Fevertree Drinks Share Discussion Threads

[discodave4] 23/6/2017 21:14

Thanks for the info Marty.Villa - Have a good one too.DD

[martywidget] 23/6/2017 20:30

Also, when the any brokers have recovered from Glastonbury, maybe some may go along to recover enjoying some Fever-Tree for a jolly good time at Henley for a punt or two!

Or perhaps even enjoying some Fever-Tree at the Goodwood Festival of Speed for the three days also!

Henley Royal Regatta
28th June - 2nd July


Goodwood F.o.S
Goodwood House 29th June - 2nd July




So out of the offices most of next week as well!

Hic

[villarich] 23/6/2017 19:51

Dread to think what bonkers post Christh has come up with now. Probably something to justify Do traders go to Glasto? Presumably they're glamping. Have a good weekend all. I'm at a party on Sunday and the G&T's will be flowing.

[bamboo2] 23/6/2017 19:43

christh, brokers will have gone straight from Ascot to Glastonbury, so they'll be too out of it for much work next week.

[villarich] 23/6/2017 19:12

All good DD. I've filtered him now. Feel ashamed I bit after his last post! I am indeed a villa fan. Man and boy, and from a long line of villa fans that dates back to the 1920s. Not been a great few years but hopefully a turnaround is underway.Sogoesit - I wish mate! Although the aim is to have a nice spot abroad some day! In the meantime a Blackwoods gin and aromatic tonic is the order of the evening!

[sogoesit] 23/6/2017 16:57

I picture Villarich basking in a lounger on his/her Villa veranda somewhere hot drinking Gin and Fever Tree Tonics propping-up the share price ;-)

[villarich] 23/6/2017 15:23

And the rest of us 'investors' think you're a tw@t too.

[villarich] 23/6/2017 15:21

Christh i am an investor you tw@t. Want me to disclose my long positions?Jog on you bore.

[christh] 23/6/2017 14:55

£18 in 2 weeks time....

Th star of the AIM market.

Going to £20 by Xmas.

[apad] 23/6/2017 14:43

Folks,
I'm not sure speculation about takeovers is the main issue.
I'm looking to growth rates UK/EU/US.
At the moment UK is outstanding and the EU is good. T'werly for the US.
Interims July is the next milestone.
apad

[christh] 23/6/2017 14:39

Villarich,
Think I'll filter too.

who gives a toss....
My posts are not meant for you but the investors.
You are shorters, which is not the same.
You gamble away your money, your life.
Sad people.

[villarich] 23/6/2017 14:34

Disco I'm guessing you've got Christh on filter. Probably a good thing given his latest post about you.Yes banks sell life insurance but its thru partnerships and white labelling. They don't own the life insurer e.g. Santander sell 'Santander Life Insurance' but it's actually an Aviva product and once you're on risk you're an Aviva customer. I concede that as an example it's a bit different to Diageo and Fevertree.I still don't buy Christh's logic. Think I'll filter too

[christh] 23/6/2017 14:20

Fever-Tree’s share price has soared as the company has consistently exceeded market expectations. It announced earlier this month that its 2017 results would be “comfortably” ahead of City forecasts.

[timw3] 23/6/2017 14:19

o/t UKOG massive OIL hit!!!!

More news next week by the looks of it. Weekend press will be all over this,

Politcally stable, funded, oil seeping out, Whats not to like.

Can see 3-4p easy next week imo

[discodave4] 23/6/2017 13:44

Villa,"It'd be like a bank buying a life insurer. Just because they both deal in financial products, doesn't make them complementary."Bit at odds with that logic tbh, most (if not all) mainstream banks offer life insurance and probably own some insurance companies as well.........because they are complementary IMO.Anyway, guess the resident ramper has posted something about Diageo being interested in Fevertree - tbh why not?, in 2010 Diageo joined forces with Coca Cola in a spirits and mixers campaign and now Diageo are keen to tap into the market for zero proof beverages.............so seems a reasonable prospect to me, although my bet is on Coca Cola!.DD

[christh] 23/6/2017 13:38

Last IC View
Hold
The last IC recommendation on Fevertree Drinks PLC shares was Hold at 1,699 on
09 Jun 2017


Insitutional investors scoop up Fevertree

The popularity of Fevertree 's (FEVR) shares have yet to wane, so much so that that one of the drinks makers founders decided to sell nearly twice as many shares in the company as originally intended. On 24 May 2017 the company stated that Charles Rolls, co-founder and non-executive deputy chairman, intended to sell 2.5m ordinary shares through an accelerated bookbuild placing to institutional investors.
But demand from institutional investors was greater than anticipated, and so Mr Rolls ended up selling 4.5m ordinary shares.

