Fevertree Drinks Share Discussion Threads

[edwardt] 28/9/2022 20:01

Freight rates tanking. Should be a big help for margins here

[saltaire111] 23/9/2022 23:04

Would be a fairly small nibble if I do go for it.

Salty

[saltaire111] 23/9/2022 23:04

Added this to my watchlist today. Starting to look interesting. Might take a nibble soon.

This is probably a sell signal!

Salty

[growthpotential] 19/9/2022 23:06

Learn what moves markets, when

[dil 21] 16/9/2022 20:01

2 times last years sales x margin minus cost of sales will be nothing like 2 times sales x margin minus cost of sales this year.

But hey ho that’s just my opinion , good luck but still reckon these are heading to 450p.

[valuehurts] 14/9/2022 23:21

When will they just raise prices. Every time I see the product they seem to be competing with Schweppes on price. Bad for the brand. It's like LVMH trying to compete with Micheal Kors by lowering prices and trying to sell more handbags. Suicidal.. keep it a expensive. It's worth it...

[yf23_1] 14/9/2022 23:00

Really, another shooting star

[edwardt] 14/9/2022 21:11

Chaps it is on neatly 2 times sales now. Well below peers that have lesser growth potential. Margins will recover having been whacked by exogenous factors that are abating . I think we could see a great recovery soon. It is also not a one product company!

[dil 21] 14/9/2022 11:08

Also , the director/founder buying at around 800p seems to represent only about 2% of his total holding.

Other directors have also been buying over the last year or so but at much higher prices in the majority of cases.

Lastly , might be wrong but I can’t remember (only skimmed through announcements quickly) the CFO buying. I wonder why.

While director buying is never a bad thing it’s not always a sign to pile in too.

[dil 21] 14/9/2022 10:59

They may well have fallen substantially over the past few months/year juzzer but they are still on a lofty rating and the economic slowdown has only just started.

Not convinced they’ll meet full year estimates for the current year and next years forecasts look optimistic to me.

[johndoe23] 14/9/2022 09:57

That's a fair point, though results were poorer than I was expecting

[juzzer100] 14/9/2022 09:41

You mustn't be aware that the share price fell severely in the last few month in the expectation of poorer results.

[juzzer100] 14/9/2022 09:40

Did you build 'probably tanking' into your calculations yesterday :-)

[johndoe23] 14/9/2022 09:20

Amazed this is rising today. Market's never fail to surprise

[dil 21] 13/9/2022 21:02

US stocks got battered this evening , everything will probably tank over here in the morning.

[johndoe23] 13/9/2022 17:18

A PE of over 40, shrinking margins etc. Good short bet I would say

[yf23_1] 13/9/2022 16:34

Shooting star on the candles (that's bad BTW), although it was caused by general market selloff.

I have no position either.
Still a high PE in an increasingly difficult market.

[emeraldzebra] 13/9/2022 16:32

Not sure.....but i do remember it was 'around' £1m. It was a little while back in the summer.

[dil 21] 13/9/2022 16:14

In percentage terms how much did he increase his holding by ?

[emeraldzebra] 13/9/2022 16:04

But i see this is at least in part a luxury product, which will still be bought for its excellence by a segment of the market who don't need to hold back much and accept anything inferior. In west London i see shoppers' baskets bulging with the stuff. There is still plenty of cash out there, as witnessed by the housing market, (where plenty of buyers don't even need mortgages.) Think a lot of the downside is already baked in to the price - and senior guy buying tells you something.....

[fuji99] 13/9/2022 12:37

Very strange indeed. A rise of almost 11% for bad results and margin significant drop. In any case, there will always be some bounces along the way but the trend is definitely down. This is reflected in consumer spending at all levels - As is shown in Ocado profit warning. Consumers are the key to the strength of any economy. If nobody is buying or reducing expenditure, nothing will be sold = output has to drop and unemployment has to increase if less output is needed. All this means everything has to re-adjust, including the stock market. - - -

[castleford tiger] 13/9/2022 11:12

The tough times have not arrived yet.

Margins getting hammered again. They cant force a price increase through so as costs rise margin will fall further.
The energy cap will help but too rich for me.
I too see £5 as fair
tiger

currently no position

[dil 21] 13/9/2022 09:39

Plenty ian but I’m just giving my honest opinion here.

Time will tell.

[dil 21] 13/9/2022 09:37

Why desperate I have no current position ?

[ianood] 13/9/2022 09:32

Dil 21 - Exactly what calcs have you done?