Fevertree Drinks Share Discussion Threads

[monnow] 31/1/2018 14:04

Reads to me like margins will be squeezed, I dont share your confidence that it is baked into the price. Thanks for that particular link.

[villarich] 31/1/2018 14:01

I think it will have an impact on some companies but like you say, I haven't seen any assessment as to how it could impact Fevertree.I guess we're in a good position though. Fevertree is a premium product where prices tend to be inelastic. So if they did pass on the sugar tax, it'll have very little effect on demand. As an investor and part owner of the company, I hope they choose to pass it on rather than mess with the recipe to try and avoid it. The latter could completely destroy the business. Like the last post says - I think it's priced in to the SP

[sogoesit] 31/1/2018 13:36

Sugar Tax see here:


(Should be "in the price")

[monnow] 31/1/2018 13:25

Thanks for the reply Villa. I was unable to find any assesment on the potential sales impact, only that wholesale sugar prices will fall to compensate, this view may not hold water has sugar is a worldwide commodity not easily influenced by a tax hike in the UK. I think this could curb future growth rate in UK sales taken as it is in context of our already dominant UK mixer market position. This plateau in sales if it were to happen before a significant uptake in U.S sales could lead, in my view to a possible dip in expectations and perhaps a sell off to some degree.

[villarich] 31/1/2018 12:34

I imagine they'll have to pay it. Tonic water has 8g of sugar putting it in the higher tax band. The rest, apart from the naturally light tonic, have over 5g meaning the tax applies.I haven't seen any communications from the company in regards the tax though - unless I've missed something.

[monnow] 31/1/2018 10:40

Does anyone on here have any views on how the soon to be implemented sugar tax wil effect Uk sales,

[sogoesit] 31/1/2018 09:52

Berenberg today raises FT TP to 2850 from 2400 and BUY.

[villarich] 31/1/2018 09:38

It's not you averaging down is it?

[ccr1958] 31/1/2018 09:37

Ok mate ,Ta.

[bamboo2] 31/1/2018 09:35

Hi ccr, I am still waiting for an entry point. Hoping for approx 2375.

[ccr1958] 31/1/2018 09:31

Chris who knows,but big O trade !

[christh] 31/1/2018 09:29

ccr1958 31 Jan '18 - 09:24 - 1999 of 1999
Someone’s keen ,just bought 16,772. Tasty !!

yes, someone with a good taste and a sense of a good profit or maybe an inside knowledge.

[ccr1958] 31/1/2018 09:24

Someone’s keen ,just bought 16,772. Tasty !!

[ccr1958] 31/1/2018 08:49

How’s the chart looking bamboo ?

[villarich] 31/1/2018 08:08

Christh - you remind me of those email scams where African generals would ask for money in return for them depositing their millions in people's bank accounts.

[christh] 30/1/2018 22:09

wet wet wet nightmare,

how is Coventry?

You are filtered!


£26 is coming soon, results are due soon and will get share price to £28.

If there is an offer on the table will come out when the results are announced

Who the suitor be or would a hostile bidder emerge?

Buy fevertree shares, for a profitable journey!

Higher and higher will go!

[villarich] 30/1/2018 20:43

You can say that again. Pretty much everything in my portfolio is Red today.

[ccr1958] 30/1/2018 12:18

Bit of a sell off beginning right across the board .

[discodave4] 29/1/2018 21:29

wetdreamVilla says he is heart broken.DD

[martywidget] 29/1/2018 16:05

We can reach consumers anywhere they shop: Keurig Green Mountain...

Larry Young, Dr. Pepper Snapple CEO, and Bob Gamgort, Keurig Green Mountain CEO, talk about the benefits of merging the two beverage companies.




Dr. Pepper Snapple CEO: Keurig deal 'fabulous' for shareholders and...

This was the perfect avenue to take us into cold and hot beverages, says Larry Young, Dr. Pepper Snapple CEO, talking about what prompted the merger between the two companies. I don't think there's anything quite like it, adds Bob Gamgort, Keurig Green Mountain CEO, offering insight to the benefits of the deal as well.



The "Squawk on the Street" crew talks about Keurig's bid for Dr. Pepper Snapple which will form a new beverage behemoth.



Dr. Pepper Snapple to merge with Keurig Green Mountain
CNBC's Andrew Ross Sorkin provides details of the deal between beverage giants Dr. Pepper Snapple and Keurig Green Mountain.



More videos here:

[villarich] 29/1/2018 13:39

https://www.bloomberg.com/news/articles/2018-01-29/keurig-to-buy-dr-pepper-snapple-group-for-103-75-a-shareA little bit of info to help out FEVR's market cap into context.

[villarich] 29/1/2018 12:31

Someone tell Wetdream I'm heartbroken

[villarich] 29/1/2018 11:45

Agreed. Seems to be bouncing off a ceiling of £25.25 / £25.50 ish. Do you use Fibonacci retrace at all? By my calculations, based on a top price of £26.83, 23.6% retrace is £24.59 - roughly where we are now. The price has bounced a couple of times off the 38.2% retrace of £23.20 (19th Jan and 25th Jan). So could be a good entry point? The same area was a point of resistance on the move up from the start of December. It hit £23.20 on the 2nd Jan, before establishing support on the 61.8% retrace line of £20.96.

[bamboo2] 29/1/2018 11:30

Villa, potential turns 30-31/1/2018

Looking for a long trade, so will follow the price action closely.

Certainly price not happy with the altitude above 2500