Fevertree Drinks Share Discussion Threads

[sogoesit] 23/1/2017 14:14

im trying to guess an upside based on the the statement of "considerably ahead of current market expectations", terry.
If current market expectations (in November) were EPS of 19p to 21p then a 30% uplift to those is "within reason".
What were forecasts in November if not 19p to 21p?

Recent price targets are 1260-1270p. Award that a P/E of 40-50 and see what comes out... otherwise there's no upside to current share price That's my interpretation of what the market says today... otherwise it's stagnation. What are the chances of that?

[terry topper] 23/1/2017 13:24

Sogoesit
I would love it if you were right but I think your eps range would mean an increase in the EBITDA margin from around 30% last year to 39-48%!
I expect some margin expansion but can't see it being as much as that I'm afraid.

Edit for clarity - the margins above refer only to the second half (H1 EBITDA margin was 30.5%).

[bamboo2] 23/1/2017 13:08

Chart suggesting an upbreak with initial target approx min 1175, with up to 1250 subject to confirmation. Initial target looks like it may confirm and hit target price on same day. Somewhat annoying for those who like me, work on eod closing prices.

Turn likely 27th Jan

[sogoesit] 23/1/2017 12:59

November update said "considerably ahead of current market expectations".
So I'm going for:
EPS of minimum 24.5p upto 28p.
Revenue about £100m

[terry topper] 23/1/2017 12:24

T/O £99.7m
eps 21.1p

[croasdalelfc] 23/1/2017 08:52

TU tomorrow so with that in mind does anyone have prediction for Group revenue and EPS??Mine is £101m revenue22.5p EPS

[croasdalelfc] 20/1/2017 17:30

With £100m revenue - which isn't too demanding in my opinion - EPS of around 22p.1200 = PER 541300 = PER 591400 = PER 65That's a trailing PER . Forward PER with 35p EPS is about 34 for 1200 and 40 for 1400.

[sogoesit] 19/1/2017 16:45

Last year's was on 25th January.
Their web site calendar only says January.
Imminent, imv.

[finbarot] 19/1/2017 14:04

Has anyone any idea when the next trading update is due?
Hopefully it will be positive news

[yoyo2money] 18/1/2017 16:43

I think you were not very wise(acre) with this share. Now you are just jealous because the potential is huge and is going to be sold world wide.

[sogoesit] 18/1/2017 16:23

Ah, ok, got it, wiseacre.
You're looking at the past (trailing) earnings for valuation.
Thanks for feed-back.

[wiseacre] 18/1/2017 15:13

It is absurd because the shares sell on a multiple of nearly one hundred times earnings so that even if current year end profits double the rating is extraordinarily demanding for a bit of fizz which could easily go flat.

[sogoesit] 18/1/2017 13:50

Scary stuff, hey wiseacre?

Absurd is an interesting adjective to apply to a company that makes profits but doesn't really inform me... as a comparator what adjective would you apply to a company like PRSM? Or what value is reasonable for FEVR?
Just so I can make a judgement.
Thanks.

[wiseacre] 18/1/2017 13:13

This looks to me to have got above itself. The current valuation is absurd.

[proactivest] 16/1/2017 11:37

‘Groundhog Day’ Fevertree still has more room to fizz

hxxps://youtu.be/OlkqmCE8Ttk

Leading technical analyst Zak Mir tells the Proactive Investors Bulletin Board that the premium drinks mixers brand Fevertree Drinks still has plenty of upside.
“The technicals reflect the positive situation,” Mir explains.
“A gap above the 50-day moving average is one of my favourite signals and you had one in July and November 2015, you’ve had them again in May and November last year – it’s like Groundhog Day.”
“I’m looking for a £12.60 or £12.70 target there which is the top of the trend channel.”

[hybrasil] 12/1/2017 10:54

Ok there is a trading statement due on the 25th January. Its going to propell this share upwards again to £ 15?

[wooluf] 09/1/2017 20:58

where
the next fever tree?

[bamboo2] 05/1/2017 09:38

tp=target price.
eod close=end of day closing price.
neckline=the trendline [in this case starts at approx 1080] that joins the armpits of the INVH&S [see below]
INVH&S=Inverse Head and Shoulders [see page on website above]
Historical support=price at which we might expect avid buyers
Turns=potential areas where price may switch direction, ie form a peak or valley
Breakaway gap=type of gap in chart [see website above]

Hope of some help. :)

[finbarot] 05/1/2017 09:22

A bit of both really
Thanks

[bamboo2] 05/1/2017 09:15

fin, what is it you are not sure of? Is it my terminology, or the charting process?

For some basics on charts, look here...

[finbarot] 04/1/2017 13:06

Bamboo, could you explain this is laymans terms please.
Thanks

[bamboo2] 04/1/2017 12:48

Price hit tp 1138 eventually, but with no eod close above the neckline, INVH&S has not yet been confirmed. Historical support around 1039. Potential turns suggested Jan 30th and 20/21 Feb. Breakaway gap offering a cushion around 1000.

[sogoesit] 04/1/2017 12:25

When London looks like this again I think we will have reached the top of the market!



Hogarth 1751

[pnetol] 04/1/2017 11:01

Bookbroker, the whole Gin market has increased by over 15% in the last 12 months and shows no signs of slowing down , premium mixers are still gaining a greater percentage of the tonic market , which, in a growing market is why Fevertree is doing so well GLTA

[bookbroker] 04/1/2017 10:39

Well judging by past performance they will upgrade forecasts most likely, but I'm inclined to believe the whole G&T. Market is becoming a bit congested, either Gordon's is losing market share in volumes, or the stuff must be incredibly cheap to produce, or the nation is becoming even more a nation of boozers! How big is the market, we are inundated with novelty gins, personally I'll stick to Tanqueray!