Fevertree Drinks Takeover Rumours (FEVR)

Takeover potential

Umm as James Henderson famously said you can’t put a soufflé back in the oven …..more profit warnings to come on near 3x sales it is expensive and the only hope is a takeover but it could be longer …it has a brand position and distribution qualities an end user like Pepsi might well want but I think they’ll bide their time ….

In the back of my mind in making an investment in Fevertree, I can’t help but think what an obvious takeover target this would make for Diageo. It’s like a perfect match for them. Salty.

Something about FEVR has peaked my interest as I always admire a British success story, but can anyone explain the drop in share price? Seems to have a healthy financials and good revenue growth projections, also has to be a potential takeover target from the major drinks/food Goliaths. Indeed this has become the defacto mixer in pubs all over and has eclipsed the likes of schweppes (although their ginger ale is shite compared to schweppes btw - lol). Not sure how this is going in the US and other markets though? I have a penchant for buying stock in injured puppies, as they can grow back into 3x prime pedigrees. What could possibly go wrong? ;-)

Carlsberg shares were on course for their largest single-day decline in more than four years on Friday, after the British soft drinks maker Britvic said it had rejected the Danish brewer’s £3.11 billion ($3.9 billion) takeover proposal. Shares of Carlsberg were down by 8.7% at 09:04 a.m. London time, according to LSEG data. This is the company’s largest single-day share drop since March 12, 2020, when stock fell 8.77%. Britvic surged by 12.5% on the back of the same news. This breaking news story is being updated... Https://www.cnbc.com/2024/06/21/carlsberg-slides-after-britvic-rejects-3point9-billion-takeover-offer.html

https://www.cityam.com/robinsons-squash-maker-britvic-rejects-3bn-takeover-bid-from-carlsberg/