|Spindle, awesome! Thanks! ;-)|
|Just been into Asda and RedLeg is on the shelf:)|
|Re Opening lines of the Sunday Times article - re post 3102
"I have been selling liquid refreshments to the public since I was 18, and have always been fascinated by the magic of drinks brands. What makes customers choose one vodka over another ? It might be argued that taste or price are the main factors influencing buying decisions, but I suspect emotional rather than functional benefits sway drinkers more often than not.Certainly, I think there is no category of fast moving consumer goods where the power of brands and marketing matters more."
An unfortunately named new book That S*it Will Never Sell, describes the business of inventing drinks brands. It is written by David Gluckman, who claims to be the man who thought up Baileys Irish Cream, Smirnoffs Black, Tanqueray Ten and various other spirits...."
....I have now ordered that book - could be amongst the best £25 that I have spent. The article also talks about Fevertree, Red Bull etc, artisanal brewers etc....
The more I think of the power of brands in this sector, the more convinced I am about the prospects of DIS - financials notwithstanding. The company is debt free to boot.
I am going to add in decent numbers to my already respectable holding :)
Good luck all !|
|sorry I must've missed those posts.|
|Mr Angry, see posts 3084 and 3085. Brockmans are selling 40,000 cases for that revenue. That's £11.25 a bottle.
Distil, if now at £2m turnover and selling at £10 a bottle average, would now be on 16,666 cases a year.
Imminent sales in the USA (likely with a big distributor suggests Don) and planned rum sales in France, we could easily be hitting 40,000 cases a year and £4.8m turnover in the not too distant future. RedLeg would be worth a lot more then, if we were to sell the brand.
Buy and hold long term.|
|My local waitrose no longer have any in stock! Obviously sold well.|
|Just putting top grocers in order. Always possible to be right or wrong on assumptions.|
|My local Asda had Sailor Jerry & Kraken so it would make sense for them to stock RedLeg as well.
There was a small article in the Mail yesterday (not that I condone the Mail but wife likes the TV guide!) saying sales of Brockmans Gin have hit an all time high with revenue jumping 90% to £5.4m for 2016. Said they'd entered 11 new markets including South Korea Indonesia Peru and Finland.|
|The RNS wording wouldn't be right for ALDI based on their spirit selection either. According to this page they only offer 4 rum, 1 Brandy, 1 Liqueur, 1 vodka and 4 whisky. I've seen convenience stores offering far more. Not what I would call major, leading, or even supermarket level.
|Suneday, thanks. But those percentages still don't make Lidl or Aldi 'Major' or 'Leading', if it was either of them I wouldn't expect to see that wording in the RNS.There's always a possibility of being wrong on this assumption, but going by the wording, and that ASDA are the only one of "The big four" We are not selling in yet, I would put ASDA as at least a 95% chance.|
|Aldi has overtaken the Co-Op to become Britain's fifth biggest supermarket by market share, according to data from Kantar Worldpanel, while Lidl is chasing Waitrose for seventh place. In the 12 weeks to March 26 2017, Aldi commanded 6.8% of the UK grocery market, and Lidl was on 4.9%.
Read more at hxxp://www.managementtoday.co.uk/why-aldi-lidl-will-keep-growing/future-business/article/1386497#QoLcHfmG2Ofj5T4V.99|
|Bprofit, the wording used in the RNS:
"major UK supermarket"
"another leading supermarket group"
Grocery sales in the UK are dominated by Tesco, Asda. Sainsbury's and Morrisons. These, dubbed the 'big four', had a combined market share of 73.2% of the UK grocery market in the 12 weeks ending 4 January 2015.
Discounters Aldi and Lidl have seen a combined rise in market share from 4.8% to 8.3% over that time, while upscale grocer Waitrose's share rose from 3.9% to 5.1%
Lidl and Aldi are not "major" or "leading", ASDA are.|
|They said an additional supermarket listing but did they specify Asda... I wonder could if it be Lidl or Aldi? Or another similar supermarket... maybe I missed something and Asda was confirmed but if not could it be one of the others? Lidl could be good for European sales.|
|Thanks Mr Angry, maybe tomorrow or Monday then.|
|No sign of RedLeg in my local Asda yet|
|It's good to get all views, positive or negative on these discussion threads but Most threads of companies doing well have someone who is obviously narked that they sold.
