Fevertree Drinks Share Discussion Threads

[snew] 16/3/2018 11:00

Really interesting Villa, thanks,
I sold at £30 this morning but will keep an eye on getting back in if it drops again. As everyone is saying, we need to see how FEVR gets on in the US this year.

He makes good point about the US whisky premiumisation - I was in the deep south last November and went to a few Bourbon distilleries and plenty of bars, there is definitely an appetite for premium whiskys but I didn't see anyone mixing them. Anecdotal I know, but noticeable.

[villarich] 16/3/2018 10:46

Yes I saw him on BOO. Apparently he sees it at £3 in 2 months. Anyway less about him...here's some real analysis.https://download.sharescope.co.uk/doc/2018_03_16.pdfPage 9 onwards

[orissander] 16/3/2018 10:28

RBC was the broker that lowered target price on Fevr and let the stock stagnate for 6 months.

Also upgraded after 1 year from 2300 to 3300. I think they are not doing their work well.

Forecasts of 8/5% growth on next year are BS. I saw many of this on internet.

This week fevertree doubled the flavours on their products, maybe they will not double revenue but a +50% rise overall this year could be in the cards.

Forecast without considering management moves are useless.

Last thing: Takeover is always a possibility.

[martywidget] 16/3/2018 10:24

16 Mar 2018 09:40
RBC RAISES FEVERTREE DRINKS TO 'OUTPERFORM' ('SECTOR P.') - TARGET 3300 (2350)P


16 Mar 2018 08:07
BROKER RATING CHANGES
RBC RAISES FEVERTREE DRINKS TO 'OUTPERFORM' ('SECTOR PERFORM') - TARGET 3300 (2350) PENCE

[wetdream] 16/3/2018 10:17

Ha, ha!
I was wondering who would be first to raise the bar.
Well, I can beat that....
I vote for £40 by July.
And to think we thought christh was mad!!
;-)

[sogoesit] 16/3/2018 10:10

RBC today raises FEVR to Outperform (Sector Perform) and price target to 3300 from 2350p.

[ccr1958] 16/3/2018 08:49

Morning all ,took some profit see you soon and jolly good luck 👍🏿

[villarich] 16/3/2018 08:40

May it continue and all our fizzy dreams come true!

[sogoesit] 16/3/2018 08:34

Yes, looks like market may well pay a, continued, high multiple!!

[villarich] 16/3/2018 08:21

Yes a nice problem to have. Like when Glenn Hoddle had to pick two FromShearer, Sheringham, Ferdinand, Wright, Cole and Owen. I think I'll be watching it closely. Apologies my calcs weren't clear earlier. 50% EPS growth gives us (roughly) 60p. So forward multiple of 50 gives us current share price 60x gives us £36! Love that!!

[sogoesit] 16/3/2018 08:14

Quandary territory... a problem to be relished but a problem nevertheless!
Either hold tight and watch closely... or stash away and forget!

Edit:
Meant to say will folks pay 70 x forecast?

[d40eq6] 16/3/2018 08:12

£30.

[villarich] 16/3/2018 08:11

The three month chart is a beautiful sight. And for those candle patter watchers, the hammer formed on Tuesday after results, on high volume, appears to have been validated.

[villarich] 16/3/2018 08:08

Yeah it seems that way. The soothsayer was right. Does feel a little overbought but not currently complaining! Like you say, what to do?? Is this next Monster Beverages? Current multiple is 75. Forward looking assuming 50 % EPS growth is a multiple of 50. Half tempted to take some chips off the table but might put a trailing stop in, just in case things turn really sour

[christh] 15/3/2018 16:36

Bamboo
is it still going to £24 or £23?

Let me know when, I will borrow money to BUY them

[christh] 15/3/2018 16:07

BOO, a great opportunity

[christh] 15/3/2018 16:05

Mr Panic,
why do you panic?

going up......

[villarich] 15/3/2018 16:05

Bigly growth

[panic investor] 15/3/2018 16:00

Most growing ? You sound like Donald Trump !

[christh] 15/3/2018 15:56

well done to holders, it hit £29 today and next milestone is £30

[christh] 15/3/2018 13:40

Onwards and higher will go, fevertree is the top company of AIM.
Most succesful , most growing, best run.

Well done management.

[sogoesit] 15/3/2018 13:01

Indeed, the US has seen the death of a number of UK retailers seeking that unholy grail.

[wetdream] 15/3/2018 11:50

Reminds me of the dot-com days.
Current share price level implies that cracking the US market will be a piece of p!$$.