Fevertree Drinks Share Discussion Threads

[sogoesit] 09/3/2018 09:37

Lol... been a good couple days for growth stocks!

[villarich] 09/3/2018 09:29

Nice start!

[discodave4] 09/3/2018 08:55

Nice finish?

[sogoesit] 09/3/2018 08:31

Nice start!

[jarega85] 08/3/2018 17:39

Nice finish

[orissander] 08/3/2018 12:16

@villarich

This is the article

[christh] 08/3/2018 10:59

is that the bottom for the share price?

I think it is , £28 is the next milestone as it has broken through £27.

So aim high for £28

[villarich] 08/3/2018 10:53

Don't really care about the dividend as it's diddly squat. In fact I'd rather they spend that cash on growing the business rather a token payout. As for your comments on the US expansion - do you have any link to a the information that talks about the Q3 date please? I also think your take over premium is very optimistic. I can't see someone paying nearly 100x earnings.

[orissander] 08/3/2018 10:40

Dividend will be increased for sure.
My only doubt is:
Us expansion in this ER will not be a big thing because fevertree will start for a real expansion in q3 this year.
All remember to add a % premium for a possible takeover, so next year a target price could be 35£/38£ if we consider that.

[christh] 08/3/2018 09:40

It will spike up to £26.90 might break through £27.
The buyers always return in the afternoon, waiting for the price to settle.
Many institutions are accumulating anticipating results and news.
Hopefully thr dividend will be increased since profits have risen.

[sogoesit] 08/3/2018 08:29

Yes, I think this is the key point on current valuation.
The remaining upside for next year (current year 2018) is now reducing due probably to growth risk and, therefore, price multiple paid.
I have 62p for next year. Awarding that 50x gives £31. So, as you say, not a lot of upside and comparing to other prospects deserving of attention.
Note that fiscal year end upcoming for opportunities like Bed&ISA too for PIs.

“Twitchiness” rules!

[villarich] 08/3/2018 00:46

I've got 60p EPS for next year with a conservative 50x so looking at £30ish.That's only a 15% rise in the share price but 40% on my average. Probably worth holding then!!

[discodave4] 07/3/2018 21:12

Low end 55p eps to top end 70p, so taking the mid of say 62p with a PE of 55 then call it £34.........who knows!, not me that's for sure so just DYOR.As has been posted numerous times, overseas earnings are key to sustainable growth, if they don't pan out then........?DD

[orissander] 07/3/2018 20:09

Discodave, for next year, your prevision?

[discodave4] 07/3/2018 19:56

Sogoesit,Wash your mouth out!.......likely to fall, never, this only ever goes up according to our resident ramper/s. :)VillaThink I'd join you, last year I had pencilled in a target price of £26 so I'm getting a bit twitchy already......never know whether to trim before results or just hold, as I'm lazy I usually just hold as in long term (unless the story changes!).DD

[sogoesit] 07/3/2018 16:43

2690 is upper trend line channel limit with 2560-2580 as approx base line channel limit.
Today's intra-day indicates short term upside tested (of 2711); likely trend down next few days.
UT 2660

[christh] 07/3/2018 16:21

orissander
7 Mar '18 - 13:18 - 2354 of 2356
Will reach 28£ before ER?

In my opinion it will as there is so much happening and so many expectations.
the company is doing so much in pushing to get more income by expanding in the US and other major
countries.
It has doubled production,it has shown consistant profits,and it has employed specialised directors to achieve expansion in the US.

There is also a possibility of a takeover by a major corporation.

[villarich] 07/3/2018 16:07

No it won't. And if it does, I'll be selling

[christh] 07/3/2018 15:44

will it close above £27 today?
it looks like..

[orissander] 07/3/2018 13:18

Will reach 28£ before ER?

[discodave4] 07/3/2018 11:41

Thanks Villa.

[villarich] 07/3/2018 09:43

7.6g sugar in Feber tree cola, none in Diet Coke but lots of sweetners which aren't great for you.If the update on current and potential growth in the US surprises then market could pay more than 60

[discodave4] 07/3/2018 09:20

ps Do think a rating in excess of 60 again is not likely but markets are unpredictable to say the least.

[discodave4] 07/3/2018 09:18

VillaYep, US is key. Let's hope Trump's trade war doesn't extend to beverages!. Apparently he is addicted to Diet Coke, so could be a potential convert to Fevertree Cola (anybody know the respective sugar contents, know Fevertree has no artificial sugar), his family also run a winery (or used to) and he once tried to develop/sell his own brand of vodka.DD