Fevertree Drinks Share Discussion Threads

[villarich] 18/5/2018 11:20

I guess that can be a double edged sword. Good the shops are selling out so quickly and the limited stock can create an air of scarcity which add to the premium nature of the brand. Then again, if there's demand that's not being fulfilled then that's lost sales that will be taken by other brands that are available on the shelves. A good problem to have though and suggests there's still growth and market share to grab in the UK market

[finbarot] 18/5/2018 10:06

Yes, a similar question was asked
Us Canada s Africa and Australia than Asia in a couple of years

Bar and hotel sales are flying here but some people still finding it difficult to buy at some supermarkets due to its popularity and it being sold out so quickly
Fevertree are working closely with the supermarkets to try to iron this out but little stock is held at the shops so when shelf stock is sold they have no stock to replace till the next day

[discodave4] 18/5/2018 09:28

Hi Villa,My only concern in having our resident ramper here is that he buys at the top!, was so relieved when he sold up, then gutted when he bought back again, not a good sign chaps! :)DD

[villarich] 18/5/2018 09:26

Thanks for the AGM insight, really useful. Did you get the feeling that the main focus for growth was the US? Or were the other markets given equal prominence?

[villarich] 18/5/2018 09:24

Back on topic - share price is recovering nicely from yesterday's wobble. It's weeks like these that give me confidence in our rough calculations for future share price I'm still looking at £32 by the end of the year.

[villarich] 18/5/2018 09:19

Haha oh dear he's not there too is he? Funny how he always seems to buy into these stocks AFTER they've 10 bagged. Probably got spiked there too, along with BOO, KWS, FEVR, RRS.God damn PRSM. Sold waaaaay too early there but I learned a valuable lesson. I'd worked with the software and business and could see they had first mover advantage in robotics. If I'd read One Up On Wall Street sooner I wouldn't have sold at £4. (Still made 100% though).

[sogoesit] 18/5/2018 09:01

He's too busy poncing around on another stock I'm in Villa (PRSM).
A scourge, I tell you, a scourge!

[villarich] 18/5/2018 08:40

Were you at the AGM? Like you said you were?

[christh] 18/5/2018 08:37

Sogoesit
FFS you have no brains, you need an implant to get you going.

How about an apology when I was saying that will hit £29 in the past?
Mock and laugh, brainless idiot!
Look where the share price is moving, can you see or you need Villa to back you up and show you the ropes?

[sogoesit] 18/5/2018 08:14

Not THAT £29?
Again?
FFS! He has no imagination!
Lol

[villarich] 18/5/2018 07:55

I took my filter off to see what he has been saying.Looks like we're heading back to £29 sooner than we think! Also it seems he was going to the AGM as well.Christh - how was the AGM for you? Any nuggets of insight you want to share?

[sogoesit] 18/5/2018 05:18

Ah yes, Steed.
I think Cathy Gale was my favourite, followed closely by Mrs Peel.
Obviously, I prefer women who wear leather ;-)
Not sure they drank G&T... always on the champoo as far as I can remember!

Anyway, where's our ramper in chief these days... when he's most needed? Negligence I call it!!

[discodave4] 17/5/2018 22:46

fin et alThanks for feedback, appreciated.DD

[boros10] 17/5/2018 21:39

30 people in the US operation vs 70 in the UK

[finbarot] 17/5/2018 21:31

Stav
They didn't go into too much detail, but they are working on a state by state basis.The small gin producers are really booming there.Being a quintessentially English brand I think it will be well received, it would be what the bowler hatted John Steed would drink after all!!!
If the board are happy with whats being set up, thats good enough for me

[staverly] 17/5/2018 19:10

finbarot ... i went last year and found TW refreshingly open when responding to intelligent questions from the floor. Regarding the US, was it established how important their MC is in finding a foothold to crack this vast market or, like Europe, are they predominantly looking to the lighter spirit mixers?

[finbarot] 17/5/2018 16:14

MM
The board got back from a conference with the new team in NYC yesterday.The guy heading up the US operation has gathered the team and the board were very impressed with their calibre and enthusiasm. They go live on 1st June.No idea of numbers, sorry.

[christh] 17/5/2018 16:00

back to £29 sooner than you think.

[more moulah] 17/5/2018 15:35

Do you know how many on the US team and where they are based.
Thanks for your time.

[finbarot] 17/5/2018 14:58

went to AGM, all very positive, motivated US team in place raring to go, still only scratching the surface of a huge market, gin getting very popular stateside, still running the company lean, FWIW I think the future looks very bright.