Distil Share Discussion Threads

[thepopeofchillitown] 14/9/2017 22:11

I see Morgan Stanley are tipping drink stocks. They suggest the development of driverless technology could mean more people going out and drinking. Thought it interesting

[onedayrodders] 13/9/2017 13:11

haggis ..probably the same person who sold similar shapes last week

[haggismchaggis] 13/9/2017 10:15

Who just bought 950,000?

[suneday] 12/9/2017 22:20

Thanks for that.

[haggismchaggis] 12/9/2017 22:15

That agreement hasn't lapsed. We are looking at a bigger distributor. I think that Southern Glazers are the only company with the "appropriate reach and in-market support".Last results RNS."Our ambition for RedLeg in the US has increased following its success in other key markets. We are therefore reviewing our distribution arrangements to ensure we have the appropriate reach and in-market support prior to launching the brand in that territory. More news will follow once negotiations have concluded "Southern Glazers. "With a territory spanning 44 U.S. markets, the District of Columbia, plus Canada and the Caribbean, our local team members are always close by and ready to help our customers. No matter where you are, we're committed to providing you with the products and service you need to grow your business."

[onedayrodders] 12/9/2017 10:19

Breaking News ... Donald Rumsfield with a Distil update

[suneday] 12/9/2017 08:58

Redleg is said to be distilled " in the Caribbean ". Perhaps others may have more info - though one might have expected an RNS if any significant problem of that nature before somebody starts that ball rolling.
Nothing can be attributed to an as yet unknown distributor in USA.
There's nothing new here, unless somebody knows otherwise.

[haggismchaggis] 12/9/2017 08:44

Are you basing that on Southern Glazers (biggest USA distributor) being based in Miami?

Scroll down to the Irma updates on this page. I can't see them having any big problems other than deliveries, so the leaders will still be just as available to sign deals as before.

[multibagger] 12/9/2017 06:56

Good morning Haggis and all :)

Investors/traders will do exactly what they want to do and sentiment of greed/fear is what drives this. So no point getting frustrated with them !
Our payday will come when we sell one of our big brands or the entire stable to the likes of Diageo :)

RedLeg seems to be continuing to do well,as I keep my eye on bottle numbers from week to week at my local supermarket. My unscientific piece of weekly market research but can be a "rough and ready indicator" of buying trends.

USA launch is taking longer than I expected and the impact of Irma and her ilk may bring further logistical challenges...let's see.

I'm in no hurry as I am very confident DIS will do very well !

Good luck all :)

[suneday] 11/9/2017 20:11

Nothing wrong with top slicing, and running for free as you said yourself.

[haggismchaggis] 11/9/2017 18:26

Just people with short term minds, getting bored and thinking the grass is greener somewhere else. Always, always expect churn. Typically those type of mugs sell out right before news, then kick themselves because they are stuck in another stock 10% down when the news arrives here, then they panic sell the other stock in the hope of getting back in here before it reaches the top again. It just shows how stupid those people are, because if they had an ounce of sense they wouldn't have waited til they got bored before they sold, they should have known they would get bored and pre-empted that. :-D I NEVER get bored, been in here since below 1p and staying put for the big payout.

[multibagger] 11/9/2017 14:59

Possible impact of the UPGS trading statement today which seemed to identify significant headwinds to trading....

[thepopeofchillitown] 11/9/2017 14:40

Drifting again. We need some positive news

[acdc52] 10/9/2017 15:33

If I was Distil's CEO, I will focus on doubling revenues. Once revenue exceeds £10m and net profit £1m, big companies like Diageo, hedge and pension funds will follow.

[suneday] 10/9/2017 09:56

" Diageo have way too much cash. If they are spending out on a huge share repurchase, they certainly have plenty of cash to acquire one of the Distil brands."

Or the whole company if they felt like it! But probably not for now. Let's see how things go for USA and over time in the other markets too.

Not unreasonable to expect some update on distribution deal and arrangements, which they last said in June they were 'reviewing'.

[haggismchaggis] 08/9/2017 15:41

The stock market is a device for transferring money from the impatient to the patient. – Warren Buffett

[onedayrodders] 08/9/2017 12:34

Someone is offloading quite a hefty position IMHO (relative to what we usually see here)

3 x 250k are sales plus the 500k... they are shown on buy side but if you look they are priced at the bid just before it ticks down

[suneday] 08/9/2017 11:17

Each to his own judgment on the overall available info, on any investment, as you say.

[petersinthemarket] 08/9/2017 11:00

Suneday: your suggestion in #3984 is widely adopted and has lots of merit.

However, selling off must surely depend on your level of confidence in any particular company. For myself, I am sitting on considerably more than a 100% gain and admit to trading some occasionally, but I have no intention of selling off my main holding.

Don Goulding is time served ex Diageo and knows exactly what he is doing. Atm DIS is running on relatively low margins in order to build volume but, apart from the inevitable marketing costs, DG has managed to keep overheads very low. At some point this company will become seriously cash generative. It will also have the option to sell off one or more of its main brands, which might give us all the possibility of a special payment.

Imo this company has a very bright future and I am sticking with it, big time.
GL, pete