Fevertree Drinks Share Discussion Threads

[villarich] 28/7/2017 13:00

See if that link works. Should take you directly to the PDF

[villarich] 28/7/2017 12:52

Yeah sharescope is the data analysis tool. I have a subscription and phil does a weekly round up as well as regular articles that offer advice on how to use the tool to do fundamental analysis. Quite interesting as he's always balanced. He can be a bit too technical for me though.Not sure if the same bloke writes for IC although not surprised if he does as he's a free-lance.I'll see if I can post snippets on the article from the PDF I've got

[sogoesit] 28/7/2017 12:40

I thought Phil Oakley was a journo on the Chronic Investor. Do you mean that one since sharescope, I thought, was just a data analytic tool?
(I don't have sharescope as you have to pay for it, BTW ;-) ... but I can look in the IC archive if you like).

[villarich] 28/7/2017 12:25

Does anyone on here use sharepad / sharescope? Their resident analyst Phil Oakley does a weekly roundup which this week included A look at Fevertree. Interesting read as a few weeks ago he'd been saying it looks over priced.I'll see if I can post it somehow on here.

[terry117] 28/7/2017 12:06

I would agree with that.

[grabster] 28/7/2017 12:03

Filtered both the squabblers. Really not interested in recycled personal arguments and playground fights clogging the thread.

[villarich] 28/7/2017 11:47

Exactly skinny!

[villarich] 28/7/2017 11:28

BTW, I'm quite happy to read someone's predictions of where the share price is going, as long as they are based on some sort of analysis. Whether that's up or down.Yours appear to be based on nothing apart from a guess. And now you're bragging about yours being correct. So where will the share price be at the end of the year and what's your justification?

[villarich] 28/7/2017 11:23

"christh - 26 Jul 2017 - 08:26 - 797 of 838 - 0. The directors have cashed in!Why?Do they lack confidence or they are securing their money?Not very promising, not very inspiring.Doubtful."Make your mind up Christh...two days ago you were inferring this was going down. Today you're reposting your old predictions of it going past £20.

[christh] 28/7/2017 10:34

Villarich 20 Jun '17 - 10:20 - 577 of 837
Christh reminds me of one of those religious nuts you see in city squares spouting rubbish about a second coming.

wetdream
20 Jun '17 - 12:55 - 578 of 837
Best not to encourage him.
Filter button is the answer.

[christh] 28/7/2017 10:30

ONLY A MONTH AGO pyglet was fighting me!

pyglet
29 Jun '17 - 10:30 - 615 of 836

christh
Once it has reached £20 how long will it be before £25.
Once it has reached £25 how long will it be before £30.

It must start to flat line sooner rather than later.
ccr1958
29 Jun '17 - 10:48 - 616 of 836 0 0
Hi pygylet what are your charts telling you ?

pyglet
29 Jun '17 - 11:16 - 617 of 836 0 0
Buy below £16 or close to it. What about you?

ccr1958
29 Jun '17 - 11:58 - 618 of 836 0 0
I am on record as saying below £17 I buy , did we get to £16 on your last call ?

pyglet
29 Jun '17 - 14:51 - 619 of 836 0 0
I think it just touched on £16. £16.25 was the placing price so expect it might touch back but then WTFDIK.


WHERE ARE YOU NOW?
WHAT ARE YOU SAYING?

[sogoesit] 28/7/2017 07:29

Whitman Howard today say Hold with a new TP of 2100p (from 1700 on 20 July).
Always nice to see brokers issue useful, and importantly, timely advice!

EDIT:
Berenberg raises TP to 2400p (from 1850p) today with a BUY rating.

[grabster] 27/7/2017 20:02

As I understand it, Fever Tree don't actually produce the mixers themselves; they design them and promote the brand but they outsource production. Do we know who makes them? And what bearing (if any) does this have on the company's status as a takeover target?

[grabster] 27/7/2017 19:48

I do shop at Aldi, and I buy wine there, but not being a spirits drinker I've never noticed what mixers they offer.

This tasting survey result was 2 years ago, but didn't altogether go with Fever Tree as any sort of clear favourite at that time. The company of course has added other mixers since then to keep the brand on radar and has continued with heavy promo at key events. (The click panel at the end appears to be still counting)

[juzzer100] 27/7/2017 19:24

Grabster - have you not seen their Ridge Valley Fevertree lookalikey? Dead ringer for FT. I have done a comparative taste test and can categorically state that Fevertree Naturally Light wins hands down vs the Aldi blue bottle. Aldi has that horrible artificial taste that FT manages to avoid. I have to admit I haven't tried the full fat version as can't stand the sugar. Anyone tried it?

[sogoesit] 27/7/2017 19:03

If I'm correct I think Aldi won a prize for their champagne Veuve Monsigny Brut at £10.99 per bottle. Veuve obviously a take-off from Veuve Cliquot which sells at around £40 per bottle.

[grabster] 27/7/2017 17:13

So now, it's possible to save on the cost of gin, a very good gin, and use your saved money to buy expensive Fevertree tonic to mix with it ;-)

Or will Aldi soon be tempted to offer premium quality mixers themselves at a fraction of the Fevertree brand, with some playfully related brand name? Vachellia perhaps.

[katie priceless] 27/7/2017 13:14

willoicc

When your in a hole , stop digging

[discodave4] 26/7/2017 22:03

will"My interest here is just to try to understand why people will pay such a huge premium for mineral water."The same reason people pay a premium for bottled water when that water is exactly the same as that supplied to people out of their taps!.....even when tap water has to adhere to a helluva lot more standards and EU directives than bottled water (mineral or spring)......its called branding!.DD

[willoicc] 26/7/2017 20:11

I drink Baileys these days. I used to drink gin & bitter lemon because I did not really like gin & tonic very much.

A long time ago I worked for Cantrell & Cochrane, a mineral water company who made its own mixers and Schweppes under licence.

My interest here is just to try to understand why people will pay such a huge premium for mineral water.

I guess it is a bit like Apple v Windows. You pay your money and takes your choice.

When investing in the stock market it is wise to remember that other people do not always behave the way one does oneself.

[villarich] 26/7/2017 17:34

Rage - don't forget FEVR accounted for 99% of the mixer market growth in 6 months too...giving the brand even more kudos.But it's not just the strong brand, it's the fact a G&T just tasted better with Fevertree than the own brands or Schweppes.

[ragehammer] 26/7/2017 16:50

Thankfully we don't need to guess whether people are willing to pay more for a premium mixer or whether they can taste the difference. It's a FACT that people are.

If you look at Tesco online grocery, FEVR tonic water is selling at about 34p/100ml. This compares to Schweppes at 12p/100ml and Tesco own brand tonic water as low as 4p/100ml. So, on the basis that Fever Tree tonic is almost 3 times more expensive than Schweppes and 8.5 times more expensive than Tesco own brand (not 3% and 8.5%, but 3 times and 8.5 times) they've just done 113% growth in the UK, for what most people previously considered to be a commodity product. I think this gives a pretty good indication of the power of its brand and why it's such a sought after investment. There are not many companies whose brands allow them to command such a price premium over their competitors.