Distil Share Discussion Threads

[berny3] 07/4/2018 16:51

Bp what size Tesco store and what region?

[bprofit] 06/4/2018 17:26

Dante, just regular gin and the old style bottles..

[dante17] 06/4/2018 15:37

Thanks for that Bprofit. Did they have both the regular and the 60%? And were they the new bottles?

[bprofit] 06/4/2018 13:21

Interesting development.My local Tesco have a new addition on the shelves. They have started to sell Blackwood gin.. first time I've seen blackwoods in a Tesco store...

[petersinthemarket] 26/3/2018 14:23

Not sure why anyone would want to buy DIS yet - Not strong enough in the mkt.
But I can see how some might like to get their hands on RedLeg.
It's a winner, with much more growth to come.
pete

[petersinthemarket] 26/3/2018 14:20

Love the ''brewing'' touch Dante! Nice one.

Further; I wish they ''brewed'' a decent single malt.
Despite being an ardent DIS fan, I don't personally favour their booze range.

DIS Year End 31 March

Typically, results:
4th Qtr TU: end April/early May.
Finals : 1st week in June

GL all, pete

[chinese investor] 26/3/2018 09:39

Looking Good !

[dante17] 26/3/2018 09:28

Could Fever-Tree be interested in Distil or in RedLeg?

[dante17] 26/3/2018 09:27

Something's brewing?

[haggismchaggis] 24/3/2018 21:15

Blackwoods 2017 Gin is currently £19 at Sainsbury's, Morrisons and on Amazon.

[haggismchaggis] 24/3/2018 21:11

RedLeg Rum is currently £15 at Sainsbury's and on Amazon.

[suneday] 18/3/2018 21:13

Haha. None taken! Enough red herrings without Fevertree - most I think decide on a spirit before the brand of mixer - and Britvic - it's the red crab and the rest that matter. But any publicity/sales arising by association is welcome. Nothing more of note just for the moment. Sales ongoing.

[berny3] 18/3/2018 18:26

Now Suneday - Robinsons Squash - is Britvic and I think that one is under rated. Agreed Fevertree got first mover advantage in the mixer department. Mixer loyalty is far less sticky than alcohol. What is important is distribution network. Britvic has that in spades and is launching Robinson drinks into the US. No advice intended

[suneday] 18/3/2018 11:19

About as much connection as Thames Water got to Robinsons Squash.

[mudis1] 18/3/2018 10:30

Seems like a low valuation compared to dis. Might buy some Fevertree shares before re-rate happens.

[boffster] 16/3/2018 13:47

Think they tried to sell me some double glazing the other day

[monnow] 16/3/2018 13:38

Allied Glass, make the new bottle

[boffster] 14/3/2018 18:47

Implying that company B deserves a silly valuation simply because company A has one, is not a credible investment strategy, in my opinion.

[haggismchaggis] 14/3/2018 16:52

Fevertree now at £3.2bn MCap, with a P/E of 70.65. It's there because it's fast growing and profitable. DIS has fast growing brands and will be profitable soon, and a P/E of 70.65 could just as easily apply then.

[boffster] 14/3/2018 15:06

I don't think you'll regret that decision, over the medium / long term anyway.

[monnow] 14/3/2018 13:00

That change in sentiment will come with the sugar tax, the media have made little of this , I sold my fevertree on Friday.

[boffster] 14/3/2018 12:41

FEVR is a darling of the stock market. I never invest in such shares.

Far as I can see, their business is selling expensive mixers in fancy little bottles.

It would appear to be a business model very vulnerable to competition, changing customer trends, and economic downturn.

When the market sees a growth story, it tends to project that this growth will continue, in perpetuity.

To value that company on a multiple more akin to a tech startup, is ridiculous in my opinion. I think that any change in sentiment there, which is riding high at the moment, you might see a drop of 80% overnight.

[thepopeofchillitown] 13/3/2018 08:38

That is a very good point Berny.

[haggismchaggis] 13/3/2018 07:55

Amazing results from Fevertree today. There are some points in their RNS that are relevant to DIS shareholders.

"We have now established initial listings across our tonic range within the major national retailers and further strengthened our position in the On-Trade, reflecting Fever-Tree's role in the acceleration and spread of the premium gin and tonic trend across Europe."

"We have been very pleased with the initial launch of the extended dark spirits range which has reinforced our belief that, in much the same way we approached the gin category over ten years ago, an exciting opportunity exists to work alongside these brands to reinvigorate the dark spirits category. It is notable that gin accounts for only 6% of the global premium spirits category while the dark spirits category accounts for 60%. Within the dark spirits category we are seeing clear evidence that the same trends of premiumisation and mixability that are driving the rise of premium gin and tonic consumption are also emerging."

"Globally, premium spirits growth has consistently outpaced non-premium over the last 10 years and this trend is accelerating, providing mutual support and opportunity for both premium spirits producers and Fever-Tree's range of products across regions, channels and customers."

"We believe that as the premium spirits market further develops both in the Group's core markets as well as new territories, demand for premium mixers will continue to grow and as such we remain ideally positioned to able to take advantage of these opportunities."

[boffster] 12/3/2018 13:13

Maybe if you spent a bit more time doing research Berny, and a bit less time criticising other investors, you might do a bit better with your investments. ;o)