Fevertree Drinks Share Discussion Threads

[apad] 24/1/2017 08:52

Disappointing USA growth.
apad

[croasdalelfc] 24/1/2017 08:50

A lower market cap than Boo - profits similar - it pays a divi and growing at 80% - this is worth 1400p

[battlebus2] 24/1/2017 08:12

Yet another pleasing statement 🎉

[sogoesit] 24/1/2017 07:49

Yes, bamboo, stochastics also not overbought.

[bamboo2] 24/1/2017 07:39

Sogoesit, re pop, The clincher for me was the state of the indicators in the header chart. Hope it works out. Should be high volume today. gla

[bookbroker] 24/1/2017 07:36

Difficult to see how this can go too much further, maybe £13., but the rating already up with events, even if they make 30p eps, already on 40x!

[sogoesit] 24/1/2017 07:32

Also in my neighbour's garden!
Strong growth continues > over the £100m mark.
Should be good for a bit of a pop... not to mention fizz.

[broadwood] 24/1/2017 07:22

That'll do nicely.


Following the Group's trading update on 7th November the sales in the final two months of the year, particularly in the UK, were stronger than anticipated and therefore the Board expects that the outcome for the full year will be materially ahead of its expectations

[martywidget] 24/1/2017 07:03

Cheers!

Fevertree Drinks PLC Trading Update


As ever - For share discussion, continue over here folks:

[hybrasil] 23/1/2017 21:44

Bamboo you seem to be everywhere!

[sogoesit] 23/1/2017 16:20

Yep, accumulated some at 1133p & 1134p

[bamboo2] 23/1/2017 15:42

Bought in this pm.

[sogoesit] 23/1/2017 14:43

We'll see but what is certain is that a lot of us will be wrong ;-).

If anything I think the Sales Revenue forecast is likely to be out of kilter as your sensitivity analysis shows, terry.
Good luck!

[terry topper] 23/1/2017 14:40

I really hope you are right - I based my calculations above on turnover of £100m - it may be that the turnover figure will be meaningfully higher. Total 2016 revenues of £100m implies H2 revenues of £59.4m which would be 69% ahead of H2 last year.
£110m would imply H2 growth of 98% and at an EBITDA margin for the whole year of 32.5% would give eps of around 24p. If we get that then the shares will rocket. Alarm set for 06.55!

[sogoesit] 23/1/2017 14:14

im trying to guess an upside based on the the statement of "considerably ahead of current market expectations", terry.
If current market expectations (in November) were EPS of 19p to 21p then a 30% uplift to those is "within reason".
What were forecasts in November if not 19p to 21p?

Recent price targets are 1260-1270p. Award that a P/E of 40-50 and see what comes out... otherwise there's no upside to current share price That's my interpretation of what the market says today... otherwise it's stagnation. What are the chances of that?

[terry topper] 23/1/2017 13:24

Sogoesit
I would love it if you were right but I think your eps range would mean an increase in the EBITDA margin from around 30% last year to 39-48%!
I expect some margin expansion but can't see it being as much as that I'm afraid.

Edit for clarity - the margins above refer only to the second half (H1 EBITDA margin was 30.5%).

[bamboo2] 23/1/2017 13:08

Chart suggesting an upbreak with initial target approx min 1175, with up to 1250 subject to confirmation. Initial target looks like it may confirm and hit target price on same day. Somewhat annoying for those who like me, work on eod closing prices.

Turn likely 27th Jan

[sogoesit] 23/1/2017 12:59

November update said "considerably ahead of current market expectations".
So I'm going for:
EPS of minimum 24.5p upto 28p.
Revenue about £100m

[terry topper] 23/1/2017 12:24

T/O £99.7m
eps 21.1p

[croasdalelfc] 23/1/2017 08:52

TU tomorrow so with that in mind does anyone have prediction for Group revenue and EPS??Mine is £101m revenue22.5p EPS

[croasdalelfc] 20/1/2017 17:30

With £100m revenue - which isn't too demanding in my opinion - EPS of around 22p.1200 = PER 541300 = PER 591400 = PER 65That's a trailing PER . Forward PER with 35p EPS is about 34 for 1200 and 40 for 1400.

[sogoesit] 19/1/2017 16:45

Last year's was on 25th January.
Their web site calendar only says January.
Imminent, imv.

[finbarot] 19/1/2017 14:04

Has anyone any idea when the next trading update is due?
Hopefully it will be positive news

[yoyo2money] 18/1/2017 16:43

I think you were not very wise(acre) with this share. Now you are just jealous because the potential is huge and is going to be sold world wide.

[sogoesit] 18/1/2017 16:23

Ah, ok, got it, wiseacre.
You're looking at the past (trailing) earnings for valuation.
Thanks for feed-back.