Distil Share Discussion Threads

[haggismchaggis] 23/4/2018 15:40

True, but people selling when the best time for the company is close ahead, following an investor show where you would expect buying to follow, not selling?But still, if there were ii analysts at the investor show, they could be buying in a few days, once they have completed analysis and DD.

[buoycat] 23/4/2018 13:02

People buy and sell shares every day for a million reasons. That's what makes it a market!

[haggismchaggis] 23/4/2018 11:40

Nice place to be, yet some fools are selling today!

[dietcoke197] 23/4/2018 11:12

Thank you VI. Very useful info particularly about cash.

From last interim's
Trade and other receivables 378K
Cash and cash equivalents 690K

If they now have 1M cash, they have accumulated over 310K in the last 6 months. I imagine some of this might be due to reducing the trade receivables number, but it sounds to me like they might not have been growing the promo spend at the same rate as in previous years.


Unless they have stopped controlling other outgoings, surely some of this will go straight to the bottom line?

[berny3] 23/4/2018 07:27

Thank you VI (now following) - another 1500 Bars is good news. Replacing SJ is also interesting. Amazon is very difficult to quantify as not sure how big that market is, whether it is mainly specialised etc.. All good news and thank you for the update. No mention of Blavod as they keep getting mentioned in the TU. With the right distributor I think Blavod has a lot of potential in the US.

[vilage_idoit] 22/4/2018 20:49

I've posted several comments from speaking to Don yesterday at the UKIS on my Twitter: @vilage_idoit.

[haggismchaggis] 22/4/2018 19:28

From the other board.Sat 16:19Price: 2.48mazik836 postsUK investors showI have had few meetings with Don and did ask about at what stage we are in USA, he told me that talks are still going on and due to the sensivity he cannot release the status until the deal is closed at our terms if they are serious we are seeking funds to be injected in Distl. We are self financingwithin the market we are in , we have over a million in cash and Red leg rum is doing very well and increase of outlets in UK is increasing and France and Eastern Europe the demand is taken off . Well I am satisfied as we are still a micro cap..all to look forward for..imo

[berny3] 22/4/2018 14:20

Feedback appreciated

[jch18] 22/4/2018 13:34

I don't know if Wray or Slater are shareholders . This was more of how they view investing.

[berny3] 22/4/2018 11:56

Cheers JC are Wray and Slatter Investors? Were they talking about Distil specifically?

[jch18] 22/4/2018 08:59

One interesting point came from yesterday by Nigel Wray? Is that we are starting to go back to pubs being for drinking and meeting rather than food. If the pendulum is starting to swing back, this may be good for Distil.Talking to the team yesterday, the aim is steady growth. I like there ideas for future development, but things take time and patient really is a virtue. The latter point was made by Wray and Slater especially.

[berny3] 20/4/2018 14:18

Cheers Mudis will take a look.

Good point about Early Easter.

[mudis] 20/4/2018 13:23

Berny3
Analyst research note from dis website. Q4 boosted by early easter imo.

[berny3] 20/4/2018 13:19

Mudis re: on my post 5189 if GP margin can be improved by circa 0.75% in Q2 and Q4 we could squeeze £120K profit. albeit using my crude calcs

£150K would be a high expectation IMO. What is your source?

[a_2_b] 20/4/2018 13:06

Don't think it's gonna be hard to twist heads at the show this time round. In a really good position compared to last time round.

[berny3] 20/4/2018 12:49

DC and PIM - running through the figures anticipated £2,033K revenue and £104K net profit.

What is significant and has been missed IMO is that Q1,2 and 3 were reported as 21% revenue of 29% volume. Q4 has just been reported as 28% growth in revenue and 37% growth in volume.

Q4 is usually the slowest quarter of the year. However, we are seeing increased volume and revenue in this quarter above ROY average.

ODR possibly opportunity to come back in?

[mudis] 20/4/2018 11:37

Dietcoke
Market expectations 150k profit.

[haggismchaggis] 20/4/2018 09:36

A bigger rise next week, following the UK investor show.

[petersinthemarket] 20/4/2018 08:56

As expected, no fireworks, but good, solid, steady progress. pete

[haggismchaggis] 20/4/2018 08:50

UK pub chains and number of outlets:Enterprise Inns Group plc 4,793Punch Taverns 3,252 Mitchells & Butlers plc 1,725J.D. Wetherspoon 926Wellington Pub Company 850Admiral Taverns 838 Stonegate 691 Trust Inns 400New River Retail 358Hawthorn Leisure 320

[haggismchaggis] 20/4/2018 08:46

dietcoke, we don't need to raise any cash to get USA sales going, we are only looking for a distributor, we are not looking to distribute ourselves. Our bank will support the production increase if required.

[baticle] 20/4/2018 08:44

Well Well I wonder which Pub Chain it is they got ? Greene King ?
Very happy, The share price has stabilised and I managed to increase my Holding during this
last Dip, This is my Biggest Holding Now and looking forward to Big things here.

[dietcoke197] 20/4/2018 08:41

Good update.

On track for 22% sales increase to £2M and £86 K profit assuming 23% promo spend increase and 5% admin increase and 57% gross margin

No news on US but I'm really not bothered by that as I don't think they can do it properly without raising, and the growth is still there in Europe/Uk.

[haggismchaggis] 20/4/2018 08:29

NTOG dropped 1% so we we are now the top UK rising stock! That will get us noticed, which will hopefully bring in more long term support.