Fevertree Drinks Share Discussion Threads

[staverly] 15/5/2017 21:59

SoGoesit ... My pre-market thinking was based on crude assumption of 2-3p uplift in EPS, hence my £1.50 figure (PE x60). Let's see how the rest of the week/month pans out. Undertook a trek to attend AGM earlier today. Never met BOD before. Thoughtful panel Q & A, and later on attendees (15-20) mingled over a drink with insiders. TW struck me as the real deal. To my mind the story is still in tact, more than. Short term share price movements are never easy to predict, and thankfully mostly irrelevant to long term holders.

[bamboo2] 15/5/2017 21:24

GI, re, selling this morning, The chart told me to do it.

I use apex based potential turns to time trades. I used to try to get them perfect, with minimal trading costs, but that was not really practical, so now I'm happy to average in and out, taking just part of a rise.

Some of my trades target only a few percent after costs, this recent one on FEVR netted approx 12%.

Looks like hist support approx 1610
Next turns 17 and 26 May 2017

I will definitely be back.

PS, sogoesit, thanks for speaking up for me while I was away! :-)

[big7ime] 15/5/2017 19:37

I so love these articles
Diageo is a massive co, the huge catalogue of a report makes amazing reading. If you compared the two you'd realise there is no comparison, Diageo a world leader mega conglomerate selling hundreds of brands in two hundred countries, it's going to be a slower mover than a newer exciting growth co But it's a quality co.
Fevr is a newish co, in comparison an upstart fizzy drinks co with a few soft drinks. Quality product but nothing that can't be replicated but compare it to Diageo you realise the ridiculous over valuation given to it by those joining the party at this late stage throwing their cash at it like it's going to have a twentieth the profits of Diageo valuing it now at a potential many years down the line. So a completely different kind of investment. One a proven blue chip with good dividend, the other a much higher risk investment that even if the business continues to grow yr on yr for many years could be reaching its pinnacle in terms of share price."

Wow, sums it up

[christh] 15/5/2017 18:47

One super growth stock I’d buy before Diageo plc
[Fool.co.uk]
Harvey Jones
Fool.co.uk
15 May 2017

Last week chief executive Ivan Menezes said the company remains on course to deliver a stronger financial performance, consistent with its medium-term objective of mid-single-digit organic top-line growth. He puts recent successes down to putting the consumer at the heart of the business, better brand building, innovation and a focus on discipline and efficiency.

read on in here

[ch1rp] 15/5/2017 16:25

Tree shake?

[christh] 15/5/2017 16:21

the price should go back up to £17 and higher this week.
It is a growth stock, momentum is up.
The fund managers love this stock.

[christh] 15/5/2017 16:17

Investec Ups Fevertree Price Target To 1,865p From 1,675p, Keeps Buy

[ccr1958] 15/5/2017 16:12

cant work this one out ,unless there is a seller in background ,this is big profit taking !!!!!

[wetdream] 15/5/2017 15:37

Can only think that there are some big sells being worked in the market to suppress the share price like this.
Perhaps the founders shedding a few(millions)?

[finbarot] 15/5/2017 15:10

very positive tone at the AGM today! Looks like a very bright future
DYOR etc

[sogoesit] 15/5/2017 15:08

Of course, in a "static" market anyone would be crazy to buy a stock at 61 x earnings.
No wonder folks are selling!
Fine by me, accumulating here now.

[martywidget] 15/5/2017 14:16

One super growth stock I'd buy before Diageo plc
By The Motley Fool 15 May 2017, 11:52
Updated: 15 May 2017, 12:16


Small Cap Value Report (15 May 2017) - FEVR, Velocity Composites, BILB
Monday, May 15 2017 by Graham N

[broadwood] 15/5/2017 13:53

Definitely worth a read.

[ccr1958] 15/5/2017 13:01

Yes with buys winning 2/1 this share price is very temporary ..

[sogoesit] 15/5/2017 12:54

bamboo is a short term trader and gives great insight via his chart methods on what he does; always useful to know.
Like ccr I am also a buyer under 1700 to accumulate on my now burgeoning holding!

I too am phlumoxed as to why, on what looks like a strong long term look ahead and albeit it hit nearly 1800 this morning, it has gone nowhere this morning.
Anyway, as a buyer below 1700 or thereabouts I am looking for 25% upside over the next 6-9 months. Maybe the market wants to let this grow into the valuation for a while; who knows.

Good luck!

[greek islander] 15/5/2017 12:39

Bamboo, after the announcements today, with profits and revenue well ahead of market forecasts, seems a strange time to take profit. Mind you the market seems to agree as the share price has dropped back. Maybe someone cleverer than me can explain how an RNS so positive can lead to a drop in the share price Cannot see how the announcement could have been more positive. Is someone offloading?

[ccr1958] 15/5/2017 11:46

well done bamboo , I am a buyer under 1700p ..Lovely .

[ccr1958] 15/5/2017 11:44

I couldn't help my self I am a buyer under 1700p

[martywidget] 15/5/2017 10:54

For some reason when watching this, I keep humming along to tune/beat - D-I-A-G-E-O, D-I-A-G-E-O, D-I-A-G-E-O, D-I-A-G-E-O diageo..
LOL!

Shirley Heights Lookout Spectator Party & Fever Tree Race Day Party

[martywidget] 15/5/2017 09:44

Investec Ups Fevertree Price Target To 1,865p From 1,675p, Keeps Buy
[BROKER RATINGS SUMMARY
15 May 2017 09:39]



[Very brief talk, shame there is not currently a full version currently available - Tim Warrillow, co-founder & CEO, Fever-Tree Fast Track Published on 10 May 2017 Tim Warrillow, co-founder & CEO, Fever-Tree, speaking at The Sunday Times Lloyds SME Export Track 100 awards dinner in London on 9 May 2017.]

[bamboo2] 15/5/2017 09:28

I took profit this morning. Had to place order to get last lot away. Another potential turn day Wednesday 17th. gla

[ccr1958] 15/5/2017 09:00

a few banked that profit from the open if they were quick, excellent results , onwards .. 2000p this year imo..

[invisage] 15/5/2017 08:52

4 months in they are saying they will beat 2017 forecasts comfortably. Just feels like there is scope for further upgrades as the year progresses, they have barely scratched the surface with the RoW markets which make up only 5% of revenue.The valuation may appear rich now but could be seen as cheap in a few years.

[sogoesit] 15/5/2017 08:47

Hi, staverly, what was your P/E assumption (Growth)?
Thanks in advance.