Fevertree Drinks Share Discussion Threads

[value king] 06/8/2016 17:36

I set myself a target of £10 a few months back and I think it won't be long to wait now. Since the interims they have been stunning :-)

[topvest] 06/8/2016 11:19

Really excellent product and brand. Ridiculous valuation.

[hydrus] 06/8/2016 09:59

I sold a significant chunk at around £6.50 and of course it's painful now but then again the owners sold a chunk too so it will be the same for them! Having bought in at £2 and retaining over 50% of my original holding I shouldn't be too unhappy. Impossible really to know how this will pan out over say 5 years but as far as I can see none of the competition appear to be upping their game. Schweppes are doing nothing as the owners here predicted. Fentimans seem to do quite well but their products are a little bohemian and maybe don't fit in all locations. I tried bottle green tonic and thought it wasn't a patch on Fevertree.Key thing to remember is that Fevertree are the market leaders in a market they created. If nobody knocks then off their perch then they will just carry on powering ahead. We are in an era where people are prepared to pay for experiences rather than material goods and a high quality G&T is an experience many are prepared to fork out a bit more for.

[martywidget] 06/8/2016 07:20

It may be no LOQ, but it sounds like it may be handy to have a queue jumping system to get ahead of others where Fevertree keeps selling out in some stores!

I remember LOQ well from the days when mentioned over at Paulypilot's Pub on The Motley Fool.

That was also one of the stocks a.k.a 'Eric' mentioned in the book:
'Free Capital - How 12 private investors made millions in the stock market'





Anyway, enjoy your profits those that have taken some off the table.

[sogoesit] 05/8/2016 17:48

Fair enough for the top-of-the range trading exit at 950p.
However, there is no stock of Indian Tonic in 2 stores in my neighbourhood for last week.
Good luck!

[mr hangman] 05/8/2016 15:22

You know it makes sense, this is no LOQ

[the big fella] 05/8/2016 14:52

I have parted company with my last lot at a fraction north of 9.50. The valuation is a little crazy, but wouldn't be surprised to see these continue to motor north for a while yet.

[mr hangman] 05/8/2016 14:41

I would imagine 6.50p will look a fantastic exit price in a couple of years time

[panic investor] 05/8/2016 14:39

They said that about ASOS and it took a fire to achieve that !

These guys don;t even hold stock by the sounds of things.

I don't hold any, used to and sold around 6.50.

Well done the rest of you !

[mr hangman] 05/8/2016 14:34

Agreed, but the day will come when everyone sobers up

[the big fella] 05/8/2016 14:28

Sometimes Hangers you have to go with the flow. Clearly anyone buying now must be full of G & T 's but those in early doors it's a very pleasant ride.

[mr hangman] 05/8/2016 14:08

As we stand this is being priced at over £100M per drink...

[robbiereliable] 05/8/2016 12:28

Lol Hangman, but every WAG in the world seems to have a Range? Let's hope they all have Fevertree parties this Xmas.

[mr hangman] 05/8/2016 12:17

Only problem there is not many of those, could be the best short ever

[robbiereliable] 05/8/2016 12:08

Agreed Skier, I made the mistake of selling out once before... Teary eyed thinking of the profits I could have now. Outlook is positive for now. Would love to see a joint campaign with perhaps a premium vehicle company, or premium fashion company. After all what more could a Jimmy Choo wearing, Range Rover driver want more than a Fever tree Tonic in the glovebox.

[leedskier] 01/8/2016 11:14

Well if it makes profits and is growing, it is almost unique on London markets.

[mr hangman] 01/8/2016 10:24

Think some of these analysts should have some more mixers with their Vodka/Gin

[martywidget] 01/8/2016 10:20

Berenberg raises fevertree drinks price target to 980 pence - 'BUY'

[sogoesit] 27/7/2016 12:31

Chronic Investor view 26 July 2106 :

"Competitors struggle to take the fizz out of Fevertree

The criticism by some that it's 'just tonic' has always led those Fevertree (FEVR) bears to predict a major competitor will come in and guzzle up market share. Recent reports have emerged about rival group Britvic (BVIC) looking to launch a range of premium mixers, but Fevertree chief executive Tim Warrillow says it "[wouldn't be] the first to throw its hat into the ring". To date, Mr Warrillow says his brand has seen off at least 40 rival premium tonics.

Finance director Andy Branchflower said operational improvements, including better glass bottle prices, were a direct consequence of the new-found scale of the business which, in turn, contributed to a 2.7 percentage point improvement in annualised gross margins. The group has also nearly doubled the size of its sales team to help it service its larger accounts, which now include supermarket Asda and a growing business with airlines easyJet (EZJ) and British Airways.

House broker Investec has upgraded its forecasts and now expects adjusted pre-tax profits of £26.5m in the year to December 2016 leading to EPS of 18.3p (2015: £17.5m/12.1p).


IC VIEW:
The growth rates achieved so far, thanks in part to the recent launch of the cans business, will be more difficult to repeat in the latter part of the year. Its increasing geographic diversification, with healthy numbers in the US and 'rest of world' divisions, make it less of a UK bet but the shares' forward earnings rating of 44 times keeps us on hold for now.
Last IC view: Hold, 637p, 1 Apr 2016"

[sogoesit] 26/7/2016 12:44

Coke was worth 60c in the '80's ... same thing, water with some flavourings and gas ;-)
But, then again, Burberry not doing so well when fashions change.
Who knows what can get "addictive"?

[mr hangman] 26/7/2016 12:05

Hi BF, Diffrence is LOQ had a patented technology which was very useful, to
growing theme park companies, called the QUEBOT, with the market cap here
anyone would think they have the cure for cancer.., No they make fizzy drinks

[the big fella] 26/7/2016 11:15

Hangers - good to see you still kicking around. It's been a while and I see you are as cheery as ever. For once I tend to agree with you. Mind you you were moaning about LOQ when they were 20p and didn't pay a dividend. They still don't pay a dividend but are somewhere near £12 now.

[hydrus] 26/7/2016 11:11

Hangman have yourself a refreshing ginger beer and relax