Fevertree Drinks Share Discussion Threads

[staverly] 27/4/2017 02:40

Admittedly it's a judgement call, but for some time it has struck me as crackers that Boohoo can justify a market value (or EV) similar to Fever-tree. Yesterday's FY results further reinforces that view. Fever-tree has to be worth at least double.

[martywidget] 26/4/2017 10:28

Ssh, keep quiet about Distil please!
There might be some that have made so much here they could probably buy out Distil themselves!

[toptrump1] 26/4/2017 09:34

Sold half here to switch to DIS where the story is just unfolding. Now I have Gin and Tonic.
Heh, maybe Fevr will snap up DIS to complement it. It would be peanuts to them 15m for a 2Bn co, ;)

[panic investor] 25/4/2017 18:12

For what it's worth every place I go it's only FEVR tonic - all kicked Schweppes out ages ago - and I sold at 1250 :-(Might buy back in tbh

[wetdream] 25/4/2017 18:00

May have asked it before...but why does it take (for example) 17 separate ATs to buy 2100 shares? Some in single figures-4,6, etc
Guess I should know, but hey-ho....

[wetdream] 25/4/2017 17:50

SP seems to be soaking up the sells and still has upward momentum.
Perhaps RBC's £17 forecast will prove to be achievable.
Onwards & upwards! ;-)

[bamboo2] 25/4/2017 15:11

Sogoesit, Near term tp, and the reason for adding, based on an expected eod close above 1616 is tp 1717. The INVH&S adds 101 above the neckline, hence the twinned figures!

Longer term is still 1800

[wetdream] 25/4/2017 13:08

Ah,ha.
The first holdings RNS appears.
let's not forget that these c.45k sells are about £800k each!
Onwards & upwards. ;-)

[sogoesit] 25/4/2017 11:05

I wish, bamboo ;-)
Now full-up to 12% of my portfolio on this one.
Close to intermediate target met, 1625p, next, longer term, 2000p, awaited by end year.

What's your trading target on this now?

Good luck

[bamboo2] 25/4/2017 10:44

Added earlier. :)

[wetdream] 23/4/2017 14:37

Finbarot,
The majority of shares in FEVR are held by institutions-according to the website-so I'd be surprised if such a report would have any influence, either up or down.
Steady buying at c.£15.60 means that we'll be getting a new holder base.
IMHO?

[finbarot] 22/4/2017 16:21

I have a small sb account, and they send out a daily report of 3 shares that have either buy or sell signals, usually buy ones. On Friday one was FEVR and it was a sell.Now I have no idea re TA,for all I know they work on the one potato two potato method.What I do know was that a few weeks ago they sent out the same report on FEVR to sell, and about 3 or 4 days later the share tanked by around a quid.I just mention this in case anyone is thinking of buying more, it may be worth holding fire for a few days or maybe relook at your stops.Im in this for the long haul and I have great faith in the company.Even if it did drop Im sure it will recover, as it did a few weeks a go.As always DYOR, DSTM,loose lips cost lives, etc etc

[terry topper] 22/4/2017 15:15

Sogoesit
It's just the 500ml bottles in the Tesco Express as well - presume it's the most effective approach for these convenience store formats given the space constraints. The only Schweppes option was, and is, the 1 litre bottles.

[sogoesit] 22/4/2017 12:51

A quote from the web-site about water and bubble design:

"FROM THE ELMHURST SPRING
We use the very best quality natural spring water from a source in rural Staffordshire. With a low mineral content, this water is very soft, thus ensuring that our drinks are subtle in their taste and clean in their finish. High carbonation is a vital component of any mixed drink which is why we carbonate our products to an exceptionally high level. By using small, perfect bubbles we have been able to create an even smoother finish to our drinks. The smaller bubbles, combined with the viscosity created by using natural sugars, means that all of our drinks stay carbonated for longer - crucial when you are mixing them with spirits."

Well, what more can i say ;-)?

[sogoesit] 22/4/2017 12:32

Not Tesco Express but Sainsbury have a similar 7am-11pm store called Convenience near me.
Two weeks ago they started stocking Indian Tonic and Naturally Light Tonic 2 wide each in 500ml bottles.
I have asked for Madagascan Cola but still not available. Must go to the large Sainsbury a few minutes drive away for that. In this one the stocking is still the same as last several months: 3 x Tonics (Indian, Light, Elderflower); 2 x Ginger Beer (Ordinary & Light); Sicilian Lemonade AND, just this week, Aromatic Tonic. All these in 500ml bottles.
They have some cans but they're hidden away on a bottom shelf albeit depleted.

Best range availability nearby is Waitrose (almost full range in bottles and cans). But they still don't have Madagascan Cola.

Haven't checked-out Tesco yet as that's allocated to my spouse!

[terry topper] 22/4/2017 11:01

I have a small Tesco Express nearby - they have just started stocking the basic Fevertree tonic and the Naturally Light tonic having previously only stocked Schweppes.
Have other Tesco Express stores stocked it for a while or is this new across the country - anyone know?
If it is new in Tesco Express stores across the country it could be quite significant..... I believe there are around 2,000 of them.

[wetdream] 22/4/2017 10:49

Apad,
They quote a co. called IRI in their annual report:

'Fever-Tree contributed 68% of the value growth in the tonic category at retail from a base of 5% value share (IRI). This performance is in turn helping to drive further penetration into the Off-Trade channel, with notable distribution increases achieved in 2016 across the Safeway/Albertsons estate, as well as a significant new listing at Target in September 2016.'

But that info's probably for subscribers/clients only.

[staverly] 22/4/2017 10:48

My local ASDA (superstore) is now selling the Ginger Beer, presumably the Madagascan Cola will follow shortly. All the local (Devon) off-trade outlets that i supervise are introducing/expanding FEVR shelf space. It's a real head-scratcher how any of the sell-side equity analysts have forecast FY17 revenue around £120m, let alone all six of them.

Conservatively assuming FY17 overseas sales repeat their *FY16 revenue growth performance based on a constant currency basis, suggests GBP78m of export revenue. Thereby requiring UK to produce FY17 revenue of just GBP42m to meet the SSEA targets. That's several million LESS than last year. Which ever way you model the FY17 revenue these expectations look crackers.

*FY16 revenue GBP m:
US 21.2 ... +36% CC
Europe 31.1 ... +24% CC
ROW 5.1 ... +88% CC
UK 44.6 ... +118% (H2: +124%)

DYOR

[apad] 22/4/2017 10:19

Goood amazon.com page

www.amazon.com/Fever-Tree-Premium-Ginger-Ounce-Bottles/dp/B002NVZDR4?th=1

but no mention of Madagascan Cola.

Anybody have an idea of how to monitor US market penetration?

apad

[sogoesit] 20/4/2017 17:50

RBC Capital 24 March - Outperform - 1700p
Berenberg 20 April - BUY - Target raised to 1700p

[sogoesit] 20/4/2017 13:08

"Malaria No More UK"?
I didn't know we had malaria in UK. WoW!

[martywidget] 20/4/2017 10:15

Stop giving away your profits Fever-Tree!:

'Join us in mixing 1 million Gin & Tonics for World Malaria Day 2017! We are committing to donate 20p from each of 1 million Gin & Tonics consumed across the world on 25th April 2017 to Malaria No More UK'.


{You should be encouraging governments to sell the xx number of bottles of Fever Tree Tonic Water to get the equivalent dose of quinine per person! ;) }

[wetdream] 19/4/2017 10:54

It must be the news of yet another election that's driving up the sp!
Pass the G&T...