Fevertree Drinks Share Discussion Threads

[christh] 04/12/2018 11:44

Villarich
you make your own assumptions, what you think on your stupid brain.

the company in the US have their own ceo to run the company.
They have their own administration but they will account to UK company/parent company.

Why charles Gibbs was made a ceo then?


The brokers are giving a different story in regards to the supposingly slow down.
Only last friday they said BUY with target price £42.
Why ?

There's no smoke without fire!

[villarich] 04/12/2018 11:15

The reason there was no November update was because nothing materially changed from the update in July. In the last 3 years, the business has materially changed from July to November, hence the need for an update.You then need to realise the market was expecting a November update along with another upgrade to earnings. No November update / upgrade after the Nielsen data showing a slowdown in growth = share price falls.

[villarich] 04/12/2018 11:12

Fever Tree isn't effectively two companies. It is one company with a US division. Stop trying to make out we didn't have a November update because we now own the US division rather than outsource it. We had operations in the US last year but still got a November update. The rules governing the company (AIM) haven't changed. You can stop peddling that story now.

[christh] 04/12/2018 11:03

3rd eye
What you should be asking is why didnt these brokers explain why an early November update wasnt given.
very simple!
Fevertree is now effectively 2 companies!
The US group is self administered and managed by the ceo Charles Gibb.
The yearly figures from the US not in time to collate in the trading update.
Besides the year does not end until the 31 December according to the Company calendar.
So probably rules governing trading updates.
Final statement in March so update in January makes sense.

The brokers said £42 because they know the figures coming out as house brokers would have seen the order book.

[bulltradept] 04/12/2018 10:59

"I don’t want to get into a Brexit debate either. I don’t care whether you’re in or out. I care about the damage the whole thing has caused to the fabric of British society."

Well, the politicians and numerous government policy has been doing that for decades some might argue.

I thought you might be British but from your answer, you aren't?

[3rd eye] 04/12/2018 10:51

chris, WE are all guessing to some extent.

The brokers havent anymore idea of how the revenues are going than Joe Public. They would be in contempt of stock market rules would FEVR if they gave ANY brokers without a RNS advice news which wasnt in the public domain.

And dont forget these brokers have a vested interest in putting out bullish notes, they want Joe Public to spend money.

What you should be asking is why didnt these brokers explain why an early November update wasnt given.

But again anybody can bump revenue and sales up on cost cutting.

Have margins been reduced because all we know so far from the media firm is that revenue growth is well down on previous years. This is what the brokers have been using, no mention of margins.

[villarich] 04/12/2018 10:50

I was just semi-joking Bull. I don't really think we're in an episode of Dallas. I don't want to get into a Brexit debate either. I don't care whether you're in or out. I care about the damage the whole thing has caused to the fabric of British society.

[villarich] 04/12/2018 10:46

Great spot Dev. It's these kind of tie ins that will push Fever Tree beyond Gin. This follows nicely on from their citrus mixer and tie in with Petron

[devalpha] 04/12/2018 10:43

For anyone on here who's more focused on business progress and prospects rather than short term share price movements, and there don't seem to be many, you might be interested in the Johnnie Walker bothie (2 floor pop up bar) at Edinburgh's Christmas market. They are serving JW paired with all the fever-tree ginger ale variants. Encouraging exposure and collaboration for the dark spirit mixing potential, paired with the biggest selling spirit by value worldwide. I reckon this is also the way forward in the US driven by the SGWS partnership who also work closely with the biggest spirit brands.

[christh] 04/12/2018 10:36

Fevertree tonic water with:

Gin
Vodka
Vermouth
Rum
Whisky
Tequila

[bulltradept] 04/12/2018 10:36

Villarich,

"We’ll be back to square 1 and have a second referendum. Remain will win handsomely and we’ll all wake up like the last episode of Dallas and realise it was all a dream. "

What makes you so sure? It was a 2:1 vote to go in, it's now a 1:1 vote to leave after 45 plus years..

Looking forward to much more volatility I think? Although it can be quite tiring.

[villarich] 04/12/2018 10:22

Sorry Christh, I spotted a typo in your post #4418I think the first line should have read..."All MY posting is guesswork."Unless you were being ironic, in which case I apologise.

[christh] 04/12/2018 10:00

DO NOT FORGET THIS
---------------------
DIRECTOR DEALINGS: Fevertree's Kevin Havelock Buys 8,240 Shares
11/10/2018

LONDON (Alliance News) - Fevertree Drinks PLC on Thursday said Non-Executive Director Kevin Havelock bought shares worth almost GBP250,000 on Wednesday.

In six different deals, he bought a total of 8,240 Fevertree shares at 2,948 pence apiece, for GBP242,915. Shares were 5.9% higher Thursday at 2,775.00p.

Havelock's wife Judi Havelock also on Wednesday bought shares - 675 at 2,972p each for GBP20,061.

By George Collard; [e-mail]

Copyright 2018 Alliance News Limited. All Rights Reserved.

[christh] 04/12/2018 09:58

All your posting is guesswork!
The company has alraedy said that"results are comfortably ahead of expectations".

For the 2 brokers to come out and say BUY last friday, 30 November 2018, is a reassurance that all is going well.
www.proactiveinvestors.co.uk/companies/news/210309/blue-chip-analysts-tell-investors-to-plough-into-fevertree-after-recent-sell-off-210309.html



They said £42 as a target price,and to boldly say that, then is very strong and very confident statement.


On top of that the sales are thriving in the US as managers are recruited to handle
sales.
"Booming Fever-Tree seals deal in US and upgrades annual profit forecast"

[3rd eye] 04/12/2018 09:24

DD......................................................

go to SPECSAVERS.

Ive agreed with you, you twonk. See post 4401.

BUT you have directed people here to the site Digital Look whos data is wrong.

Some would say you are misleading people. Be very careful, there is a very thin line between a genuine mistake and Market Manipulation.

==============================================================================

I stand by my concerns of a serious drop off of revenue growth in the UK (the figures (genuine figures) speak for themselves). Have the company cut margins to offload growing inventory !!!!!!!!!!!!!!!!!!!!!!!!!!!

[sogoesit] 04/12/2018 09:07

DGOC could be likened to FEVR in that it's a "gasser"... but only for those of us who are risk averse!
Lol!

[discodave4] 04/12/2018 08:54

VillaAlready got too much in oilers, thanks though........still may be tempted lol.Good luck.

[discodave4] 04/12/2018 08:14

Thanks Villa, will take a look.

[villarich] 03/12/2018 23:50

Oh and check out DGOC. Sogo put me on to that one.

[villarich] 03/12/2018 23:46

Thanks for the heads up BTW

[villarich] 03/12/2018 23:46

All good ta mate. No I bailed from FDEV as it fell too far. I averaged down but it just didn't seem to want to turn for me! Not checked it for a month or so but will take a look now