Distil Share Discussion Threads

[thepopeofchillitown] 26/1/2018 10:26

I do have a question for everyone. If you were a director of Distil would you currently be buying shares? If so why aren't the actual directors. Why don't they share our faith?

[acdc52] 26/1/2018 10:18

It just hit me, people spouting nonsense about Distil would love to swap our places.

[threadworm] 26/1/2018 10:16

Deary me.

All the best.

[acdc52] 26/1/2018 10:02

There is no time frame in Penny Shares, it can shoot up today or in 5 years time. I have plenty of time and I intend to accumulate more (as they say: "speculate to accumulate") and "who dares win"..you can't win it if you are not in it..get it?

[threadworm] 26/1/2018 09:45

What's your time-frame for DIS getting to 100p?

[threadworm] 26/1/2018 09:43

Nothing like telling the entire market, including mm's, what your position is acdc52.

Very astute.

[threadworm] 26/1/2018 09:38

No wonder you're amongst the most outspoken on here.

Be careful it doesn't skew your judgement.

I'm holding zero shares and have great clarity.

[acdc52] 26/1/2018 09:34

I bought 10m shares at 0.95, I am not doing badly..am I?

[threadworm] 26/1/2018 09:25

lol.

You've a lot to learn.

[acdc52] 26/1/2018 09:19

Don is very optimistic about Distil, watch his video. What I can't understand that couple of guys (or may be just one guy under many false multiple names) hold no shares in Distil and yet they keep barking nonsense here? There are other trees too with barks (like black gold (oil)) diggers, please bark on them.

[threadworm] 26/1/2018 08:53

Don Goulding himself would tell you you're deluded too.

So many newbies around this company.

[threadworm] 26/1/2018 08:50

acdc52. You're deluded if you think DIS will go to 100p. You must be very new to the markets.

As for the others...will respond when I've more time.

[thepopeofchillitown] 26/1/2018 08:27

Good to read some informative a varied posts over the last few days. I'm long but always like to see director buys to give me more confidence. Long way to go with this share.

[acdc52] 26/1/2018 04:51

Like it or lump it, Distil Plc is a rising star..a rare penny to pound share stock..watch the space

[berny3] 25/1/2018 21:53

Boff a more balanced view. You have not once said what happens if either of the brands loose a listing. You have said you have not been able to get Redleg Rum from Asda.

Redleg Rum is the fastest growing Rum brand in the UK currently. In a market growing at 4% Redleg Rum appears to be ahead of that. We have been told that 520 new outlets are stocking Blackwoods Gin.

You are correct that Blavod lost a listing in Asda under Richard Ambler and it was not reported in a RNS. A that time Bavod sales were a fraction of the overall revenue and the loss of the Asda listing was likely not to be significant. Most the revenue was coming from agency brands which were costing the company more money to service than the revenue generated. RA had to use expensive debt factoring to cover the delayed payments of the supermarkets. That crippled the company financially and DG had to step up from non exec to exec to take control. This is something he has done and turned the company around from the mess generated under RA to where it is now.

I would ask you to find me another spirits producer with no debt and the volume sales and growth rate being currently achieved organically.

[boffster] 25/1/2018 18:13

Right you are, threadworm. The bull case here seems to believe that RedLeg and Blackwoods are some sort of breakthrough super drinks. Nice as they are, they're just a couple of brands in a crowded and very competitive market.

If I say on here 'what happens if Blackwoods / Redleg lose their listing in a major multiple' I am castigated as some sort of heretic. It could well happen. It has before, with Blavod, though there was no RNS to say so. With global revenue for all products still likely under £2m, the stuff is still hardly flying off the shelves, despite recent improvements, and supermarket shelf space is at a premium.

[theotrs] 25/1/2018 13:24

Threadworm.
I agree with, the disappointing aspect of recent growth slowdown, and much of what you write, but I also see some strong counter arguments.
With Blavod, I think the brand diminution came before current management.
Surely a completely new bottle for Blackwoods is a bid to keep things fresh here.
RedLeg has developed a small relationship with Fevertree (voucher + Twitter), perhaps this can be built upon.
There is also Director talk of a new Brand to come.
From what I understand the margins for Distil are around 65%.
The domestic and global market for spirits are growing rapidly.
Distil's EV/Revenue ratio is 6, the same as Diageo (while Fevertree's is 20).
The final results will presumably show a very large percentage increase in profits, based on such small maidens.

The problem as you suggest is the risk of brand stagnation and irrelevance . But, the assertion that "the only real major upside is for a brand buyout" is unclear. Surely the Directors are aiming for brand breakout before brand buyout. Let's hope the promised Blackwoods website redesign can help be a catalyst to this.

[petersinthemarket] 25/1/2018 12:45

A most interesting response threadworm, some sensible stuff in there, but not really on my topic. With no personal retail experience (ex electrical engineer) it's the supply chain I am questioning, especially the influence, or otherwise, of the distributor. As for the company's prospects, we can all make up our own minds, one way or another. Any further comment on distributors, anyone?
GL, pete

[onedayrodders] 25/1/2018 10:05

yeah ,, I think even the mm's are fed up with working out if there are any more weak holders post trading update

[petersinthemarket] 25/1/2018 10:03

ADVFN states surprisingly large spread this morning.
Bid/offer 1.80/2.05p
pete

[petersinthemarket] 25/1/2018 10:01

Can someone please help with my supply chain education, yet again?

My understanding is that there is a distributor in between the supplier and the retailer. Where do they stand in any negotiation. Does the supplier sell to the distributor, or to the retailer? Who does the retailer deal with, the distributor, or the supplier? Whose side is the distributor on, and why does he need to be there?

I'm sure you get my drift.
How does the 3 member supply chain actually work in practice?

All comments welcome.
pete

[acdc52] 25/1/2018 03:29

Rumour has it that Unilever might buy Fevertree..Fevertree should reject the offer and instead buy Distil..and turn $100m business into $1000m.

[boffster] 25/1/2018 01:02

There's some right toss spouted on here.

Supplier has no obligation to sell a product to retailer A at the same price as retailer B. Even if they order similar quantities.

Anyone who has worked in procurement know that this is a negotiation. If retailer A rings up supplier and negotiates a better discount, supplier is not obliged to then call retailer B and give them the same discount. I don't care what some ambiguous and unenforceable EU law might say