Fevertree Drinks Share Discussion Threads

[terry topper] 07/9/2017 17:55

christh
I presume that you are not aware of the Inheritance Tax breaks that being on AIM brings. There is no way that Rolls and Warrilow would contemplate moving to the main market while holding the number of shares that they have. Indeed, there are a number of large AIM stocks that would probably fall sharply if they announced they were moving to the main market due to the amount of AIM IHT money invested eg Nichols and James Halstead to name two.
Also, there are very, very few institutions these days that have policies preventing them from investing in AIM.

[christh] 07/9/2017 10:31

Next milestone for Fevertree possible entry to the main market and lifted to the ftse350.

That is if the directors deem it will be more profitable for the company but that's
how some of the most succesful companies started.

Fever-Tree is now sold in over 50 countries and is market capitalization is over £1 billion.


The share price should be around £27 with the growth that is developping.

[martywidget] 07/9/2017 10:30

christh, seen your posts over on the other board. I know you like to rave about funds buying, many bought long ago anyway and with the obvious more recent months/year 'institutional demand'

Anyway, I'd rather you'd say something more constructive such as - I'm waiting for 2226p short term and about £53 longer term!

Frankly, either way I'm not bothered!

Anyway, this may be of interest if not seen them - anyway, there's lot out there to read and frankly this is all quite mundane and monotonous really:


OCTOPUS UK MICRO CAP GROWTH: From tonic to tech, fund mixes it up to find success

...He says: ‘Fever-Tree is now valued at £2.5billion. We’ve been invested from the start. In late 2014, when the shares were listed, they were trading at 165p. They are now at nearly 2,500p.

‘We have taken profits on the way but it remains a top 20 holding and we see further potential as profit forecasts continue to be upgraded.




UK Smaller Companies Funds Bounce Back
...For example, Fevertree Drinks (FEVR) has been one of the largest individual stock contributors to fund performance this year; it has been a popular pick among small-cap fund managers over recent years...


Dampier's three ways to invest in the unloved UK equity market
06 September 2017
UK small and mid caps
...Examples of its largest holdings include the likes of Fever-Tree



These ‘good’ funds are outperforming their peers in 2017

04 September 2017

As ethical UK equity funds outperform their conventional peers in 2017, FE Trustnet considers some of the best performers of the year so far.


Standard Life Investments UK Ethical

The best performer year-to-date is the £278.8m Standard Life Investments UK Ethical fund, which has returned 19.74 per cent....

...The biggest holding for the fund is soft drinks manufacturer Fever-Tree, which represents 4 per cent of the portfolio...





..Nimmo highlighted premium drink mixer producer Fever-Tree Drinks (FEVR) amongst the standout performers over this period..



The £324 million Standard Life UK Smaller Companies Trust outperformed its benchmark index in its latest financial year, with a total return on net asset value of 35 per cent, writes Ian McConnell.

...Mr Nimmo noted mixers maker Fevertree Drinks made the biggest single contribution to the trust’s performance for a second straight year, amid the “premium gin revolution”...



DYOR, etc.

[christh] 07/9/2017 09:28

Great Buying opportunity at this price.

Expect to rise to £30 by Xmas with all the festivities and the spending spree as Fevertree Drinks are favorite in drinking at the parties.

The institutions will love this price as they are buying big time.

Waiting to hear about the China expansion which will be a milestone in revenue.

It will recover this afternoon so this is Buying time.

[martywidget] 06/9/2017 21:19

Noticed this, this morning, on their website:

Join one of the UK's hottest brands at a time of unparalleled international growth. two roles available.

Job Title

Country Manager - France
Country Manager - Italy




[Others may have seen this one in recent weeks too]:

Fever-tree is looking for an Off Trade National Sales Executive

[martywidget] 06/9/2017 16:35

My SunParakeetAlgo just selected:

El secreto de la Fever-Tree Premium Cola: la vainilla de Madagascar

[martywidget] 06/9/2017 15:10

And for clarification, I do not have a position in STCK or FEVR. [Not that it even matters, LOL]

[martywidget] 06/9/2017 14:59

[Previous post #1176 by allstar4eva deleted by ADVFN]

LOL! Idiot.

Get your facts right.

[martywidget] 06/9/2017 14:38

O/T I'm sure most here would have noticed (in your regular scans of movers of the beverages groups, etc) if look this one - Stock Spirits Group (STCK) thread, now that is a reasonable rise in the past month I've been watching that one thanks to the poster '3rd eye' flagged that up on the FAR9 thread (that I like to glance at for an occasional chuckle).

