Distil Share Discussion Threads

[baticle] 17/1/2018 13:56

I doubt there'll be a placing, granted Boffster the Cash has been falling the last 2 Years but you have to take into account DIS have bought all the major supermarkets on board and there has been a lot of pipe fill...O and Supermarkets tend not to pay their bills in advance, I'm sure there would be a few 100K's in the debtors ledger.....the Profit eventually creeps through and that time would be Now !

[hydrus] 17/1/2018 13:54

Lol I love how Haggis thinks brand value is totally unconnected to whether the brand makes any money. Comical.

[baticle] 17/1/2018 13:49

Just bought 50,000

[boffster] 17/1/2018 13:39

Cash @ 31 Mar 2016 - £982k
Cash @ 30 Sep 2016 - £883k
Cash @ 31 Mar 2017 - £890k
Cash @ 30 Sep 2017 - £690k

Speaks for itself. IMO a placing is all but guaranteed. Can't see there being funds for any sort of marketing push into new markets, without one.

[acdc52] 17/1/2018 13:12

I am just an investor but when you do your casflow forecast you take into account working capital (current asset less current liabilities)and I believe working capital of Distil is positive (i.e. surplus). This is why Haggis said Distil has enough cash to last 16 years. If working capital remains positive, I don't see Distil would ever have cash flow problem.

[threadworm] 17/1/2018 13:12

MM's will play inexperienced investors / traders like a fiddle over coming weeks.

One bit of advice for those who fit in that category:

Don't try to catch a falling knife.

[threadworm] 17/1/2018 12:58

Possibly the most deluded post in the history of advfn:

haggismchaggis17 Jan '18 - 11:19 - 4614 of 4620
0 0 0
You do talk bulls1t, they have enough cash to last 16 years, tw@

[chinese investor] 17/1/2018 12:23

An annual rum UK sale of a billion pounds !

[biggest bill] 17/1/2018 12:04

The problem is that on valuation grounds, Distil looks massively overpriced. The only hope for shareholders is for Distil to sell its brands at inflated prices. To put it mildly, this is not guaranteed. If nobody is interested in buying Distil's brands, the share price can only fall from here.

[boffster] 17/1/2018 12:01

There's some real gems being posted on here.

'I dont expect Distil to make large profits' So you're not invested to make money?

'Distil is at an early stage' Like planet earth is at an early stage?

'Blavod will sell well in the US' It didn't 10/15 years ago but it will now?

Don't get married to your stocks. I see no reason to buy here at the moment.

£10m for a co. barely turning over £2m, growth less than sensational, and still losing money.

IF they get Redleg into some other markets, then they might have a chance.

[chinese investor] 17/1/2018 11:59

My Break Even Price is 2.2p !

[haggismchaggis] 17/1/2018 11:48

Any analyst report quoting P/E for a small cap growth stock isn't worth the paper it's written on.DIS cannot be valued at this early stage on P/E, no small cap in the same position should be either. It's trading site bullsh1t. DIS has stated many times that it is not in the business to make huge profits from case sales, it's core strategy is to build up the brands and then sell each brand on to a multinational like Diageo for big money, so the ONLY way to value DIS is by how much the brands are worth if sold off to a multinational like Diageo. Don will tell you he could sell RedLeg for more than the current market capitalization, plus you have the value of the other brands on top.One day the market will wake up and value DIS correctly. I will still be holding the stock when that happens.

[biggest bill] 17/1/2018 11:31

I think the reason for the fall in the share price is that analyst report which shows that the pe ratio for the company in 2020 is over 25. And the report assumes good revenue growth for the company. If the company undershoots those revenue targets, the pe ratio will be very high indeed.

[acdc52] 17/1/2018 11:26

Good to see short term traders departing making room for long term serious investors as Distil has great potential. GLA.

[11_percent] 17/1/2018 11:21

Bprofit,

Analysts don't know jack.....

[haggismchaggis] 17/1/2018 11:19

You do talk bulls1t, they have enough cash to last 16 years, tw@

[bootie64] 17/1/2018 11:14

Reduced pre Xmas and sold the last of my holding this morning as I feel that cash will be needed soon. GLA

[bprofit] 17/1/2018 10:56

The most recent analyst report says they will continue to be profitable and shows growing profitability over coming years.. this makes no allowance for a US deal that could easily double sales and profitability overnight. http://distil.uk.com/userfiles/files/RNS%20-%20DIS_20180116%20-%20Strong%20peak%20Christmas%20trading(1).pdf

[threadworm] 17/1/2018 10:31

4607, true to some degree, although Players Extreme brought in a lot of cash.

I'm not sure about Blavod. To quote Goulding "it's a bit of a tired brand".

One kind of feels it has had its moment. Very poorly managed under Ambler (in my opinion).

Redleg has seen good growth, but as a new brand the growth is naturally coming from a tiny base....and so it's not difficult to be 'the fastest growing rum' so to speak.

The real difficulty is around 'now'. Making that run of interest and sales go truly mainstream and to continue growing in size beyond a certain threshold. That's not easily done.

I originally thought Blackwoods was a unique and impressive brand but this has not grown as I thought it might.

As an investor, I'd like to see the company become profitable and so less inclined to come back to the market for cash. That said, I do understand to become heavily profitable is not such a part of the business model. I'm just thinking about protecting ones capital...

It's about time they started turning in a profit and stopped expecting shareholders to fund the next push and so on...

Business looking a lot leaner and better managed though...granted.

Over and out..

[haggismchaggis] 17/1/2018 09:44

Blavod should indeed be a big seller again in the USA, once customers can pick it up in their local stores.

[haggismchaggis] 17/1/2018 09:43

Turnover is lower because we no longer distribute brands from other companies, however, profit margin is substantially higher because we own all the brands we sell.

[threadworm] 17/1/2018 09:08

I do agree that Don Goulding seems infinitely more competent than Richard Ambler however.....and more rational and sober than the high-spending Jeff Hopmayer. The company is in better shape these days, even if t/o is a fraction of what it has been in the past.

[threadworm] 17/1/2018 09:05

"USA can easily more than double sales very quickly, so double the share price is easily possible. Then take into account that double revenues equates to a much bigger profit (admin costs are already covered), so the share price should really go higher than that"

I'm afraid it's not quite as straightforward as that haggis.

Remember Blavod was doing c.£4m + in sales in the US once upon a time.

[haggismchaggis] 17/1/2018 08:58

USA can easily more than double sales very quickly, so double the share price is easily possible. Then take into account that double revenues equates to a much bigger profit (admin costs are already covered), so the share price should really go higher than that, once the financial results show the profit has increased and cash in the bank is growing at a decent rate. Ultimately DIS should be valued on the combined value of each brand, as DIS is not in this game to make huge profits, it's core strategy is to build up the brands and then sell each brand on to a multinational like Diageo for big money.