Fevertree Drinks Share Discussion Threads

[anderson3] 01/9/2021 10:10

Massive growth potential in America, still in Europe

[growthpotential] 31/8/2021 23:34

"How can this support a forward PE of about 57"Learn what moves markets when

[disc0dave45] 29/8/2021 10:53

How can this support a forward PE of about 57 (eps FY21 circa 38.5p) with only 8% earnings growth!?......crazy.

[techtrader5] 28/8/2021 12:03

“Despite the panicdemic, revenue growth last FY was only down 3%.”

Revenue was down 3%, not the growth APAD. Growth disappeared altogether, It had already reduced and covid accelerated it some might say. For a very high growth share, I.e. one that is priced for many yrs of high growth ahead, the market appears to take your view that it will recommence but the last statement looks to me like a profit warning.

It could be a blip as the market hopes it is or it could be the first, where they say warnings come in threes. I don’t know, Im a mathematician and trade purely on the technical. The rest to me is guesswork

Bb I see your point about rsi but the Macd has flipped over so further downside looks possible, and vols which I feel more crucial have switched from higher on up swings to higher on down swings. Depends on your timescale and margin target.

[apad] 28/8/2021 08:19

The margin has to be under pressure from normal growth support activities and abnormal covid effects. The tintins will focus on margin because it is easy copy.
My focus is on US expansion - nothing else much matters.
One of my standout metrics for FEVR is that revenue per worker is nearly £1million.
Despite the panicdemic, revenue last FY was only down 3%.
Last margin note I have is 21%, which is fine, maybe more than fine. Reduce it for growth 😊

"Unveiling a new cola, made with actual Caribbean kola nuts!
Watch our video of the launch of Fever-Tree USA Distillers Cola at JIMMY atop ModernHaus SoHo. The event was hosted by the always charismatic Charles Gibb, Fever-Tree CEO North America, and his wonderful team."

I thought they'd go for a new cola from the off, but they are cleverer than that.

All things considered FEVR has weathered the pandemic extraordinarily well.

I bought a few more in my trading account with a view to selling after the results, but my core holding is in for the long term - or until a US monster gobbles them up.

GLA

apad

[growthpotential] 28/8/2021 02:03

No the next target is 2400

[bamboo2] 27/8/2021 20:36

Apad, hope it works out.

CT, Thanks for the input.

afayk, are there any plans to try introducing the new Cola to the UK market?
I'd love to try a less sweet Cola.

[apad] 27/8/2021 18:19

Every confidence in your gut bacteria, bamboo2 😊
apad

[bamboo2] 27/8/2021 17:37

tt, it's a punt, based on oversold rsi and gut feeling, I may not hold for very long!

Am interested to see some reviews of the new US mixer.

[castleford tiger] 27/8/2021 17:27

they had no price increase this year and costs are going through the roof.
Margin will be hit for sure.

However we are still selling 50% more than pre pandemic levels.

Tiger

[techtrader5] 27/8/2021 17:00

“However, challenges surrounding global logistics cost pressures have progressively impacted the Group's margins.”

[techtrader5] 27/8/2021 16:52

Risky bb2, they have warned about margins so ints could send price lower as indicated in chart. Why the late reporting again this yr? 2019s was July, could this delay be another red flag?

[bamboo2] 27/8/2021 16:25

Bought a few as anticipate a possible near term relief rally.

[bamboo2] 27/8/2021 15:20

Death cross 200/50 smas due approx 3/9/2021

[bamboo2] 27/8/2021 15:15

Assuming we close below 2220, next target is support at approx 2115-2130

This would also be the target for the more recent rounded top, that forms the RHS of the H&S.

[bamboo2] 27/8/2021 11:56

TT, agree. Just waiting to see if the adjacent support survives.

[techtrader5] 27/8/2021 11:42

Don’t think you can say that it isn’t confirmed now bamboo

Looks to me like sub £19 on the cards unless they pull something special out in the next figs.

[apad] 22/8/2021 15:30

Certainty is for the birds in this game, bamboo2 😊

apad

[bamboo2] 22/8/2021 13:30

apad, I try. I am not really certain I have fully grasped your question!

The H&S is not confirmed. Have a quick look at the recent charts [4-5 weeks ago] I posted on the FDEV thread. This showed a classic H&S in the making, but it barely confirmed, when it hit historical support and formed a reversal.

[apad] 22/8/2021 11:36

So, based on your explanation, a target of £19 in 4 months wouldn't be appropriate, bamboo2, because of the potential disturbance.
If the rns doesn't disturb the perception of the company then the chart can carry on signifying.
If there is a change in perception then the chart is effectively recalibrated.
My own reading of the hiring in yoodleland suggests that is is doing well so my personal inclination would be to wait until after the September results before following trends.
I do look at charts, but not in the formal way that you analyse them.
Thanks for the comment, you have replied to me before on this point 😊
I shall stop fussing now.
apad

[bamboo2] 22/8/2021 10:30

Hi Apad, I was hoping some of the others here that are into charts would have commented.

I think that charts and fundamentals are in the main separate to each other, but there are some places where they connect. eg Event or fundamental reason based gaps. A gap caused by an rns or dividend rights expiring for example.

The chart a few posts above shows an overhead breakaway gap directly caused by the recent results. Price has failed to fill this gap, and this marks a strong zone of resistance.

Charts are mostly backward looking, a historical price record of what has happened, in pictorial format. Indicators are lagging.

Using patterns, that often repeat, and trendline apexes [turning points] I attempt to project forward.

[apad] 21/8/2021 08:43

Is there no part of the chartist techniques that takes into account the uncertainty engendered by the mid-Sept. interims?
I'd welcome an explanation as this issue has puzzled me for a while.
apad

[bamboo2] 20/8/2021 21:32

tt5, thanks for posting. I see what you mean.

H&S not yet confirmed. I would want to see an eod close below 2220, for confirmation.

[techtrader5] 20/8/2021 11:40

H&S forming. Tgt around £19 within 4mths.

[bamboo2] 26/7/2021 16:31

TTT, Why not paste it on this bb for discussion, rather than use advfn as a free advertising platform??