Fevertree Drinks Share Discussion Threads

[panic investor] 25/7/2017 12:38

Insti's have their reasons - might have gone elsewhere and made even more for all we know

[discodave4] 25/7/2017 12:36

Old Mutual about £1m worse off by selling some last week........begs the question why so close to results?.

[martywidget] 25/7/2017 12:30

...Analysts at Investec upped their prediction for full-year pre-tax profit to £49m...

[finbarot] 25/7/2017 10:39

I can't remember who it was but someone wrote on this forum that the Fevertree story was far from over and that one day it would hit £21.IIRC this was when it first hit a tenner .
Time will tell but I think its do-able if a take over doesn't happen first

[finbarot] 25/7/2017 10:27

I can't remember who it was but someone wrote on this forum that the Fevertree story was far from over and that one day it would hit £21.IIRC this was when it first hit a tenner .
Time will tell but I think its do-able if a take over doesn't happen first.

[villarich] 25/7/2017 10:04

The maker - its the old British name for table tennis. If you get a chance, head to YouTube and look up Boris Johnson's speech at the end of the Beijing olympics. As for how to spend the 40p per share cash, I don't see any new product lines as they seem to have hit a sweet spot and need to keep it premium. It'll be good to see the cash reinvested in organic, exponential growth. At the moment it ain't broke so don't fix it. Keep growing, keep selling, grow the dividend and bank the rest. I'm still blown away by the 99% contribution to growth in mixer market. That's the wow number for me.

[sogoesit] 25/7/2017 09:45

So what's the plan for spending the 40p/share cash?
Any ideas?

[wobaguk] 25/7/2017 09:40

Great stuff, now 26% up on when I got in. Tempted to sell, especially as I have a few lingering SBs that are going to cost me when they hit stop losses any day now

[sogoesit] 25/7/2017 09:19

Given the share price graph "too much ginger beer" is probably a good thing!
Keep it up!

[martywidget] 25/7/2017 09:13

Posted wrong link in above to presentation, anyway corrected it, but here they both are again if they're not making sense, apologies - too much Fevertree ginger beer perhaps. LOL!

Presentation:

2017 Interim Results Presentation



2017 Interim report:

[martywidget] 25/7/2017 09:00

Presentation:

2017 Interim Results Presentation

[themaker] 25/7/2017 08:37

hahah what the hell is wiff waff? :D

[bamboo2] 25/7/2017 08:27

MW, Lol, but the thread didn't exist at £1.60!

Breakaway Gap up today, likely to become the new support zone.

Price action so far today could be a half staff, ie could end up £20+ in a few days, with a fair wind

[martywidget] 25/7/2017 08:26

[To the shorts] ...hows that short going ....

A short or a double today for you.

[villarich] 25/7/2017 08:24

The gift that keeps on giving. Screw PE. Investing on PE alone is like trying to play wiff waff with your hands tied behind your back and your eyes closed.

[martywidget] 25/7/2017 08:18

Well done christh, shame you weren't here at £1.60.

[christh] 25/7/2017 08:15

hi chaps,
I hope you are enjoying your profits today as I was trumpetting along all the time when it was under £17.
The dream is not over, there is a mileage to go yet.
In my opinion it will hit £20.

well done to all those who stayed with it.

Watch out for Diageo and others to bid for fevertree.

[shanklin] 25/7/2017 08:12

Fantastic result again and IMHO still look very cheap based on the likely P/E and massive growth.
Sadly I don't hold any, which is less than ideal.

Out of interest, have all the other producers of mixers just given up or is there anything in the pipeline that might have some impact on FEVR's increasing market share, etc?

GLAH.

[staverly] 25/7/2017 07:52

Sod the PE, what these numbers show is that the CE market is responding like the UK market, albeit at an understandably "slower" rate. The US market may not become excitable until next year when the cola is more available. It's a monster!

[chrisgail] 25/7/2017 07:51

Forward PE probably down to 50-60 that for a Company growing at this rate it seems still value to be had, I will continue to hold.

[discodave4] 25/7/2017 07:51

Excellent results.GersemiThink your 100 PE is just based on H1 eps (?), it's heavily weighted to H2, so going on last year H2 could be c 32p, so c 49p for the year putting it on a PE of about 36, but more importantly IMO it's a PEG of 0.2.DD

[wetdream] 25/7/2017 07:47

Yup, excellent product range & management.
Very enlightening Youtube interview with Rolls, although sound quality of non-miked speakers is poor.
Just depends how much of this performance is already in the share price