Fevertree Drinks Share Discussion Threads

[apad] 06/2/2020 11:03

llama1978 one person's averaging down can be another person's averaging up.
Like all slogans it has no meaning at all.

"Musing on the likes of VCT and ZTF - raw materials suppliers with some gilding.
They are on PERs of about a quarter of a century.
Does this make any sense for companies that depend on building factories to supply a global, mundane economy?
FEVR is about the same I believe."

Interesting huh?

apad

[llama1978] 06/2/2020 10:50

I guess it depends what you think is a fair value and your belief in the company, it’s board, it’s marketing, trends, etc. You don’t average down just to say my average price is lower. You sell some shares at one price and buy them back at another. Your average price is now lower. My average price was almost £30 a year ago now it is £23.50 I think. I am more likely to break even in my total investment than I was if I had not sold shares and bought shares a few times. So not sure I agree. But then I am currently losing so maybe you’re right. That’s my fault for putting off investing in fever tree for about 3 years!

[hpcg] 06/2/2020 10:17

bulltradept - the single best four words of investment advice ever given; everybody should be made to watch that PTJ clip with the hand written poster in background before being allowed to invest.

[bulltradept] 06/2/2020 09:21

Only losers average losers...

[llama1978] 06/2/2020 08:18

Maybe all the people who sold at £16 bought back... easy way to take £3 off your average share price.

[riostroy] 06/2/2020 07:50

Any one knows what happened day before yesterday when 13,5 mln shares traded? Still no RNS from FEVR.

[riostroy] 05/2/2020 17:18

Such a convenient excuse - britvic done well.

[porsche1945] 05/2/2020 17:11

The big question is as these are plainly toast, where is chris???? we need his insane blind optimism!!

[dround87] 05/2/2020 17:08

Because it was an awful Christmas season not only for fever but for a lot of businesses! They expected the usual fireworks and got a puff of smoke.

[riostroy] 05/2/2020 16:34

How can you simply miss forecast a single month performance??? In my work I would be straight fired if such thing happened.

[riostroy] 05/2/2020 16:27

And negative for a day - started +5%

[dround87] 05/2/2020 16:27

No point arguing llama! It's a shorter MO.

[riostroy] 05/2/2020 16:18

They lied in November

[llama1978] 05/2/2020 15:52

I don’t think they lied. They said 2nd half of 2020 they expect a return to growth and 2021 in US will return to previously expected growth levels. So let’s see later... if so I guess price goes up

[wetdream] 05/2/2020 10:28

Perhaps its hedge funds fed up with shorting Tesla...
;-)

[llama1978] 05/2/2020 09:46

Couple of hundred million pounds worth of bottom fishers.

[hpcg] 05/2/2020 09:46

Closed my short. The big volume yesterday suggests that at least one eager seller is out. Lack of any TR-1 is a bit of a surprise but I guess they will appear during the day. Of course buoyant markets shrugging of virus impact are helpful to sentiment. I sort of expect another run towards the gap, which will be a great opportunity to rebuild my short position. There is likely to be a profit warning on the way based on UK sales, and one wouldn't want to not be short ahead of that.

[bulltradept] 05/2/2020 08:58

What? With the 12m shares which went through yesterday ?