Fevertree Drinks Share Discussion Threads

[123trev] 01/8/2018 12:09

Sogoesit,I agree with you,people like you should be left alone to lose your money in peace that’s how the rest of us make money and without the likes of you I couldn’t live the way I do and I salute you for that,lol,so just do the filter.There are people however who are inexperienced and shouldn’t really invest and my posts might make them take a second look or question their actions at least.

[123trev] 01/8/2018 12:01

Villarich,I’m glad you finally agree with me that my view is that of the majority as it’s nothing new just plain common sense investing criteria.I never think posting is a waste of time if I can stop people like Chris listening to you and giving all their money to those institutions it’s a result for me and the math here is pretty straight forward in that it doesn’t add up but being a keen believer in the stock and top slicing on Friday puts your credibility here now in some doubt does it not!

[sogoesit] 01/8/2018 11:58

Lol!
Anyway, I don't understand folks who "altruistically" want to give me "advice" against my decided opinion. Why can't they leave me alone to lose my own money in peace?

I once had a bank make a pitch to me to manage my portfolio.
I looked at their performance and told them: "I prefer to lose my own money rather than let you do it for me."

Lol!

[villarich] 01/8/2018 11:45

No real new insight there Trev, but thanks for wasting your own time with that post.

[sogoesit] 01/8/2018 11:43

Yeah, a lot of people know the future!
Unfortunately, I have never been one of them.
Nor "serious", just an amateur of markets.

NAV doesn't pay my dividend or re-invest in growth so a totally useless measure in my amateur opinion.

Good luck to all soothsayers, "big boys" and those who follow pundits!

[123trev] 01/8/2018 11:28

Well,disco in a word “yes” based on that valuation with that NAV and I imagine 95% of serious investors would agree with me.The problem here is you and others here are committed to using a ratio to value a company that relies on guesses and optimism to justify a value and that never ends well.The reality is this company has done very well and I’m sure it will continue to grow further but it’s way,way,ahead of itself now even pundits now predict a slowing of growth over the coming years because of market saturation and the minute that’s observed this will tank.its going to be a while before the next trading update so this is bound to fall much further as people wait to see how they do and question themselves on the valuation not to mention the big boys slowly selling out.

[discodave4] 31/7/2018 19:34

123trevBelieve they have been generating just short of £1m per month so far this FY, and have £56.4 million net cash........so in your eyes that is bad is it!, please explain.Although this is a growth stock, if they achieve about 62p eps this FY then the PEG will be less than 1. Whose to say they won't achieve that if it takes off in the US and following the scorching hot July.You pays your money and takes your choice.All the best.DD

[sogoesit] 31/7/2018 18:40

No worries; I'm a non-theist so wouldn't recognise the difference even if I intended to misspell his moniker ;-)!

[123trev] 31/7/2018 18:01

Sogoesit,he ain’t Christ it’s probably Chris at a push and won what,lol.

[123trev] 31/7/2018 17:55

I bet all those institutional holders have made a killing buying and selling here and manipulating the price forever upward but even they no it’s gone to far now a big fall has begun as they take what they can out while keeping the illusion alive.

[123trev] 31/7/2018 17:47

Lol,you make the odd spelling mistake and go for a few pints and get bashed.Villarich If you own something you place a value on it do you not! You think this is such a fantastic share with such potential and admit to top slicing on Friday and I don’t pretend to have a great mind but the brains ok
Wetdream you have filtered me a lot especially on another stock and just how did that turn out!
Christh what you should be looking at are the prices paid by these institutions and why they seem to always come out on top in a highly loaded market! Impressive results but how much cash was actually generated after paying that non dividend? Not great for a growth stock with such a value placed on it is it.

[sogoesit] 31/7/2018 15:48

Who won that?
Looks like christ beat off 123herotozeroTrev in just a day!

[christh] 31/7/2018 15:02

123Trev 31 Jul '18 - 14:40 - 3150 of 3153
Well it’s pub time now need to chat with people who have a few more brain cells and an active neuron or to!

Try the G+T fevrtree tonic, hopefully it will give you some inspiration of the company, that makes top drink mixers.

And tomorrow you will be piling Fevr shares.

[villarich] 31/7/2018 15:00

Great minds...and I don't mean Christh or Trev.

[villarich] 31/7/2018 14:59

"Well it's pub time now need to chat with people who have a few more brain cells and an active neuron or to!"*twoOopsie

[wetdream] 31/7/2018 14:59

'...didn’t no you were backward'
'...and an active neuron or to..'

123Trev filtered

[villarich] 31/7/2018 14:54

I think you're drinking too much. The fact you used the word 'value' on a high growth share discussion board suggests you're out of your depth.Best head back to your blue chip, slow moving, high yield low PE shares.

[christh] 31/7/2018 14:51

123Trev,
This is the beauty of it, reading these.
-----------------------------------------------------
Financial Highlights:

-- Revenue up 45% to GBP104.2m (H1 2017: GBP71.9m)
-- Gross margin of 53.2% (H1 2017: 54.5%)
-- Adjusted EBITDA(1) up 35% to GBP34.0m (H1 2017: GBP25.2m)
-- Net cash at period end of GBP56.4m (H1 2017: GBP40.5m)
-- Diluted EPS up 36% to 22.72 pence (H1 2017: 16.72 pence)
-- Interim dividend up 40% to 4.22 pence per share (H1 2017: 3.01 pence)


Further strong growth in UK, extending our position as the No 1 mixer brand in the UK Off-Trade*

-- Successful roll out of the Refreshingly Light low-calorie range in the UK
-- New distribution agreement with Grupo Damm for the Spanish market


UK 58.0 33.6 73% 56%
USA 15.1 13.2 15% 14%
Continental Europe 25.8 22.0 17% 25%
RoW 5.3 3.1 67% 5%

Outlook
-----------------
Given the strong performance in the first half of the year, the Board
anticipates that the outcome for the full year will be comfortably
ahead of its expectations.

[christh] 31/7/2018 14:43

123Trev

Look at these shareholders

Name...........................Holding...........%
---------------------------------------------------
Old Mutual Global Investors.... 11,259,034.....9.76
Charles Rolls....................9,927,505.....8.59
Aberdeen Standard Investments....9,072,950.....7.86
Tim Warrillow....................6,184,352.....5.36
Fidelity Mgt & Research..........6,086,988.....5.28
Artisan Partners - Growth........4,996,486.....4.33
JP Morgan Asset Mgt..............4,505,744.....3.91

They know what they have invested in.....

[123trev] 31/7/2018 14:40

Well it’s pub time now need to chat with people who have a few more brain cells and an active neuron or to!

[123trev] 31/7/2018 14:37

Great slogan real catchy you and Villarich should set a stand up,lol, you could also talk about what VALUE means while your bumping into each other this rides over now.

[christh] 31/7/2018 14:30

123Trev
much appreciated, I will probabbly do that.
LOL

enjoy the ride to £39 (I do hope you bought some).

fevrtree quenches the thirst, others mixers do not even try!

[123trev] 31/7/2018 14:26

I must apologise I thought you were just a normal poster having a laugh didn’t no you were backward if you have any money left after this kamikaze entry price please feel free to private message me because I have some high quality magic beanz for sale that you may have a interest in,lol.

[christh] 31/7/2018 14:17

123Trev
I have bought at this price, not many but volatility on most AIM stocks at the moment.
I will get my £39 sooner than you think.

enjoy the ride ...

[123trev] 31/7/2018 14:12

This is going down faster than christh on his new best mate and fellow investor at £39 Lionel the beast989,lol.