Fevertree Drinks Share Discussion Threads

[discodave4] 30/12/2017 12:45

Cheers Villa for posting that link.Nice to see that tonic water margins are aligned with gin price increases.Happy New Year all.DD

[wetdream] 30/12/2017 11:44

Steptoes Yard,

47m. Up from 40m previous year.
And at a higher av price.
👍

[christh] 29/12/2017 21:39

Maybe a bit of dyslexia....?

Up from 47m to 70m, will make it right !

[steptoes yard] 29/12/2017 21:11

47 up from 70 ?? Please help.

[villarich] 29/12/2017 21:06

The price of a gun and tonic is going up...47m bottles of gin sold this year, up from 70m last year. All bodes well for us.

[villarich] 29/12/2017 14:35

Based on what Christh? Here's my prediction for 2018. The price might be higher than today, or lower. In either case, I'm invested from £6 and will be holding for the next few years (as long as the growth story doesn't materially change).

[villarich] 29/12/2017 14:33

They could also undershoot market expectations. I'm not sure picking a price and crossing your fingers is a good way of making money in the stock market. Still, each to their own.

[wetdream] 29/12/2017 13:16

One last point-some of the market info through agencies like IRI that FEVR use, will inevitably leak into the wider mkt in spite of confidentiality clauses.
An element of this may be behind the recent confidence in performance.

[wetdream] 29/12/2017 13:09

Bamboo2,
RSI's been up there before, so not entirely new territory.
Momentum stocks like FEVR seem to be a bit unusual in this respect.
I suspect FEVR's had a sensational UK 4th QTR, but.....imho it's US news that'll really lift the share price

[steptoes yard] 29/12/2017 13:07

Looking fwd more to the outlook next time they announce and the prospects for inroads in the USA. Everything else is rear view mirror.

[ccr1958] 29/12/2017 13:02

Villa, I appreciate your analysis. I go by volume ,previous highs and tea leaves and in general it works for me... we will have updates early in the new year on earnings and they could well exceed expectations!

[christh] 29/12/2017 12:26

Do not ask questions when you can not see the future.
Sell off (like bamboon)and go away.

£28 imminent price and £35 by end of 2018.

[villarich] 29/12/2017 12:22

How do you figure that then ccr? What's the basis?

[villarich] 29/12/2017 12:22

God I feel like I'm talking to a brick wall. The last trading update must be priced in as we know it!! What's also priced in is a set of results that match the view given in that update. If the results exceed that then it will go up. Also I don't know what sources you use to obtain PE but I get it from a sharepad and it is a real time view. Current PE is 95. I agree FEVR is doing good day by day but saying it over and over again isn't gonna get you to your magical £28 target price. Like I said before I hope you're right but the lack of any actual analysis or insight from you is mind numbing.

[ccr1958] 29/12/2017 12:13

Yes cheers all, I figure £25 to be surpassed in next month !

[sogoesit] 29/12/2017 12:05

But MACD trend looking good... and the recent down-trend well and truly broken.
Here's to all those Fever Trees before, and after, the new year!!

[bamboo2] 29/12/2017 10:56

wetdream, yes agreed, re RSI, stock is overbought, hence the consolidation idea.

[orissander] 29/12/2017 10:54

Last trading day of the year, to see a better picture of where we are going we must await 2018 and the long waited ER. Have a gin and tonic meanwhile.

[wetdream] 29/12/2017 10:39

RSI is going a bit nuts.
90+

[orissander] 29/12/2017 10:24

25 was before the trading update, then the stock fell and when the trading update came stock did +15% in one day losing all in the next 2 days, so the trading update is not already priced and also the earnings report.
In addition, all data you see on internet is old and the p/e that you see is 1 years old. For a fast growing business static p/e is useless we have to see trailing p/e and peg ratios.
Last thing to say, he company is doing progresses every day so we have to consider also that fevertree tomorrow is worth more than today.

[wetdream] 29/12/2017 10:11

Or if gin takes off in the US!
;-)

[villarich] 29/12/2017 09:13

Also what technical analysis tools tell you that if the share is at £25 before results it won't go up, but if it's at current levels it'll shoot up? Sounds a bit like you're also hoping for £25 and looking for any way to justify that price. Did you get spiked as well?We all know what the results are expected to be and is priced in. The only way at the moment it will hit £25 is if the company announce another upgrade.

[villarich] 29/12/2017 09:09

The stock hit £25 earlier in the year because it released a trading update that surpassed market expectations. It didn't rise because of 'no particular data' as you claim. The reason it has dropped from there is because the market was expecting more of the same and FEVR didn't quite live up to expectation (despite it still being a cracking update). The thing with these high PE, fast growth shares is if you undershoot market expectations by a smidge then the share could drop - see BOO as another recent example.Also I don't buy into setting target prices based on what it's done in the past and what some bloke on a bulletin board says it could be. Don't get me wrong, I hope it does hit £35 and beyond and I'm sure it will in the years to come, but just as Christh does, spouting some random number that is higher than the current share price is a bit tiresome.

[ccr1958] 29/12/2017 09:00

Thx bamboo