Fevertree Drinks Share Discussion Threads

[jjmills56] 15/7/2022 11:19

I'm not so sure about your faith in directors knowledge as eg it was only in May company issued a statement stating all was ok The speed of decline caught the management out ....for me there is more pain to come sadly .

[edwardt] 15/7/2022 11:15

£1m is £1m in anyone's money. he will no better than anyone how long it will take to resolve bottling issues.

[philanderer] 15/7/2022 10:58

Liberum cuts Fevertree Drinks price target to 1,100 (2,300) pence - 'buy'

[porsche1945] 15/7/2022 10:55

Directors buying shares doesnt mean shxt. USD cash the place to be till autumn. Sterling being decimated…brexit fiasco, political basket case country….poor outlook for economy….and this massive inflation problem which will drop out next year but not before completely wrecking whats left of U.K. economy. U.K. has a shortage of workers since the e.Europeans have left, its juicing the problem of inflation.

[gipps] 15/7/2022 10:34

Well at least it is nice to see directors putting their own money in.

[stevieweebie2] 15/7/2022 10:32

looks that way!

[apad] 15/7/2022 10:29

15 July2022 Tim Warrillow, Co-Founder & Chief Executive Office, bought 115,000 ordinary shares in the Company at a price of GBP8.70887

[gipps] 15/7/2022 10:28

Is that right the Guvenor bought a million quids worth toady ?

[patientcapital] 15/7/2022 09:35

PatientCapital - 13 Nov 2019 - 21:28:34 - 6505 of 8263 FEVER TREE with chart - FEVR
The tonic is unremarkable. If the product doesn’t taste any better brand and image can only make up for so much and for so long.

[fuji99] 15/7/2022 09:27

If inflation hasn't killed everything, higher interest rates will finish the job. Expensive bank borrowing equals less investment, more redundancies thus less spending leading to sharp drop in output. Every company will adjust accordingly. This is without quantifying the negative effects of Russia/Ukraine war.

[kemche] 15/7/2022 09:18

£1 billion market cap seems overly rich.

[kinwah] 15/7/2022 09:13

It's interesting on glass prices. FEVR has its own moulds for its bottles so it has almost zero short-term bargaining power on bottle prices. I buy ale at Tesco taking advantage of 4 for £6. Some ales with their own moulded bottles have left the promotion and are now priced separately at £1.59. Any new ales joining the promotion have generic bottles. It suggests maybe an increase of about 5p in the cost of a 500ml bottle. Ouch!

[cynicalsteve] 15/7/2022 09:11

Fund managers always have a favourite AIM stock and until today it was Fevertree. You will find it among the big FTSE100 companies in the portfolios of Lindsell-Train, Troy and others. Before Fevertree it was Burford and before that Patisserie Holdings. The lesson here is that if your favourite AIM stock starts appearing in mainstream funds: SELL!

[wad collector] 15/7/2022 09:03

Couldn't have predicted that we were going to run out of glass....

[roguetraderuk] 15/7/2022 08:54

you are prob at peak inflation and poss supply chain too so they should be able to meet new numbers but the fwd pe is still at 30 times which is a lot of risk to take on and in a reduced liquidity environment how likely is it that the multiple expands a lot? traders may see it differently of course but dont think its a cheap low risk investment here.

[toffeeman] 15/7/2022 08:54

First buys for me today - the value is in the brand. Schweppes have tried and failed to emulate. Coca Cola or Diageo my potential suitors.

[squeamish1] 15/7/2022 08:47

Ouch, if inflation is transitory and some of these cost spikes reverse there could be a lot of upside, the ex-U.K. growth story is still very much there. If not this dog has had its day.

[donald pond] 15/7/2022 08:32

I think infrastructure and renewable energy investment trusts are the best place to be. They should hold value and pay a dividend which will be much better than bank returns. But it's a torrid market for sure

[fuji99] 15/7/2022 08:12

Inflation, thus cost is killing every business of almost every sector. To me this means every stock has to adjust to the lower margins accordingly. This year is not a year of investment at all. IMO Depending on the outcome of Russia/Ukraine conflict, the markets could be settling in a bear mode for a while. So I cannot see any safe place to invest as the whole lot will move with the market trend regardless of specific sector or stock.

[my retirement fund] 15/7/2022 07:33

Yea they probably will at £1 per share

[74tom] 15/7/2022 07:29

Ouch… EBITDA forecast cut from £63-66m to £37-45m…

Long term gross margin decline is severe;

2017 - 53.5%
2018 - 51.8%
2019 - 50.2%
2020 - 46.1%
2021 - 42.1%
2022 - 33-35%

Pretty shocking stuff & they have very little wiggle room going forwards…

[1224saj] 14/7/2022 18:41

This is now screaming out take me over Mr Coca Cola

[wetdream] 04/7/2022 21:23

£28 to £12 in 6 months.😳