Fevertree Drinks Share Discussion Threads

[llama1978] 11/9/2020 17:05

One of the non exec directors just bought £330,000 of shares at just over £20. Sign of confidence I would say.

[llama1978] 08/9/2020 12:26

Overvalued based on what? This is a growth company globally, 40% growth in US in lockdown, expect 60% in 2nd half. Germany expansion plans, global expansion plans. Staff and marketing spend up to get things moving. Shorters always come in on results days with their scaremongery. The question is, what will they do with their cash mountain? Hopefully invest for #1 in all European markets plus others.

[hodhasharon] 08/9/2020 11:55

25% overvalued according to the quants. Time for a breather. Expect £16 before £30.

[bamboo2] 08/9/2020 11:39

I am about 90% certain of the low turn. Shorters without a trade plan would be wise to cover asap

[trying2getrichquick] 08/9/2020 11:15

So many shorters about, fair value £30 which will come within 12 months

[trying2getrichquick] 08/9/2020 11:12

Superb Q&A and the future looks extremely bright for Fevertree

[anderson3] 08/9/2020 11:10

Not for a growth company

[anderson3] 08/9/2020 11:09

Anyone watch the webcast

[hodhasharon] 08/9/2020 10:38

Share Price vs. Fair Value 25.7% Overvalued Current Price UK£21.20 Fair Value UK£16.86 20% Undervalued Fair Value: FEVR (£21.2) is trading above our estimate of fair value (£16.86)

[montyhedge] 08/9/2020 10:36

Ridiculous valuation, way overpriced.

[tractorman1] 08/9/2020 10:01

Was going to go in but was too slow, think I'll leave it just now!

[anderson3] 08/9/2020 09:25

£25.00 here we come!!

[toptrump1] 08/9/2020 08:57

16m profit 2.3bn valuation, I’d say it’s time to short this. £10 target

[trident5] 08/9/2020 08:49

Market isn't sharing your love Christh.

[bamboo2] 08/9/2020 08:36

Added on the dip. The small confirmed H&S also looks to have completed to its target price [approx 1900] this morning.

[llama1978] 08/9/2020 08:17

As usual the price will go down on the shock news that trading has been tricky this year even though it all points to a bright future which is what really matters. Hang in there...

[bamboo2] 08/9/2020 08:16

Gap dated 16/6/2020 [1958-1966] filled this morning. Potential turn on the chart. If it materialises, it looks like a low or valley turn. Taken a few at 2058

[sogoesit] 08/9/2020 08:10

Not "really"... Multiplying 116.26m shares by £20 gives a market cap of £2.325bn. QED

[kinwah] 08/9/2020 08:06

As predicted the trading statement was the peak for the UK off-trade showing +34% yoy growth for 12 weeks of the period. Despite heavy tv advertising at the end of the period the first half in total showed just 24% yoy growth. Not a brilliant performance considering how much stocking-up consumers did during the period. What's the pe rating again?

[qs99] 08/9/2020 08:00

well done all those that have ridden the wave up, but £2.5bn valuation? Really

[trying2getrichquick] 08/9/2020 07:50

Webcast at 10am - hTtps://www.investis-live.com/fever-tree/5f4f4f7948ce9210001da533/temp

[llama1978] 08/9/2020 07:42

Quite good in my opinion. Key things are: 1. growth in US by almost 40% whilst on lockdown 2. “People's interest and excitement about mixing drinks at home has really taken hold over the lockdown period, attracting more households to the Fever-Tree brand than ever before. Consequently, we have increased our penetration in the UK, consolidated our number one position” (indicating once in trade starts up fever tree will exceed 2019 full year) 3. Ambition in Germany and wider Europe and success in Canada and Australia (ROW grew on lockdown) 4. Net dosh. Can’t imagine a harder challenge than current global situations aside from world war 3 and they’re still raking in it. Asset light model, talented team. Ambitious.

[christh] 08/9/2020 07:35

The dividend is being increased by 4% which they have been increasing year upon year. A dividend increase was not expected because of the current situation in the finances of all companiies. Covid has dented the economy and affected people spending. However Fevr has achieved more than any other company by increasing its revenue. The aquisition of GDP will increase its sales in Europe! good investment.

[lasata] 08/9/2020 07:23

Thank you Just wondered if the dividend was expected?