Fevertree Drinks Share Discussion Threads

[growthpotential] 11/4/2022 15:26

Dividend that went ex included the special?

[montyhedge] 04/4/2022 10:11

Totally agree, especially with one product companies.To me half this price about right.

[topvest] 27/3/2022 15:08

If you call a P/E of 42 and a dividend yield of c1% for a company that hasn't grown EPS in about 5 years (3 years actual fall in EPS from peak and 2 more forecast), then fine. I call it expensive. Great company, fantastic product, but certainly not cheap!

[growthpotential] 25/3/2022 20:55

This stock is well cheap

[liam1om] 21/3/2022 08:09

1000 shares? Hardly a big vote of confidence.

[gipps] 21/3/2022 07:56

Directors buying

[philanderer] 17/3/2022 14:34

Bank of America raises Fevertree Drinks to 'neutral' (underperform) - price target 1,900 (2,150) pence

Deutsche Bank cuts Fevertree Drinks price target to 3,350 (3,500) pence - 'buy'

Barclays cuts Fevertree Drinks price target to 3,030 (3,200) pence - 'overweight'

Goldman Sachs cuts Fevertree Drinks price target to 1,920 (2,100) pence - 'neutral'

RBC cuts Fevertree Drinks price target to 1,600 (1,900) pence - 'sector perform'

[edmondj] 17/3/2022 07:32

Lindsell Train reduces from 10.02% to 9.3%

[gipps] 16/3/2022 17:48

Good for you Tiger nice day good timing.

[castleford tiger] 16/3/2022 14:49

just sold 4200 shares leaving me 800 from this morning with a zero cost.

Will let these few ride now

tiger

[km18] 16/3/2022 13:36

Fevertree Drinks plc posted prelims for FY21 this morning. Fever-Tree delivered revenue growth of 23%, growing strongly across all markets and extending its position as a leading global premium mixer brand. Revenues were £311.1m, a new record, with adjusted EBITDA of £63m and diluted EPS of 38.19p. The business has been growing consistently strongly for the past decade and looks set to continue this pattern. FEVR has top notch profitability ratios and a strong balance sheet. Unsurprisingly investors have taken note of the success story, valuation remains stretched with forward PE ratio at 37.9 most expensive in the Beverages market. The business is impressive, but the share is excessively expensive. Monitor for now....

...from WealthOracleAM

[apad] 16/3/2022 09:58

Excellent price for 5000 share, CT. Good to see you back.
I bought at 1483.7.
A gift from the algos 😊 I wonder if they are automated to sell on a margin reduction?

I'm following the US on Linkedin. Impressive roll out of appointments.

They are clearly managing the US very well. Surprised at how resilient Europe is. Plenty of opportunity in the ROW now.

Last time I looked they had about 260 employees. Remember that this is a capital-light business.

apad

[castleford tiger] 16/3/2022 09:18

added at 1505 this morning another 5000 shares

[terminator101] 16/3/2022 09:08

Profit warning Downgrade in growth forecasts Its headed significantly lower IMO. Probably going to hit the 61.8% fib retracement line.

[jqb1] 16/3/2022 08:08

A growth company announcing a special dividend? For a capital light business they are struggling with inflation.

[rmillaree] 16/3/2022 07:56

Note with regard to the current year thats a mini downgrade/profit warning today. Reductiuon in ebitda expectations of nearly 105 for current year.

Fair play to fevertree in that they are sensible enough to give us firm ranges rather than waffle as some companies are prone to do. With what is going on now the downgradd is probably circumstances beyond their control and not unexpected based on current war and higher oild prices etc. Having said that one would have hoped they had alittle in the tank from recent earlier update - perhaps that tank is best saved for later in the year. No doubting since have materilaly wosened since late january so on balance downgrade possibly more expected than not expected perhaps?

expected ebitda 2022 now 63-66 mill per late jan update expected 69-72 mill

Ref the special dividend - it almost strikes me as a waste of cash. I was alwasy hopeful Fevertree would be lining up other sales lines to compliment their toics and prove they aren't a one trick pony. Why not take the special divi cash and launch a range of healthy fruit type / energy type drinks - or better still buy out someone profitable in that sphere where there are decent synergies. I understand global domination can go wrong but i would have placed buyback ahead of special divi unfortunately

[apad] 16/3/2022 07:10

· Net cash increased to £166 million; growth of 16% year-on-year.

· Proposed full year dividend of 15.99 pence per share, an increase of 2% year-on-year,

· Recommending a special dividend of 42.90 pence per share,

😊

[castleford tiger] 15/3/2022 18:07

try HSP

tiger

[rmillaree] 15/3/2022 17:47

Never thought i woukld see the day where i am sat on the sidelines with no shares when you are buying Castelford T. I did well with my exit price ref these shares - not so well though with the result of where the cash was spent on other shares. If only i had parked sales proceeds as cash for now sigh.

[castleford tiger] 15/3/2022 15:59

I bought a chunk at 1565 for a trade.

tiger

[wetdream] 15/3/2022 12:37

I thought the days of taking notice of broker views was a thing of the past.
Unless as confirmation bias.

[aimingupward2] 15/3/2022 09:56

Jefferies have a much more positive outlook and say ‘BUY’. They target 3,100p, down a bit from their previous 3,400p but still well above other brokers.

You’d think, wouldn’t you, that these various brokers would await FEVR’s results before coming out with their views.

[montyhedge] 14/3/2022 10:32

Cut to neutral by Exane this morning.

[philanderer] 11/3/2022 12:21

JPMorgan raises Fevertree Drinks to 'neutral' (underweight) - target 1,650 (2,000) pence