Fevertree Drinks Share Discussion Threads

[apad] 05/4/2023 11:48

£6.50 for double Tanq
£2.20 for FT

You were correct CT 😊

apad

[apad] 05/4/2023 11:14

"What are the 4 components of brand value?
Image result for value of a brand
Brand equity has four dimensions—brand loyalty, brand awareness, brand associations, and perceived quality, each providing value to a firm in numerous ways. Once a brand identifies the value of brand equity, it can follow this roadmap to build and manage that potential value....."

Totally different language from the financials in a balance sheet.

Checking on the Buxto G&T cost CT 😊

apad

[castleford tiger] 04/4/2023 17:15

APAD says

"I was in an hotel in Buxton. FEVR the only tonic on offer. Five quid for a double Tanqueray and FEVR tonic. In Jersey (UK) folks are still going to the pubs and paying ten quid for a large glass of wine!"

Never........impossible.

A double gin and a tonic for £5.

Holders well done it clearly has me scratching my head.

Price increase kicked in 01.04.23 of circa 10%

Tiger

[apad] 04/4/2023 12:53

Nice one, aiming.

I was in an hotel in Buxton. FEVR the only tonic on offer. Five quid for a double Tanqueray and FEVR tonic. In Jersey (UK) folks are still going to the pubs and paying ten quid for a large glass of wine!

There seems to be plenty of alternative 'posh' tonics in the UK supermarkets but they don't seem to have the cachet of FEVR. I guess FEVR management has the pricing skills to keep their stock moving. Even if glass bottles are expensive!
I think I'll match my FEVR holding with some CPC shares.
It seems that the alcohol culture is not a 'consumer discretionary'. 😊

Keep the insider information coming Castleford Tiger. Much appreciated.

apad

[aimingupward2] 04/4/2023 11:57

Additional new flavours keep being introduced too. The latest is 'Cloudy British Apple', made from Dabinett apples grown on the Hereford / Worcestershire border. Their 'tart bittersweet taste', say Fevertree, 'makes them perfect for the adult palate'.

[apad] 03/4/2023 12:53

A brand has value that is not on the balance sheet.
apad

[castleford tiger] 31/3/2023 16:22

almost 1300 .

tiger

[edwardt] 30/3/2023 15:04

somebody wants them...

[redartbmud] 26/3/2023 23:11

Behind paywall. I don't want to be bothered with 3 month introductory free offer. Little point in posting a link that wastes mot people's time.

red

[agnes] 26/3/2023 16:03

https://www.telegraph.co.uk/food-and-drink/features/british-brand-battling-worlds-gin-tonics/

[castleford tiger] 25/3/2023 12:32

To justify a 1.4b valuation i would want 100m plus a year profit.

Therefore 14x earnings.

Once and when the USA becomes mature what do they do then?

Oh i forgot a 10% price increase from 01.04.23 might help UK margins

Tiger

[bamboo2] 24/3/2023 20:50

Irrespective of sales, it's a brand with a good name, and therefore offers t/o potential.

What premium would we see for a maker of premium mixers?

[edwardt] 24/3/2023 14:21

sorry to hear that. Uk sales are indeed down but is very mature market anyway and am sure there is a shift to buying via the supermarkets here than thru pubs.

[castleford tiger] 24/3/2023 09:29

As a Distributor for Fevertree i hope you are right .
We have lost 30% of our independent pubs since October.

Sales are down not up.

tiger

[edwardt] 24/3/2023 08:22

no need for luck thank you. i am just looking at the blackrock short interest which is now 0.69% having only recently been 4+. at this rate they will be out by end of this month. they have played a blinder here but clearly sense the fundamentals are now in recovery mode over the next couple of years.

[castleford tiger] 22/3/2023 19:20

Yes but the company is not forecasting any recovery ?
In fact if turnover goes up 15% and EBITDA is the same margin is even lower.
As I say good luck

[edwardt] 22/3/2023 18:04

Forward assumptions on return in margins recovery now being factored in is the answer.

[castleford tiger] 22/3/2023 13:24

Since when APAD does revenue value a business?

Is that a new method?

cash and profits but revenue?

Anyway good luck holders.

Tiger

[s34icknote] 22/3/2023 12:27

Wow could have bought Thomas cook for 38bn on that basis !

[apad] 22/3/2023 12:08

It's 3.8 years of revenue to buy the whole company.

It's not expensive.

apad

[bulltradept] 22/3/2023 11:47

You are right Castle, you are beffled.

[johndoe23] 22/3/2023 11:42

1200p resistance breached let's see if it can sustain above

[castleford tiger] 22/3/2023 11:38

baffles me this.
MIGHT be going for 18% growth but nothing on the bottom line?

shares up 100p.

wow

tiger

[johndoe23] 22/3/2023 11:13

Short option here