Distil Share Discussion Threads

[berny3] 22/5/2018 23:24

pete, watch the Trump show to pass the time. Every time he says witch hunt drink two fingers.

[iceman82] 22/5/2018 19:44

when they will post annual report?

[petersinthemarket] 22/5/2018 09:25

Cheers Berny3 - Excellent summary - I read the rising bid as mm's trying to find stock, ie a temporary stock shortage - I am a LTH but I also keep hoping for a new announcement of some sort, to increase LT prospects and also to break the boredom.
GL, pete

[berny3] 21/5/2018 20:54

pete

A company with mrkt cap of £10mln

With listings in

Sainsbury; Tesco; Asda; Morrisons; Waitrose; Majestic Wines; Bookers

Michel & Butlers; Yates; Wetherspoons Pubs

A number other independents

A success vodka brand selling in Russia and Eastern European markets

The approved right to market and sell Blackwoods small batch Gin, Redleg Rum and Blavod in the US.

Estimated to turn over £2mln, contribution around £600K and an expected profit of £100K.

If the figures are correct above it is likely the compny will continue to see growth in revenue. Expectations Next year £2.5mln - this would double profit.

Long term hold, sit back and wait - enjoy the sunshine - heat waves are good for rum and gin sales....

[petersinthemarket] 21/5/2018 16:44

Something going on? - Bid rose in steps 1.85, 1.90, 1.95, but offer stuck at 2.05 - According to advfn above, some fairly large (large for DIS that is) buys at very close to the offer today - It wasn't me this time - Today's chart implies quite a firm base at 1.95 - Anyone got any info? pete

[iceman82] 18/5/2018 19:23

my average is 2.9 :) imagine my pain every day i open my trading platform..... i am waiting as 2 p can become 4 p overnight.... good luck to all Red leg shareholders!!

[exile] 18/5/2018 18:50

20 % down.

[iceman82] 18/5/2018 16:27

sold in profitt or loss?

[iceman82] 18/5/2018 15:47

33 spindle how much you think distil worth?

[33spindle] 18/5/2018 07:39

Good to see it now in my local Greene King pubs so the big listing mentioned at the investor show. Was in a Yates pub yesterday (part of Stonegate pubs another big group) and they have RedLeg on menu as a Ginger Mojito ..... plus promoting it for tomorrow’s royal wedding along with a merkle sparkle 😂

[iceman82] 16/5/2018 12:45

small drop in share price today , if it reaches 180 level i might top up a bit

[iceman82] 13/5/2018 17:15

regarding cyan i have small holding tucked away in isa , that just can sit there for years , with distil i hoping for takeover .... time will tell


ps have a look at lightwaverf , i have some of it as well in fact my biggest holdings they selling their products in apple stores.....

wit the stocks you suggested i feel that they went up so much i pretty much missed the train....

[multibagger] 13/5/2018 09:04

Hi Iceman82...I don't hold DIS anymore after taking a single digit percent, non-notifiable position and finally exiting with a loss. The ongoing delay and apparent drift of timeframes to partner with a US distributor being one of my reasons to move on. It was also a small investing experiment in terms of trying out a new strategy of widening my company holding base, but clearly I have a lot to learn about the retail sector.

My learning/impression is that in a very crowded alcohol market with plenty of choice, sales is purely about image and branding. Therefore, it follows, there has to be ongoing big recurrent expenses to keep them in the forefront of customer's minds with constant refreshing of branding, advertising and marketing.

O/T

CYAN - another big hold of mine (was on my radar for about 2 years before I invested) and I thought the investment was de-risked after a couple of large contracts. Clearly I had underestimated the geographical risk of delayed implementation/execution in developing countries. However, we should see some returns from UK smart meter rollout. The worldwide potential of smart metering and IoT is massive, so I am confident that we will be taken out in due course given our technology. Patience in spades required :)


Good luck all !

[iceman82] 12/5/2018 08:38

wow they all doing very well , dont understand the businesses yet but will read in to it, are you own Distil shares and if yes , do you think long term this can go to 10 p?

[iceman82] 12/5/2018 08:26

multibagger

thanks for your suggestions, i will look in to them , you will be pleased to know , that i am in cyan since they signed that deal with ukraine , but bought it just share consolidation so i am down over 50 % !!!! no point selling now , so just a waiting game , bought it for 0.0017 then price had changed to 30 p and since then drifted to 12p, but i am aware of company ability to produce 100 mln order backlog.....


thanks again

[multibagger] 12/5/2018 08:14

Iceman82,

You may wish to check up on these investment ideas...good luck !

ARC
LTG
IDEA
IQE.... all these doing very well !

CYAN - I got the timing wrong on this one, but still believe in the company as I got in too early ! Now have to wait very patiently :)

[iceman82] 11/5/2018 21:02

when should we expect trading update? or final results for distil?

[iceman82] 10/5/2018 09:32

i will add it to my watch list , what they actually do:?

[buoycat] 09/5/2018 19:23

Cash generative, debt of £15million vs market cap of £105 million, due to acquisitions. Strongly rising profit, they have paid a dividend for several years now. Yield ca 3%.

[iceman82] 09/5/2018 11:20

what is the balance sheet like , how much cash they have , how big debt ?

[buoycat] 09/5/2018 10:03

Let me know what you think. I've been a holder since 3.5p

[iceman82] 09/5/2018 09:37

i can see the share price has tanked , thanks i will look into it

[buoycat] 09/5/2018 09:32

Now might be a good time to look at inspired energy