Fevertree Drinks Share Discussion Threads

[martywidget] 29/7/2017 07:33

Small Cap Value Report (Tue 25 Jul 2017) - RBG, FEVR
Tuesday, Jul 25 2017 by Paul Scott

[martywidget] 29/7/2017 07:26

Posted via a ZX80, hence the delay ;)


BROKER RATINGS SUMMARY
28 Jul 2017 09:31

Berenberg raises Fevertree drinks price target to 2400 (1850) PENCE - 'BUY'

[martywidget] 29/7/2017 07:07

juzzer100, have you tasted Fever-Tree Madagascan cola on its own?

What is yor opinion on it? Is it outstanding/mediocre, etc

How does it compare to your favourite/least favourite cola - pepsi, coca cola, etc.

What is it like as a mixer in your opinion?

Are americans tastes different when it comes to coke/colas?

Have Fever-Tree got its taste right for the american market?


[I wonder how many American analysts have tasted Fever-Tree Madagascan cola, and what their opinion on it is]

[juzzer100] 28/7/2017 16:06

This is only going to go higher. I have said it before but FT is a vastly superior product to Schweppes and no other mixer is in the game at the mo. FT Cola is about to blow the US away, and they are building a huge war chest for diversification after that when they need it too. What's not to like??Good on the founder too for cashing in £30m of chips - don't blame him one iota! Happy weekend G&T's all!

[pyglet] 28/7/2017 15:46

ChristyYou are a sad individual.

[christh] 28/7/2017 13:58

I would agree with that too.

[villarich] 28/7/2017 13:27

I agree, the tone is very much 'this is over-priced and you've missed the boat if you're buying now'

To his defence, he is looking at this from a pure fundamental basis and I can't find a hole in his logic. But nothing is sustainable, the share price will eventually level off but not quite yet.

[sogoesit] 28/7/2017 13:12

Yep, that works a treat. Thanks.

Edit: His conclusion seems to be: continued growth not sustainable, too pricey, buy Britivic, be pedestrian, lose money and come back to FEVR in a few months when the analysis is disproved... again.
I jest, of course, but that's the tone imv.
Anyway... upwards then onwards!

[villarich] 28/7/2017 13:03

FEVR commentary starts on page 6

[villarich] 28/7/2017 13:00

See if that link works. Should take you directly to the PDF

[villarich] 28/7/2017 12:52

Yeah sharescope is the data analysis tool. I have a subscription and phil does a weekly round up as well as regular articles that offer advice on how to use the tool to do fundamental analysis. Quite interesting as he's always balanced. He can be a bit too technical for me though.Not sure if the same bloke writes for IC although not surprised if he does as he's a free-lance.I'll see if I can post snippets on the article from the PDF I've got

[sogoesit] 28/7/2017 12:40

I thought Phil Oakley was a journo on the Chronic Investor. Do you mean that one since sharescope, I thought, was just a data analytic tool?
(I don't have sharescope as you have to pay for it, BTW ;-) ... but I can look in the IC archive if you like).

[villarich] 28/7/2017 12:25

Does anyone on here use sharepad / sharescope? Their resident analyst Phil Oakley does a weekly roundup which this week included A look at Fevertree. Interesting read as a few weeks ago he'd been saying it looks over priced.I'll see if I can post it somehow on here.

[terry117] 28/7/2017 12:06

I would agree with that.

[grabster] 28/7/2017 12:03

Filtered both the squabblers. Really not interested in recycled personal arguments and playground fights clogging the thread.

[villarich] 28/7/2017 11:47

Exactly skinny!

[villarich] 28/7/2017 11:28

BTW, I'm quite happy to read someone's predictions of where the share price is going, as long as they are based on some sort of analysis. Whether that's up or down.Yours appear to be based on nothing apart from a guess. And now you're bragging about yours being correct. So where will the share price be at the end of the year and what's your justification?

[villarich] 28/7/2017 11:23

"christh - 26 Jul 2017 - 08:26 - 797 of 838 - 0. The directors have cashed in!Why?Do they lack confidence or they are securing their money?Not very promising, not very inspiring.Doubtful."Make your mind up Christh...two days ago you were inferring this was going down. Today you're reposting your old predictions of it going past £20.

[christh] 28/7/2017 10:34

Villarich 20 Jun '17 - 10:20 - 577 of 837
Christh reminds me of one of those religious nuts you see in city squares spouting rubbish about a second coming.

wetdream
20 Jun '17 - 12:55 - 578 of 837
Best not to encourage him.
Filter button is the answer.

[christh] 28/7/2017 10:30

ONLY A MONTH AGO pyglet was fighting me!

pyglet
29 Jun '17 - 10:30 - 615 of 836

christh
Once it has reached £20 how long will it be before £25.
Once it has reached £25 how long will it be before £30.

It must start to flat line sooner rather than later.
ccr1958
29 Jun '17 - 10:48 - 616 of 836 0 0
Hi pygylet what are your charts telling you ?

pyglet
29 Jun '17 - 11:16 - 617 of 836 0 0
Buy below £16 or close to it. What about you?

ccr1958
29 Jun '17 - 11:58 - 618 of 836 0 0
I am on record as saying below £17 I buy , did we get to £16 on your last call ?

pyglet
29 Jun '17 - 14:51 - 619 of 836 0 0
I think it just touched on £16. £16.25 was the placing price so expect it might touch back but then WTFDIK.


WHERE ARE YOU NOW?
WHAT ARE YOU SAYING?

[sogoesit] 28/7/2017 07:29

Whitman Howard today say Hold with a new TP of 2100p (from 1700 on 20 July).
Always nice to see brokers issue useful, and importantly, timely advice!

EDIT:
Berenberg raises TP to 2400p (from 1850p) today with a BUY rating.

[grabster] 27/7/2017 20:02

As I understand it, Fever Tree don't actually produce the mixers themselves; they design them and promote the brand but they outsource production. Do we know who makes them? And what bearing (if any) does this have on the company's status as a takeover target?

[grabster] 27/7/2017 19:48

I do shop at Aldi, and I buy wine there, but not being a spirits drinker I've never noticed what mixers they offer.

This tasting survey result was 2 years ago, but didn't altogether go with Fever Tree as any sort of clear favourite at that time. The company of course has added other mixers since then to keep the brand on radar and has continued with heavy promo at key events. (The click panel at the end appears to be still counting)