Distil Share Discussion Threads

[someuwin] 18/4/2017 07:28

ASDA (Owned by Walmart) has 631 stores. Third largest chain behind Tesco and Sainsbury's.

[baticle] 18/4/2017 07:23

Well this is a fantastic update and as I understand it slightly better than the previous much better revision... so better than better and going forward even more coverage with a further listing

[berny3] 18/4/2017 07:20

haggis - not realy an early trading update - have confidence the company fully understands it's figures. We have only been told %growth rates and that Blavod sales are improving in the Eastern block. The listing in the supermarket is good news. The only one I can think is left is Asda.

That is interesting as I would not of thought this time of year was a buying time for new products. The growth rates in the other super markets must of made them notice.

As we have said - growth cases growth.

[haggismchaggis] 18/4/2017 07:14

Well done Berny on predicting an early trading update, only early because of the supermarket deal, how did you guess ;-) ;-)

[chinese investor] 18/4/2017 07:12

3p Plus Today !

[haggismchaggis] 18/4/2017 07:12

So which supermarket is it? The only major one left without either RedLeg or Blackwoods being ASDA?

[multibagger] 18/4/2017 07:08

Duplicate RNS posted - deleted

[berny3] 18/4/2017 07:08

nice update - another super market listing

[haggismchaggis] 18/4/2017 03:08

Boffster, that's because you're clueless when it comes to valuing a spirit brand.

Don has said several times that RedLeg alone is worth 'many times' the DIS MCap, he said it when the MCap was £10.5m. Many multiples of that clearly puts it in my ball park of UP TO £50m. Don knows the value of spirit brands, I understand what he said, clearly either you don't or you're just trying to put a dampener on the share price to suit your agenda.

[boffster] 17/4/2017 23:49

Here's the £50 million figure again. A figure punted by nobody except Mr. Haggis, I think it worth saying. £50m when annual revenues for redleg are probably not even £1m at present, let alone profits? Total cloud cuckoo land, in my opinion.

[haggismchaggis] 17/4/2017 21:47

Tommy, the thought that RedLeg could well become a significant brand, and that it's fast growth and appreciation in the market have put it on track to do so, that's what makes it a brand that could sell for up to £50m right now. Think of the number of artisan brands DIS could buy and build with that much cash, and give us a 2p special dividend into the bargain. Think how much cash you'd get at 2p per share without selling any of your shares. Think how long you might have to wait while DIS builds the brand further before you realise some shareholder value, and will it definitely be more value than you'd get right now if RedLeg was sold for £50m, DIS paid a 2p special dividend and bought several artisan brands to build up.

[tommyjnewton] 17/4/2017 19:20

I also would be disappointed if Redleg were to be sold off quickly as I believe that it will prove to be a significant brand given time. I've become quite partial to it. I've been a holder for approx ten long years and have only been in profit come the last few months or so. I've been 'averaging down' repeatedly as we are not supposed to do and ended up with a fair chunk - far more than a small investor should be normally be punting.
I had the opportunity to meet Don Goulding at his first ever A.G.M. with the company. I was the first shareholder to arrive and was impressed by his groundedness. He was stressing just how much there was to do at that point in time. Since then a lot would appear to have been achieved but quite how much we shall find out soon.

[berny3] 17/4/2017 19:12

it is good to see Red Leg rum keeping in the top 20 on Amazon for best selling Rum and the Gin is doing very well.

As a note on these craft brands. It cost a small fortune to get a brand noticed and into the distribution chain. I would forsee many of the Gin brands fading as time goes on and the strongest and those with longevity surviving. Blackwoods fits very nicely as it is established into a distribution chain and is recognisied. Redleg Rum is doing very nicely and opportunities may begin arising for Blackwoods Gin. It is well priced and has a level of sophistication of those at higher prices.

The other sleeping horse is Blackwoods Vodka. I am not sure of the saturation of the Vodka market at the moment but there is significant expansion possibility in this brand as well.

We will get to know the TU either this week or next hopefully and we will be better placed to understand the current growth rates and comments. Looking forward to this coming week.

Good luck all.

[11_percent] 17/4/2017 18:28

Yea....ok, but we don't want them buying us now.

[onedayrodders] 17/4/2017 15:38

Key statement from an earlier link above ..

"It is no wonder that the global drinks giants are worried, and the best way they have found to deal with that new competition is get out cheque books and buy them."

[someuwin] 17/4/2017 12:47

...And in the Telegraph today:"BrewDog buyer on lookout for more consumer brands"

[multibagger] 17/4/2017 12:34

The valuation of Brew Dog reflects what brands can be worth....

If more artisan distillers are coming on the scene and therefore competition in the market for customers increasing, the case for an instantly recognisable and marketable brand becomes even more compelling.




As I have said before though the financials of DIS are not compelling, the USP is brand differentiation and the value that would bring to the stable of a bigger player.
Dan Goulding has clearly set out the business plan as being grow and sell the brand.

Time to add I would think....

[haggismchaggis] 17/4/2017 11:04

Planning ahead, RedLeg and Blackwoods are set to be at Pub2018 show in February 2018.

But it won't have to wait until then for RedLeg and Blackwoods to get noticed, as attendees will be seeing the DIS marketing and can enquire straight away for samples and prices.

RedLeg page


Blackwoods page


Distil page


Show info