for the new vintage? That is likely. Redleg Rum had the Hermit Crab embosed on a standard design bottle which does not require new tooling. The new unique bottle design would need new moulds and therefore the bottle maker may request an upfront payment on this. The question is where is the other side of this. It would either be put through cogs or allocated to assets. I can't see it in assets as trade and other receivables is only up 8%. Revenue is up by 22.8% and COGS up by 23.8%: Advertising and Promotional costs are +36.3%. Cash would have to be outlayed on bottle design etc. You could put that through A&P. The bottle production though would have to go through COG or be an asset. If it has been allocated through COGS then this would explain the increase up and above the increase in sales revenue. You will see in note 1 of the half year accounts the h/y accounts are not prepared under IFRS whereas full year are. h/y are not audited either. Therefore the matching principle may be applied for the full year and in the h/y costs associated with the 2nd h/y are accounted against sales for that period (1sy h/y). This would become more apparent in the f/y results if we see a significant improvement in margins over the 2nd h/y over the 1st. (which is evident in previous results) Therefore I think it is pretty good position and 1st h/y is conservative taking into accounts some of the COGS for the second period.
berny3
13/12/2017
11:16
Nothing wrong with sharing thoughts/opinions, this is called communications. I rather have people sharing their thoughts than complete silence or negative posts with personal attacks. We are still alive..aren't we? Re: emailing, nothing wrong with the serious investors communicating with the company's directors for sharing thoughts, you never know one's thoughts might become a winner. I had a reply and I am not going to share it.
acdc52
13/12/2017
11:07
HC i'll check the numbers. Christmas very busy period generally. With the added launch of the new vintage for January I would expect them to be pretty busy.
berny3
13/12/2017
10:53
Haggis doubts 'very very much' that this board has any effect on the share price but in the summer was accusing me of trying to talk the price down with a couple of posts. That is why a rarely visit this forum these days. Ruined by individual who either can't remember what he did or said yesterday or has multiple personlities. Not had a reply to his emails? Clearly a news blackout due to the US deal (the same one that's been due anyday now and has been for 9 months). Or maybe just maybe they've got a business to run and not waste time on idiots emailing them every other day.
thepopeofchillitown
13/12/2017
10:40
Has anyone had any replies from the company recently? I've emailed some useful information and suggestions in 3 separate emails in the last few weeks but no reply. Prior to that I always had a reply the same day. I suspect a blackout is in place for some reason, the usual one being news on the way, like the USA launch or distribution agreement for example.
haggismchaggis
13/12/2017
10:39
interesting posts both ..thanks for the leg work
onedayrodders
13/12/2017
10:26
Berny, look at the Inventories in both results. I think they have been building up stock for the USA launch, maybe you could double check the numbers for me.
haggismchaggis
13/12/2017
10:21
Looking at number from last h/y (sept) a loss was made of £21,000 Cash flow was impacted through operations -£206,000 compared to previous H/Y -£99,000 I have done some digging on bottle orders and understand that there are minimum orders for unique bottles and wait times around 20 weeks. It is highly likely that the company is restricted on credit due to it's size and therefore the cash flow from operations are weighted towards supply for Christmas and in this case extra bottling for the new vintage. an increase of 206 over 99 suggest a 208% increase in anticipated demand over same period compared to last year. You do have to take in to account some cost for design of the bottle. There are a number of things that this increase in cash consumption from internal operations suggest. Christmas demand is anticipated to be substantially higher than last year There is a big order expected (push into America - maybe) Operationally in first h/y the company is profitable when comparing sales in the period against costs for those sales.
berny3
13/12/2017
10:06
haggis ... ignore him, a simple check on the number of his posts will show he is probably boffster or another sad troll.
onedayrodders
13/12/2017
10:03
James, I post when I have something to say, usually in reply to others, that isn't gratuitous posting of hype, it's commonly known as a conversation. If others stop posting then I won't have anything to reply to, in which case the frequency of my posts would reduce.Also, I doubt very very much that the number of posts on this BB, from me or in total, have any affect on the share price whatsoever. The number of posts would need to go up by thousands per day just for the stock to get noticed on the top BB list.
haggismchaggis
13/12/2017
07:48
Prices are fixed by market makers rather than order driven. Therefore during periods of no news and little volume the price will be moved to where a market is created rather than true value of the company. I would not judge the current value/fall in the price as a reflection on the company but more as the market makers doing their job in finding a market. That is why the stock becomes so volatile as when news is released everyone jumps in and market makers need to move the price up sharply to meet demand. This is why it is important to get institutional buyers in. There is one large institutional buyer that is known of. There are a number of large holders who look to be holding onto their positions or increasing them. When you feel the price is right you trade. Look at the fundamentals of the company and compare that to the price offered by the MM's. Good luck
berny3
12/12/2017
22:13
Hi, I'm long on distil and have been following this board for many months. Hopeful the sales momentum year on year continues at a decent rate. Though appreciate this isn't guaranteed given all the competition. Everything else i.e. Non existent debt, variable cost model, expensed black woods development cost, improving profitability over time and value of brands all point in the right direction from an investment perspective. That said, the share price has been sliding for quite a while. I must say I find haggis' knowledge of the company / market impressive. However, the frequency of posts and bias towards the company could be putting people off buying the shares. Haggis wonder if you could try posting slightly less frequently to avoid the emotive responses which can drag the board down....just s thought
jameshughes1980
12/12/2017
19:43
acdc52, Don laughs at £10m offers for one Distil 'hot brand'. Think nearer £50m for RedLeg or Blackwoods, and as the sales are still increasing well ahead of the sector, that target will be rising too.
haggismchaggis
12/12/2017
19:41
theotrs, JD isn't a premium spirit it's mass market cheap stuff. Absolut is pretend premium, anyone that drinks premium Vodka wouldn't go near Absolut, me included. No idea about Bloom, but any company boasting premium Spirits is making their product look cheap by putting it in premix cans. Just ask Don, he'll tell you the same.
haggismchaggis
12/12/2017
15:05
Considering risk involved in penny shares, imo Distil Plc is still the safest. It sure has potential to hit double digits at least if not triple in due course. Sale of it's brands as mentioned by it's CEO repeatedly in the past should send share price in double digits. DYOR.
acdc52
12/12/2017
11:43
Yet again haggis spouting off his opinions as if they are fact. This oracle of investing was shouting the virtues of Distil at 3.5p+. Its very possible that Distil could get the begging bowl out again to invest in the brands / increased advertising etc. Current cash burn rate is irrelevant
boffster
12/12/2017
10:00
Haggis: Cans/Premix. Blooms Gin has a bottled premix Fentimans tonic/lemonade, Jack Daniels comes with cola in cans, Absolut vodka canned mixes.
theotrs
12/12/2017
07:53
Interesting to read Amazon reviews - knocking again on the door of the much larger Rum brands again. The Gin is moving up the scales as well. Observing the sale rates in Amazon gives you a fair idea of what consumers are picking for their favourite. Gin is high up but Rum is becoming more and more favourable too.
berny3
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