Distil Share Discussion Threads

[petersinthemarket] 11/10/2020 10:23

Yet more cut and paste!

For the benefit of those of us who do not subscribe to social media can someone please explain why there is a picture of a plant on here.

[someuwin] 10/10/2020 18:18

RedLeg Rum @RedLegRum ·15m

We're just going to leave this here...

#suprise #announcement #somethingscoming #staytuned #newness #bigreveal #keepyoureyespeeled #shhh #exciting #redleg #redlegrum #spicedrum #rum

[daz1712] 10/10/2020 13:14

Hi Pete thanks for the info

[petersinthemarket] 10/10/2020 11:56

Hi Daz - unfortunately DG never announces a date but Interims are normally in late October and in the past have sometimes been as late as the 29th. Actually, Most companies are reporting a bit late this year so I'd be surprised if we get anything before that but who knows. pete

[daz1712] 09/10/2020 17:05

When’s the next trading update due?

[janekane] 05/10/2020 13:37

The offer is up but nothing in the back room re a large buy order

[lr2] 26/9/2020 22:18

Only 1 left - has there been a run on them?

[janekane] 25/9/2020 13:41

Daz Tesco have just introduced a deal on rum n ginger in cans buy 20 toffee apples and 3 packs of gaviscon tablets and you get one (cans of rum n ginger )free

[daz1712] 24/9/2020 23:02

Can you let me know where I can get a case?? Only thought they were sold singles cheers Berny

[berny3] 24/9/2020 08:31

Pete, just ordered a case of the cans myself to try them out. Great to know both flavours are out in Tesco Extra.

[janekane] 23/9/2020 13:30

I wonder what school he attended

[petersinthemarket] 23/9/2020 11:51

So, Zxie, you think DIS is a blue chip stock do you?
I like your confidence.

[petersinthemarket] 21/9/2020 21:24

I found and bought a can of Franklin's RedLeg Rum and Cola and a can of RedLeg Rum and Ginger Ale at Tesco Extra in Haverfordwest, SW Wales this afternoon. If it's got that far, it's everywhere. The shelf was already emptying. Great stuff. £2 per can or 4 cans for £6. I love the basic bottled rum, but I'm not personally keen on the cans. However, marketing obviously found it to be great. vive la differance. pete

[petersinthemarket] 21/9/2020 21:10

Zxie - (assuming you drink alcohol) buy a bottle of redleg and enjoy a quiet evening.
I can testify that it works. rgds, pete

[petersinthemarket] 17/9/2020 12:05

REF: #8707:Jane said: ''In answer to your question
I think he wants to get a holding that gets his ability to put his stamp on the company and that always means change''

Are you mixing me up with someone else Jane? I didn't ask a question.

However, in your answer I am not clear whether you are talking about Howard Raymond or Roland Grain. RG is the largest shareholder and HR has not increased his holding. What is your point?

I'll grant you one thing. I am a committed holder. What's wrong with that? I see the potential value in the company. But I'm not against a change of ownership if it improves prospects. You haven't explained how you think that might come about.

Finally, as repeated many times, I don't mind negative comments at all as long as they are backed up with facts. No disrespect meant, but your recent posts have simply been inaccurate and wrong information needs rebutting. Nothing personal intended.
rgds, pete

[berny3] 17/9/2020 11:33

JK to be fair your post and claims are not accurate.

"Howard Raymond has serious thoughts about distil
Why do you think he’s increasing his holding"

that has been proved to be wrong.

The question you ask only you know the answer to.

For me I am up money on a weighted basis so am not concerned and feel the price will move further forward. Any sharp drop in the share price I view no differently than the other companies I invest in that have fallen by similar amounts. look at many of the FTSE 100 companies that dropped to very low levels in March this year.

RIO Tinto could buy at £30, Recckit Benkiser £50 to name two. If you believed there was value you bought. Those two have come good even though the market priced them as down over 50% from their highs.

Distil is no different if you think there is value at this level you buy. If not you don't simple as that.

I think there have been several posts where many posters have outlined why they see value at these levels.

I see value at these levels in Distil. You may not that is what makes a market, a difference of opinion.

[janekane] 17/9/2020 10:29

Ok you never commented about the massive drop in share price your like a politician not answering a question with a question
The fact is Pete your so inlove with this that your ability to see problems are blurred
Why has the share price plummeted on a company showing low profit
Why has Roland grain accumulated such a massive stake
It's not that he gets a massive dividend
It's certainly not becouse he has so much faith in the company moving forward as is now
The share price answers that question
No Pete your so in love with this that you will never entertain another shareholder voicing their concerns
In answer to your question
I think he wants to get a holding that gets his ability to put his stamp on the company and that always means change

[petersinthemarket] 17/9/2020 09:34

Jane - evidence please!

1 April 2020 Howard Raymond 10.9%
30 Sep 2019 Howard Raymond had 10.9%
13 Dec 2018 Howard Raymond 54,718, 333 10.9%

[berny3] 17/9/2020 08:50

JK - what are you referring to?

Where is your evidence that Howard Raymond has increased his holding?

Here was his latest trade


Howard Raymond is no longer the biggest shareholder Roland Grain is now owning just over 11%

Do you mean to say Roalnd Grain has serious thoughts about Distil
Why do you think he's increasing his holding?

[janekane] 17/9/2020 08:37

Howard Raymond has serious thoughts about distil
Why do you think he’s increasing his holding
Here’s the major holders who must be concerned about the drop of 70% share price over the last 3 years

April 2020
Investor Percentage
Howard Raymond 10.90%
HSBC Global Custody Nominee (UK) Ltd 10.16%
Miton Group PLC 4.89%
Barclays Direct Investing Nominees Ltd 4.26%
HDSL Nominess Limited 4.12%
HSBC Global Custody Nominee (UK) Ltd 3.78%
RGS Beteiligungs-und Management GmbH 5.08%
Total Major Shareholders 43.19%
Total Share Capital 501,982,913

[petersinthemarket] 16/9/2020 18:33

It's enormous fun being your plaything Jane!
I'm sure you know as well as I do that big companies can apply pressure to retailers.

EDIT: ADDED IN: 18 April 2018 Budweiser owner AB Inbev purchased UK based whisky blender and online retailer Atom Group owner of Master of Malt, for an undisclosed sum.'' - The reason I added this is that since the takeover AB Inbev has instructed MoM not to export any spirits products (therefore including our RedLeg) into the USA where they have their own huge grip on the US booze market. I haven't tried to find any up to date stats, but I do know that in 2014 AB Inbev owned a massive 45% of the US beer market and can more or less impose any of their own rules on any booze supplier.

To go back a few posts, would you tell us how you propose to engineer a change of management at Distil Plc. I promise not to warn them that you are coming for them.

[janekane] 16/9/2020 18:01

Tell us how they could have used their muscles l
Ime sure They would relish your expertise eh🤣