Distil Share Discussion Threads

[gymratt] 07/4/2017 09:48

Yes, quite easily I'd say!

[onedayrodders] 07/4/2017 09:41

Hi Gymratt ... indeed and HOC could 3-4 bag again also from today

;o)

[gymratt] 07/4/2017 08:51

High ODR,
Remember me from HOC? We had a nice little 6 bagger there ;@) I'm hoping for more here!
GLA

[acdc52] 07/4/2017 08:11

Agreed Haggis, I would like to see share capital reaches £50m this year. Looks too far away but possible.

[haggismchaggis] 07/4/2017 07:41

Not yet, but we don't want a buyer yet, we want RedLeg to be lot bigger before we sell it, so we get as much for it as we can.

[acdc52] 07/4/2017 05:29

Agreed with Dante but have we got a buyer?

[dante17] 07/4/2017 05:13

Haggis is completely right. Any potential sale would send the share price rocketing. Then, once we get a huge amount of cash on the balance sheet, we would have a number of options on the table, including new designs and launches of exciting brands, buying a distillery to control production, joint ventures, even acquisitions. Distributing cash to shareholders would NOT be the right thing to do. Anybody wanting to cash in would be able to sell their shares. This company is still in its infancy and it would only be game over once DIS itself is taken over.

[haggismchaggis] 06/4/2017 23:02

That's such a load of rubbish. The sale of Redleg would be at a value a lot higher than that of the whole company, the share price would go up because DIS would have all that cash plus all the other brands. DIS would pay a special dividend but no way would it be a huge chunk of the cash. The cash would be invested in the other brands and to develop new brands. Blackwoods Gin is a big enough brand on its own. The share price would stay higher, a lot higher.

[moomintu] 06/4/2017 22:49

Thanks someuwin agree wholeheartedly.All the best

[someuwin] 06/4/2017 22:30

That's the game plan as I understand it. Build the brands up - sell at a huge profit. Distribute the funds. Game over.

[11_percent] 06/4/2017 22:24

someuwin,

So, do you agree that the cash would go to the shareholders and the share price would tank.

[someuwin] 06/4/2017 22:17

The idea is that no matter what value DIS have built the brands up to, a major player could pay multiples to take ownership. They would still be able to make the brands pay because of their huge distribution channels etc.

A sale of RedLeg and possibly Blackwoods would probably be the end game here and we'd all walk away with a huge payout.

[11_percent] 06/4/2017 22:16

Yes, DIS s would fall, but we would have a huge waudg of cash on the balance sheet.

What to do with it.

My hope, give it to shareholders, as a special dividend.

[andymoore07] 06/4/2017 22:07

So a general question, if somebody came in to buy Red Leg and DIS agreed to the sale, what would that do to our investments? I guess the share price would fall because the company would be less valuable without Redleg, so don't we want DIS to keep these brands as they grow more popular?Any advice welcome! Many thanks

[someuwin] 06/4/2017 21:59

Hi moomintu - good post.

Yes, its all about the RedLeg and Blackwoods brands imo.

The longer DIS holds onto them the more valuable they will become and the higher the share price will go. (certainly 10p+ at some point).

Anyone who doubts the huge value the big players will pay for upcoming drinks brands need only look at the video in the header where Don talks about Grey Goose vodka!

[moomintu] 06/4/2017 21:14

Evening all i am lth from BES days. Had bit of low profile but had some good returns with TCG amd THT amd some big losses on IOF amd ASH. Been quietly watching things (posts) and seeing consumer uptake at various places of the products. Bought before DIS at 1.6p and watched the price drop like a stone. On few occasions was contemplating selling but the story and product range especially the gin and rum reminded me of the quality of the products. It reminds me of the whole popularity and growth of craft beers and with fevertree exponential growth there is a lot more to go with DIS. Market makers been shaking this on few occasions and I have been adamant from the start that this will be 10p plus in next two years. Would be a shame if they sold redleg off though as the trajectory of this brand may bring more popularity to their other brands namely gin. Not sure about the jago (or whatever it is called) bit old hat now. I would be interested to see what others think. All in my opinion DYOR. All the best.

[onedayrodders] 06/4/2017 13:59

Waitrose Canary Wharf update ..

Unable to make 3 lines today as only 1 bottle of RedLeg left ... all the other rum brands either side fully stocked.

Would suggest RedLeg doing very well against peers

[moormoney] 06/4/2017 13:13

I imagine that's how fevertree built its brand Baticle. It caught on and everyone started asking for it, sadly I dismissed it as a fad and had to watch as the share price shot up! Given time I think we will be rewarded here 😁😁 even though the share price has already done well....imo.

[baticle] 06/4/2017 12:55

I know doesn't seem huge in the scheme of things but it's continual consumption, with as mentioned earlier brand awareness to a huge audience. It would be nice to get Blackwoods gin in there and in the future who knows...I have seen blackwoods gin in a small wine Bar where I live but they had no Red Leg but you can't stock everything I suppose.

[glennborthwick] 06/4/2017 12:28

my mate who is a manager of a wetherspoons saying doing one a month in steady sites , three a month to those with a rum shack.

I'm guessing 700 regulars and 250 rum shacks so maybe 1200-1500 bottles a month at a tenner a pop = £144000 - £180 000 a year

[baticle] 06/4/2017 12:21

I agree the Wetherspoons deal was a masterstroke. In my local one there are people in it from 9 in the morning through to closing....it's not the most exciting place on the planet but it's never empty and booze gets consumed all day long. I've got a mate who works for Heineken and when they had a spat with JDW a couple of years back they were really spooked they could lose that order. The Red Leg won't just be sitting there...if a third of the pubs get through a bottle a week it's thousands £ in Sales.

[onedayrodders] 06/4/2017 10:28

LOL

To be fair the Waitrose in Canary Wharf has a massive captive audience.

[someuwin] 06/4/2017 10:27

Yup rodders - every little helps!