Fevertree Drinks Share Discussion Threads

[apad] 03/2/2020 17:58

This is the new news llama.

"Given this progress, we will be investing further in the brand over the course of 2020. The Group has already conducted a number of successful trials with key customers, providing both parties with compelling evidence of our ability to unlock the wider potential of this very significant market over the medium and longer term. However, implementing these initiatives is expected to result in a one-off impact on net revenue growth in 2020 and as a result, we are revising our growth forecasts for the US business to low double digit for the year ahead before returning to previously expected growth rates thereafter."

Caused this:
FEVR Jan Broker Forecasts down to £15 from £23.

apad

[llama1978] 03/2/2020 17:51

Was ANYONE expecting big growth in the U.K??? This is an overreaction. They will continue to grow to strong positions in most markets they are in. The U.K. will be flattish. Other markets will grow. Keep calm and carry on...

[apad] 03/2/2020 17:20

Jeremy Kanter (USA)
Chief Marketing Officer at Fever-Tree
I am incredibly honoured and excited to be starting a new role as the Chief Marketing Officer at Fever-Tree PLC.

apad

[dround87] 03/2/2020 16:43

Never fall in love with a stock. Rules 1 through 10!

[kenobi] 03/2/2020 16:33

Part of the problem is that while growth is good, people jump on and you get momentum and the price goes higher and higher, with growth shares, it's often a matter of when the growth slows they justify a lower p/e premium. Now is growth slowing or is this a blip ? who knows, certainly until now it's all beem positive, you can understand those who got in much lower taking profits and moving on to the next thing, I have no position but have been looking from the side lines, I was tempted when it when under 20, but after the not so great results it fell back. If I held, I am not sure I would sell, but from the outside, their doesn't seem to be any urgency to get in either. sometimes these things can overshoot, but to be honest, what is a ex growth/ modest growth valuation for fever ? and if we're not significantly below that, what's the point of getting in ? only if you believe that growth will return soon. It's a good product, very expensive, but then if you're drinking premium gin, or vodka, and there currently seem to be a large number of specialist bars, a bit more on the tonic isn't that significant if you're paying a lot for the spirit

[montyhedge] 03/2/2020 15:57

Still seems a very high p.e seeing they may of gone ex growth.

[wetdream] 03/2/2020 15:42

Still seeing some large off-book trades going through.
Instis de-stocking at agreed prices imho.
Should get a few more Holdings RNSs till sub-3%.

[porsche1945] 03/2/2020 14:06

What i want to know is where is our investment guru, Chris???!!! Wow when this aim stuff goes pop, it really goes pop, back to a fiver wouldnt be surprised.

[bulltradept] 03/2/2020 13:51

Is this death by a thousand cuts for FEVR?

[dround87] 03/2/2020 13:21

I think he's a shorter to be fair. Far to contrived.

[castleford tiger] 03/2/2020 10:21

riostroy

The slow down has been coming for 6 months plus.
I tried to explain that sales were slow/..........since Xmas they have stopped!
IN MY OPINION its getting slower..........so beware.

High P/E stocks are fine till growth stops. Then 10x is a fair deal.

Take a look at MPAC up at 305p today and its eps is 37p plus. 7x earnings and no debt .

Tiger

[dround87] 03/2/2020 07:09

Chiefs win superbowl. We're done for!

[devalpha] 03/2/2020 05:39

Excellent new Chief Marketing Officer appointment by Fever-Tree. Ex Diageo European Marketing Director for Beers/Ciders.

[growthpotential] 02/2/2020 22:56

Wet dream on mate ?

[tongostl] 02/2/2020 19:42

This looks expensive even at £10. Might be worth an investment at £8 if growth picks up. One to keep an eye on.

[dround87] 02/2/2020 09:28

Yeah fair enough. I feel a correction brewing. On Monday I pulled all my growth portfolio stocks and went full on eggs in one basket on L&G SUK2. Foolhardy undoubtedly but it built a 4pc buffer over the week so stop in now at break even and wiping the sweat off my forehead!

[panshanger1] 01/2/2020 17:15

No Weekend F/T money section

[growthpotential] 01/2/2020 16:17

Is there a link?