Distil Share Discussion Threads

[threadworm] 02/2/2018 16:04

Berny,

I could not have made it any clearer....and I think people are getting bored.

The following is all I have to say on the matter, so if it doesn't satisfy you, please don't ask for more. You have to understand that people will have a different opinion to you and will expect different things from a business.

Anyway:

I believe the company is still growing but that this growth has slowed over the corresponding period.

You believe the company is growing, and growing at an increased rate over the corresponding period.

Neither of us know for sure.

Neither of us know for sure because in order to make a truly accurate comparison between the most recently announced sales and with the corresponding period last year, we need to know what the 'exceptional' pipefill orders were that were included in that corresponding period.

Neither of us know that figure.

Personally I don't think the pipefill figure was great as you think it was.....meaning that the figures just released are not as hot as you apparently think they are.

As I've previously stated, notwithstanding the pipefill orders from the corresponding period, I was rather disappointed with the trading update in early January. Personally I would liked to have seen a greater surge in sales. The market tended to agree.

So, would I have liked to have seen % growth at the same level as last year (including the pipeline) or even above? Yes, that's the confirmation I would have been looking for to reassure that the brand was really on fire.

Had the recent trading update said 50% - 70% growth over the last period (INCLUDING that pipefill) I would have been impressed. But as such the trading update looked a bit flat to me.

Maybe I'm demanding!?

But I'm allowed to be demanding.

After all it's my money I'm risking!

I can't make it any clearer so I'm sorry I really haven't got much more to say than that.

Cheerio.

[berny3] 02/2/2018 16:01

Your OK Boff Sainsbury's delivers ;)

Much better selection as well.

[berny3] 02/2/2018 15:56

Not good in your area if you want much selection on drinkies - Not much of anything!

[boffster] 02/2/2018 15:52

Berny - NG14 7DA

[berny3] 02/2/2018 15:33

Interesting developments with the potential opening up of Canadian market with a good EU trade deal.

[chinese investor] 02/2/2018 14:48

I've been accumulating at these prices !

[berny3] 02/2/2018 14:38

Example of another producer redesigning bottle - note they have also taken th emove to emboss their logo - similar to what was chosen with Redleg Rum.

[berny3] 02/2/2018 14:38

Boff give us your postcode and I'll try from my machine here. Just done a selection of postcodes around the country and get

Good news we deliver to......

Have you had a chance to answer my question why you feel strongly that sales are declining when the company has published the following

11/08/16 RNS
Q1 Revenue 5% growth YoY; Volume 1% growth YoY (no new listings)

17/01/17 RNS
Q3 Revenue 71% growth YoY; Volume 56% growth YoY; Marketing 88% growth YoY (August 2016 announced Morrisons listing 2 lines Redleg Rum and Blackwoods Gin)

18/04/17 RNS
Q4 Revenue 23% growth YoY; Volume 25% YoY (Listing Redleg Rum Asda)

07/07/17
Q1 Revenue 61% growth YoY; Volume 81% YoY (Reflectes 136% increase in Blavod Licensed Sales - Also Easter impact)
Q4&Q1 Revenue 46% growth YoY; Volume 53% YoY

24/10/17
Q1&Q2 Revenue 22.8% growth YoY; Volume growth 41.3% YoY; Marketing growth 36.3% YoY (Q1 includes Redleg listing Asda)

16/01/18
Q3 Revenue 19% growth YoY; Volume growth 19% YoY; Marketing growth 11% YoY (No new listings)

Q1&Q2&Q3 Revenue 21% growth YoY; Volume 29% YoY; Marketing growth 23% YoY (Q1 includes Redleg listing Asda)

[boffster] 02/2/2018 14:28

No, I haven't. Folk just keep going on the ASDA site and posting a link saying here it is. This is the 'global' offering. Only when you enter a postcode do you see what you can actually order do you see the 'local' offering. This is a much-reduced selection in my case, so Redleg is not alone. But, I did used to be able to order it, now I can't, which is not encouraging vis a vis sales in this area.

[thepopeofchillitown] 02/2/2018 14:14

The problem is Boff you've asked about availability repeatedly and had it answered repeatedly. I think we can all agree you seem to be the only person in the UK unable to get Redleg at Asda online. Surely you've had enough information on this particular subject? Anyway where Haggis?

[a_2_b] 02/2/2018 14:07

Tw I don't believe you make any fair points. I believe they're consistently negative bias with no proof behind it, made up for with a 2 page essays of dribble to help you believe in yourself.

You also say about people being too close to this when you've followed this from day dot, its very hard to take you seriously especially when your getting personal and more bullish by the day on lse. Obviously some agenda here same as boff guy can't troll at all.

Good luck guys whatever your agenda is and hope it works out for you but I'm very happy here and this will be longest term hold for me.

[boffster] 02/2/2018 13:57

Pope. I am only asking a question to aid in my research. No need to get mad at me just because you've taken a hit here. Don't shoot the messenger and all that.

[berny3] 02/2/2018 13:54

TW/Boff -can you highlight where from these results you get that sales are reducing?


