Wetdream Thanks for posting an updated list. I'll update shareholders in header once the dust has settled from last week. If anyone has access to more detailed or up to date info please post it here. |
First time I have held for 3.5 years.
I am a trader. |
I know its popped but with shorters and an enormous buyback. This should be a nice ride for 2 to 3 months minimum |
Bought a few. |
don't give the shorters your stock peeps |
Yes, nice to see the DD, also bod are showing confidence in growth issuing buybacks at the inflated rate following the partnership. |
Good to Director buying |
if i am being honest - it strikes me UK invstors have no balls. if the US was such a great opportunity -investors should have been willing to fund it. Now it is less capital light and de risked - they want to own the stock. I will hold mine as we will bounce to sensible levels but the true blue sky valuation has gone to the yanks |
Directors loading up. First buys in a year. Taken an opening position here.
- Domenic De Lorenzo, Non-Executive Chairman, purchased 8,872 ordinary shares in the Company at a price of £7.85 per share;
- Andy Branchflower, Chief Financial Officer and Executive Director, purchased 31,688 ordinary shares in the Company at a price of £7.85 per share; and
- Kevin Havelock, Senior Independent Non-Executive Director, purchased 122,492 ordinary shares in the Company at an average price of £7.71 per share. |
"the Coors Light-to-Carling brewer will take over Fevertree’s US operations, while Fevertree will receive a share of the profits of the US operations as a royalty, which should materially improve over time. Historically, Fevertree’s growth in the US has required significant working capital investment, but this cost will now all be on Molson Coors’ books."
investors
An hour after US market opened, shares in Molson Coors (NYSE:TAP) are up around 1% on news of the deal - which maybe suggests the market regards FEVR as being the far bigger beneficiary. |
Connor Clark have 0.5% short to close and are a USA based fund, so would expect they wake up and want to cover, JP Morgan UK fund have 0.95% short to cover in total £10m cash value to close. |
This deal is similar to what Pepsi struck with energy drink Celsius in the USA about 2 years agoCelsius ( CELH) shares took off The booster to that deal and hopefully this was access to the distribution network and the subsequent huge uplift in sales.Clearly energy drinks and tonic are not the same thing but nevertheless this is an excellent way to get the product around the USAPepsi also took a stake in CELH in their deal. From memory it might even have been the same % acquired! |
Should press towards the EMA200 832p today. |
https://x.com/tradingfloorai/status/1884881613684707766?s=46 |
Excellent deal IMO, should start to see the benefits in FY26.Not holding atm |
Perfect deal for Molson Coors. The world's third biggest brewer. Way more significant than their last non-alc tie-up (acquisition of ZOA Energy Drinks 10 weeks ago). Shareholders have been wanting the company to find a way of competing with Fever-Tree in that non-alc/alc-linked sector in the US. Don't need to now.
Away from the non-alcs mission, I reckon their spirits wing, which has only been running a couple of years and is mainly whisky, might want a gin brand next (in addition to their Tarquin's brand). |
So, they take in £70m at 654p and will then use it to buy back shares now valued at 20% higher. So, £14m just evaporated.
Seems like a great deal!!! |
Sizzling Smoky flavour, shorts:
Disclosed short positions in Fevertree Drinks (FEVR)
Fund % short change Date changed
Connor, Clark & Lunn Investment Management Ltd 0.50% 0.0% 6 Dec 2024
JPMorgan Asset Management (UK) Ltd 0.95% -0.05% 16 Dec 2024
Total 1.45% |
They did well to keep that quiet. |
Interesting short squeeze unfolding |
Jpm short - suspect he spat out his corn flakes |
Market seems to think otherwise so far, up 18%! |
@sweetstocksblog
Fevertree's Molson Coors deal looks poor
* issuing shares at lowest price in 10yrs, not the long-hoped-for big premium
* FEVR itself paying upfront towards extra marketing
* big profit warning for 2025, with jam from 2027 on?
Was no better deal on offer? |
looks a good move and a buy back using the £71m.??
Where are the shares coming from for the stake?
New or treasury shares?
Looks a good deal for shareholders.
I expect a rise today
tiger |
Yes. Nice ISA addition for sure.imo |
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