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 -2.38% 3.075p 3.05p 3.10p 3.15p 3.075p 3.15p 243,912 13:19:36
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 4226 to 4246 of 4250 messages
Chat Pages: 170  169  168  167  166  165  164  163  162  161  160  159  Older
DateSubjectAuthorDiscuss
18/10/2017
14:54
Brilliant DC. Always good to keep shelf stackers on their toes.
berny3
18/10/2017
12:59
Berny - thanks for the L2 insight. Seems the pSP has found some support at the 3.07 / 3.10 mark over the last couple of weeks. Let's hope it's establishing a nice floor to rise from.
villarich
18/10/2017
09:34
Market maker quotes are looking positive Ask 2*3.35 1*3.3 1*3.2 Bid 1*3.1 2*3.05 1*3.0 50*50
berny3
18/10/2017
09:28
dc the advertising cost have a correlation to revenue. .i.e that is why contribution is gross profit less advertising. That ratio advertising to revenue has been 2016 H/y 25% F/y 24% 2017 H/y 22% F/y 23% est 2018 H/y 25% I have applied a conservative 25% but you will note that the ratio has been declining which is good. If we reduce advertising to 22% ratio I get +£41K Admin costs I have increased by 15% Previous periods are as follows increase over period 2017 H/y +12% F/y 11% est 2018 H/y 15% I am reluctant to apply any positive upside and leave that as a positive surprise if it comes through. What our figures are showing is an improving business. I would be very happy with any profit at the end of the h/y as that would demonstrate a business operating profitable throughout the year.
berny3
17/10/2017
16:59
OK DC ran some better figures and have the following Revenue: £1mln +53.5% (average of 61% and 46%) COGS: £450K inline with previous years ratio 44% GP: £572K Advertising: £317K slightly ahead of previous years @ increase @ 25% Admin: £305K slightly ahead of previous year increases @ +15% Profit: £11K That would give a 6 month contribution of £317K
berny3
15/10/2017
21:57
10 trading days to the results? Get those T trades in!
haggismchaggis
12/10/2017
13:42
Bought 100K for SIPP and 75K for ISA both showing as sells.
crbema
11/10/2017
07:53
HMC that would be very nice to see
berny3
10/10/2017
23:01
I bought JOG's shares at 35p a year ago and today I sold it at 350p. Distil will exceed JOG's performance IMO.
acdc52
10/10/2017
17:47
I'm thinking profitability of £50k to £60k, but that's just a guess!
haggismchaggis
10/10/2017
14:28
DC - that is a good question and with the increase in Blavod sales it may improve. I was being cautious. The bottle cost for Easter sales may have been included in last years result which could contribute to improved margins as well. The question is whether the company is profitable in the first half of the year. We should know is a couple of weeks or so.
berny3
10/10/2017
14:00
Why do you think the margin will suffer Berny? That is a figure that has remained pretty consistent the last few years
dietcoke197
10/10/2017
12:58
DC for comparison my calc Revenue 1,022 vs 666 (+53.5%) Cost of sales -484 vs -290 (+67%) Gross Profit 538 vs 376 Gross margin 52.63 vs 56.5 Advertising and promo -225 vs -146 (+22%) admin expenses -293 vs -266 (+10%) Total administrative expenses -517 vs -412 Operating Profit +20K vs -36K
berny3
10/10/2017
09:19
Think I may have knocked the price up with my 250k buy!
sundance 13
10/10/2017
07:51
HmC the last paragraph is interesting reading as the Blavod sales are licensed sales and therefore carry no overhead. Therefore we could see an improved margin.
berny3
09/10/2017
21:59
It's worth noting:"Unaudited year-on-year first quarter revenues rose by 61% and volumes grew by 81%. Sales in this first quarter include Easter promotional sales appearing in April compared to prior year when they appeared in March. To remove this phasing imbalance, we also update the six-month performance figures to 30 June 2017; year on year revenues during this period rose 46% and volumes increased by 53%.""Our 81% volume growth ahead of sales revenue growth in the quarter largely reflects a significant 136% increase in our Blavod licensed sales, mainly through Eastern Europe and Duty Free. We remain cautious about this region due to the volatility over recent years. It is, however, the sixth month of strong, continuous growth with the cumulative calendar year tracking 106% up year on year." "
haggismchaggis
09/10/2017
16:15
It's time to take a bash at the 1st half results. Last year interims were 28th October with a pretty much figure free trading update. We know that in the July update sales were running 60% ahead so I'm being quite conservative in suggesting a 40% sales uplift on 2016H1. I've assumed around 25% advertising and admin uplifts. That would get us to breakeven in H1 Revenue 932 vs 666 (+40%) Cost of sales -401 vs -290 Gross Profit 531 vs 376 Gross margin 57.0 vs 56.5 Advertising and promo -180 vs -146 admin expenses -350 vs -266 Total administrative expenses -520 vs -442 Operating Profit 1 vs -66 Now, having said all that, I've seen nothing in the weeks since the update which indicates the sales momentum has slowed. There is also the continued recovery of blavod to consider.(albeit from a low base). If we do maintain that 60% sales increase, then we are targeting £77K op profit. That is also without any positive update on the US launch as well. This Company is a massive buy.
dietcoke197
09/10/2017
15:19
I keep my eye on Morrisons sales although they haven't been overly forthcoming in Red Leg Promotions of late......it's selling steadily though at £19 a bottle although I did notice Wetherspoons are still going with their Rum Shack promotion... that should bode well as they've been pushing Red Leg for what must be 6 months now.
baticle
09/10/2017
11:44
thanks for the update mu and odr
berny3
09/10/2017
10:36
That's a good sign multibagger ... I occasionally monitor Waitrose, Canary Wharf (v large captive audience) and my observations are a healthy turnover
onedayrodders
08/10/2017
22:48
What I seem to have observed is an increased uptake of RedLeg in my local supermarket. Every weekend they seem to restock with about 12 bottles on the shelves and by Thu/Fri they seem to have gone down by 5-6 bottles. This is a lot more than what was being sold previously...so market seems to show strong demand for RedLeg :) I have been buying RedLeg and Blackwoods Gin for work colleagues for occasions and leaving dos. Hopefully, they will pick up a taste for our brands and also share with friends and family ;)
multibagger
Chat Pages: 170  169  168  167  166  165  164  163  162  161  160  159  Older
Your Recent History
LSE
GKP
Gulf Keyst..
LSE
QPP
Quindell
FTSE
UKX
FTSE 100
LSE
IOF
Iofina
FX
GBPUSD
UK Sterlin..
Stocks you've viewed will appear in this box, letting you easily return to quotes you've seen previously.

Register now to create your own custom streaming stock watchlist.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P:30 V: D:20171019 12:49:26