Fevertree Drinks Share Discussion Threads

[growthpotential] 01/2/2020 16:16

True dude. My pension is largely index products with BlackRock, so very diversified. My trading account is 25-30 single names of which FEVR is about 5% of that at the moment. I did average down a few times. The total investment represents about 10 months cash savings so it's all about your ability to take risk too as well as anything. It really is just spare cash which I have allocated to names with good business fundamentals

[panshanger1] 01/2/2020 13:10

Lord (John ) Lee taken a position here

[elpirata] 01/2/2020 12:05

hows that pop up buckfast bar of yours on sauchiehill street doing these days bob, have you thought of introducing an aromatic irn bru mixer

[bargainbob] 01/2/2020 11:55

Fever tree ok brand name for tonic , but pants for everything else.

[wetdream] 01/2/2020 10:06

Where’s christh?

[dround87] 01/2/2020 08:13

Maybe. But I reckon if people have been averaging down at every "opportunity" since 40 as some here claim they have been (you among them) then their portfolios are becoming less diverse each time.

[growthpotential] 01/2/2020 00:30

Look guys I trust FEVR is owned as part of a diversified portfolio. What gives? It's a pretty large weight, both nominally and as an active weight but stocks go up and down and I'm happy to be long this rocket ship

[llama1978] 31/1/2020 16:27

Britvic is a little different to fever tree. The biggest product in the U.K. I think is Robinson’s fruit shoots. Not exactly an indicator of tonic water sales. That product is going very well as I believe is the high concentration stuff. They do own London Essence Tonic apparently but that is pretty minor compared to fever tree. The ordinary britvic tonic water is bog standard. I’d take Schweppes above it. There are many people now who won’t get a g&t in a Pub unless they have fever tree.

[wetdream] 31/1/2020 16:20

I presume these 45k, 50k trades passing through are at ‘agreed’ off-book prices, by institutions continuing to shed stock.

[dround87] 31/1/2020 15:41

Yeah I think that's why it's not counted! But it's something ridiculous like 3x UK per capita consumption.

[dround87] 31/1/2020 13:18

Google gin consumption by country. You might surprise yourself. Don't have a heart attack!

[dround87] 31/1/2020 13:12

Fevertree is another name for the tree which quinine comes from because of its healing properties! Maybe not so bad. To be fair there are a lot of other nasties lurking right now. Poor data from Europe and USA. Some poor results from big companies both sides of the pond. All looking a bit wobbly on some sky high valuations. A catastrophic day on the Chinese markets is not going to help.

[bargainbob] 31/1/2020 12:41

Not a good brand name with current virus about. Fever is toxic name at the moment.

[llama1978] 31/1/2020 12:23

Those in the mask and goggles business are having a bumper year too.

[sogoesit] 31/1/2020 12:18

Lol.
Well, there is speculation that "gaming stocks" will do well in China.
Precisely due to the fact that they all have to stay indoors!

[llama1978] 31/1/2020 12:12

If they stick me under quarantine, I’d be ordering crates of the stuff!

[dround87] 31/1/2020 12:10

Just guessing. Chinese markets reopen.

[llama1978] 31/1/2020 12:07

How do you know what Monday’s going to be like?

[dround87] 31/1/2020 11:55

In any case I reckon Mondays shaping up to be a bloodbath so shorters probably in a good position here.

[dround87] 31/1/2020 11:50

Agreed but hcpc has defined their time scale as about 2 months.