Fevertree Drinks Share Discussion Threads

[discodave4] 28/1/2018 20:49

orissander"I understand that not all can have my vision about it"Enlighten me, what is your vision?.......don't just reply with £28, £30, or whatever.DD

[orissander] 28/1/2018 16:36

I don't need to read books, you suppose that I am a beginner but you are wrong.
Regards

[villarich] 28/1/2018 15:35

This company is EXACTLY like all other early stage, high growth stocks. At some point growth will slow and this will become a stalwart of the market, generating cash and getting in single figures. PE's of 60+ cannot be maintained over the long term. Look at Boo - perfect example. I suggest you read 'One up on Wall Street.' It's the first book any beginner should read.

[villarich] 28/1/2018 14:34

Hahaha completely deluded

[discodave4] 27/1/2018 21:41

Can't help some folk......confirmation bias rules ok!

[orissander] 27/1/2018 18:52

I only see that this company is not like a normal company but truly a gem. I understand that not all can have my vision about it it’s fine. For me the discussion is over, just have a gin and tonic. You know which tonic.

[microscope] 27/1/2018 17:49

Whatever the fundamentals, chart looking as though there's more to go for here.

[discodave4] 27/1/2018 15:25

Yep it's always good to have a board with some opposing views, keeps you on the ball in terms of re-assessing your investments.DD

[villarich] 27/1/2018 13:11

Sorry mate! Great to know we're on the same page though! Gotta say even though they're blinkered in their views, Christh and Oriss have helped me learn though forcing me to look closer at this share

[discodave4] 27/1/2018 11:34

Morning Villa, you beat me to it!

[discodave4] 27/1/2018 11:33

1) He did not say he considers JDW as a better investment than FEVR and BOO, that's your subjective opinion.2) What future products are you referring to?.3) IMO it was a fair and unbiased assessment. All because someone doesnt hold a stock doesn't automatically mean they will put a negative slant on their analysis. Phil Oakley has a solid reputation and as an investor here you should be taking onboard his views and where you think he has been negative, or simply incorrect, you should be aiming to counter those views with additional research and facts of your own.......then re-assess your investment and make a decision.So rather than posting up that it was a "bad" article why haven't you said exactly why you think that?, your answers to Villa's questions are hardly supporting your view are they!.Most investors welcome well constructed negativity as it forces you to question and research your investments even more, if you maintain confirmation bias, as you do, then I'm afraid you are likely not to be as successful as you could be - all great stocks have troughs, FEVR's historical upward momentum will not keep going on forever......that's a fact!.DD

[villarich] 27/1/2018 11:28

I worry for you Orissander. Genuinely I do. Your interpretation of that article makes me think you have blindly stuck your money into Fevertree with no actual analysis of the company performance and future growth. You seem to just be hoping it goes up but don't really know what will impact the share price That article isn't telling you to buy or sell Fevertree. It's giving you balance and thought provoking FACTS.Please don't think I'm having a go at you. I just dont like the thought of people blindly buying shares. But it's your money so you can do what you want.

[villarich] 27/1/2018 11:23

None of those points are actually true. They're you're interpretation of what he wrote. Just like Christh you are miopic in your views which is very dangerous as an investor / trader. Ultimately what you say doesn't make the article 'bad'. He's presenting facts. At no point does Oakley say Fevertree or Boohoo are bad investments. As always, he provides a balanced view of a stock, looking at both sides of the investment argument. You'd do well to read more from people like him. It might help prevent you making bad investments.

[orissander] 27/1/2018 10:33

1)He considers wetherspoons better than fevr and boohoo.com because He is long on the stock but not in fevr and boohoo.com.

2)He do not consider new products that Fevertree will launch in the future. His vision is still at best.

3)Of course He is not saying what I want to hear.

We can't agree on everything, the market is made of different opinions, and I am of a different opinion.

[villarich] 26/1/2018 20:49

Can you also quote the section where it says Wetherspoons is a better investment than BOO or FEVR please? I fully expect you to not answer any of these questions.

[villarich] 26/1/2018 20:44

I'm sorry but which part of the article is bad? Can you quote it please? Or are you only saying it's bad because a) it isn't saying what you want, and b) you don't understand it??He's gushing about the results and makes the obvious statement that future growth is priced in and any updates that fall short of this would result in a fall in the share price. Isn't that logical? He's not negative of Boohoo, he's using it as an example of what MIGHT happen with Fevertree if growth undergoes expectations. Also look at the BOO chart. Doesn't make good viewing over the last 12 months.Oh and you've never heard of Wetherspoons? FML!!!

[orissander] 26/1/2018 18:52

Bad article overall, he has a negative bias on fevertree and boohoo.com but he holds stocks in a pub that i never heard of and if you see the analysis he thinks that it's a better investment than fevr and boohoo.
LOL.

[villarich] 26/1/2018 12:56

New article from Phil Oakley on sharepad, looking at Fevertree - analysis of latest results and future prospects.Christh I suggest you don't read as he doesn't think a takeover is likely.https://download.sharescope.co.uk/doc/2018_01_26.pdf

[villarich] 26/1/2018 12:55

Very good point!!I'll also echo the excellent TA. Thanks guys..

[discodave4] 26/1/2018 12:50

VillaNeither matters when you are using the FT and a monkey (Christh) with a pin.That reminds me, must check to see how he is doing in this years uk stock challenge.soegoesit - Thanks for your TA input (& you bamboo).DD

[villarich] 26/1/2018 12:30

"To me the technical does not apply to AIM stocks but only the fundementals."Surely it's the other way around? AIM stocks tend to have a lack of fundamentals and are more prone to price movements influenced by traders and shorters wanting to play the volatility?

[villarich] 26/1/2018 12:28

"Christhoh what a fool... :)fool :)"Oh the irony...taking to yourself again??

[christh] 26/1/2018 11:09

oh what a fool... :)

fool :)

[sogoesit] 26/1/2018 10:05

sherwick:
The daily close looks like an extended "cup-and-handle" but, if so, I expect a re-trace.
There appears to be significant resistance at 2530 which also ties-in with valuation (before results in March). Otherwise there is a double bottom in place so support looks strong. The gap-up, on an e-o-d closing basis on 19/01 is a concern.
I don't expect a break-out above 2530 for a while in that case and that is supported by my view on valuations for the 2017 full year (paying 60 times for 39p - 42p per share EPS).
Post results in March we can then play the 2018 full year would be my guess.
Of course, happy to be proved wrong!
AIMHO

[sogoesit] 26/1/2018 09:46

Fools and their money are soon parted.