Fevertree Drinks Share Discussion Threads

[123trev] 13/8/2018 11:25

Falling off a cliff now as that cash comes off the table to much at stake for some and a very dodgy market now surprised markets haven’t fallen more but it’s coming.The Turkey situation is the elephant in everyone’s room now.

[ccr1958] 12/8/2018 16:36

We’ll see in the morning

[apad] 12/8/2018 11:39

FEVER TREE US Aug 2018
Lisa Gulick
National Account Manager
Dallas, Texas
3 Months
(Activity)

Worked for ten years at Southern Glazers
Amanda Stackman
Marketing Director, North America at Fever-Tree
Greater New York City Area
8 Months

Atlas Cheek
Region Director Central U.S. Fever-Tree Premium Mixers
Dallas/Fort Worth Area
(Activity)

Katie Moslak
Trade Marketing Director at Fever-Tree
Greater New York City Area
6 Months
(Activity)

Cary Mano
Las Vegas NV Market Manager
Las Vegas, Nevada Area
5 Months

Ashley Durkin
Market Manager at Fever-Tree
Dallas/Fort Worth Area
4 Months

Jessica Dross
Head of Finance, Fever-Tree USA
New York, New York
5 months

Rachel Jacobi
Market Manager at Fever-Tree
New York, New York
4 months
(Activity)

Melanie (Helgeson) Lee
Market Manager at Fever-Tree
Greater Chicago Area
4 months

Josh Kaye
Head of Supply Chain, Fever-Tree USA
Greater New York City Area
6 months

Bryan Wilhelm
Logistics Manager at Fever-Tree
Greater New York City Area
5 months

Priam Patel
Head of Finance at Fever-Tree, USA
New York, New York
4yr 3mths

Charles Gibb
CEO at Fever Tree North America
Greater New York City Area
1yr 1mth
(Activity)

Brandon Kelmar
Regional Sales Director at Fever-Tree
Orange County, California Area
6 Months

Chris Burleson
Director of National Accounts Fever-Tree USA
Greater Los Angeles Area
6 Months

Henry RiTTenberg
Sales Operations Manager at Fever-Tree
Greater New York City Area
5 Months

Jessica Madden
State Manager, Colorado at Fever-Tree Premium Mixers USA
Denver, Colorado
5 Months

Rachel Jacobi
Market Manager at Fever-Tree
New York
4 Months
(Activity)

Meghan Kennedy
NY - Sales at Brands of Britain, LLC
Greater New York City Area
4yrs 11Months

Jack Guida
Market Manager at Fever-Tree
San Francisco Bay Area
4 Months

Karen Donovan
NE Market Manager at Fever-Tree
Greater Boston Area
4 Months
(Activity)

Justin Ferna
Georgia and Alabama State Manager at Fever-Tree
Greater Atlanta Area
4 Months

Dayna Dennington
Regional Sales Director South East at Fever-Tree
Tampa/St. Petersburg, Florida Area
5 Months

Lauren Walker
All things Beverage!
Greater New York City Area
3 Months

Sharice Bolasingh
Accounts Receivable Manager at Fever-Tree
Greater New York City Area
5 Months

Juhi Kharawala
Senior Accountant at Fever-Tree
Greater New York City Area
4 Months

[apad] 11/8/2018 10:46

Thanks for the steer, MW.

apad😎

[apad] 11/8/2018 10:42

Through Linkedin

Lisa Gulick
National Account Manager
Dallas, Texas

apad

[panic investor] 10/8/2018 20:00

Usually the way - price is attracted to low volume areas either to fly through fast or bounce off

[ccr1958] 10/8/2018 17:48

Why is it the share price nearly always goes to the placing price ? Chartists always talk about gaps being filled and it was .

[apad] 10/8/2018 16:11

FWIW
I have been able to find some stuff about FEVR in the US by googling 'Brooklyn Fever Tree', as Brooklyn is where the US office is situated.
For example, they are pushing pink gin & tonic, rather than dark mixers at the moment.
However, I don't expect any real news until Xmas(ish).
I think we have to find out the information directly.
By the time the tintins are writing about it, it is too late.
Does anyone have any ideas about gleaning information about US activities?

apad😎

ps I tried Amazon.com but it wasn't informative, except that the gin and tonic mix is being sponsored.

[martywidget] 10/8/2018 15:42

07 August 2018

...Despite the rapid share price rise, analysts at Jefferies said there is still an investment case for investors to take a look at the stock.

Equity analyst Ed Mundy noted that expansion into the US – a relatively untapped market for the company – could be a game changer.

“The US is the largest growth opportunity for Fever-Tree over the medium term given premiumisation trends in spirits and culture of long drink mixability,” he said.

While in the UK premium mixers account for around 39 per cent of the market, in the US it is just 5 per cent.

“Assuming that the current premium mixer market can grow from current 5 per cent to 20 per cent, this represents a potential £167m incremental opportunity versus 2017 group sales of £170m. This implies that if the US is successful, Fever-Tree’s group sales could double,” Mundy noted.

Meanwhile, non-tonic sales, which currently account for 25 per cent of the business, could be more lucrative, with the firm launching a dark spirits range.

“We estimate that the premium dark spirits market (e.g. whiskey, brandy and rum) is 10x the size of the premium gin market,” the analyst said.

However, there are risks for the business. Indeed, competitor Schweppes remains the market leader in tonic water with a market share of 37 per cent in the UK.

Although the premium gin recovery is expected to grow over the next few years, changes in consumer choices or lifestyle could also negatively impact sales.

Overall, he said the underlying core business has a valuation of around 3,300p per share assuming average group revenue growth of 23 per cent between 2018 and 2021.

However, if an integration to the US is successful it could add another 3,000p of value per share. Currently the stock has a share price of 3,586p per share.

[christh] 10/8/2018 15:33

will see £36 on Monday...

the figures come out very good in the results so no justifacation for the fall.

Sales inceased, production doubled, profits rise .

What more do you expect from a company.

£43 said the broker is the target price....

[christh] 10/8/2018 15:21

Sogoesit
sucking on the turks?
he will lock you up for speaking out...dodgy place, dodgy people

that's why you voted for Brexit....

[villarich] 10/8/2018 12:55

I've got Trev on filter but can see what Christh is saying. Poor lad seems to think Trev is his friend, not realising he's the only one on here that actually wants this to go down.

[123trev] 10/8/2018 12:41

Not here it isn’t it’s the thread of wishful thinkers or should I say non thinkers.

[panic investor] 10/8/2018 12:38

Why you think I'm a day trader I don't know, I hold 20 stocks in ISA/SIPP - adjustments are made to rebalance the folio if any get too large holding wise.My day job so to speak is trading Forex for myself.It's only my opinion but it's always good to listen/read more than you post - you will learn a lot

[villarich] 10/8/2018 12:36

Aw bless them. Let them have their fun.Trev is only here because he's getting no hits on Plenty Of Fish.