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Share Name Share Symbol Market Type Share ISIN Share Description
East Imperial Plc LSE:EISB London Ordinary Share GB00BMZ1ND56 ORD 1P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.50 -3.45% 14.00 13.50 14.50 14.50 14.00 14.50 305,454 11:17:48
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Beverages - - - - 42

East Imperial Share Discussion Threads

Showing 76 to 98 of 100 messages
Chat Pages: 4  3  2  1
DateSubjectAuthorDiscuss
06/12/2021
21:16
PS they are clearly not just a tonic water company either. I await to taste their cold coffee and tonic brew, that is different,. but I live a sheltered life. LOL.
seagreen
06/12/2021
21:13
Dave, my knowledge is limited to the IPO presentation from July and general work experience in the City and briefly in the drinks trade helping a mate with hopefully a pinch of logic. I initially thought Fever Tree had taken over the world of premium tonic from Shh you know who, who have completely lost their premium brand status (I am sure plastic litre bottles that are never as fizzy and go flat in a mili second really was the final nail in their premium status cofin!)and now compete with super market own brand labels at the bottom of the food chain. They appear to have totally ignored the global craze of quality up market gins, from which the premium tonic industry has spun out of. However, I had it explained how Eastern Imperial were given the opportunity to attack the AsiaPac region whilst Fever Tree were over streched or took their eye off the ball. I wish I could aford more but the fact I sold some of my two conviction long term stocks when the shenanigans started to take place as it was and is too much of a golden opportunity with the current low share price (although I do not think that will last looking at the buys today trickling in), means I agree I am also optimistic and so far they are delivering what they promised.
seagreen
06/12/2021
19:20
Great insight seagreen. Good thorough review. I'm a relative newbie here & not as knowledgeable as yourself & others so appreciate one's contributions. I only first invested just a few months ago, and bought a good few times since, I'm very optimistic on a positive future here.
davethechef
06/12/2021
13:17
Fantastic news that the resolution has been pulled although rather sad that Rob Sunni has had to fall on his sword, but in the end he did not appear to have handled the approach/intervention by the key active shareholders with good grace but took great personal umbrage and did not seek a peaceful transition or compromise. We shall never know the reasons but presumably the key shareholders had their reasons and despite Rob’s initial rebuff and formation of a strategic board to thwart their challenge, it appears to have been carried out with a high level of conviction and they must have felt he was not the right man to take the global brand build forward. Prime Facie he did appear to turn it into a personal battle and slightly over stepped his authority as a Non Exec Chairman and the outcome became increasingly and sadly inevitable. The fact that the existing Executive team stay intact implies that they see the logic of the changes. It is also interesting that “Funke” has been retained as an independent Non-Executive so the claims that it was a board coup/company takeover on the cheap (it never was and was a ridiculous assertion and showed a lack of understanding of company law on reflection) seem a tad churlish now. Interestingly the two senior newbies are from the retail/rag trade but then of course the key to success in that trade is building a global brand, so the logic completely stacks up. Clearly the two key shareholders understand in the fiercely competitive global premium brand sector that is what is now required to move the company forward into a truly global brand. Colin Henry is a McKinsey man and a Non Exec at New Look. Previously he worked with Niki (who tend to hire thrusters who gain great brand exposure and the highly regarded "Niki brand way" and head hunters tend to seek them out) Jaeger and M&S trained (when it was hugely profitable and had a first rate training programme) and has loads of strategic digital transformation, go-to-market strategies, brand positioning and growth, turnaround developments experience. Alastair McGeorge is an experienced Chairman both with a long history at the Original Factory Shop and is Chairman of the retailTrust. Previously he was Chairman of New Look, M.D. of BigW in Oz and CEO of Matalan. (Their paths do not appear to have crossed at New Look but they may have met through that mutual company network.) I am not sure if you could have found two more inspiring brand experts/big hitters to work with Tony the CEO if you tried. I am not saying we have cracked AsiaPac and clearly Alastair’s exposure/network in Oz will be a huge/key benefit to forging their efforts to crack Oz. Apparently Fever Tree got so tied up in trying to crack the USA logistics/price wars first that they rather left AsiaPac free for a home run by East Imperial to expand their Kiwi brand there, which they have snapped up. The initial appearance of the brand on Amazon in the USA and the appointment of Mark Zonghetti as its Head of Sales for North America confirms Tony the CEO’s recent announcements that reflects East Imperial’s desire and ongoing progress in deepening the brand’s global presence, with the US representing a key strategic territory. The recent quality additions to the board will bring a wealth of knowledge and experience to carry out a strategic roll out in the USA of their brand and as important the most economic logistical manner in which to service the USA retail population. Lest we forget the population is huge in the USA but per square mile is far lower in the USA (in what is a huge land mass) than Asia for example. So the recent hires will have a huge impact ensuring that the servicing of the demand is strategically targeted/efficient whilst protecting the bottom line economics. No doubt Fever Tree will want to protect their patch but there is no point in entering a price war and they can learn from the difficulties Fever Tree’s entry into the USA encountered. So I expect more movement in the USA space now we have the men in charge that the active strategic shareholders felt were required to assist Tony in the global role out of a premium brand Whilst it would be good to see presence in the UK (arguably facilitating European recognition) eventually, it is already a congested market. From my times of helping in a mate’s wine shop there are already numerous brands of tonic and the “UK Yummie Mummies” currently tend to be addicted to Fever Tree. So as it is a smaller population in a more congested market place, perhaps it is best to be patient and have a more embryonic roll out. Although, I retain a sneaky/biased feeling that conquering the UK could potentially have a huge strategic global brand impact (it remains a central hub of the rich and famous despite the anti-Brexit brigade screaming it is the end of GB as we know it) as it remains in a very good time zone with many global firms having a London office. So it may have more of a strategic impact than any material immediate impact on the bottom line. Although us Brits do like our G&T! Exciting times and it will be interesting to see if Alastair retains the strategic advisory board of well-connected drinks and beverages illuminaries, but he will have to be convinced that there are real cost benefits and specific tasks that they can fulfil and assist the board with.
