Fevertree Drinks Share Discussion Threads

[hybrasil] 11/9/2018 08:17

While I am a very happy shareholder (average price £2)- is the current valuation not gaga?

[villarich] 10/9/2018 22:38

He hasn't got a clue. He just spouts random ratios to try and appear knowledgable but just ends up looking daft. Good luck mate!

[discodave4] 10/9/2018 22:24

Does christh even know what NAV is, just had a peek and from the ADVFN financials BOO NAV is 18p.........sp as you say nearly ten times NAV. SOS - It could do well, not buying more though until Reynolds is kicked off the board.All the best.PS Apologies for off topic.DD

[brahmsnliszt] 10/9/2018 22:07

All well thanks sogo. Currently away on hols but keeping one eye on things.

[villarich] 10/9/2018 21:59

Hi DDYeah Christh isn't worth bothering with to be honest. I got into a debate with him today on the BOO board after he posted a ramp saying everyone should buy because it trades 'way under NAV!' Even though the PNAV ratio is 10!! But yes maybe a bid is in the offing. It's the only way the big bev companies will crack the premium mixer market now. No way will they be able to compete from scratch. I'm new to SOS, took a position last week and will see what happens. They have a good brand and a solid target market. They just need to start making some money! I will have another nibble of it breaks 45p on decent volume / good news.Also great to see FDEV picking up. It's about time although I was disappointed at the last update. I don't think the BOD handled the messaging very well which is why it got trashed. Also announcing the next franchise is own IP was a change in the message. It's been a decent day. Big news at UKOG, KWS looks like it could turn and a nice ton for Alastair Cook for his swan song.

[villarich] 10/9/2018 21:52

Yeah it is a strange move on no news. But this wouldn't be the first time it's happened. In the past the share price has always spiked on results, fallen back then marched even higher. There will come a time though when the rise will stop. This is becoming too weighty in my portfolio now so it's probably time to trim again, purely for risk management purposes.

[wetdream] 10/9/2018 20:36

;-)
You've gotta admit though, it's all a bit weird.
It's like FEVR cannot possibly fail. PE hits 100.
As long as all disciples believe, then the share price must rise....
Stella(r) indeed!
;-)

[christh] 10/9/2018 19:36

shorter....beware

[discodave4] 10/9/2018 18:41

£30 soon!, pmsl

[villarich] 10/9/2018 17:38

One can only wetdream about the US progress! I think it needs to be stellar though.

[christh] 10/9/2018 17:33

wetdream
have news leakout from the company or you know something!

[wetdream] 10/9/2018 17:06

Mkt cap hits £4.5billion.
I guess we can anticipate sensational sales progress from the US.
:-))

[villarich] 10/9/2018 16:54

Exactly right Polaris. If you try and fight the trend then you'll lose more than you win.This is over valued on all traditional metrics, but the only one that matters is the price the market is willing to pay. And that's nearly £40!

[polaris] 10/9/2018 16:40

Well, i decided not to fight the trend and sold out of the short this am around 3840. You just can't fight this type of move. I do still believe that the rating is too high but i cannot justify staying in for the sake of it when the share price is hitting new highs. The trend is your friend, as they say.

[villarich] 10/9/2018 16:28

Hi Brahms, thanks for the nod on that. I have some cash in Fundsmith and am interested in investing in the Smithson fund he's looking to set up. Interesting to see he's earmarked FEVR as a potential.

[sogoesit] 10/9/2018 16:06

By all means Villa, take the chips off but leave the tonics on the table ;-)!!
(You deserve a few G&Ts for the suffering you have to put up with on the BOO thread. Lol!)

Hey, long time no see Brahms. Hope all well with you?

[brahmsnliszt] 10/9/2018 15:50

I notice FEVR on a list of possible stocks for the upcoming Terry Smith small to mid cap fund he's setting up.

[villarich] 10/9/2018 15:40

Thanks Sogo. I might have to partake in a g and t tonight to toast this last month's performance. Nearly 80% increase in the value of my initial stake. Time to consider taking some chips off the table!

[christh] 10/9/2018 15:15

christh 28 Aug '18 - 08:31 - 3504 of 3574
In my opinion will close above £36 today, momentum is strong.

There is a strong apettite for the shares.
The director wanted to sell million shares and the market due to high demand took
3 million shares.
That indicates a prospective rise to £40 and beyond.

remember...I was saying...today £39

Will tomorrow be looking at £40???????

[sogoesit] 10/9/2018 14:59

Fever-Tree Finder:



Have a G&T... "long" or "short" ;-)

[123trev] 09/9/2018 11:16

Lol,Dave you say that but the reality is you do it after the fact and at the time realised that it could well have hit £30.Algo’;s run the show here and they run to make maximum returns for the few off the back of many Obviously a little more cash could be rinsed but the big falls here will come big chunks of cash have been heading out of here but for a short time that can be hidden but not forever!

[villarich] 08/9/2018 22:34

Actually on second look, the spirit bottle in the picture looks like a bottle of Patron tequila.