Anybody can explain to me why did the institutional investors buy the 4.5m ordinary shares?

Because the growth is great and it has mileage to go, they expect and know that the shares will go higher

[villarich] 23/6/2017 12:58

Diageo don't own any sundry goods brands which is what a mixer is classified as. So if they were to buy fevertree then it would be a first for them. Not sure why they would diversify when they don't need to.It'd be like a bank buying a life insurer. Just because they both deal in financial products, doesn't make them complementary.More collaborations and more likely. Any other insight you wish to provide Christh that doesn't involve wild speculation?

[villarich] 23/6/2017 12:53

Christh, is there an emoji for grasping at straws? Comparing Kraft purchase of Cadburys doesn't work for me.

[sogoesit] 23/6/2017 12:51

Schweppes Premium Mixers (haven't seen them anywhere in UK supermarkets):

[martywidget] 23/6/2017 11:40

Hi folks.

Current Diageo brands:



There has been collaboration between Fever Tree and Diageo in past.

i.e. Back in 2013, Charles Rolls was quoted:

...Funny you should ask. Cola is a big mixer, and while we have resisted the call to bring out our own version for some time, we are launching a product with Diageo in Spain as we speak...



5th November, 2015
..Fever-Tree’s co-founder Tim Warrillow, who told the drinks business it has been working with Diageo’s premium dark spirits in Spain..



Tanqueray gin with Fever-Tree tonic:

“The spirit companies were quite quick to say that they couldn’t believe they hadn’t really focused on this area before,” says Warrillow, who adds that 95 per cent of drinkers participating in a taste test run by Diageo preferred its Tanqueray gin with Fever-Tree tonic over the leading competitor.



"The business has also developed strong relationships with global spirits companies such as Bacardi, Diageo and Pernod Ricard.



Just a recap on competitors looking back:

19 November 2015
Fever-Tree to lift spirits
Premium carbonated mixers marvel’s growth more than justifies frothy rating
Competitive threats

...Next, I want to explore the risks facing Fever-Tree, starting with any competitive threat. Given the traction the brand is enjoying, has it provoked a reaction from Schweppes, I ask?

‘Schweppes is owned by ten different companies around the world,’ reasons Warrillow. These include Dr Pepper Snapple (DPS:NYSE) in America, Suntory Beverage & Food (2587:T) in Europe and Coca-Cola (KO:NYSE). ‘And it is going to be very hard for them to mount a coordinated global strategy against us. Keep in mind these are big businesses, the mixer category is small and the premium end of the mixer category at the moment is relatively speaking, very niche. So it is a long way from their current focus in the majority of these cases.’

He concedes ‘the only exception to that is Suntory in Europe, which has launched a premium Schweppes to compete with us’, though Fever-Tree’s growth hasn’t been affected as of yet, ‘despite the fact they’ve thrown a lot of time and money at it. We’ve also seen small local competitors come to market, but none of them are achieving any great scale and so they are already starting to disappear again.’

I push back. What about the risks associated with raw material availability? ‘Obviously, there’s the quinine and the DRC is often cited as a potential risk,’ concedes Branchflower, ‘but we’ve been importing quinine for ten years without any problems. Quinine lasts for five years and we’re able to hold over six months of quinine stocks here in the UK as well, which gives us flexibility.’

Warrillow has the final word: ‘We’re now in fifty four countries around the world and one of the reasons for that is we wanted to ensure we planted our first mover flag as audibly as we could in these markets. That is very important in the drinks industry, but also ensures that as different trends develop, you are well positioned to make the most of it. Despite the fact we are a relatively small business, we have diversified as broadly as we can in terms of geography, channel and now increasingly, in terms of our product range.’