seagreen
06/12/2021
13:12
Morning IgbertSponk clearly a thread for the great and good, where on earth does that name originate from, a source of mystery.
seagreen
03/12/2021
16:41
Took another 17.5k, 13.625p just before the bell; very much encouraged by today's positive outcome. There's also an interview with Tony Burt CEO on their website home page which is worth listening to. Mentions about already in certain areas of US, but concentrating on Asia, Asia- Pacific where 60% of global population exists etc But as we know recent news on expanding in the US & with Singapore partners & my recent CEO link, interview mentions big push into the Australian pub, nightclub markets. Plus recently launched on US & Australian Amazon. So much to come, no doubt
davethechef
03/12/2021
15:26
TGI FRIDAY!!! Sweet Result! 'Just desserts done'! We can now continue growing, without the background boardroom distractions, with full vigour and enthusiasm, & realise our huge potential. 'Acorns to oaks' !!!
davethechef
03/12/2021
14:35
Good spot - all announced now and it seems peace has broken out.
igbertsponk
02/12/2021
10:29
Nice find Dave, good to see they are still focused during this avoidable board room scuffle I am sure it could have been handelled far better, there is enough room for all the talent without behaving like an east end thug. I was always going to upset the founders. So avoidable, but I cannnot see the point of waiting for the meeting as I think it is a foregone conclusioln. They coud have created more roles so everyone saved face. Very sad ADVFN attracts these toss pot keyboard warriors who know nothing about specific companies or indeed stocks and shares.
seagreen
01/12/2021
09:35
Tony Burt, CEO, talks about expanding, & time is right, into the Australian drinks, pub Market. From yesterday twitter. hxxps://www.barsclubs.com.au/news/east-imperial-once-again-looking-at-australias-bars/
davethechef
01/12/2021
00:22
No such post....not that I would have taken the slightest bit of notice of a troll. Once peace breaks out, I look forward to £1
seagreen
27/11/2021
00:22
Remember telling whoever would listen to sell at 18p. Hope a few listened!
purple11
26/11/2021
15:00
Ta for that seagreen. Similarly, took a few more 13.5k at 11.20p. I just feel/ believe we should be near the bottom & in the long term this will be seen as an astute top-up price & will be much higher once the present board shenighans are out of the way & positive news on sales, progress continues.
davethechef
26/11/2021
12:59
Warren Buffett once said that it is wise for investors to be “fearful when others are greedy, and greedy when others are fearful.” I am convinced it is time to buy so I did .....just hope my logic is correct I can not see how this will not be resolved in favour of the resolution however biter the taste may be and if it is not it will still recover.... but WTFDIK
seagreen
26/11/2021
08:19
[...] Six best tonic waters to mix with your Gin
davethechef
26/11/2021
08:19
[...] Six best tonic waters to mix with your Gin
davethechef
23/11/2021
20:59
East Imperial has tweeted in the last 24 hours; "Following our successful launch of Amazon US, we're live on Amazon Australia. Just in time to grab a pack of cans for a spectacular Summer" Also a poster on twitter displayed a paragraph mention from recent @sundaytimes, over the boardroom shenanigans & ends saying could get fissy!?!
davethechef
21/11/2021
01:29
It is all about brand marketing at the premium end in 2021.... They have the product....they need these two new guys to light the global brand touch paper ...the non executives should realise it, shrug their shoulders, welcome whoever is needed and buy a shed load of shares and sit back and watch the fireworks with their feet up !!!
seagreen
19/11/2021
21:48
Nicely said seagreen. What a debacle, but hopefully, in the not too distant future, to be resolved relatively smoothly(and sensibly & amicably)as can be, so as East Imperial moves onwards towards its goal of becoming a major global premium drinks company.