A poster may try knocking the co with unsubstantiated claims because it's eating them away inside and in the process making a complete fool of themself. They ought to move on and be pleased they made a profit. Most do but some need confirmation their decision was right. (If they made a loss and keep monitoring there's no hope for them watching it sail away knowing that they could have been onboard)
So if they feel they made the wrong decision they stay and try knocking the co (believing that they make a difference!) in the hope to get back onboard and not miss out on the future rise.
If your original reasons to buy haven't changed then it's probably not a great idea to trade, just keep them for what may end up a huge investment multi bagged as they say. I have learnt from past trades e.g. I sold BATs at £5 now 53! Asos I'm not even mentioning the prices.
DIS could be great but then so could many, and it isn't often you get that super share that you got in early on. I do think this COULD be a multi multi bagger from here but it all depends on how it's managed and whether they have that extra usp like some claim Fevr to have. Personally I think they have reached fair value (fevr that is) and that is why I have sold two thirds my hdg and increased my hdg of DIS. I will continue to increase if the story gets better or on dips.|
|exactly cody .. I'm struggling to understand why people are still responnding|
seems he liked distil in jan 17
Boffster - 17 Jan 2017 - 08:33:56 - 1946 of 3088
Distil PLC - Here's to a spirited future! - DIS
Having been in this stock for ages, I saw the trading update this morning and was ready for more disappointment and was in the mood to sell, but this update is a belter. Should see us swinging nicely into profitability and possibly make the big boys realise that if they want to buy the brands they'll have to do so from the shareholders not the administrators.
That's why I have him on filter|
|Waterloo, I have nothing against your post, what you posted is from Scares mag, so it is already out in the market and is now in the price. It was a badly researched article, because the author looked at cash but didn't look at the cash burn rate. Anyone that can read can see the cash burn was only £66K in 6 months and therefore the cash we have is staggering for an AIM company, how many other AIM companies can you name that have over 6 years worth of cash?? Let alone the fact we are probably profitable now!
What I get defensive about is boffshisters use of your post to try and deceive investors.|
|I wasn't making any comment, just reporting what was in the week. In hold a few of these and am up 160%+. People get so defensive!|
|Interesting. That's another good example of the growth of the Gin market, and what we can look forward to as we expand. More details in the news, mentions M&S but not the supermarkets Blackwoods is in, or Amazon (edit, just checked their website and its on Amazon at £29.99), so we'll have to look around and see who is in the largest number of outlets. Also mentions France, where we will be expanding into with RedLeg, where Rum is the 3rd biggest spirit market, and we'll be right under the nose of Marie Brizard, a company looking to buy a rum brand.
This bit bodes especially well for Distil with its equally rapid growth and lower prices.
"The UK market for super-premium gin is expected to have overtaken Spain during 2016 and is forecast to keep growing rapidly. That trend, combined with Brockmans’ own continued rapid growth, will likely make the UK our biggest market within the next few years."
Have a read.
|Re: short on cash, I believe Waterloo01 was talking about his own cash flow and not Distil. Distil has positive balance sheet/working capital (not many AIM listed companies have as strong balance sheet as Distil). Distil shares will be trading in double digits ths year.|
|So the deceitful liar boffshister is using the old bashers chestnut of funding, just shows he still has an agenda to try and stop the price rising or to lower it!!
Interim Results for the six months ended 30th September 2016
Cash & cash equivalents at the end of the period £883,000
Reduction in operating loss of 25.8% to £66k
So without any growth at all, Distil would have had enough cash to last SIX YEARS AND EIGHT MONTHS!!
Since those results, sales and profits have increased significantly (see trading update RNS's), and the listings in two UK supermarkets were not in the interim results. There is an extremely high chance that Distil is now operating profitably, so there is no longer any cash burn, the cash pile will be growing, so absolutely no chance of any new funding.|