Distil Share Discussion Threads

[berny3] 12/10/2016 12:28

Glenn

Look at the annual return for the company 2 shares issued and shareholder Distil Plc. Get it through companies house web site.

[glennborthwick] 12/10/2016 10:28

dormant but don goulding as director. presuming its a subsidiary set up so it can be sold off easily if a bid comes for it

[berny3] 12/10/2016 09:58

Noted this

[berny3] 05/10/2016 15:36

Not sure whether this is based purely on last year dates but have teh following on Bloomberg for earnings release for company. 27th October

[petersinthemarket] 05/10/2016 08:48

Cheers Berny, a little optimism is welcome - we have been waiting a long time for this.

[berny3] 04/10/2016 23:16

We know from the trading update 1% increase in volume over first 3 months compared to last year equating to 5% change in revenue. The update mentioned this was at a time of pipe fill last year for Redleg Rum. Does this suggest that last year volume was weighted towards the first three months of the year because of taking on Sainsbury's. If so we should expect higher than 1% growth in sales in the final 3 months.

Add to that we have had pipe fill for Waitrose for Redleg Rum and then Pipe fill for Morrisons for both Redleg Rum and Blackwoods Gin.

Therefore I would expect an increase in sales volume compared to last year. If we are looking like for like the pipe fill for Waitrose and Morrisons combined should be greater than the pipe fill last year for Sainsbury.

Assume 10 - 20% growth in sales. What that equates to revenue looks to be more or less 4 times sales volume. So we could be looking at 40 - 80% growth in revenue. That should place us into breakeven territory and maybe even profit for the first 6 months.

Historically I have been over optimistic and may well be here to. I remain positive.

[petersinthemarket] 04/10/2016 13:47

The share price continues to remain strong and the steady climb during the last twelve months has been very reassuring. Interims likely to appear at any time over the next few weeks now. But probably unlikely to give us any real figures until the finals. No sudden share price moves yet, so no news leaks yet. Pretty certain that break even will occur during this FYr and just possible that it might actually be happening around now. What do you reckon Berny?

[petersinthemarket] 03/10/2016 19:17

Last Interims 29 Oct 2015 - so anytime soon. GL to longtime longs, pete

[lr2] 03/10/2016 13:09

Indeed it is.

And I'd hazard a guess that the 1 million trade at 1.38p timed at 11:43 today is really a buy as I bought 150k four minutes earlier at 1.37p and that was shown as a sell.

[someuwin] 03/10/2016 13:03

Nice move up today.

[berny3] 27/9/2016 10:13

Taken from a recent tweet today - gives us an idea of growth figures in other brands

Glenfiddich distiller/family firm William Grant:
2015 profit +9% to £147m
revenue +6% to £882m
Hendricks gin + Monkey Shoulder selling well

[petersinthemarket] 23/9/2016 19:39

Buy on the rumour, sell on the news.
Have we had the rumour yet?

[berny3] 23/9/2016 13:47

Good move SUW - buying on the dips seems sensible. Half year results were released in October last year. i would imagine there are people waiting to see how these new distributors translates to the financials.

[someuwin] 23/9/2016 11:35

Time for a top up?

[haggismchaggis] 22/9/2016 12:22

Also, once cash flow positive, I forsee expansion of the range. An easy option would be flavoured vodka utilising the Blavod distillate.With the network of suppliers in place, it would be a quicker and easier process to get new products into the market than it would have been a few years ago.

[berny3] 22/9/2016 11:57

SUW - once sustainable market penetration is achieved sellers will want to stock the item as it is in demand by the consumer. The company stated that Redleg is the fastest growing Rum in it's sector. If you are in charge of the spirits section as a buyer you will want to have that product in your range.

We are seeing this in the growth of Redleg Rum. i.e. growth equals further growth. The same traction needs to be begin to be established in

Blackwoods Gin
Blackwoods Vodka
Jago's Vanila Vodka Cream
Diva Vodka

As money makes money once the company has cash it can the begin to invest in getting that same traction in the other brands.

The recent raising gave the company a cash buffer, something it has not had previously. With any distributor to get a listing you first have to supply. To supply Morrisons with two lines would consume a lot of cash outlay to stock the supermarket before you got cash in. The company is in a position now to be able to make this investment.

Further to your comment on other distributors - would it be great if Wallmart in the US wanted to stock Redleg and Blackwoods.... Now that would be a super game changer... Onwards and upwards.

[someuwin] 22/9/2016 10:38

These ones still to sign up...

Asda
Budgeons
Co-op
Aldi
Lidl
Marks & Spencer
Ocado

Then we need more pub / hotel chains & distributors to get onboard too.

I guess once they are consistently above breakeven they can then focus more on broader advertising to build the brands up further.

That is the end game here - a sale of one or more of the brands for 10's or even 100's of millions.

[someuwin] 22/9/2016 10:37

Cheers Berny - I'll try and get a definitive list in the header at some stage.

[berny3] 22/9/2016 10:30

SUW worth noting this RNS in 2012

22 November 2012

Blavod Wines & Spirits PLC

("Blavod" or the "Company")

Tesco to stock Blackwood's Gin in England and Wales

Tesco has agreed to increase availability of Blackwood's Vintage Dry Gin to larger stores in England and Wales. Previously Blackwood's Gin was only available through Tesco stores in Scotland.

Also Majestic Wine stocks Blackwoods Gin not sure about Bookers.

[someuwin] 22/9/2016 10:10

So what we have so far...

RedLeg Rum:

Sainsbury's
Tesco
Waitrose
Morrisons
Bookers
Majestic wine
Amazon

Blackwoods Gin:

Sainsbury's
Tesco
Morrisons
Amazon

[baticle] 22/9/2016 08:08

I added 50,000 this morning, with another store on-board sales could start to multiple quite rapidly.

[glennborthwick] 22/9/2016 08:02

Keep accumulating.

[berny3] 22/9/2016 07:45

The company had 80% growth in revenues in last FY 1st half with one line (Redleg) listed in Sainsbury. This half we have had 2 lines (Blackwoods and Redleg) listed in Morrisons and 1 line Redleg listed in Waitrose.

We know from the trading update that prior to these listing quarterly sales were the equivalent of restocking Sainsbury (1% higher than same period last year). If you add the the second quarter Waitrose and Morrisons likely to be circa 1,000 stores (200 Waitrose and 400 each line Morrisons). Do the maths sales this 1st half should be 20 - 30% higher. We also know that there is give or take 4*revenue growth to sales growth. Last year 20% sales growth 80% revenue - trading up date 1% sales growth 5% revenue.

Roll on 1st half year results.