Fevertree Drinks Share Discussion Threads

[bamboo2] 22/3/2023 08:44

Price finding it easy to take on bunched smas. Seems quite reliable.
I can't remember where I picked up on this concept.
Was it someone on this bb suggested it? [Prob quite a few years ago!]

[castleford tiger] 22/3/2023 08:25

And no growth in EBITDA this year.

I dont see these more than 600p

[s34icknote] 22/3/2023 08:17

Wow. 21 p earnings per share !!And £11.00 Pe way too high !!!Good value elsewhere !!!!

[skinny] 22/3/2023 08:13

Interesting volume Yesterday!

[bulltradept] 22/3/2023 08:12

Market focusing on the growth story again! Wonderful.

[castleford tiger] 22/3/2023 08:10

YEP rather them than me whats the p/e over 50 and no chance of it dropping this year.

[gswredland] 22/3/2023 08:09

Encouraging results and market seems to like them

[jubberjim] 22/3/2023 07:50

I don t drink gin don t understand the attraction not these

Having said that when I ve gone outside the actual product of choice (beer/lager) almost always left with nasty taste in mouth and bad hangover in the wallet

Good luck to those ginslingers is like the wild west in the markets

[castleford tiger] 22/3/2023 07:43

i see sales up 11%
EBITDA down 37%
EPS down 44%
forecast for current year sales up 12% but EARNINGS FLAT

Shares are too expensive

tiger

[bamboo2] 17/3/2023 17:23

22ND MARCH 2023
FY22 PRELIMINARY RESULTS

Bunched SMA's. Support and resistance are reduced, and price has a tendency to push through these with relative ease.

[bamboo2] 08/3/2023 20:31

Cheers apad!

[edwardt] 27/2/2023 13:19

blackrock have gone from 4.33% short to now 1.43% . shareholders have let them escape without a squeeze - disappointing!!

[wetdream] 13/2/2023 18:49

How many shares has Nick Train got?

About 15m

[johndoe23] 13/2/2023 10:50

Definitely. Surprised this has been rising

[growthpotential] 08/2/2023 19:55

How many shares has Nick Train got?

[toffeeman] 02/2/2023 19:25

1200 looks like a good short entry

[edwardt] 02/2/2023 16:11

lets hope they cannot get the rest out without some considerable pain...

[edwardt] 31/1/2023 10:29

reduced again = now only 2.35% short. they will exit without a 'squeeze' at this rate.

[edwardt] 30/1/2023 12:36

well hat tip to them for getting this right but they are reducing at speed....

[edwardt] 30/1/2023 12:36

2.71% 26 Jan 2023
BlackRock Investment Management (UK) Limited 3.41% 25 Jan 2023
BlackRock Investment Management (UK) Limited 3.59% 20 Jan 2023
BlackRock Investment Management (UK) Limited 3.66% 13 Jan 2023
BlackRock Investment Management (UK) Limited 3.89% 5 Jan 2023
BlackRock Investment Management (UK) Limited 3.97% 21 Dec 2022
BlackRock Investment Management (UK) Limited 4.09% 16 Dec 2022
BlackRock Investment Management (UK) Limited 4.20% 15 Dec 2022
BlackRock Investment Management (UK) Limited 4.33% 14 Dec 2022

[montyhedge] 27/1/2023 13:55

One product companies on crazy p.e's if they hit a bump in the road, not good.

[bamboo2] 27/1/2023 08:03

If the bottles are that expensive to produce, perhaps they should consider re-using them. Where we are, there is a large brewery, that has always paid a deposit. There is also a dairy nearby that has returnable bottles.

[topvest] 26/1/2023 21:12

I am a big fan of Fevertree and am particularly partial to the Elderflower Light Tonic Water.
I would probably invest in the company at a sensible price given its potential for growth outside the UK.
A P/E of c50 and a dividend yield of c1% is not sensible though. Nick Train - what were you thinking?
Its at least 100% higher than it should be.
Lets face it its gone ex-growth in the UK already. Its also been on the wrong end of inflation not being able to fully pass on its cost increases because it has an outsourced production and too high a glass bottle mix.
Personally, I buy the cans and prefer those. Why don't they switch more from bottles to cans?
13% constatnt currency growth in the US was nothing to shout out about either. What about volumes?