Distil Share Discussion Threads

[barnes4] 05/5/2016 22:06

Unbelievable private punting outrageous really

Why the hell would you do that?

[lr2] 05/5/2016 20:12

He means this.

08:00:32 1.02p 241,475
13:34:58 0.905p 241,475

[buoycat] 05/5/2016 19:31

barnes4 what are you on about?

[barnes4] 05/5/2016 13:56

Why buy at 8am and sell before 2pm sheer private punting

[barnes4] 05/5/2016 13:39

450k seller on loose

Why sell so close to results?

[barnes4] 04/5/2016 13:13

Well our Friday 750k buyer had no staying power

Poor private punting imo

[risk1] 03/5/2016 19:40

I take it you are a fan haggis?

Do the directors own shares?

Barns are you stalking me? 😀

[haggismchaggis] 03/5/2016 19:00

Resistance is futile, Captain.

[barnes4] 03/5/2016 11:41

If it breaks resistance it is up up and away imo

[lr2] 29/4/2016 16:35

Well done the person who picked up 750k shares at 0.95p just before close as there were only 50k to 100k avsilable to buy on line all afternoon.

[petersinthemarket] 29/4/2016 10:49

Very glad to see the company is still working hard, but overall not a report to get too excited about. Everything appears to be moving in the right direction, and we should be grateful for that, but for various good reasons the pace is not really fast enough to satisfy everyone and probably not fast enough to have a major impact on this sleepy share price. If it continues in this fashion we should at last see break-even this calendar year, but personally this situation has been dragging on for so long now that my aspirations have moved much higher than break-even and I suspect that may be at least another year away. pete

[mr angry] 29/4/2016 10:00

I read the announcement as fairly neutral really, but they probably wanted to get something out ahead of the investor show tomorrow - anyone going along by the way? I can't make it unfortunately. No mention of Redleg in the USA. I wonder if the americans are objecting to one or more ingredients, they're known to be pretty fussy. Thats something I wanted to ask Don Goulding face to face.

[haggismchaggis] 29/4/2016 08:42

Cash flow positive by the time of the results RNS in early June? Or in a Q1 trading update at the end of June?

[berny3] 28/4/2016 15:04

Good to see Honest Burgers Chain use Blackwoods Gin

[berny3] 20/4/2016 16:33

agreed Pete. I remain confident. The near term is UK sales. That is where the biggest volume drive will be for now. US is next year it takes a long time to break into the US market> Headway is being made with Blavod as there are a few Tweets appearing referencing Blavod. Not as much on the Gin. The super market and on licence sales in the UK are key. We have 1,500 supermarkets stocking products. It is how many bottles are being sold per Supermarket per week. If we are getting one container delivery per month to Sainsbury and Tesco and another container in sales in the UK outside of the Supermarket per month; 3 Containers @ 1,200 cases per container 43,200 cases.

The interesting point remains to me that a market cap of £4mln if we had half that volume over the entire outlet sales would give a value of £185 per case. That would mean the market is valuing the company at £30 per bottle sold. A pretty ridiculous price.

Roll on results so we can get a better understanding of volumes.

[petersinthemarket] 16/4/2016 15:45

We have now passed the end of finyr 2015/16 so forgive me if I am getting a little excited in anticipation of a TU. Based on previous events we could expect to see a TU around the end of first week in May and results around the end of first week in June. We have now seen the first full year of DIS's transition from a third party distributor to a value added own brand developer (although I believe it does also still shift a small number of third party brands). Assuming they have managed to keep a tight grip on fixed costs there could be some signs of a net profit on the horizon. There have been good reports of massively increased UK sales even though the Eastern European situation has disappointed and the American has been slower than hoped for. The question is, has the UK situation been successful enough to get us on the road to profitability or are the fixed costs and the cost of freebies and other sales pushes sapping the bottom line? We should have some useful clues in a TU early next month and, at last, some real numbers to crunch in the results in about 2 months time. GL all, pete

[berny3] 11/4/2016 22:07

Test is whether Havana Club 3 year now under offer gets back in front of Redleg on Tesco popularity.

[dietcoke197] 11/4/2016 17:26

I think they are on promotion Berny £15/ bottle

[berny3] 11/4/2016 10:52

Sales at Tesco must be doing OK for Redleg Rum - moved up another place in popularity

[tommyjnewton] 08/4/2016 15:41

Regarding 'regular newsflow', every RNS costs a sigificant amount of money to my knowledge. If somebody wants news desperately they can always contact the company directly themselves.
I'd rather all spare funds were put into concrete expansion rather than hype which simply creates pressure and risks disappointment when a predictionj is narrowly missed..
Look at what the surfeit of newsflow from the supermarkets has done where every quarter there is ridiculous over-analysis of relatively sound businesses that detracts from the proper running of the enterprise. It has damaged the likes of Tesco big time and it will a slow haul back to where it should be.
I like Don Goulding as he appears sensible and has always been one who has been honest enough to say that there is a lot of work to do to get this company really moving. It is complacency and hype that can be the danger in a company such as Distil. Fortunately Don Goulding appears to be a serious grafter rather than a spinner - Hopefully my thinking is correct anyway !

[dante17] 08/4/2016 13:34

He is always very forthcoming in his email replies to me. The point is the market should be informed the same way, not just individual shareholders bothering to contact the company directly.

[petersinthemarket] 08/4/2016 13:18

You are right Dante, they are a bit thoughtless about regular news flow. Perhaps it might be worth an email to ask them how they are progressing. pete

[dante17] 08/4/2016 12:58

Good points Pete. It's frustrating as hell waiting for the yanks to get their finger out and approve RedLeg but I would criticize Don for not being more forthcoming in keeping shareholders updated. Diva has been on the market for almost half a year and he has given zero info about what's happening with it.