Distil Share Discussion Threads

[haggismchaggis] 02/1/2021 12:19

Maybe RG just wants to learn from the guru DG, get some free mentoring so he can apply the same strategies to his other businesses! :-D
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"... all of which suggests he is confident of some significant upside here"
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Absolutely! Nobody would invest that much cash into a penny stock unless they thought it was either substantially undervalued or had huge upside ahead, DIS is both, just based on selling one brand.

[clermontace] 02/1/2021 12:15

JaneKane to be frank you're rather emotional and a bit of a moaner!

This will never help your investment or financial position (either here or elsewhere on the stock market).

You regularly broadcast for all to hear, your dissatisfaction at being invested in a penny share (along with the characteristics of such shares), but only YOU made the decision to do that (many years ago it seems). You should not expect others to willingly carry your day to day emotions over your own financial decisions. We 'GET IT'. Telling us over and over again that you're wounded is boring.

A £1.5k drop in value in a days trading may be significant and uncomfortable to you, but you should understand that that kind of value might be utterly negligible or of limited interest to others. I respect it's significant for you and I certainly don't belittle your finances, only to say there is only so much readers can do with your comments or offer in return. I'm not sure what you're trying to achieve.

You may find the expression 'stale bull' distasteful, but it seems that's what you are. You state you have a sell order in. Good. I hope it get's filled (for all our sakes!). I know for a fact that there are buyers who want in.

The fact that you're hoping to sell, JUST as events are hotting up and JUST as the company looks like it is able to deliver some compelling growth is proof is it not that you're a stale bull......and perhaps one of the last.

As the saying goes, the darkest hour is before dawn.

NAI, ADYOR.

[clermontace] 02/1/2021 11:51

Hi haggis....yes, I was speculating about the profile of RG's numerous privately held interests in the drinks industry and wondering if or how they could somehow dovetail into what DIS IS and what DIS HAS to offer. We may each have something the other party wants. My thinking had not got as far as a cash offer for any of his existing companies...that's all.

The fact that RG is soon to be a board member should bring a good deal of reassurance imo. And I fully hope he intends being an active participant in directing the business.

Follow the money. In acquiring 20% of the shares he has made a significant financial commitment....all of which suggests he is confident of some significant upside here. It might be that his existing interests in the drinks industry can in some way accelerate DIS' fortunes (and vice versa).

Exciting times.

I don't think we will have to wait long to see the pieces of the puzzle fit into place.

[skinny] 02/1/2021 09:28

5 year weekly view.


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[haggismchaggis] 02/1/2021 09:18

Clermont, you were talking about collaboration or merger in your previous post, that is why I've said what I've said. I wasn't going off on any tangent, I was following what you said. My point is that his 20% holding does not get him any more than one vote on BoD decisions.
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"If there is to be any collaboration or merger, those two companies would certainly inject a nice bit of 'craft' into our drinks portfolio."
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"The fact that Roland Grain has taken 20% of the business before joining the BOD suggests to me that there is likely to be a major value accretive event in the near future."

[janekane] 02/1/2021 08:19

Daz I’ve been here for years and have had some horrendous days when you see your holding drop over £1.5k in a day and even recently more of the same then your entitlement to criticise is justified
And now again going to say that we have a one horse stable sales of black vodka are virtually none
You can buy a selection of gins in various flavours from Lidle and Aldi that are medal winners at prices that our company couldn’t match
RedLeg is a premium product and will go further RG has the ability and geographical market to move our RedLeg brand to the highs and on parr with the biggest selling rums worldwide
The problem with penny dreadfull shares is that punters fall in love with the company and any critical posts get treated as if posted by a pariah
Nit pickers who correct a simple spelling mistake delusion of grandeur tosses who have spent a grand and think they own the free bb who incidentally are paid for by quote “blueys”
I have my sell order in with my broker and am confident of buying another property as a result in 2021
Have a nice day Mondays trading will be crucial to the way forward for Dis in 2021
Jane

[daz1712] 02/1/2021 06:41

Post 9465(nbriley11)-you are correct my position has changed a few times on DIS from an entry point June 2019 till present both bullish and bearish, as has the company and several who follow the details rather than share price movement.

