Fevertree Drinks Share Discussion Threads

[orissander] 14/6/2018 09:53

American results will not be visible until november trading update. Unreal run.

[jswift10] 14/6/2018 09:39

Hiya- Did any one read the cartoon "Chloe & Co " in yesterday Daily Mail page 39- Chloe quote " OK I'LL have a large Hendrick's and Fever-Tree" Unquote So Fevertree is now a part of modern day language.

[steptoes yard] 14/6/2018 09:30

People overlooking the growth here overseas, no guarantees of course and it will be volatile.

[sogoesit] 14/6/2018 09:01

Ok, great, thanks for the lead bamboo.
I'm holding-off for a bit as I think speculation before interims towards end July will drive this (possibly irrationally) higher.
(I'm generating liquidity from BOO... until they straighten themselves out ;-) )

[villarich] 14/6/2018 08:59

Textbook breakout on Wand I see.

[bamboo2] 14/6/2018 08:49

sogo, fwiw the recent bowl/invh&s type continuation has a min tp of 3300.

Worth using the liquidity if it is available? pun not intended!
I have no position here. My trading capital is tied up in wand. :)

[orissander] 14/6/2018 08:31

Incredible run with no retracement... really scary before ER. I had more than 400.000£ and sold all at 30£. I was wrong with timing but if you see target prices every time was reached a retrace happened i think that soon or after the earnings report we will have a opportunity to buyw more. Just my 2 cents

[sogoesit] 14/6/2018 08:12

3204 printed so the breach of 3200 is on for this week.
Since that's my one year valuation target will now have to re-think this.
Probably take some profits...
See if I can spend it on that cheap G&T Panic has discovered ;-)

[panic investor] 13/6/2018 18:49

I had 3 drinks plus a starter and main which were average and small - 50 quid ! Been there before but prices have gone through the roof - no wonder just 8 of us were there !

[villarich] 13/6/2018 18:44

Blimey no chance of beating that. You'd pay double that just for the tonic in York

[villarich] 13/6/2018 12:47

More than welcome. Let me know what you think of it

[sogoesit] 13/6/2018 11:19

Great, thanks Villa.

[villarich] 13/6/2018 09:13

Hi sogo, sorry for delay in getting back to you! It is the 2013 one - Trade like a stock market wizard I was referring to. I have the 2017 one lined up next ;-)It's been a revelation for me. I'm building a screen as I read through it. Really good and really simple to understand.

[sogoesit] 12/6/2018 16:23

Hi Villa,
Which book of Minervini's is it that has the growth stock trading strategies... the 2013 "Trade like a Stock Market Wizard" or the 2017 "Think and Trade..."?
Thanks in advance.

[panic investor] 12/6/2018 12:35

That has happened on lower volume shares

[villarich] 12/6/2018 12:33

I think mr market was reading our conversation and marked the price down!

[villarich] 12/6/2018 12:13

Please do it's well worth it. Some of the concepts are so simple and easy to grasp, yet still eye opening for me.

[sogoesit] 12/6/2018 10:43

Thanks for feedback, Villa, appreciated.
Haven’t come across the Minervini book... will check it out.

[villarich] 12/6/2018 09:46

Yeah I definitely think we are late stage growth now. 10% over 18 months is probably realistic

[wetdream] 12/6/2018 09:36

I know that FEVR's share price lost touch with reality some time ago, but buyers at current levels will need an share price of £35 to make 10%.
Bonkers or what?!

[villarich] 12/6/2018 08:57

Impose not improve!

[villarich] 12/6/2018 08:56

BTW, I think 60x earnings is achievable. We would need either a pop in trading in the US (or some other catalyst over there) and / or an upgrade on earnings everywhere else.Let's hope Trump doesn't improve tariffs on carbonated mixers to protect the great American coke habit. Make Schweppes Great Again!!

[villarich] 12/6/2018 08:53

I am in the same position. £32 was my end of year target and we could hit that 9 months early. From a portfolio perspective, this makes up about 8% of my SIPP. I have a limit of 10% for a single holding so I'm not thinking of taking some off the table at the moment. It's going to be sell all and invest elsewhere for growth or hold on. I'm currently reading Mark Minervini's book on superperformance which has been an eye opener with regards the 4 stages of super growth stocks. So far I've not seen any evidence of it hitting stage three (topping) before heading lower. So I'm sticking with holding on for the time being, keeping an eye out for signs that the share price has run it's course - new lower lows, new highest one day drop etc. Mark says he never calls the tops or the bottoms, he's after 80% of the rise. That'd be good enough for me.I'll be revisiting my numbers this morning to validate my stay put view.

[sogoesit] 11/6/2018 15:40

What happens when this share price reaches my stretch target of £32, which was for the end of this financial year?
Do I capitulate and sell in surrender or do I review how much the market will pay for the year's forecast 60p'ish in EPS (versus market consensus forecast of 44p and doesn't reach 60p until 2020):
60 x = £36?
70 x = £42?
etc.
If management only started "working" the US market a few days ago it doesn't leave them long in the financial year to boost growth in the US, surely?
At what point does irrational exuberance set-in and it becomes vulnerable to an attack... maybe the next time Rolls sells down?

I admit I am feeling a bit nervous!