Fevertree Drinks Share Discussion Threads

[funkmasterp12] 13/3/2018 07:18

Hmm. Might this be the one to break the camel's back? Not sounding as upbeat as usual and EPS only in line with expectations, not above.This may get sold off today. Or of course it may not!

[villarich] 13/3/2018 07:13

Hmmm pretty underwhelming really. Think this will drop this morning.Results haven't beaten expectations, EPS on the money at 39p, margins down. US market growth played down and percentage wise in the 30s. Outlook statement also cautious. Great UK growth. Unfortunately there's nothing that tells me the market would pay 70x current EPS? As always I sincerely hope I'm wrong.

[martywidget] 13/3/2018 07:06

As investegate & ADVFN are late with their feeds, here are results from London Stock Exchange site:

Preliminary Results
Released 07:00 13-Mar-2018

[discodave4] 12/3/2018 19:31

Agree Villa that is!

[discodave4] 12/3/2018 19:31

Agree with your earlier post - think they will beat, possibly 42 eps, but will be more concerned about a very positive outlook especially USA.Looks like today was a perfect time to take profit given it's strength over the past few months and hitting all time highs.Be an interesting day tomorrow and good luck all holders.DD

[wetdream] 12/3/2018 18:28

Fever-Tree to launch extended low calorie range
12 March, 2018
By Sonya Hook

Fever-Tree plans to extend its range of low calorie mixers.

The ten-strong Refreshingly Light range will sit alongside its existing line up of premium mixers and they will be launched nationwide from April.

The drinkseach contains less than five grams of sugar per 100ml, which the company said “gives UK customers the widest selection of low calorie mixers to date”.

The new range includes Refreshingly Light versions of Mediterranean Tonic, Elderflower Tonic, Aromatic Tonic and Lemon Tonic, as well as mixers (Ginger Ale, Ginger Beer, Sicilian Lemondade, Lemonade and Madagascan Cola), designed to complement the flavours of dark spirits. Its original low calorie brand will also be relaunched under the new Refreshingly Light name.

Rose Black, innovation director, said: “At Fever-Tree we are proud of our position as pioneers of the premium mixer and how we have transformed the wider mixer category. The refreshingly Light range reflects the same commitment to the highest quality ingredients, botanicals and taste that is at the heart of all of our products and we are delighted to be able to offer a choice of options free from artificial ingredients and sweeteners across our whole portfolio.”

[erric] 12/3/2018 17:51

I only have two pieces of anecdotal evidence to suggest this still has further to go.

1. Sitting in a hotel bar in Fremantle reading a flyer advertising their Fever Tree festival promotion.
2. No matter what day I go into Morrison’s the Fever-Tree “original̶1; is always sold out.

[villarich] 12/3/2018 16:47

Too late to do anything now. Next stop, results day whoop!

[villarich] 12/3/2018 15:39

It'll be a nice spot for a top up should things go awry tomorrow. If it breaks then there'll be good reason so would be a time to rest-evaluate the reasons for investing.

[sogoesit] 12/3/2018 15:37

Agreed, Villa, my SMA and trend line support is 2540... so the same give or take.

[villarich] 12/3/2018 15:32

Looking at 3 month chart, the price has gone up 37.7% to current share price My resistance trend line is showing support at £25.30 if results miss tomorrow.

[christh] 12/3/2018 14:51

climbing up back to £28 slowly...

[christh] 12/3/2018 14:28

We could see a recovery this afternoon back to £28

[christh] 12/3/2018 14:25

market makers tricks to accumulate stock to sell tomorrow.

big bonus boys for those boys making the market for fevertree.

[sogoesit] 12/3/2018 14:22

Classic blow-off on over-egged expectations; back to uptrend channel around 2650'ish.
70x is enough to pay for trailing earnings imv.
Will be speculating on current year's growth after tomorrow.

[christh] 12/3/2018 14:15

Quick.....BUY

big chance now

[sherwick] 12/3/2018 14:07

The sky is falling!
The sky is falling!
(I.e. shaking out weak hands,, again! 😀)

[villarich] 12/3/2018 13:59

I think it could be slightly ahead of that figure, but you're still looking at over 60x earnings to maintain the current share price If only not was as simple as looking at information we already know - like sales growth - and saying the share price is bound to rise.

[minnerva] 12/3/2018 13:54

I agree Villa, if the EPS is indeed 39.3p I dont think its enough to keep the price rising in the short term. Interesting to see if that figure is speculation or indeed what will be announced tomorrow

[christh] 12/3/2018 13:50

really?

The results are solid £169 million profit.
The profits are 65% higher than last year's profits.

factors that will move the share price higher
---------------------------------------------------
1.The news that everyone expects is the exports/expansion/sales to the USA
and the rest of the world.
2.The strategy of raising the sales to a higher level
3.Possibility of a bidder or bidders.

In my opinion the price tomorrow will be £30 and over.

[villarich] 12/3/2018 13:26

With today's drop, I wonder if something has been leaked with regards tomorrow's results?

[christh] 12/3/2018 13:12

Fever-Tree shares were given a further boost earlier this month following market rumours of takeover interest from Unilever, which failed to ring true.

Mr Warrilow said that the company was confident "there are opportunities that we can create on our own steam and we are not looking for people to take us to the next level."

"As a growing business we are attractive to someone, but it is not our focus", he added.
VERY INTERESTING,VERY SUSPICIOUS,SOMEONE IS INTERESTED BUT WILL IT EMERGED TOMORROW?


Fever-Tree separately announced that Unilever's drinks boss Kevin Havelock and Red Bull and Vita Coca executive Jeff Popkin were joining its board as non-executive directors to help boost its international business.

[villarich] 12/3/2018 12:48

Edit: Should be 75x earnings below, not 70x.

[villarich] 12/3/2018 12:47

It's all about EPS for me, not necessarily profit growth. We know results will be good but the market reaction will be based on EPS and the multiplier the market is willing to pay. For the price to hit £30 then the market needs to be willing to pay 70x earnings if EPS hits expectations of 40p.Will the market want to pay 70x earnings? Maybe, but only if there is still significant growth expectations in established markets and overseas. I'm slightly concerned that growth in the UK could be tapering so I'm less interested in the income statements and balance sheets, and more interested in the outlook expectations and margins. Remember, the price tanked after they announced an upgrade and the news that they were responsible for nearly all the growth in the mixer market.

[snew] 12/3/2018 12:26

Bought back in.