Distil Share Discussion Threads

[berny3] 03/1/2017 16:41

would be interesting to have feed back on which size Super Markets Redleg and Blackwoods Gin is getting into. Also number of lines on the shelves too.

Seems sales and general interest is growing.

[lr2] 03/1/2017 13:48

Welcome aboard Chinese Investor.

500k at 1.22p went through 20 minutes ago.

Current quote is now 1.135p - 1.25p.

[chinese investor] 03/1/2017 09:18

The 100,000 1.194p is a BUY !
Mine !

[mr angry] 01/1/2017 21:56

Saw the new Red Leg bottle design in Waitrose and must say with the already excellent label it really stands out on a shelf of rums. Top marks for whoever came up with that!

[berny3] 01/1/2017 17:57

monthly frequency number of reviews on Amazon seems to be increasing for Redleg. Hope this is an indication of growing market penetration of Redleg. looking forward to a 3rd quarter trading update.

[mr angry] 31/12/2016 09:07

One of the new bottles would look even better !

[darkdogs] 31/12/2016 03:48

Had to laugh when i saw this

[berny3] 27/12/2016 18:45

Sounds like the supply chain is working well. Interested to see whether Redleg starts to be stocked in the smaller convenience Tesco stores. It started off in 700 Tesco stores.

Be interested to see a trading update in January. We know that 1st quarter had 5% growth (up and above Sainsbury stocking their stores)2nd quarter give or take 40% (estimate) due to stocking of Morrisons and Waitrose. My poor estimate reckon 25% over the whole year growth in revenue is needed for break even.

Market cap £5mln???????

[mikkydhu] 27/12/2016 17:52

My local Tesco has within the last week moved on to stocking the RedLeg Rum bottle with the new design.

[berny3] 27/12/2016 17:51

cheers glenn sounds like it is moving quite swiftly of the shelves.

[glennborthwick] 27/12/2016 16:48

back fully stocked so no supply issues

[someuwin] 25/12/2016 19:45

Blackwoods Gin Retweeted
Nicola Jay Croft ‏@DaisyDoll_25 Dec 22

Today @lightsplintered and I discovered @BlackwoodsGin with @FeverTreeMixers Merry Christmas indeed! Yum

[berny3] 25/12/2016 08:57

Happy Christmas to all.

Be interested to know how quickly stock is restocked on those shelves.

[bprofit] 24/12/2016 21:36

My local Tesco has also sold out today... Can only be a good sign..Merry Christmas everyone...

[glennborthwick] 24/12/2016 19:36

number 6 best selling rum on amazon

[glennborthwick] 24/12/2016 19:24

sold out at Tesco's around here. Was on offer at £15 Guess that's good news but maybe they are missing a trick if not resupplying quick enough

[berny3] 22/12/2016 14:16

Nice to see the price moving higher. Just seen Redleg in another local store (independent)as well as Blackwoods Gin. The word is spreading. Looking forward to a Christmas trading update.

[acdc52] 21/12/2016 16:50

Touch wood, Distil Plc does break even (if not not profit). Thanks for the update.

[berny3] 21/12/2016 16:18

It looks like sales continue to get traction. Last Christmas the company had

Gin and Rum in Sainsbury
Rum in Tesco

This Christmas we have in addition

Gin and Rum in Morrisons
Rum in Waitrose

Amazon sales of the Rum and 60% Gin seem to be doing OK looking at review figures.

Gross margins are pretty consistent around 56 - 58%.

Estimating around 12% increase in variable costs we need to get £1.5mln in TO to breakeven. or an increase of 26% in total year TO. results for 1st half of the year showed 25.6% growth in TO.

Break even this year looks a distinct possibility.

[acdc52] 21/12/2016 15:39

5p should be current value considering its brands are gaining grounds by the minute. Only if final accounts show at least break even (if not profit) and M&A in the pipeline, it's share price should be trading over 25p.

[berny3] 21/12/2016 14:29

I am surprised the recent acquisition of Punch Taverns and Sipsmith has not fed into more interest in the company and a higher price. In terms of Pnl Distil is not too far behind Sipsmith. If the deal was indeed £50mln then £5mln being attributed to the mrkt cap is significantly undervaluing the assets.

If you assume a £1.4mln TO this coming year (taking last year figures and growth)

£36 a case revenue average (£6 per bottle 6 bottle a case) = 38,000 cases

mrkt cap is £131 per case sale. I reckon we should be £500 - £750 per case sale and mrkt cap should be closer to £19mln - £28mln or 3.65p - 5.4p.

I think I will use that as my forecast for next year share price.

Happy Christmas all.

[lr2] 21/12/2016 09:58

Sell 500k at 1.11p - Buy 50k at 1.15p then 1.175p and upwards for larger amounts.

Buyers in the building today.

And a Merry Christmas to one and all.

[distill] 21/12/2016 09:49

At 50p you can have all my shares, dream on and hope you all have a good Christmas

[acdc52] 19/12/2016 13:57

I reckon Dis will be trading around 50p next year if revenue doubles up with net profit £1m and M&A.