Distil Share Discussion Threads

[berny3] 10/11/2017 20:29

Suneday

Gross Profit Less Advertising * multiple [20 - 30]

[suneday] 10/11/2017 20:18

I would like to think a way may be found of putting fair value on brands at a given time, from an accounting perspective, if that's possible. That would be helpful. Other than that, as you say, it is only known when a brand is sold.
As it is, I guess the share price is in the eye of the beholder.

[chinese investor] 10/11/2017 18:39

ODR,
I probably will !

[nakedsteve] 10/11/2017 18:35

haggis McRamp

[nakedsteve] 10/11/2017 18:34

don this, don that! maybe your mate don knows this companies limits you silly sausage...

[haggismchaggis] 10/11/2017 18:29

This buy IMO is a big client of the new broker. They move fast, I wasn't expecting this for a couple of weeks!

10-Nov-17
13:42:56
2.40p
2,000,000
Buy*
Bid 2.30
Ask 2.40
£48.00k
O trade


See the RNS for today, HSBC nominee account up 6m odd, probably the same buyer, with those trades showing up early next week.

[haggismchaggis] 10/11/2017 17:19

The valuation should be made on the value of the brands when they are sold, not on the P/E.

The company is building the value of the brands, the more cases they sell the higher the value of the brands when we come to sell them on. They could spend all their profit on advertising, because profitability is not as important as increasing the ultimate sale value of the brands.

RedLeg could sell for up to £50m, even if we took £30m for it that is still double the current value of the company, for just one of its brands.

The sooner Don gets the brands valued (will the new broker do this for us?) the sooner we will see much higher prices for the stock.

[haggismchaggis] 10/11/2017 17:03

Can't hear you, you're still on my filter.

nakedsteve 10 Nov '17 - 16:40 - 4254 of 4254 1 0 (Filtered)

[nakedsteve] 10/11/2017 16:40

how very unbiased of haggis.....every single possible reason he gives is a positive one! he is delusional and has no sense of balance, total ramper!!

[haggismchaggis] 10/11/2017 16:24

Change of broker has several possible reasons, some of those I have encountered over the years:The existing broker is only small, it cannot provide the services and support a more developed company requires (in DIS case think of a brand sale).The existing broker is not currently providing the level of service the business needs, service levels have dropped and despite speaking to the broker the situation hasn't improved. The analyst has moved to a different company, the Company follows the analyst if they know that analyst is good.The broker loses or closes its small cap analyst team.Another broker is offering a better service, a better deal, etc, and comes highly recommended. The company is looking for some big institutions to buy the stock, the current broker doesn't have the contacts so the company moves to a broker that does have the contacts.Also, once a company moves, the new broker usually puts out a bullish "initiating coverage" broker note to all its clients, creating a fresh influx of cash into the stock. Usually this takes a couple of weeks to happen, so watch the price ;-)

[onedayrodders] 10/11/2017 16:16

wow so precise CI

why not join the other thread ?

[chinese investor] 10/11/2017 13:37

3.9p by Christmas !

[chinese investor] 10/11/2017 13:10

Just Topped Up !

[texas_caddy] 10/11/2017 12:33

Villa - think it was sell too above 3p (but not 100%)

[villarich] 10/11/2017 12:28

Didn't shares mag advise selling after it went to around 2.5p earlier in the year?

[texas_caddy] 09/11/2017 16:01

Also mentioned in shares mag - not tipped, just that investors may want to consider it again with the drop.

[suneday] 09/11/2017 14:39

Change of broker/adviser. Must be a reason for it, but not of itself unusual.

[haggismchaggis] 07/11/2017 16:49

Re post 4241, note FEVR rose 14.9% today, 292p up. I think my suspicions about the drop were valid!

[chinese investor] 07/11/2017 09:08

Looking Very Good !

[haggismchaggis] 07/11/2017 07:10

Fever Tree (fevr) trading update today. No mention of us as it's a very short update, but watch them today, as their growth remains high and they say FY results will be materially ahead of expectations.I'm very happy we are working with them, as it is a low cost way to leverage their products to advertise our products to their customers, and they are growing customer base very fast.

[petersinthemarket] 03/11/2017 11:01

added again this week - hope other followers also got in around the bottom - a low cost opportunity imo. pete

[thepopeofchillitown] 03/11/2017 08:51

Potential 'Joan Collins' forming on the chart. Head and shoulders pads.

[thepopeofchillitown] 03/11/2017 08:10

Positive day yesterday but it certainly shouldn't be taken as a sign this is due to recover. It's been drifting for 3 months with the odd rise during that time. Just consolidation at these levels would be a positive buy signal imo.

[berny3] 03/11/2017 07:37

Reporting on a little traveling around I am doing. I have found Redleg Rum, in the first pub/hotel Dorset, Redleg Rum Tesco Metro Richmond, Redleg Rum, Wetherspoon MiltonKeynes, Blackwood Gin Pub/hotel just outside MK. Just saying the distribution has substantially increased and happy to be able to find the either RL or BW at each stop so far.