Fevertree Drinks Share Discussion Threads

[philanderer] 18/3/2021 14:20

Warrillow told the Standard: "We are now the market leader by value in the mixer category by 40.1%, with Schweppes around 33%. We are now in more households than any other mixer brand for the first time ever - and that is pretty unique as a premium product.

"What excites me about these results is that there isn't just a US growth opportunity - it's all around the world. We grew 108% in Australia.

"This business to date has been largely built on gin and tonic, but we have been developing our range proactively over the last few years and to deliberately target different spirits categories."

Warrillow, who launched the business 15 years ago when Britain’s craft gin trend was just getting started, said that the tequila growth in the US "continues to be phenomenal" and that he "can imagine tequila catching a similar wave in the UK".

Shares fell by nearly 10% in early trading. William Ryder, equity analyst at Hargreaves Lansdown, said: "The market reaction may have disappointed some investors this morning, but this just goes to show how high expectations are and the risks of a demanding valuation.

“From a business perspective we think Fever Tree has coped reasonably well over the last year.”

[bulltradept] 18/3/2021 12:27

Decent support @ £20 - £21.5 region.

[wetdream] 18/3/2021 12:07

US is important, but important to dominate your home market, imho.
Agree that Rolls continuing to dump may be a drag on the share price
But a well- run company with an efficient business model that others may follow.
Just a bit overpriced at the mo.

[squeamish1] 18/3/2021 12:02

US growth story is all I'm interested in, and that is still intact. Have added here at £23 on this basis. Confident that a few more years of US growth and some monster like Pepsi will hoover this up at some silly price.

[philanderer] 18/3/2021 11:27

Bad timing on that Questor tip by the look of it.


"Soft guide on margin could take 15% out of street earnings in 2021," note analysts at Jefferies.

Alliance News

[llama1978] 18/3/2021 11:15

Tiger I’m not sure the U.K. is any more a barometer for fever tree prospects. The U.K. share dropped from 50% to 40% and will continue to drop year after year as the US, ROW and even Europe grow.

[llama1978] 18/3/2021 11:12

You probably should have closed that when it was near £22.50. Can’t seeing it going near that again for a long time.

[castleford tiger] 18/3/2021 11:09

Whilst I too think its a crazy valuation there seems to be plenty of interest.

When people talk about this year almost half will of gone before everything is open again.

Our retail sales have dropped off but that's normal in the winter 3 months.

EPS was 35p so 70x historic and this year as I have said will be damaged.

Too much for me I value at £15 but I doubt it will fall there.

tiger

[kinwah] 18/3/2021 10:47

I'm still short in this one but those results have really cheered me up. 50x prospective earnings!! UK off-trade only up 20% over the last year despite people being stuck at home. European sales flattered by £6.4m of other beer and spirit sales. Selling bigger boxes with 15 cans in the UK so UK consumers stock up at home thus delaying re-purchasing. I thought this morning about taking some of my profits but really I should be selling more before Charles Rolls does. The huge pe looks unsupported by the pedestrian growth prospects.

[anderson3] 18/3/2021 10:32

Still a massive growth company, can see this going back to £30

[llama1978] 18/3/2021 10:32

US expansion, local bottling plants will mean completion of strategy to provide affordable premium mixers driving increasing margins especially in second half as east coast gets in. Europe expanding despite bars being shut last year. This summer will be great. Great opportunity in sourthern Europe. ROW growing, dedicated teams in place to drive expansion. Getting into hotel chains in Asia to start the ball rolling there. It’s all moving in the right direction to become a truly global brand. Share price blips over next day or 2 mean nothing. Get some while they’re still cheap.

[montyhedge] 18/3/2021 10:30

When companies on high a p.e slip up, they normally get hammered.

[llama1978] 18/3/2021 10:11

I could see this going to £24.50 by tomorrow. I was wondering where the results day doom mongers were. Great results really and ambitious plans which are starting to pay off in the US, Canada, Australia and across Europe. This time next year margins will be up, sales will be up and profits will be up significantly.

[trt] 18/3/2021 09:47

Could see this dropping to £15 level very soon.

[wetdream] 18/3/2021 09:13

Round number support at £23.00?
Funny how algorithms seem to be set at precise prices ie resistance £25.00 and support at £23.00.
Doesn’t seem very complicated.

[philanderer] 15/3/2021 00:30

Questor: Fever-Tree’s resilience and growth potential make its premium valuation palatable

Questor share tip: the company’s asset-light business model, expansion and e-commerce growth opportunities could catalyse its share price

[llama1978] 11/3/2021 10:04

It’s going to be a good summer for fever tree. The middle classes have largely been saving over the last year and fully intend to splurge the lot drinking gin and tonics. Or is that just me? Anyway, happy weekend. It’s Thursday, close enough.

[olivert] 01/3/2021 14:03

When pubs re-open.... they need to order the fevertree mixers many weeks in advance.....for that much needed gin & tonic!

[aimingupward2] 15/2/2021 09:09

Probably not, gipps. It’s all rather ‘old hat’ for Ian Cowie to be promoting FEVR.

[gipps] 14/2/2021 14:27

The article in the Sunday Times today should help.

[rampmeister] 12/2/2021 13:19

Chart looks primed for breakout. Just need to punch through that £25 ceiling.

RM

[llama1978] 12/2/2021 12:26

Happy Lunar New Year. I suggest celebrating that with a bottle of Alkemist gin, brewed only in a full moon, with some fever tree of course.

[...]

[thetwentiestrader] 11/2/2021 22:31

Hi Everyone - a new article on Fevertree and its opportunities for growth featured here: hxxps://www.thetwentiestrader.com/post/is-fever-tree-still-fizzing