Fevertree Drinks Share Discussion Threads

[martywidget] 07/11/2017 09:39

From earlier today, following the trading update:

Investec (Nominated Adviser and Broker) raises price target to 2330p from 2220p

Also, Fever-Tree had its 'hold' rating reiterated by investment analysts at Shore Capital.

[aimingupward2] 07/11/2017 09:23

“capturing 97% of its sales from UK.”

No, christh, that’s not what the rns said. Better for you to edit and correct it than me to report it accurately?

Edit, 9.46. - that’s better now, thank you.

[christh] 07/11/2017 08:39

Onwards now as the company is becoming stronger and stronger capturing 44% of its sales from UK.
Approximately 56 % of the Group's sales were derived from outside of the UK.



A force to be reckoned with and a threat to others as it a bigger slice of the drinks (mixers)market.
Who will be the most suitable candidate for merger or a takeover?

[juzzer100] 07/11/2017 08:23

Hehe, Villa!

[villarich] 07/11/2017 08:16

Only 23% to go before you break even Christh. Get googling those broker updates from July...

[sogoesit] 07/11/2017 08:06

Oof, that was a struggle to open. Not surprisingly.
Am now waiting RBC’s next analyst update. Lol

It is possible to segment a market so that there’s a 100% share (a monopoly) in that market. Of course, as demonstrated with Schhh...it, the profitability will attract competitors. How well it pans out we will have to wait and see.

[croasdalelfc] 07/11/2017 07:56

It's a trading update BEFORE their busiest period. A massive statement.

[juzzer100] 07/11/2017 07:54

Panic - yes, talking value growth. I wouldn't want to be working for Schweppes if FT had 97% of the market!

[panic investor] 07/11/2017 07:41

Value-growth not 97% of the entire market imho

[juzzer100] 07/11/2017 07:38

This is pretty impressive:The mixer category is now the fastest growing category across the UK soft drinks sector with Fever-Tree responsible for 97% of the value growth in retail over the last 12 months.That means that all the others including Fentimans account for just 3%!Re not mentioning other markets, fair enough but surely taking over the world is a longer term aim??

[christh] 07/11/2017 07:36

Rns out this morning
"Given the strong performance in the period to date, the Board anticipates that the results for the full year ending 31 December 2017 will be materially ahead of current market expectations."

So you now have it from the horse's mouth.

Price should recover to 2500 and climb upwards to 3000.
Strong growth will continue in 2018 and beyond.

[bookbroker] 07/11/2017 07:35

Not in this vill., but it is a short around £25!

[bookbroker] 07/11/2017 07:34

They are the only high street chain in the Food and Beverage category that is actually seeing real growth, seen the share price ‘juzzer’, up about 30% this year, the rest down about as much! They sell about 20 different types of gin, not had Fever Tree tonic or coke with Veuve Cliquot before, must try it!!🤡

[juzzer100] 07/11/2017 07:22

Took 4 minutes then. Wetherspoons??? A bottle of Fevertree is probably more than a pint there. :-) I am afraid Wetherspoons isn't FTs target market. Bet they don't sell much Verve Cliquot there either!

[villarich] 07/11/2017 07:21

Chill out bookbroker, it's a trading update. Have you never seen one before?

[leedskier] 07/11/2017 07:18

Amazing performance.

[sogoesit] 07/11/2017 07:15

And ahead of “current market expectations” which, I suggest, could be better than the previous “board’s expectations”.
Back to maturity at over 21 is my view.

[juzzer100] 07/11/2017 07:13

Yep. Wait for the "only materially ahead what is wrong with this share?" ;-)

[sogoesit] 07/11/2017 07:11

It’s that old “materially ahead” again.... Yawn ;-)

[juzzer100] 07/11/2017 07:08

Ah well RNS update came anyway!

[wallywalrus] 07/11/2017 07:04

Is good ya. Nice to cling on during the tree shakes.

[wetdream] 07/11/2017 05:49

And just for the record-Rekindling wins.
Some guy with a charity bet wins A$1m.....!!

[wetdream] 07/11/2017 00:02

Rain in Melbourne. 16C. :-((

Race 5 sponsored by Sch(it)....! ;-)

--------------
FULL FLEMINGTON RACE CARD & RESULTS

11am Race 1 — EMIRATES 100TH A380 STAKES, 1000m

11.40am Race 2 — TAB.COM.AU TROPHY, 1700m

12.15pm Race 3 — LAVAZZA SHORT BLACK, 1400m

12.50pm Race 4 — RONALD MCDONALD HOUSE CHARITIES, 2800m

1.25pm Race 5 — SCHWEPPES FLEMINGTON FLING, 1000m

2pm Race 6 — LEXUS HYBRID PLATE, 1400m

3pm Race 7 — EMIRATES MELBOURNE CUP, 3200m

4.05pm Race 8 — JAMES BOAG’S PREMIUM STAKES, 1800m

4.45pm Race 9 — MSS SECURITY SPRINT, 1200m

5.20pm Race 10 — THE HONG KONG JOCKEY CLUB STAKES, 1400m