Distil Share Discussion Threads

[multibagger] 19/4/2017 11:25

Interesting article...from 20 Mar 2017, first published Dec 2016

hxxps://www.thespiritsbusiness.com/2017/03/rums-renaissance-is-a-complex-picture-of-growth/

[scotty1] 19/4/2017 10:25

hxxp://www.shareprophets.com/views/28521/distil-update-on-recent-uk-investor-show-dragon-s-den-selection-as-the-shares-rise-again

[someuwin] 19/4/2017 10:05

Peeps realising that DIS with multiple, fully owned drinks brands in increasing number of supermarket and pub chains is undervalued at current levels.

[chinese investor] 19/4/2017 10:03

I'm looking at 3.9p so I can Triple my Investment !

[haggismchaggis] 19/4/2017 10:00

The turbo just kicked in!

[berny3] 19/4/2017 10:00

Very interesting trading and price rise. Has this been tipped anywhere today?

[chinese investor] 19/4/2017 09:54

All Good !

[someuwin] 19/4/2017 09:45

RedLeg is seeing massive growth.

Increased awareness.

Increased availability.

Advanced distribution.

Increased sales.

All on very limited expenditure and promotional activity.

The opportunity is clearly there for a major to buy the brand and increase sales by multiples with their huge resources and outlets.

There must be several gearing up to pounce - imo.

[berny3] 19/4/2017 09:06

Good to see Redleg Rum up t third on Amazon of best selling Rum.

[gymratt] 19/4/2017 08:55

..and a bargain at that price, IMMHO! ;@)

[chinese investor] 19/4/2017 08:53

My local TESCO has just started to sell RED LEG (£15) !

[multibagger] 19/4/2017 08:48

I took another 290k + 130k earlier at 3.19 and 3.15p

This appears to be the start of a strong move...

Good luck all :)

[someuwin] 19/4/2017 08:12

Big move up coming - imo.

[lr2] 18/4/2017 23:52

2.6 bottles per store per week gets you to 70,000 cases a year.

[haggismchaggis] 18/4/2017 23:44

LR2, so just 2 per week is approaching the 70,000 cases for the distillery that sold for $160m. Huge scope to sell more than 2 bottles per week.

[haggismchaggis] 18/4/2017 23:37

Glenn, we're not talking about current sales from one store, but future sales as an average across stores. The store you have a contact in might only sell 1-3 bottles a week, other stores may sell a lot more, you can't really base sales on one store, it has to be the average across stores. With RedLeg catching on more and more it's quite possible that by the end of this year we could see an average of one bottle per store per day, and it would still be a small number compared to how many bottles of Captain Morgan are sold every day.

[lr2] 18/4/2017 23:32

OK thanks Glenn - so say 2 a week. 6185 stores x 2 bottles x 52 weeks = 634,240 bottles / 12 = 53,603 cases a year. That's $122.5 million or £98 million. And that still excludes Amazon and all bar sales. I find it an interesting game to play.

[haggismchaggis] 18/4/2017 23:26

LR2, nice calculations, certainly there is plenty of scope to sell an average of one bottle per day per store!Something else we have missed here today is that if this new store is ASDA, it could lead to huge USA and other sales:"ASDA now has over 525 stores across the UK and has been part of the Wal-Mart family since 1999."Wal-Mart Walmart operates over 11,500 retail units under 63 banners in 28 countries. We employ 2.3 million associates around the world –1.5 million in the U.S. alone.Total retail units 11,695Walmart U.S 4,672Sam's Club 660Walmart International 6,363

[glennborthwick] 18/4/2017 23:20

they sell nowhere near one a day - a contact is a Tesco manager and it varies between 1 and 3 a week dependent on offer or not

[lr2] 18/4/2017 23:00

Re post #2852.

That's an interesting post Haggis. Distil now sell in Tesco, Sainsbury, Morrisons, Waitrose, and (so we all believe) Asda. They also sell to Mitchell & Butler, Wetherspoons, Amazon etc. but I'd like to concentrate on just the high street supermarkets right now.

According to company websites, Tesco have approx 3,500 stores, Sainsbury 1,312, Morrisons 498, Waitrose 350, and Asda 525.

Approx total UK supermarket stores 6,185.

If each store sold 1 bottle of Distil product per day then total number of bottles sold would be 6,185 x 365 days = 2,257,525 bottles a year. That would be 188,127 cases a year.

If 70,000 cases is worth $160 million in a takeover then 188,127 cases could be worth $430 million. And $430 million at the current exchange rate is £344 million.

I'll stop now and let that sink in. Feel free to adjust number of bottles sold per store per day as you see fit.

It makes one think, does it not?

[haggismchaggis] 18/4/2017 22:37

Nice investment press article from today.

[haggismchaggis] 18/4/2017 22:23

How about this to compare to DIS, a company selling 70,000 cases (840,000 bottles) a year, sold for $160m last year. DIS with it's fast growth and move into USA sales imminent, may well have similar sales by the end of the current FY, so buying the stock now and holding it tight should see big gains in just a year.



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[haggismchaggis] 18/4/2017 22:04

USA 322.5m bottles a year plus growth since 2014. We don't need much of that to make DIS a £100m company.