Fevertree Drinks Share Discussion Threads

[essentialinvestor] 26/7/2022 14:03

* University of Hull, where Larkin also lived for years.


The final lines from "High Windows" are magnificent:

"..Rather than words comes the thought of high windows:
The sun-comprehending glass,
And beyond it, the deep blue air, that shows
Nothing, and is nowhere, and is endless."



Larkin an avowed atheist, despite his loves of church buildings.

[toffeeman] 26/7/2022 13:28

Then he certainly doesn't deserve one :)

Selling if it goes through 10? Or holding out?

[apad] 26/7/2022 11:34

😊
One of pals worked at the university where he was a librarian. Leeds if I remember correctly.
Said he was one of the most aggressive, antisocial persons on campus.
apad

[toffeeman] 26/7/2022 09:20

I don't think Phil requires apologies!

[growthpotential] 20/7/2022 22:28

Good, more rocket fuel for the next big rally

[buoycat] 20/7/2022 09:20

I rarely take notice of investment managers shorting. They are playing with other people's money!

[wetdream] 20/7/2022 09:04

I see Blackrock have increased their short position to 4.43%.
Interesting battle ahead.

[rndm355] 18/7/2022 18:34

Fever-tree is still fizzing:

[wad collector] 18/7/2022 09:44

Another NED bought 15000 on Friday. Maybe it is a vain attempt to encourage the market, but it could be that the Board knows more than we do. Or maybe they are just deluded.

[bubloo] 17/7/2022 16:49

market cap of 1 billion making 45 million
tharisa market cap of 300 million and most likely making the same amount of pretax profit. this trades on pe of 20 + and other companies trade at less than pe of 3. I cannot make sense. I give up

[wetdream] 17/7/2022 14:10

Difficult for LTHs when they’re up against Blackrock.

[castleford tiger] 17/7/2022 13:25

Sales are slowing. I sell the stuff so I know.
One small price increase this year was not enough.
Customers ( some skint) curing back.
Production costs going up and still moving.
I said £5 in a June post
I stick with it.
Tiger

[terminator101] 17/7/2022 08:10

Still trading on a P/E of 26, but with the growth targets slashed should be more like 15. Target price 500p IMO. Those board buys are like king Canute holding back a tsunami.

[blueball] 16/7/2022 16:31

Stay short.

[fuji99] 16/7/2022 15:55

rmillaree: Do you really believe nowadays "updates" in such unstable world economy ? Things are changing by the hour.

[andrewhbruce] 15/7/2022 19:18

Great idea and brilliant start, now more tricky. As for glass, what’s wrong with 33cl cans, much lighter than glass and probably cheaper. The 150ml cans are a nonsense. The free run has ended here.

[yf23_1] 15/7/2022 16:56

Do I have to state that there's still no hammer bottom on the candles ?

[rmillaree] 15/7/2022 16:56

FUJI99
"The other concern is that if things are not going well in full summer, when improvements - if any - will happen ?"

Did you read the update - sales are on target as expected - not sure what supply and inflation issues have to do with summer winter or anything

[wetdream] 15/7/2022 15:47

So Lindsell Train Ltd drop £21m in a day?

[jjmills56] 15/7/2022 14:14

So he knew something bad was coming but they decided to put a positive statement out just for the fun of it

[fuji99] 15/7/2022 14:10

The other concern is that if things are not going well in full summer, when improvements - if any - will happen ?

[shooter mcgavin] 15/7/2022 12:53

Trading group telegram
2K members
bulls & bears welcome
Weekly poll to discuss best opportunities

You need the telegram app if using a phone

[disc0dave45] 15/7/2022 12:24

No problem, first time I've posted here.Only interested because I hold DGE and could have read across - glass shortages etc. Also thought premium brands with high gross margins would be able to mitigate inflationary cost impacts, but not in this case due to their US bottling plants.