davethechef
19/11/2021
15:03
As you say anything we think of is pure conjecture! In no particular order: I suspect both sides are surprised at each others reactions! I am a tad surprised that the board is made up of 4 Non-Executives vs 2 Executives, but that may be normal in a lot of embryonic companies, although arguablly the Non-Executives may look to the Chairman for guidance. The Board and management have done an excellent job to date. Due to the sensitivity of the major shareholders request for a change in the Board and the timing, one presumes there must be a certainty in his mind that they have done an excellent job in building an Asia Pac brand, but he is convinced that the Chairman is the wrong person to take the company to the next stage and build a global brand. Or there is a degree of frustration or a specific issue that has built up, which we wil never know about unless the General meeting turns into an unslightly verbal brawl. The highly regarded Chairman on the face of it must find the whole thing totally galling. The only quick solution, which is a non runner in my book, is if the CEO publically or privately said he woud vote against the Chairman staying giving them a simple majority. However, this would leave the CEO open to attack/dismisal/public criticsm of his misuse of his shareholding and in an invidious position to put it mildly. Plus presumably there is a high degree of loyalty built up over time, so for many reasons he has to take a neutral stance until it comes to the general meeting unless it can be sorted without the need for him to declare his vote. The concept of the advisory board I thought was briliant initialy, but then if you think about it, it would be unwieldly, beuracratic, expensive and dificult to obtain a united decession on strategy from. In theory this is the Chairman's role anyway. On balance I feel (ignoring the rights and wrongs of the situation) the board, which is after all there to protect the interests of all shareholders and insure corporate governance have slightly overstepped the mark. In particular, the Non-executives arguably. At the end of the day the business is still functioning and flourishing and this is a board room battle with a major shareholder or group of shareholders who are big hitters in their own right and tough/unpleasant decessions make or break firms. So if you feel whatever the outcome is the business will still succeed and the executives/management team will not be effected or broken then the shareprice is an utter bargain of the century going forward. All be it that one should expect a degree of turbulence for up to 49 days, but any decession will be seen as positive, by the market. I might be wrong and whilst accepting neither side has come out smellling of roses, I think any perceived moral high ground the Chairman may have had has been lost or is ebbing away when you read the comments of Taylor Partners, so on balance a simple majority of shareholders will vote for a change to bring the matter to a close and ensure the brand momentum continues globally. Lest we forget the major shareholders have excellent contacts that the business would be foolish to lose, in such a competitive environment and are going through this pain to ensure its ultimate success. (Irespective of any sympathy shareholders may or may not feel towards the Chairman, there is no I in team to use a well worn phrase .) Certainly the two proposed replacements look to be of a high quality if you look on Linkedin. Particularly if you could are of the view that it is all about building a global brand going forward and not specific knowledge of the drinks industry for example. So frankly it is in everyones best interests to come to an amicable solution or agreeement yesterday and stop this ridiculous farce carrying on for a day longer than it has to. Perhaps the board will use the weekend to come to their senses as I cannot believe they can seriously think this issue will go away, that they will win a vote or do anything but harm by prolonging the misery a day longer than they have to.
seagreen
19/11/2021
06:42
Oh dear....
purple11
18/11/2021
18:51
Appreciate your thoughts, links & insight seagreen. I just wonder if this 'messy unsavoury' situation can be resolved before the EGM? Unlikely I guess BWTFDIK
davethechef
18/11/2021
17:22
The maximum period is 21 days from the notice (15th November)to convene and then a maximum of 28 days from the date of convenying as per the RNS, which would impllly the worst case would be circa 3rd January 2022. If they wait that long they will lose any remaining dwindling support and the resolution will be unanimous due to the pig headed and naive behaviour of the Chairman and his co Non Executive Directors. The Chairman and the Non Executive board potentialy are in danger of facing or could face a class action from shareholders against their behaviour and potential misuse of company funds imho and prime facie the board does not understand UK company law, which says it all. I can not see how the Chairman can prevent a simple majority approving the resolution, shareholders are fed up and even if the Chairman found a white knight to buy out Dr Reagan and Taylor Partners a) it would be turned down and b) the shareholders would now still want them to resign due to their appalling mishandling of the situation. He is a Non-Executive Chairman and Funke is a Non-Executive Director (with a legal background, which makes it worse) I am confused that the board does not understand Company Law. Certainly the enigmatic Toby Haywood does if he choses to obey it. Do they honestly think that by carrying on a recruitment process for a "suitable" replacement or additional Non Executive Director and burying their heads in the sand will make this go away. They are totally deluded the majority of sharehoders have had their faith in the Non Executive Board destroyed by their own stupidity and ignorance of Company Law. It stinks of them protecting their Non Executive remuneration and/or share options rather than acting in the best interest of the shareholders and the company. Two of Warren Buffets famous quotes come to mind "It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently." “I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful.” I hope they see sense and not put their sharehoders through any further misery.
seagreen
Chat Pages: 4  3  2  1
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