Fevertree Drinks Share Discussion Threads

[disc0dave45] 05/5/2023 16:27

Thanks, but Fevertree have refuted that it retained MS for a strategic review, but they hired them for corporate broking.This is being played IMO for day trading.

[cool runnings] 05/5/2023 16:13

Article saying Morgan Stanley have been appointed to conduct a strategic review

[disc0dave45] 05/5/2023 15:42

Traders atm causing volatility IMO.

[gswredland] 05/5/2023 15:08

What caused that sudden rise?!

[malcolm caton] 05/5/2023 15:06

The last time it shot up like this,it lost the lot the next day.So not celebrating yet!(I'm up 66.66% on my initial purchase)

[panache1] 05/5/2023 14:55

Was just going to say that !!

[emeraldzebra] 05/5/2023 14:40

Deafening silence here ! No clinking of glasses at all. ?

[apad] 29/4/2023 16:23

I am disc.
It fits what I see on Linkedin about treating every State as a new country, linking with spirit brands, etc.
apad

[apad] 28/4/2023 17:30

FEVR algos driving it ever higher.

My opinion is that the story is about a new brand rolling out in the States.

Speculations about PER and takeover (too strongly held) unless its a breathtaking price, are besides the point.

FWIW 😊

apad

[disc0dave45] 28/4/2023 16:31

About £4.6bn

[gipps] 28/4/2023 15:54

These were £40 a while back eh what was the valuation of the company then.

[disc0dave45] 28/4/2023 13:25

Been watching the short positions for a while now. Last summer there was over 7% of stock being shorted, they clearly were expecting the profit warning last July. Blackrock had 4.3% but started to trim late last year but only went below the 0.5% last month. Only 0.52% short now held by JPM but the interesting thing is the share price only really showed strength following the prelims where it then bounced , prior to that it had virtually just gone sideways for much of the ytd, thus stating the obvious (IMO) the current upward momentum has not been driven by shorts closing but positive market sentiment…..not valuation.

[johndoe23] 28/4/2023 12:15

I like to hear bull and bear points dave! I wouldn't bet against momentum

[disc0dave45] 28/4/2023 11:27

Would ignore the normal valuation metrics IMO.....and definitely ignore the tiger!.For a business managing to generate any profit from tap water has to be admired! (tongue in cheek).Once margins have normalised (back to +50% gross) with income clearly on an upward trajectory (the US in particular) then there's significant upside in share price IMO.Freight costs have reduced massively, PMP CEO has mentioned their freight has reduced from $19k to $3k per shipment of their chinaware.Made decent profit here not long after it listed by ignoring the valuation metrics - the yanks aren't bothered by such things!.

[trident5] 28/4/2023 09:07

That's a suspicious looking link.

[themoocha] 28/4/2023 08:46

If any of the main characters mentioned in the video below are appointed as
a director of NFDS then you need to use the AGM to propose a vote of no confidence. If you do not get rid of them then you will lose your investment here.

[wetdream] 28/4/2023 08:43

A PEG Factor of 5 suggests it’s nuts.
But, like Bitcoin, if enough people think it’s fair value, then that’s a market!

[johndoe23] 27/4/2023 18:19

Not the only one Castleford. Valuation is nuts

[castleford tiger] 27/4/2023 18:11

Think i am the only bear here.
The valuation looks too high for me

tiger

[edwardt] 27/4/2023 17:50

what did he infer?

[cool runnings] 27/4/2023 17:06

The article was Ben Harrington at Betaville , Bloomberg just mentioned the story

[trident5] 27/4/2023 13:13

There was a broker note yesterday too, and there's no story elsewhere about a bid, and the price has quickly back-tracked.

[liam1om] 27/4/2023 13:00

Not sure why you would need a link, but ok. Just letting you know the source of the rumour yesterday.

[johndoe23] 27/4/2023 12:50

Because no link?