[christh] 06/9/2017 08:38

August 3, 2017
Demand for Fevertree still bubbling
------------------------------------------
Fevertree Drinks (FEVR) says customers still want to buy its premium mixers, and it appears that institutional investors can’t get enough of its shares. Co-founder and chief executive Tim Warrillow sold 1.5m shares at 1,925p each last week, banking £29m, while non-executive chairman Bill Ronald offloaded 50,000 shares at 2,083p each as well.
A Fevertree spokesperson said the sales were done to increase liquidity and meet heightened demand from institutional investors following recent results.

[christh] 06/9/2017 08:32

It will get back to £25 today, watch out.

It was a good summer for Fevertree so will expect the results to be miles ahead of expectations.

The expansion to mainland China will be the catalyst to becoming one of the top exporters of the world and top earner for Fevertree.
The production has doubled which means the demand has increased and therefore the
revenue will be 4 times the earnings of 2016.


Keep Buying.

[martywidget] 02/9/2017 08:43

Posh lemonade taste test: which supermarket fizz is the biz?
Friday 1 September 2017
Lemonade has come a long way since R White’s, with the sugary drink undergoing a radical ‘premiumisation’ in recent years. But which store’s is the pick of the bunch?

...Invigorated by a new foodie culture and encouraged by declining alcohol sales – according to the latest ONS figures, 27% of 16-to-24 year-olds do not drink – the last decade has seen a wholesale “premiumisation” of soft drinks. Manufacturers are digging out traditional recipes and reverting to real ingredients in order to appeal to more sophisticated adult palates...


Fever-Tree’s Sicilian lemonade 9/10
M&S freshly squeezed lemonade 8/10
Tesco no added sugar cloudy lemonade 3/10
Asda extra special freshly squeezed cloudy lemonade 6/10
Co-Op sparkling cloudy lemonade 3/10
Aldi Ridge Valley cloudy lemonade 8.5/10
Waitrose cloudy lemonade 4/10
Sainsbury’s Taste The Difference Sicilian lemonade 7/10

[martywidget] 30/8/2017 10:05

O/T My SunParakeetAlgo just selected:

Dexys Midnight Runners - Come On Eileen (Official Music Video)


{Novaspace - Time after Time - "Rebirth" (HQ 16:9)}

[martywidget] 30/8/2017 09:59

TMF keeps trotting out articles on Fevertree, anyway, another one for the bulls [& those late to the party]:

Multi-bagging Fevertree Drinks plc can still make you amazingly rich
Tuesday, 29th August, 2017

[1savvyinvestor] 29/8/2017 07:58

Not disputing the excellence of fever tree . Indeed I was served a g & t in an up market brasserie and was horrified when they handed me Schweppes tonic water . Even easy jet give you fevertree! I was simply posing a general question about other companies with high P/E ratios . I'm perfectly aware of forward growth and ratings. Indeed i' m often surprised when the market does not factor in growth .

[muffinhead] 28/8/2017 19:26

MartyWidget 27 Aug '17 - 06:13 - 1163 of 1168

FEVER-TREE HAS DRIVEN 99% OF THE VALUE GROWTH IN THE ENTIRE UK MIXER CATEGORY WITHIN RETAIL IN THE LAST 12 MONTHS AND NOW HOLDS A 30% VALUE SHARE


A 30% value share of the entire UK mixer category is impressive

Can Fevertree maintain exponential growth with or even without exposure to margin competition?

[value king] 27/8/2017 21:28

Actually the PE is 69 and they are well ahead of forecasts so the PE is probably under 50. If you were to value them on a PEG basis 100%+ growth and a PE of 50 would mean a PEG of 0.5 - a steal. And the 2018 PE is possibly even much lower.

[terry topper] 27/8/2017 19:33

'1savvyinvestor23 Aug '17 - 15:52 - 1142 of 1166 0 0
Just out of interest what other other companies are on a p/e of over 100'

If you think FEVR is on a P/E of over 100 then, with all due respect to you, you haven't a clue what you are on about.
Share prices reflect the future - if investors believe that the 'official' consensus number for earnings is too low then the shares revalue to the 'whisper' number which is much more variable.
When the actual announced figures exceed even the 'whisper' number the shares rise.
So if you believe that the 'whisper number' will keep rising as I do then the shares are still cheap.

[martywidget] 27/8/2017 07:04

christh, just raw cacao hot chocolate for me, no Fever-Tree in sight!

And catch up on headlines in Sunday papers:

[christh] 27/8/2017 06:33

Marty,
you are up so early on a Sunday.
you are not starting drinking Fevertree this time....

LOL