Revenue increase from Year end 2016-2019
From 1169,1642,2014,2401 and 1million cash available and the company managed to break even-great news June 2019.
Year end March 2020 revenue flat at 2441 shares dropped from 1.50 ish to .65 in this calendar year, with only 1 brand increased revenue the others dropped and 2 are no longer available. Very bearish

Lockdown and the pubs shut...umm not good but Dis has Redleg and Blackwood in Morrison and Redleg in Sainsbury’s so the switch from pubs to drinking at home is done and instead of a paying £5 for a double in the Jolly Sailer have the whole bottle for £15, dis reports a massive revenue increase - very bullish buy back at jul 2020

News of Mr Grain increased his holding December 2020 from 10-20% so bullish on the future buy

The company has had many ups and downs and when the lockdowns finally end, will revenue turn back again? Will Grain not be able to work with DGoulding ? Will
Grain buyout another 10% and offer for the rest or another player come in?
I’ve brought and sold between 1.85-.65 over the last 18months and currently hold 5 buys from 1.12-1.85 for your explanation nbrily11

[clermontace] 01/1/2021 23:42

haggis, I don't think I've suggested that DIS would want to buy any of RG's interests. I'm not sure why you're running off on that tangent or even suggesting what Manly Spirits might be worth.

I'm much more relaxed and indeed confident knowing that RG has taken a position on the board.

I am looking forward to his input and direction.

The incentive for him to build value and share price here is now considerable.

[haggismchaggis] 01/1/2021 21:26

Well DIS don't have enough cash to buy either of RG's other interests. How much are they worth? £5m each? That would be a huge acquisition fundraising for DIS, and I still think the BoD would reject the idea after the Extreme Spirits debacle nearly made DIS bankrupt.
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Just remember, RG has one vote on the board, just one, he does not run the company or own it, so if he wants anything to happen between DIS and his other interests he has to show them an incredibly attractive business case, and convince enough of the BoD to vote for it.
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[clermontace] 01/1/2021 16:55

With regards to Manly Spirits and The East London Liquor Company (where our freshly-minted-20%-share-holding-soon-to-be director has interests) I believe this has to be a mutually strategic development for both.

I can't help but think any useful crossover will come about in the actual distilling / bottling / raw materials / movement / packaging areas.

The current distribution for the above two companies does not appear very strong, with only a reasonable online presence and a spattering of smaller, independent off trade outlets. To that end, they remind me very much where BBV and BES once was.

DIS is a different animal these days and has grown its domestic off trade sales channels extremely well; we have good, in-depth exposure to pretty much ALL UK supermarket chains and have grown and HELD shelf space in all of these for some time now. Not the case back in the day, when BBV got shelf space before it was all too frequently dropped.

In contrast to where we are today, it seems pretty much everyone wants to stock RedLeg and the majors were happy to take the sideways move into the RTD isles in a heartbeat. Basically we're all over the place.

In fact you could say DIS has off trade sales channels that the likes of Manly Spirits and East London LC could only dream of. They once tweeted that they were selling in Waitrose for a short while.....but I don't see it. Maybe they are just 'too cool for school'.

If there is to be any collaboration or merger, those two companies would certainly inject a nice bit of 'craft' into our drinks portfolio.

The fact that Roland Grain has taken 20% of the business before joining the BOD suggests to me that there is likely to be a major value accretive event in the near future.

AIMO.ADYOR.

[clermontace] 01/1/2021 16:33

Further news in January may also be around NPD.

Over and beyond the addition of the Banana flavoured rum, the refreshed packaging for the range and the collaboration with Global Brands in the RTD market, NPD was mentioned twice in the interim results..................which leads me to think there must surely be something else in the pipeline on that front.

[clermontace] 01/1/2021 16:21

Given the topsy turvy nature of 2020 and accounting for the very strong H1, I would be delighted even with a small or modest increase in Q3 figures. As at September we had already trounced last years results. H2 Figures (to March 2020) were good. So, to have matched our performance would be 'enough' in my view.

Given the above and speculating that H1 did include a good deal of pipeline fill, I would view a 10-15% gain in revenues for Q3 a very, very strong result indeed.

But we will all have our own hopes and expectations.

Market research in the supermarkets would suggest the Rum has sold well off trade during the peak of festivities but orders into the New Year and into Q4 will be very relevant this year, especially as most of the country has entered that period in lockdown and cannot drink on trade.

What do others think?

[clermontace] 01/1/2021 16:12

Berny (et al), what are your thoughts for Q3 2020 revenue growth?

