Distil Share Discussion Threads

[petersinthemarket] 08/1/2023 10:59

We should soon find out how last years upheaval is working out.
Recent January trading updates:
17 jan 2022
12 jan 2021
20 jan 2020
21 jan 2019
16 jan 2018
17 jan 2017

[gipps] 05/1/2023 20:23

I think some news 're results are due this month

[chinese investor] 05/1/2023 11:53

Steady Progress Continues !

[haggismchaggis] 19/12/2022 13:53

Bprofit,
.
I have heard about it, not seen it myself though. Good to hear it's business as usual for Distil.
.
I increased my holding as I think the January trading update will be a wake-up call to the market and back up we go. If not that trading update then definitely the one in April.

[daz1712] 19/12/2022 13:41

Certainly looks like Redleg is back on the shelves and gaining momentum, will be interesting to see how the January update is. Redleg was 14.99 in Morrisons which is the cheapest I’ve seen it.

[bprofit] 19/12/2022 12:39

Haggis, I'm guessing you've also spotted the successful re-stock and aggressive Redleg promotional activity in the supermarkets?

[haggismchaggis] 19/12/2022 12:07

The 500,000 share buy today is mine.

[chinese investor] 12/12/2022 12:28

Steady Progress !

[chinese investor] 23/11/2022 12:54

Here We Go (Again) !

[tommyjnewton] 15/11/2022 16:44

Looks like somebody has picked up 2,100,000 shares today. Three pairs of trades of 500,000, 250,000 and 300,000.

[jsforum] 11/11/2022 20:41

No revenues slipped due to the change in distribution. The question is whether the in house arrangements can achieve the same or better volumes. If they do the margin should be better - no middle man We'll know by February.

[petersinthemarket] 11/11/2022 17:17

All stocked up again in sw Wales.

[daz1712] 11/11/2022 11:30

Because the majority of the products they sell nobody has heard of!! They did well in the pandemic because Everyone was stuck in drinking bottles of whiskey and rum, they could buy on Amazon, so Redleg shifted cases. Now we are back to normality, the revenue has dropped to <2019 levels with the added costs of the new investment plans, hence the lowly stock price, it’s seems like there is no progress to a return in Investment.

[distill] 11/11/2022 10:57

How can a drinks business do so badly when everyone is drinking their sorrows away

[tony284] 10/11/2022 20:58

Sainsburys stocked up with Red Leg here in Shropshire

[tommyjnewton] 10/11/2022 18:50

I'm in the West Country and there was an interruption to supply with RedLeg Original sometimes running out in Tesco. Now seems returning to normal. Also stocked up as usual in the local Morrisons now. Hopefully this pattern is now replicated elsewhere.
I want to know about future distribution abroad esp USA.

[bigboyblue] 10/11/2022 18:28

I wonder if the new distribution arrangements are beginning to bed in. I've noticed in my area (NE Wales) that Morrisons and Tesco stores have recently restocked with Redleg original. Tesco also have two full rows of the pineapple variation. Only anecdotal I know, but have others noticed any improvement elsewhere?

[buoycat] 09/11/2022 17:05

The build and sell strategy is clearly not working. One would have expected either red leg or Blackwood's to have been snapped up if it was. The market in whisky has grown incredibly over the last few decades, with huge scope for limited editions and so forth. The whisky market has far more potential than gin, rum or vodka. It's a risky strategy but an exciting one.

[bprofit] 07/11/2022 19:01

They also recently announced vintage gin and latest bottle re-design. https://www.distil.uk.com/news-page/distillaunchesnewblackwoodsvintagehttps://www.barlowandco.uk/blackwoodsLooks like small changes to design but looks better...

[bprofit] 07/11/2022 18:58

Blackwoods got a mention in latest tweet from the new distillery.https://twitter.com/ArdgowanWhisky/status/1588556842099245062?s=20&t=woUxF0DKplQkQmRWuziopw

[oldtimer169] 07/11/2022 12:50

Tiddlers with minuscule turnover that embark on TV advertising costing c. £500k are asking for trouble...but that only seems to be part of the problem here.

[waterloo01] 24/10/2022 11:50

Why oh why did they abandon the build and sell strategy. I blame Grain. The distillery eats time and money and makes no contribution till the 2030's. Will DIS even exist by the time it even bottles a single drop.

[petersinthemarket] 24/10/2022 11:22

A bit more jam for tomorrow.

23oct2022: Ardgowan update.
- The building project for the new whisky distillery is underway and will be completed in late 2023. It will begin distilling in 2024 and will then mature whisky in sherry casks for a number of years. The first flagship whisky will be a 7yr old single malt with a maritime influence.
- Meanwhile, a gin distillery is being built on the same site with completion in the next few months. The gin distillery will allow relationships to develop with retailers and provide cash flow while waiting for the whisky to mature.
- There have been a number of key appointments with a talented new distiller on board, a new Chairman with deep industry experience, and a project manager for all the construction works.

DIS has an interest in the gin distillery and we can also expect a whisky blend in due course, but new single malts are some way off.