11/08/16 RNS
Q1 Revenue 5% growth YoY; Volume 1% growth YoY (no new listings)

17/01/17 RNS
Q3 Revenue 71% growth YoY; Volume 56% growth YoY; Marketing 88% growth YoY (August 2016 announced Morrisons listing 2 lines Redleg Rum and Blackwoods Gin)

18/04/17 RNS
Q4 Revenue 23% growth YoY; Volume 25% YoY (Listing Redleg Rum Asda)

07/07/17
Q1 Revenue 61% growth YoY; Volume 81% YoY (Reflectes 136% increase in Blavod Licensed Sales - Also Easter impact)
Q4&Q1 Revenue 46% growth YoY; Volume 53% YoY

24/10/17
Q1&Q2 Revenue 22.8% growth YoY; Volume growth 41.3% YoY; Marketing growth 36.3% YoY (Q1 includes Redleg listing Asda)

16/01/18
Q3 Revenue 19% growth YoY; Volume growth 19% YoY; Marketing growth 11% YoY (No new listings)

Q1&Q2&Q3 Revenue 21% growth YoY; Volume 29% YoY; Marketing growth 23% YoY (Q1 includes Redleg listing Asda)

[jonnyfaz] 02/2/2018 13:48

Bury - Bl9. Redleg is available along with 48 other Rum's!

[thepopeofchillitown] 02/2/2018 13:01

Boff. I'm pretty balanced in my opinion here. I neither think this is the greatest company in the world or that its about to go under, but even I can't understand your fixation on Redleg availability in your postcode. If you're that bothered ask ASDA!!! Unless you're insinuating that ASDA are no longer stocking Redleg which clearly isn't the case. You're making mischief which leads me to believe you have an agenda.

[tonys8] 02/2/2018 13:01

No problem Shropshire and West Mids.

[thepopeofchillitown] 02/2/2018 12:36

Available in Stockport area for 20 quid.

[boffster] 02/2/2018 12:21

I'm interested to see how widespread the lack of stock of RedLeg at ASDA.com is. Could folk take the time to go to the ASDA website, enter your postcode, and then see if RedLeg is available? Thanks

[berny3] 02/2/2018 12:14

TW -can you highlight where from these results you get that sales are reducing?


11/08/16 RNS
Q1 Revenue 5% growth YoY; Volume 1% growth YoY (no new listings)

17/01/17 RNS
Q3 Revenue 71% growth YoY; Volume 56% growth YoY; Marketing 88% growth YoY (August 2016 announced Morrisons listing 2 lines Redleg Rum and Blackwoods Gin)

18/04/17 RNS
Q4 Revenue 23% growth YoY; Volume 25% YoY (Listing Redleg Rum Asda)

07/07/17
Q1 Revenue 61% growth YoY; Volume 81% YoY (Reflectes 136% increase in Blavod Licensed Sales - Also Easter impact)
Q4&Q1 Revenue 46% growth YoY; Volume 53% YoY

24/10/17
Q1&Q2 Revenue 22.8% growth YoY; Volume growth 41.3% YoY; Marketing growth 36.3% YoY (Q1 includes Redleg listing Asda)

16/01/18
Q3 Revenue 19% growth YoY; Volume growth 19% YoY; Marketing growth 11% YoY (No new listings)

Q1&Q2&Q3 Revenue 21% growth YoY; Volume 29% YoY; Marketing growth 23% YoY (Q1 includes Redleg listing Asda)

[berny3] 02/2/2018 10:52

TW can you respond to my post about Sales growth?

[threadworm] 02/2/2018 10:47

Hi monnow - I thought as much, re. the river. I love the monnow valley. I used to occasionally visit an arts centre there. What a super part of the world to live in. I hope it will remain as unspoiled as possible. And I believe you've planted a woodland. We would get along very well, as I've vast environmental interests.

Back to DIS, yes I do make some very fair points. Although I refer back over many years, I've by no means held throughout all that time and the company doesn't owe me anything so don't sympathise for me too much! :O) What the time span, and longstanding view of the business has done however is give me a very broad perspective and familiarity - not just of this individual business but of the markets as a whole.

What I would say is that I see the same mistakes being made - including folk getting 'too close' to a company.....and of course the resident 'house experts' on numerous threads who quite often post what suits rather than having a 'cleaner' and less conflicted view of the given situation.

Rgds to you.

[a_2_b] 02/2/2018 10:25

If you go on lse he's more bullish on there

[monnow] 02/2/2018 10:10

Threadworm: You do make some fair points, I was just trying to get some balance back into what I think is becoming an overbearish cloud. I do sympathise with you, having held for so long it must have become very fustrating and I admire your tenacity for sticking with it, I am sure most people would have thrown in the towel. But the company has radically refocused since then and I do think good progress is being made. I can understand how you and Boffster perhaps feel a little less willing to play the long game in view has youve been in this share for years already. By the way my name is after the river, which runs at the bottom of my property. Loveley area to visit in the summer months.if your ever in these parts.

[berny3] 02/2/2018 09:46

TW - Let me give the data to support my argument of increasing sales - I am interested in your ability to give an opposing view -

11/08/16 RNS
Q1 Revenue 5% growth YoY; Volume 1% growth YoY (no new listings)

17/01/17 RNS
Q3 Revenue 71% growth YoY; Volume 56% growth YoY; Marketing 88% growth YoY (August 2016 announced Morrisons listing 2 lines Redleg Rum and Blackwoods Gin)

18/04/17 RNS
Q4 Revenue 23% growth YoY; Volume 25% YoY (Listing Redleg Rum Asda)

07/07/17
Q1 Revenue 61% growth YoY; Volume 81% YoY (Reflectes 136% increase in Blavod Licensed Sales - Also Easter impact)
Q4&Q1 Revenue 46% growth YoY; Volume 53% YoY

24/10/17
Q1&Q2 Revenue 22.8% growth YoY; Volume growth 41.3% YoY; Marketing growth 36.3% YoY (Q1 includes Redleg listing Asda)

16/01/18
Q3 Revenue 19% growth YoY; Volume growth 19% YoY; Marketing growth 11% YoY (No new listings)

Q1&Q2&Q3 Revenue 21% growth YoY; Volume 29% YoY; Marketing growth 23% YoY (Q1 includes Redleg listing Asda)