Fevertree Drinks Share Discussion Threads

[sogoesit] 10/3/2020 21:45

Still, will wait to see what the US growth rates come out at.
Whether or not correct, my perception is that it is this that the market is focusing on.

[llama1978] 10/3/2020 14:18

It’s only temporary. Will cause no serious damage to such a cash rich company with a very streamlined operation. It’s all upside once this blows over.

[traderglt] 10/3/2020 12:46

You really think so ? You're about to get at least 3 months with just off sales as your income - sales will fall through the floor - and during the summer months

[wton1] 10/3/2020 12:09

Fewer people going out ----> collapse in sales

[dround87] 10/3/2020 11:52

Only took a global pandemic! Oh well. Take what you can when you can.

[tiredoldbroker] 10/3/2020 11:07

Looks like I hit the button on the head at £30, 14 months ago, post 5005 - glad I can still get it right sometimes!

[llama1978] 10/3/2020 10:51

Fever is so not ex growth. This year will be weak due to the virus but that’s already priced in now. next year will be comparatively great so don’t miss your chance to buy while the price is low. The US will be accelerating and Europe recovering from a weak year as some of the bigger markets for fever like Spain, Italy, Belgium and Netherlands are hit hard by virus. New products in the U.K. hopefully will help if summer isn’t a wash out. The cash pile is mounting up, maybe fever will buy some small complementary company soon. Like Aston Martin. Damn, one good win on lottoland and I could buy it :)

[hpcg] 10/3/2020 09:42

Market, the proper one, SP500, went back to where it was in May 2019, and is currently rebounding to where is was in August 2019. This is not a blood in the streets moment, nothing like 2008. Put up a monthly chart and this is barely a dip at all. It hasn't even tagged the 50 month SMA. A true bare market would tag or even go through the 200 month SMA.

FEVR isn't on sale, it still hasn't really got down to fair value. That's fair value absent a global pandemic.

[trying2getrichquick] 10/3/2020 00:05

Corrections and panics are the best opportunities. When Buffett wrote his 2008 letter to shareholders in early 2009, when the market was close to the bottom, he took the opportunity to address the company's declining investment portfolio by saying: "This does not bother Charlie [Munger] and me. Indeed, we enjoy such price declines if we have funds available to increase our positions."

Think of it this way. If you were shopping at your favorite clothing store and everything suddenly became 30% cheaper, would you panic and run to your car? Of course you wouldn't -- you'd probably stock up while the sale was going on. The same logic applies here. From a long-term perspective, a correction or crash is nothing more than a really good sale.

[dround87] 09/3/2020 09:38

Get bent sacmmer

[dround87] 09/3/2020 09:28

I'm adding here

[llama1978] 06/3/2020 20:08

Was in Waitrose this evening and fever tree almost sold out. Just a few bottles. Panic buying darling. No bloody fois gras either!

[traderglt] 06/3/2020 14:21

Agreed my other half has bought gin for home - we stopped going out to pubs 2 weeks ago - sorry but she went for orange Fentimans as it was on reduction at Waitrose

[llama1978] 06/3/2020 12:53

It’s worth remembering that no more than 0.0077% of China have been infected so far (assuming China aren’t hiding the truth, which they may be). I doubt we’ll see more than 100,000 infections in the U.K. although pubs will still be quiet. Will it stop people having a drink though? Not me anyway. It’ll take more than a virus to stop that!

[dround87] 06/3/2020 12:17

Ha! Had to Google it. Rio Tinto by the looks of it getting another hammering.

[traderglt] 06/3/2020 12:07

So where is Chris ? :-/

[wetdream] 06/3/2020 11:33

Hard to imagine what ‘good news’ (other than a bid) FEVR could release that’d sustain a push up for the share price

[stevedaytrader] 06/3/2020 10:59

People will drink at home, and with the hit of people's pensions, everyone will turn to a stiff drink :-)

[toptrump1] 06/3/2020 09:21

Not good for the drinks trade, pubs are doomed once the coronavirus takes hold. We haven’t seen anything yet.

“The government have stated quite clearly that their ‘stretchedR16; scenario is based on 1 in 5 or 20 per cent of the workforce being infected. This conflicts with a Downing Street ‘Battle-Plan” report that warns up to 80 per cent of the population could get infected.”

[apad] 05/3/2020 09:58

Well crafted article, Sogoesit.
Thanks for posting.
apad