Fevertree Drinks Share Discussion Threads

[orissander] 28/3/2018 16:25

Coke +1%: new Royal Bliss premium tonic water in Italy.
Bad news.

[ccr1958] 28/3/2018 16:07

Not for long ! Always drops to placing price.

[orissander] 28/3/2018 15:12

We are under placing price. 3 Million shares in loss by now :D

[ccr1958] 28/3/2018 14:11

I back in was waiting for placing price 👍🏿

[orissander] 28/3/2018 10:33

600 shares? it's a real low quantity.

[doc robinson] 28/3/2018 07:23

Same director buying more shares following a purchase last week!

[discodave4] 27/3/2018 09:19

Would agree it's less risky than investing in an oil company but why you would compare them is still beyond me.......must be missing something!.

[sogoesit] 27/3/2018 08:34

No offence taken, DD.
The original comment, a bit general and frivolous, was made to ccr’s post 1514 to which he responded in the same vein.
The aim was to highlight the risk and profitability between an investment in “oil” and an investment in what is basically “water”. A point that ccr acknowledged imv.

[discodave4] 26/3/2018 22:41

Sorry, you did say priced not cost, but still makes no difference and don't see your point tbh.What type of water have you been using and where did you get that from?, just curious now.DD

[discodave4] 26/3/2018 22:17

SogoesitSorry but you said water costs 6 to 7 times more than oil......it depends what water you are on about. Tap water for instance would cost the equivalent of about £1.59 for a barrel, oil costs £49.At the other extreme, BlingH20 which is one of the most expensive bottled waters in the world, would cost the equivalent of £5,800 for a barrel, some 118 times more than oil.Whatever floats your boat, my point is it's just that, pointless IMO to make such a statement and a comparison that is actually meaningless (no offence).......what type of water and what type of oil were you referring to, and more to the point why?.DD

[sogoesit] 26/3/2018 21:51

For investment opportunity you can compare anything you like ;-)!
I wonder what the volumetric cost split is for FT... any ideas?
Spring water: 17p/l
Flavours:
Bottle: 50p+/l (probably most expensive item)
Tops:
CO2: 10ths pennies
Logistics: second most expensive cost item is my guess.

[discodave4] 26/3/2018 21:49

Rain water is free but wouldn't advise you drink it!.

[discodave4] 26/3/2018 21:48

ps Should add, Fever Tree Tonic Water costs 18 times the price of oil, but that said Chanel No:5 costs £4,000 per litre which is 82 times the price of oil.......it's like comparing chalk and cheese, you can't! :)

[sogoesit] 26/3/2018 21:47

Yep, that’s the point DD (“priced”;not cost).
My rain-water is free!

[discodave4] 26/3/2018 21:37

SogoesitSpring water (that Fever Tree use) costs 17p per litre retail, 159 litres in a barrel of oil, so would cost about £27, spot price oil (Brent) is currently about £49.......so oil is twice the price of bottled spring water (that used by Fever Tree).One litre of Fever Tree Indian Tonic water costs £5.50, the water costs 17p (wholesale who knows!), the other ingredients cost?......that's why their margins and profits are so good!.DD

[ccr1958] 26/3/2018 16:58

Certainly with Fevr your probably right sogo but love the buzz of the micro oilies , I’ll back in here in a bit if I get my price ,if not she’s been very good to me !

[sogoesit] 26/3/2018 16:37

Water and oil both commodities but water priced about 6 to 7 times more than crude oil at my last calculation.
Fever Tree water is priced at double that.... so about 12 x crude oil volume for volume.
Conclusion: water is a better investment, and less risky, than crude oil.
DYOR

[ccr1958] 26/3/2018 16:16

Looking for 2750 might sell some of my FRR 😀

[sogoesit] 26/3/2018 11:16

"Forever" can be quite a long time... but I have no experience of any such time frame.
I do have a plan to live forever 'tho... and so far it's working out pretty well ;-).

In the mean time FEVR is a long term hold and accumulate at 2700 or below.

[finbarot] 26/3/2018 10:03

Im expecting Mr Warrilow and Bill Ronald to 'top slice' a lump of their holdings any time soon, as they did last year.No doubt will cause a retrace, hopefully for a short while.As for the Times guy, we have been told this was 'hideously overvalued' since £7.
DYOR.

[anderson3] 25/3/2018 22:45

John collingridge of Times says avoid fever tree.i think they have a lot further to go.

[dyor nai] 25/3/2018 19:31

Does anyone know if there is a noteworthy overseas market for fevertree? Tia

[discodave4] 24/3/2018 22:40

wetdream There is just no read across from a high street retailer like NXT to FEVR, ridiculous to think there is IMO. Agree with your last bit though.DD

[wetdream] 24/3/2018 22:26

DiscoDave4,
Re my post-only time will tell.
;-)

'George Salmon, an equity analyst at Hargreaves Lansdown, said: “The headwinds facing the clothing sector, which include cost inflation, weak high street footfall and tighter consumer spending, are well known. However, the fact Next says it’s endured the toughest year since its near-death experience in the early 1990s, underscores the extent of these challenges.”

So, it appears the market's response to Next's performance was positive-because it wasn't as bad as it could have been!
Managing expectations is key.
I can't believe that 2018 Brexit uncertainities will lessen and that margins driven by a move to online, won't come under tougher downward pressure.


Rolls and Warrilow have done a fantastic job with FEVR and deserve every success.
Cawkwell's comment smacks of sour grapes.

Long term holders are still sitting pretty, but with such a high rating, imho they cannot afford any mistakes in the US. Their major shareholders have remained loyal and have underpinned the sp, but at £3.2 billion mkt cap, a takeover is surely out of the question for the foreseeable future.