As a comparison here are the revenue increases as seen in previous years January Trading updates:

17th January 2017 - Revenues up 71%
16th January 2018 - Revenues up 19%
21st January 2019 - Revenues up 29%
20th January 2020 - Revenues up 7%

Obviously, the figures can vary somewhat depending on how many of the forward seasonal orders were received (and accounted for) the Half Year update to the end of September.

Given that DIS' interim report was sooo strong, it might be that quite a few of the forward Christmas orders have already been accounted for (?)

Headline figures in the Interim Report were thus:

>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>
Financial Review - versus same period last year:

-- Revenue increased by 128% to GBP1,878k (2019: GBP824k)
-- Gross profit increased by 107% to GBP1,032k (2019: GBP499k)
-- Volume (litres) increased by 87%
-- Investment in brand marketing and promotion increased by 158% to GBP565k (2019: GBP219k)
-- Other administration costs increased by 10% to GBP307k (2019: GBP279k)
-- Operating profit of GBP154k (2019: GBP1k)
-- Cash reserves at period end of GBP570k (2019: GBP836k)
>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>

I thought I had seen a brief comment somewhere in the previous RNS with regards to pipeline-fill, but can't see it now (?)

[nbriley11] 01/1/2021 15:05

Sorry, I am confused, looking at Daz's comment history it looked like they were bearish and then now turned bullish? Am I right - just want to understand the change particularly after it finished at 52-week highs. On another note, I enjoyed some Redleg rum last night and it is selling well in my local Tesco too - none left as of last night and only 2 left prior to Christmas. Unsure if they would have ordered in that period or they are still awaiting a new batch.

[clermontace] 01/1/2021 14:46

Yes, A Very Happy New Year to all DIS shareholders....and I echo your sentiments janekane. Distil could be set for a very eventful and buoyant year.

Get your 2021 shareprice targets in before 8am Monday 4th!


A bit of lazy research today focussed on the drinks market....to include:

Manly Spirits

East London Liquor Company

Dead Man's Fingers (recently bought out by Halewood Wines & Spirits)

Distribution networks.

DIS entering the U.S.

[janekane] 01/1/2021 07:48

Happy new year daz it’s going to be a prosperous one for Dis holders🚘8641;🛶Ӿ66;🥐

[daz1712] 31/12/2020 21:05

Happy new year to all investors on this BB new and old. 🍾🍾🍾🥃9347;🥃

[janekane] 31/12/2020 16:55

Sure thing will happen berny
The market will open 4th Jan COVID permitting
Just a small point bern
Happy new year I think it’s going to be a prosperous one for us all

[berny3] 31/12/2020 12:02

Try picking up the phone and talking with your broker and going direct to the market. 2.35 trade shows market makers are shutting down on this. The trading over the past few days makes me think that something will happen in the new year.

Whether this is a new anyalst picking this up or something like that I don’t know. But things are looking positive for the price and that is for sure.

[clermontace] 31/12/2020 11:56

Very strong on the bid, but I can't buy diddly squat.

[berny3] 31/12/2020 11:46

CA - 150K on the ask and 100K on the bid

[chinese investor] 31/12/2020 11:38

2.35p Paid !

[clermontace] 31/12/2020 11:34

c.1.6M buys vs c.650k sells so far today.

2.35p just paid for 168K.

This is about to move once again.

[clermontace] 31/12/2020 11:16

Haha haggis. Fair play to you.

Yep, 10p+ would probably satisfy those who have held so long.

But 8p or £40M for the Rum really would be a steal imho.

It really isn't a lot of money for a major player looking for a decent brand like that.

[clermontace] 31/12/2020 11:13

janekane - it depends of course on how you value the intangibles.

As I've stated, if someone bought the Rum for £40M (or 8p a share) I think the buyer would have got a very good deal indeed. DG said he would laugh at a £10M offer and that was around, what, 6 years ago? Look at how it has developed since then - into two further flavour variants and with a collaboration with Global Brands in the RTD market. I would not be surprised if DG was aiming for £100m + for it in the fullness of time.

What's the rest of the portfolio worth? Blackwoods Gin and Vodka are very good brands, still with good potential. Blavod? Not a serious contributor any more, but cumulative case sales for that brand would be considerable. Diva and Jagos? Not contributing but both worthy of development.

The other variable of course is WHAT RG can bring to the business in the near term and how DIS may change in 2021. I see the business as a springboard now, primed for it's next stage of development, and think progress could be rapid with the influence of a well-connected board member holding 20%.

What are your thoughts?