Fevertree Drinks Share Discussion Threads

[sogoesit] 23/10/2017 08:54

To be Frank, I favour the end October/beginning November one... coincident with trading updater thereabouts.
But, since I'm not Frank, I could very well be wrong!
Have a great week.

[bamboo2] 22/10/2017 14:46

Zooming in on the chart it looks like the turn is more likely tomorrow, 23 Oct rather than 24 Oct. New potential turn 31 Oct/1 Nov

[robholdsworth] 18/10/2017 17:29

There was a Wagamama 'have gin n tonic with Fevertree' commercial on the radio this afternoon.

[sogoesit] 18/10/2017 07:04

On the valuation side I am waiting firstly a confirmation of revenue growth rates, expected from a trading update sometime in November.
Otherwise my EPS full year 2017 is still 40p’ish paying 60 x at £24. Prior growth has been around 70+%.
On these “fundamental” prognoses paying 50 x is still good value at £20, or £21 as the charts appear to price it. Thus, below £20, I’m a buyer.

If, however, growth were to slow from the 70+% pa in the trading statement I think the market would “re-value̶1; accordingly.
The issue in my mind is how quickly the “dark spirit” strategy can take hold and keep growth rates up. There may be a lull before this takes hold and, if so, the impatient may doubt the story and sell. For me that would be a new buying opportunity.
Having said all of that this company is highly profitable and surprises so far in its history have been to the upside.
On the downside, since the last Director’s sales, and the £18 rerating, stock has been more widely distributed, and appears more volatile (although I haven’t measured it), so there might be more exposure and more trading/churning to add to the mix.
(Views of a desert nomad only and therefore to be “discounted221; ;-) ).

[bamboo2] 17/10/2017 21:31

Hi PI, there is not a lot more to say about the chart at the moment than was said last time. This is copied below.

I can add that the kind of rangebound trading we are currently witnessing has happened here before, if you look further back in the chart. This sideways price action can get a bit boring to be honest. I have drawn various trendlines to get ideas of turns, but stick with 19 and 24 Oct as the next most likely dates. Not sure if we will break out of the trading range.

One new development over the past few sessions is a potential INVH&S with a tp approx. 2335

Price remains below a now falling 50sma.

"2102 is the 50% retrace level of the rise from 1684 [17/7/17].

The price action during run-up to interims was muted, but the news was better than expected. The resulting Breakaway gap up makes a useful potential support zone, if needed. [approx 1793-1866]

Recent historical support looks to be forming approx 2110.

I am wary of H&S potential tp approx 1907-1924.
Price below 50sma

Potential turns 19 and 24 Oct"



ps, chris, a VIZ style tip... rather than go to the trouble of typing, save yourself some time by simply copy and pasting your last derogatory comment in the space below this post!!!

[panic investor] 17/10/2017 13:51

This thread used to be so quiet :-/

[christh] 17/10/2017 12:36

ha...ha....ha

[juzzer100] 17/10/2017 11:53

Agree. All good for brand reinforcement. Thanks DD and V, filter button has been implemented here too!

[steptoes yard] 17/10/2017 10:49

No! It's makes you observant. Long FvEr

[villarich] 17/10/2017 09:13

Spot on Juzzer. I have now invoked the filter button. Something I should have done weeks ago. I was also wondering whether he was actually a shorter and we were being played. He is definitely the outlier when it comes to these boards.Anyway back to Fevertree...I was watching the final episode of Liar with Mrs Villa last night and noticed that one of the characters was drinking a G&T in a bar. The mixer? Fevertree light. To which Mrs V got a dog in the ribs and a 2 min rant about how they're getting everywhere! Ok the label was a little fuzzy and kept out of shot to avoid product placement but it was definitely a Fevertree bottle. Now the real question is - Does that make me sad?

[discodave4] 16/10/2017 19:12

juzzer,Only one poster you have to filter for normality to resume, so not an issue really, I hit that button yonks ago, bliss.Have a good one.DD

[juzzer100] 16/10/2017 17:15

Chart is settling in anticipation of trading update, which should be in the next 2-3 weeks. Hopefully some proper news will stop the ridiculous playground name calling which a certain someone has brought into this previously sensible board in the last couple of weeks. As far as I can tell, all of us here want to see the share price rise (unless we are actually all being cleverly double bluffed by our £25 buyer being a shorter?). Please let's keep all this sensible or some of us may stop bothering looking at the board, and be gradually turned off the investment.

[ccr1958] 14/10/2017 10:26

We have just had our Tesco delivery from The Brooklands surrey, this is a monster store but guess what they are nil stock on the `Naturally light tonic` no slow up in demand around here !!!!! :)))

[martywidget] 14/10/2017 07:47

Fevertree Drinks: U.K. Mid-Cap Growth Stock With 100%+ Upside Potential
Oct.13.17

Summary

Since its 2014’s IPO, the company’s revenue has increased by 195%, and its FCF per share has increased by 500%.

It grows organically, and it has almost no expansion capex, allowing the company to obtain 28% FCF/sales margin and over 30% ROIC.

Its net cash is GBP 40 million, and its business model is crisis resistant.

The company is managed by its two co-founders. Together, they are the company’s largest shareholder.

Based on a conservative scenario, the company’s upside potential is 215% in the next four years. If its current growth rate is maintained, its upside potential will be even higher...

[discodave4] 13/10/2017 19:05

VillaUse the filter button it's a lot easier than trying to communicate with idiots.DD

[christh] 13/10/2017 15:39

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