Distil Share Discussion Threads

[haggismchaggis] 01/9/2020 21:11

It depends what happened at the AGM?

[petersinthemarket] 01/9/2020 20:28

Can someone tell me why a simple admin AGM report could prompt that rise?
Not complaining mind, just mystified.
Must be something going on that we don't know about yet.

[gleach23] 01/9/2020 16:54

We were at 1.2-1.5 a couple of weeks ago. Good to see the buys above 1.3p this afternoon which will hopefully kick the share price on this time.

[haggismchaggis] 01/9/2020 15:54

Going up! more accumulating in the background from RG?

[petersinthemarket] 25/8/2020 08:43

Hi Daz, thanks for response.

I've apologised to you once if you think I come over too heavy, so I'm not going to do it again. Belittling anyone is not my way, nor my intention, I only ask that contributors back up statements with facts. I am a lone operator here and I have no connection with the company other than my shareholding.

#8385 - from Daz
''Interesting update. Looking very good for Redleg, back on board today Pete 💰''

As for the ''lie'' I must have been mistaken. This is what you actually said on the day and I admit I took it from those words that you bought again because you were pleased with the results. How else would anyone read it?

Please keep contributing. Your comments are welcome.
rgds, pete

[daz1712] 24/8/2020 20:46

And btw talking directly about my investment in DIS over the last year the sole reason been that a player in the drinks industry has been buying stock 58mill to date as Redleg could do well as it’s a great product.

[daz1712] 24/8/2020 20:34

Not complaining about the company I can see from the figures over the last few years and updates twice a year, that it’s a steady as you go firm paying the employees wages, the marketing agencies and staff well to break even.

It’s the total commitment to try to undermine any poster by yourself and Berny that states the obvious that’s it’s a average brand marketing company, which could maybe back a winner.

It’s the whole point that you and Berny try to turn everyone against any poster who goes to the other side, your both either involved in the company more than owning shares or just invested to much, so stop making up stories about how great this is, get real about Distil and stop attacking negative comments

And don’t lie that I brought in because of recent good company results, never said that

[petersinthemarket] 24/8/2020 16:05

I confess, I struggle to understand your position Daz. You were already an investor and you told us recently that you had even bought more based on the recent good company results. And yet you do nothing but complain. I cannot find one useful suggestion from you. Why would you buy into a company unless you believe in it?

''It appears that you have some strong feelings on how DIS should play it's near future, so share them with us. If you think you have a good plan and a strong case I would also suggest that you email DG and make your feelings known to him. He is a most amenable and approachable guy who appreciates investor contact and is quite likely to respond.'' pete

[berny3] 24/8/2020 15:03

Daz you are comparing the followings of a famous Hollywood actor with a marketing professional and using that as a justification to your view of the lack of experience of the marketing professional.

seems a little naive and unfair.

[berny3] 24/8/2020 14:48

Daz she is not a junior marketing executive. And you are quite disrespectful.

I do not want to draw this into anything personal.

Kate is the Marketing & Operations Director. she has been with the firm for over 10 years and she has more than earned her stripes in her role.

This is an open discussion forum and opinions are great to talk through. But to throw around disrespectful comments about people you don't know is uncalled for.

[petersinthemarket] 24/8/2020 12:52

Daz, sorry mate, but there is no point turning the acid on anyone here. We all want the company to be successful and we all want to make a reasonable profit out of it.

I don't think there is anyone, including the management, who can honestly tell you where the end game is, so they just keep working hard to grow the company's interests.

It does seem rather slow and frustrating sometimes, but we are where we are. If we can see somewhere more productive to place our investment cash then it is open to any of us to do just that.

As for £350m deals, I can hardly believe that anyone here is expecting that. It's just an example of what can happen to a company when a far bigger fish shows an interest in their main product. As a matter of interest, I have asked on here and tried searching via gargle to try to establish what the buyers multiple was, with no luck at all so far. I know what was paid for it, but I cannot find what the company was considered to be worth prior to the buyout. I ask again, does anyone here know?

FWIW I was once a member of a mgmnt buyout, where we were more or less promised by a finance house that the end game would be a big fish paying up to 15x our value (private company, unquoted). Pie in the sky. We were not a major player and when it eventually happened our multiple was estimated at less than that, around 8x, but still very profitable for some, especially our directors who held the major share.

