Fevertree Drinks Share Discussion Threads

[juzzer100] 25/8/2017 14:38

Willoicc - hmmm have you tasted Fevertree Naturally Light versus Diet Schweppes. There's no contest!

[juzzer100] 25/8/2017 14:24

Just topped up. Feels like a bit of profit taking going on before month end.

[sogoesit] 25/8/2017 12:29

Run out of Ginger Ale and Madagascan Cola in my local supermarket today.
Plenty of Schhh... on the shelves for the taking, 'tho.
;-)
Are you sure you're frequenting the "right" kind of bars, warrhead ;-) ?

[aimingupward2] 25/8/2017 12:11

williocc, you could say that about bottled water and yet just look at how that market has grown over a long period.

[warrhead] 25/8/2017 12:10

Well I hope it isn't Diamond White all over again. That didn't end well.

[willoicc] 25/8/2017 12:03

Mixers are just a commodity.

Fever Tree is just an expensive fad.

[warrhead] 25/8/2017 12:02

Hmm, maybe. Or alternatively Schweppes just discounted the price of their drinks heavily to win the business or maybe even paid the club owners to take their drinks as they regard it as promotional advertising.

[christh] 25/8/2017 11:24

Warrhead,
fevertree are boosting their production.
Perhaps have run out of the supply.

see this from the Preliminary Results 21st March 2017



...Manufacturing and distribution is completely outsourced, with the Group responsible for arranging for the delivery of key ingredients, flavours, water, glass, cans and packaging to a manufacturer who then bottles or cans the final product from these component parts.

The Group's primary bottling partner in the UK completed an investment in a new site in 2016 which will double their capacity from 2017 and which further increases production contingency for the Group. In addition to this, the Group also uses a second UK bottler for contingency purposes, fills its 150ml cans with a Netherlands-based canner and continues to bottle locally in Germany with the reusable glass bottles required in that market. Therefore, the Group works with four different partners across three different countries to manufacture its products, which underlines the flexibility of the outsourced model and its ability to scale and fulfil the production demands generated by the strong growth that the Group is achieving. 2016 also saw the transition to a new third party logistics partner in the UK which will provide a strong platform for future growth.

[warrhead] 25/8/2017 11:00

Just got back from holidaying in Ibiza which is where I first saw Fevertree mixers several years ago. Last year it was Fevertree everywhere this year a lot of the bars and big clubs have switched to Schweppes Premium in the curvy bottles. Obviously anecdotal and very isolated example but just wondering if finally there is some push back coming from Schweppes in some markets - spooked me a little tbh bearing in mind the huge share price rise over the last few weeks.

[christh] 25/8/2017 09:49

Buying big time people.

Still heading to £25 ....

[muffinhead] 24/8/2017 13:43

thanks for explaining Marty

[christh] 24/8/2017 11:16

Excellent strategy.
Low levels of central overhead and headcount.

That's what I was impressed with.
The capacity will double from this year i.e production will double and sales
will double or treble as demand increases.

£30 next year

[martywidget] 24/8/2017 10:23

The bottling partner has primarily been Brothers Drinks Co. Limited in Shepton Mallet.

[They more recently added EVA, based in Spain expanding its European bottling sites to five after signing a new deal in Spain.]


For further details, just look at Preliminary Results 21st March 2017





...Manufacturing and distribution is completely outsourced, with the Group responsible for arranging for the delivery of key ingredients, flavours, water, glass, cans and packaging to a manufacturer who then bottles or cans the final product from these component parts.

The Group's primary bottling partner in the UK completed an investment in a new site in 2016 which will double their capacity from 2017 and which further increases production contingency for the Group. In addition to this, the Group also uses a second UK bottler for contingency purposes, fills its 150ml cans with a Netherlands-based canner and continues to bottle locally in Germany with the reusable glass bottles required in that market. Therefore, the Group works with four different partners across three different countries to manufacture its products, which underlines the flexibility of the outsourced model and its ability to scale and fulfil the production demands generated by the strong growth that the Group is achieving. 2016 also saw the transition to a new third party logistics partner in the UK which will provide a strong platform for future growth.

The outsourced model allows the Group to retain relatively low levels of central overhead and headcount...

[christh] 24/8/2017 09:51

remember

Outlook
(25/07/2017) ce - "...the board anticipates that the outcome for the full year will be materially ahead of its expectations"

"Fever-Tree continues to fizz as it raises profit forecasts again"

every time profits double or treble.

So £25 next milestone before it heads to £30.

Growth company, sales are expanding, profit swelling.

Lovely.

[muffinhead] 24/8/2017 09:38

According to annual accounts on risk factors, Fevertree uses one bottling company.

So the company outsources and and does the marketing and distribution in house and gets 30% margins.

Anyone know which bottling company and capacity of production lines to expand?

[discodave4] 24/8/2017 09:12

Sorry but wasn't a wind up at all.

[sogoesit] 24/8/2017 09:06

Lol!
"bear"

[christh] 24/8/2017 09:02

still strong,it will head to £25 so be patient with it.

Company is expanding in Big China so growth will be explosive.

[sogoesit] 24/8/2017 08:58

Ok, a wind-up then ;-)
NOTED!
Yep, the future is more difficult to screen. I charge for that!!!

[discodave4] 24/8/2017 08:51

Many thanks Sogoesit.Have some screeners I can use was just being lazy!. Like most things though it's historical and the future may not mimic the past - that said though I do use screens as a starter for ten.Thanks again though.DD

[sogoesit] 24/8/2017 08:38

PEG <= 1.00 EPS Growth - 1 Year 20-200% Screen (UK):
PEG 1.00:FeverTree, Gresham Tech
PEG 0.90:Convatec, Applegreen, Autotrader, Trifast, Coats, Breedon
PEG 0.80:Tracsis, Dalata, Rentokil, Scapa, NMC Health
PEG 0.70:TalkTalk, Gocompare, Hansteen, Marshalls, XLMedia
etc. etc.

Many more; for example my long term income/growth hold, MCRO, is on 38.4% 1 year eps growth at PEG of 0.5. Others on 0.5:Costain, Johnson Service, SThree, TTElectronics, Polypipe etc. etc.
Give me a specific PEG and Growth rate 1 year upto 4 year average I will check and direct message you.

Apologies for Off-Topic Monsieur Widget. I will refrain from now.

[sogoesit] 23/8/2017 23:40

Possibly if that's a criterion available. I will try mañana...

[discodave4] 23/8/2017 21:43

Any chance you could repeat the filter but include those with a PEG less than 1.

[sogoesit] 23/8/2017 18:40

Trailing P/E? Lots...
BOO is a nice one.
ASOS not so nice.
MUL.
PRSM is abut infinity so that's "a tad" more risky... if that grabs you ;-)
ANTO is good too... well, it has been good to me.
Dechra; don't know anything about this.
HSBC ... it's a bank!
Avingtrans.
etc.

I just did a screen for you, not researched apart from BOO, ANTO and PRSM all of which I hold, so don't hold me to account.
(By the way Trailing P/Es can be meaningless imv. If you like using them, as lots of fund managers do, be my guest! ;-) )

[1savvyinvestor] 23/8/2017 15:52

Just out of interest what other other companies are on a p/e of over 100