Fevertree Drinks Share Discussion Threads

[johndoe23] 14/9/2022 09:57

That's a fair point, though results were poorer than I was expecting

[juzzer100] 14/9/2022 09:41

You mustn't be aware that the share price fell severely in the last few month in the expectation of poorer results.

[juzzer100] 14/9/2022 09:40

Did you build 'probably tanking' into your calculations yesterday :-)

[johndoe23] 14/9/2022 09:20

Amazed this is rising today. Market's never fail to surprise

[dil 21] 13/9/2022 21:02

US stocks got battered this evening , everything will probably tank over here in the morning.

[johndoe23] 13/9/2022 17:18

A PE of over 40, shrinking margins etc. Good short bet I would say

[yf23_1] 13/9/2022 16:34

Shooting star on the candles (that's bad BTW), although it was caused by general market selloff.

I have no position either.
Still a high PE in an increasingly difficult market.

[emeraldzebra] 13/9/2022 16:32

Not sure.....but i do remember it was 'around' £1m. It was a little while back in the summer.

[dil 21] 13/9/2022 16:14

In percentage terms how much did he increase his holding by ?

[emeraldzebra] 13/9/2022 16:04

But i see this is at least in part a luxury product, which will still be bought for its excellence by a segment of the market who don't need to hold back much and accept anything inferior. In west London i see shoppers' baskets bulging with the stuff. There is still plenty of cash out there, as witnessed by the housing market, (where plenty of buyers don't even need mortgages.) Think a lot of the downside is already baked in to the price - and senior guy buying tells you something.....

[fuji99] 13/9/2022 12:37

Very strange indeed. A rise of almost 11% for bad results and margin significant drop. In any case, there will always be some bounces along the way but the trend is definitely down. This is reflected in consumer spending at all levels - As is shown in Ocado profit warning. Consumers are the key to the strength of any economy. If nobody is buying or reducing expenditure, nothing will be sold = output has to drop and unemployment has to increase if less output is needed. All this means everything has to re-adjust, including the stock market. - - -

[castleford tiger] 13/9/2022 11:12

The tough times have not arrived yet.

Margins getting hammered again. They cant force a price increase through so as costs rise margin will fall further.
The energy cap will help but too rich for me.
I too see £5 as fair
tiger

currently no position

[dil 21] 13/9/2022 09:39

Plenty ian but I’m just giving my honest opinion here.

Time will tell.

[dil 21] 13/9/2022 09:37

Why desperate I have no current position ?

[ianood] 13/9/2022 09:32

Dil 21 - Exactly what calcs have you done?

[juzzer100] 13/9/2022 09:25

Desperate man talking?

[dil 21] 13/9/2022 09:22

Yep , done a few calcs and I still reckon it would be overvalued at 450p.

Be nice if it could fill the gap on the chart before reality (and gravity) kicks back in.

[emeraldzebra] 13/9/2022 09:21

Well the clue was a few months ago when one of the head bananas in the Co.bought about a million quid's worth. Usually not a bad sign.......Quite why anyone would short them from that point, when they were already bombed out, defeats me. That said - i bought at £10.40 or so, so was too quick on the draw !.

[roguetraderuk] 13/9/2022 09:11

40x '22 33 x '23. and margins keep falling. a tough winter for this one. oversold bounce will meet reality soon enough. 5 pounds is whats fair here until the business improves.

[juzzer100] 12/9/2022 15:00

I'd be very surprised if people switch from Fever Tree to Schweppes. Especially those who have tasted both. Of course, some will buy less FT or just when on promo but, based on what happened in Scotland, the majority of people will likely cut back on other purchases to still enjoy their tipple.

[yf23_1] 11/9/2022 23:55

Twas always the way with pretentionous.

[niklol] 11/9/2022 23:16

Daily Mail article this weekend.
Fevertree is forecast to reveal drop in profits on Tuesday.
Analysts warn it could be losing out to cheaper rivals including Schweppes