Once again, FWIW, if/when it happened, my guess for DIS would be a multiple of less than 5x, but your guess would be just as good as mine. Tell us how you see it. I am all for having a serious conversation, preferably without personalizing it.

It appears that you have some strong feelings on how DIS should play it's near future, so share them with us. If you think you have a good plan and a strong case I would also suggest that you email DG and make your feelings known to him. He is a most amenable and approachable guy who appreciates investor contact and is quite likely to respond. pete

[berny3] 24/8/2020 12:17

Hi Daz, you are a friendly chap. nice to have your acquaintance.

Not sure what you are looking for: You provided us with your insight and knowledge that Distil employs a marketing agency and uses 60% of turn over to pay this marketing agency.

I note when you were asked by posters on here to provide any evidence for your claims you were unable to.

Kate Alexander has been in charge of marketing for some time in the company and headed up the link up with Franklin and Sons.




In March this year Sarah Kingsley joined the marketing team. Sarah has both TV experience and magazine editing experience. Sarah is a great addition.

You will note the increase in sales this year as described in the recent market update. I would also note the growth in Redleg Rum sales is ahead of any other Rum brand in the UK.

I feel Distil is making great progress. Sales are very good and as stated previously Redleg Rum is teh fastest growing Rum brand in teh Uk and has been ever since its launch.

The share price is another question and yes that is way below what its true value is. We are seeing the stock being accumulated by another party whose intentions we are unaware of. What is clear is that person also believes the price is cheap and represents value.

You may disagree with that individual and those like myself and that is your free will to do so.

[berny3] 24/8/2020 09:15

Daz, we touched upon marketing a while back. It is worth checking out Sarah Kingsbury.

Below is her Linkedin profile and



She is very experienced and a contributor to Olive magazine.



She is marketing manager at Distil

[daz1712] 22/8/2020 07:49

September 2018, Reynolds and billionaire businessman Sir Richard Branson entered into a partnership to serve Aviation Gin on board Virgin Atlantic flights.

Reynolds has helped to create several humorous adverts for the brand over the last couple of years, including one starring actor Hugh Jackman who playfully mocked Aviation Gin, and another in which Reynolds trolls fellow superhero actor Henry Cavill’s moustache in Justice League.

Reynolds said: “A little over two years ago, I became an owner of Aviation Gin because I love the taste of Aviation more than any other spirit. What I didn’t expect was the sheer creative joy learning a new industry would bring.

“Growing the brand with my company, Maximum Effort Marketing, has been among the most fulfilling projects I’ve ever been involved with. We’re so excited for the next chapter of Aviation Gin, which, I promise, will require just as little reading.”

Why it’s worth 460mill to Diageo

Distil PLC openly trades at market value 6mill(NAV 1.85mill) maybe with a takeover and a 10mill cash injection, to begin Marketing Redleg In the US can increase Market Value

[the_real_mr_big] 21/8/2020 19:39

Avaiation brands deal £460mln
Distil market cap: £6.7mln


This I like.

[daz1712] 20/8/2020 20:53

1 Million Sold
0 Buys

All looking good on the Investment 😂😂😂

[berny3] 20/8/2020 15:53

Yep Pete but now it is online shows that it is widely distributed across its stores.

Tesco's operates a little differently from other buyers that there is some autonomy on what stores can stock. hence Blackwoods Gin is available in some Tescos as well.

With it being online sales is a wider stocking arrangement. with over 1,700 stores (Tesco Express)that stocking alone is likely to make up for the drop in Blackwood gin sales.)

[petersinthemarket] 20/8/2020 14:59

I take your point Bernie.

Does that therefore imply a certain threshold for the number of cases before they would bother listing it?

[berny3] 20/8/2020 14:44

Yep Pete but now it is online shows that it is widely distributed across its stores.

Tesco's operates a little differently from other buyers that there is some autonomy on what stores can stock. hence Blackwoods Gin is available in some Tescos as well.

With it being online sales is a wider stocking arrangement. with over 1,700 stores (Tesco Express)that stocking alone is likely to make up for the drop in Blackwood gin sales.)

[petersinthemarket] 20/8/2020 14:26

Pineapple version been in Tesco SW Wales since last year.
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