Fevertree Drinks Share Discussion Threads

[agnes] 26/3/2023 16:03

https://www.telegraph.co.uk/food-and-drink/features/british-brand-battling-worlds-gin-tonics/

[castleford tiger] 25/3/2023 12:32

To justify a 1.4b valuation i would want 100m plus a year profit.

Therefore 14x earnings.

Once and when the USA becomes mature what do they do then?

Oh i forgot a 10% price increase from 01.04.23 might help UK margins

Tiger

[bamboo2] 24/3/2023 20:50

Irrespective of sales, it's a brand with a good name, and therefore offers t/o potential.

What premium would we see for a maker of premium mixers?

[edwardt] 24/3/2023 14:21

sorry to hear that. Uk sales are indeed down but is very mature market anyway and am sure there is a shift to buying via the supermarkets here than thru pubs.

[castleford tiger] 24/3/2023 09:29

As a Distributor for Fevertree i hope you are right .
We have lost 30% of our independent pubs since October.

Sales are down not up.

tiger

[edwardt] 24/3/2023 08:22

no need for luck thank you. i am just looking at the blackrock short interest which is now 0.69% having only recently been 4+. at this rate they will be out by end of this month. they have played a blinder here but clearly sense the fundamentals are now in recovery mode over the next couple of years.

[castleford tiger] 22/3/2023 19:20

Yes but the company is not forecasting any recovery ?
In fact if turnover goes up 15% and EBITDA is the same margin is even lower.
As I say good luck

[edwardt] 22/3/2023 18:04

Forward assumptions on return in margins recovery now being factored in is the answer.

[castleford tiger] 22/3/2023 13:24

Since when APAD does revenue value a business?

Is that a new method?

cash and profits but revenue?

Anyway good luck holders.

Tiger

[s34icknote] 22/3/2023 12:27

Wow could have bought Thomas cook for 38bn on that basis !

[apad] 22/3/2023 12:08

It's 3.8 years of revenue to buy the whole company.

It's not expensive.

apad

[bulltradept] 22/3/2023 11:47

You are right Castle, you are beffled.

[johndoe23] 22/3/2023 11:42

1200p resistance breached let's see if it can sustain above

[castleford tiger] 22/3/2023 11:38

baffles me this.
MIGHT be going for 18% growth but nothing on the bottom line?

shares up 100p.

wow

tiger

[johndoe23] 22/3/2023 11:13

Short option here

[bamboo2] 22/3/2023 08:44

Price finding it easy to take on bunched smas. Seems quite reliable.
I can't remember where I picked up on this concept.
Was it someone on this bb suggested it? [Prob quite a few years ago!]

[castleford tiger] 22/3/2023 08:25

And no growth in EBITDA this year.

I dont see these more than 600p

[s34icknote] 22/3/2023 08:17

Wow. 21 p earnings per share !!And £11.00 Pe way too high !!!Good value elsewhere !!!!

[skinny] 22/3/2023 08:13

Interesting volume Yesterday!

[bulltradept] 22/3/2023 08:12

Market focusing on the growth story again! Wonderful.

[castleford tiger] 22/3/2023 08:10

YEP rather them than me whats the p/e over 50 and no chance of it dropping this year.

[gswredland] 22/3/2023 08:09

Encouraging results and market seems to like them

[jubberjim] 22/3/2023 07:50

I don t drink gin don t understand the attraction not these

Having said that when I ve gone outside the actual product of choice (beer/lager) almost always left with nasty taste in mouth and bad hangover in the wallet

Good luck to those ginslingers is like the wild west in the markets

[castleford tiger] 22/3/2023 07:43

i see sales up 11%
EBITDA down 37%
EPS down 44%
forecast for current year sales up 12% but EARNINGS FLAT

Shares are too expensive

tiger