Distil Share Discussion Threads

[texas_caddy] 21/1/2018 00:32

It would be a helluva lot less effort than continually posting on here asking!

[boffster] 20/1/2018 22:27

Because I'm not a shareholder and I don't want to buy it.

[texas_caddy] 20/1/2018 17:30

Boffster - just a thought. If you're so interested in why you can't get Redleg where you are, why don't you contact Asda or Distil?

[suneday] 20/1/2018 12:35

It's aiming to launch Redleg in the US. That will require cash. As to that and the basis of the agreement they're looking for and so on, how much cash, where from, and what states it will target with what distributor - that's all unknown isn't it?
But in my view management will try to work for break even whilst increasing volume. See how that's going with results.
Pity for some share price got ahead of itself, or it would have been perceived as doing quite nicely over the year share price wise.

[dante17] 19/1/2018 16:44

Boff, you keep saying Distil will need more cash through a placement. That's rubbish and you know it. The company is very prudent when it comes to its cash flow and it won't rush ahead with relaunching Jagos precisely because it will require cash. There will be no more placements so please stop going on about that because you sound like a broken record mate. All I said is that Don has tripled turnover in less than three years. That's can't be ignored.

[boffster] 19/1/2018 16:34

Not at all Berny. I don't doubt that you can get Redleg and Blackwoods where you are, all I'm saying is, you can't here, at the moment. I'm a simple private investor who, as you know, has followed, and at times been invested in, this stock for years. I assure you, I'm on nobody's payroll. Yes my opinion has changed in accordance with the newsflow and my gut feeling, and whilst I don't try to 'talk a share down' as such, I am not that arrogant, my own position of course is a reflection of my current sentiment.

I feel I am well-placed to give my two penneth on Distil, and I ought to also mention that since I 'turned bear' back in April, the stock is off by around a third.

[berny3] 19/1/2018 15:52

Boff want frustrates me is you say the same statement I have answered the Blackwoods and Tesco point three times already. Red leg is available online and is in stores. I believe you are trying to stir up something. I am aware that people are paid to distrust bulletin boards. Competition of ADVFN and small time brokers. I think your posts are misleading hence.

[boffster] 19/1/2018 14:45

Oh Dante. While the rest of the market has been reaping capital gains and dividends, with Distil it is always wait, wait, wait, please can we have some more money, big profits just around the corner, jam tomorrow, its been the same story for over ten years!

This US distribution thing is taking so long, I have to question whether it is ever going to happen at all. If a credible distributor has already been in touch with DG and he turned them away, well then frankly he wants the sack, as the company needs all the revenue and profitability it can get, right now.

Berny, not sure what you're on about. I always thought you were one of the more reasonable Distil bulls.

Still waiting for a credible answer as to why I cant get Redleg at ASDA or Blackwoods at Tesco. Perhaps one of you shareholders might want to ask what's going on.

All that said, if its any consolation, I've had a lot better months myself...

[petersinthemarket] 19/1/2018 10:09

Picking a few more bones out of the 3rd Qtr report of 16jan. 3rd Qtr rev and vol up 19%, and 9mth rev up 21%, vol up 29%. Great progress yr on yr. No mention of profits, but the increase in mktg and promotion costs suggests that a good deal of any income is being used to attract the new business. All part of building a strong base, I guess. Still waiting for some real action in the States, but from the little I know about their booze mkt it will be tough to make any extra money there, at least in the early days. Any ideas about selling off a leading brand for cash to boost reserves at this stage would be suicidal and plainly will not happen. So where are we? Final comment from DG ''full year turn out to be in line with mkt expectations.'' In brief, strong, slow, build continuing, but no fireworks this year. Just as well that I'm in for the long haul. If the share price offer falls to 2p, as looks possible, I think I'll take a few more just for the hell of it. GL all, pete

[11_percent] 19/1/2018 09:51

What's happening guys, I can not get a quote to sell.

[onedayrodders] 18/1/2018 15:56

gonna need a month or so to shake out the hangover of trading update

It was good but of course AIM is full of betting shop punters

[berny3] 18/1/2018 13:03

Sounds like Boff is on the payroll. Post are misleading imo

[tonys8] 18/1/2018 12:51

No problem with Red Leg on line at Asda. The smaller Sainsburys supermarkets have never stocked Blackwoods. Perhaps these stores are included in the addtional 520 stores to stock Distil products as mentioned in the TU.

[acdc52] 18/1/2018 12:46

I live in Kensington & Chelsea Borough of London and RedLeg sells very well in our extra large Tesco. I know the stock controller/manager and he will never go out of stock.

[boffster] 18/1/2018 12:33

I want to believe, I really do, but one can't let ones heart rule one's head in this game. That I can no longer buy RedLeg at ASDA, or Blackwoods at Tesco, in my area, is rather disconcerting. Perhaps these 'premium' brands are just not selling all that well in these somewhat lugubrious parts. Still in morrisons / sainsbury's though. Blackwood's discounted to £19 in Morrisons.

[petersinthemarket] 18/1/2018 09:41

Yes, tks Berny, I broadly agree, no change in steady progress, tempted to add again but heavily overloaded already. pete

[chinese investor] 18/1/2018 08:22

Here We Go !

[berny3] 18/1/2018 07:27

PIM out of office on. Numbers are expected; new listing good news; US distribution frustrating slow, however feels something substantial is being done / negotiated donor understand dynamics of US market fulfillment logistics other than larger and more fragmented than UK. Share rag I understand was not favorable hence sell off. My view no change would add myself as I am building stake. When back in office will crunch number

[haggismchaggis] 17/1/2018 18:58

And so my filter list gets longer. No point reading stuff that isn't worth reading from people that just want the share price to go down, as it suits their agenda.

I'll stick with DIS because everyone, including this nefarious lot, know there is loads of upside potential here and very little downside potential, especially with 520 new stores and the USA sales to kick in.

As for the fundraising bullsh1t, that's typical of any trader or shorter to throw on a BB (along with P/E bulsh1t), they most likely never even know how much cash and cash burn a company has when they post that word!

Suffice to say DIS had £690k in cash on 30 September 2017, plus £378k in receivables and £99k in payables, The loss in the 6 months was a mere £21k, but H2 always performs better and could easily reverse this. So there won't be any fundraising and those spouting the word are only here to bash the stock for their own gains.


bootie6417 Jan '18 - 11:14 - 4613 of 4631 (Filtered)

Hydrus17 Jan '18 - 13:54 - 4627 of 4631 (Filtered)

threadworm17 Jan '18 - 13:12 - 4623 of 4631 (Filtered)

Boffster17 Jan '18 - 13:39 - 4625 of 4631 (Filtered)

[acdc52] 17/1/2018 15:23

If you don't own Distil's stock, why worry about the company's cash flow? Baffling!

[petersinthemarket] 17/1/2018 14:51

Berny, what do you make of the few numbers in the TU. Market unimpressed. For me, Turnover is vanity and cash is king. No information regarding cash. Based on previous reports the company hopefully doesn't need to raise any more cash from investors. As usual, the TU was a bit light on useful information. Company seems to be growing steadily, but nothing exciting. Needs much bigger volumes, even though that might continue to murder margin. There seemed to be an implication that some cash drain is due to marketing and promotion. Needs it too. Slow and steady growth, I guess. I'm not panicking, but I think it's going to be a long haul yet. pete

[chinese investor] 17/1/2018 14:31

A 1.5 million sell...thank goodness that's gone !