Fevertree Drinks Share Discussion Threads

[christh] 17/9/2017 18:43

Good afternoon,

Our readership will know that we have been fans of Fevertree for a long -time, based upon their momentum driven nature and the strong historical tendency of investors to buy the dip.

With the FTSE slumping on Friday we now believe the -14.20% fall in Fevertree's share price from a high of 2,506p on the 4th September to Friday's low of 2,150p represents another opportunity to buy.

We should be clear that this is not fundamentally driven, as the shares are definitely not cheap on a valuation basis, but we still believe the historical precedent for investors to buy the shares on material weakness stands.

We target a +14% move higher back to the 2,500p level.


Petra Asset Management

[terry topper] 17/9/2017 13:18

So many idiotic posts with the usual market maker conspiracy theories.
It's always the same nonsense - private investors are so clever on the way up (nothing to do with the market makers when the price is rising) but it's a rigged market when the shares fall.
This is a SETS stock for goodness sake - it's driven by supply and demand.

[discodave4] 15/9/2017 19:08

Nice drop today, had no free cash to top up so made a bit on a long spread bet.MM's has a good day!DD

[funkmasterp12] 15/9/2017 16:57

The reason for the drop was trading algo's picking up on a Whitman Howard note Bloomberg published from July yesterday, which looked like a downgrade. One algo follows another and then... boom.

It happens in this crazy HFT world unfortunately. But no reason to panic if you're a confident holder - and certainly nothing to do with shorting, evil market makers or the like.

[wetdream] 15/9/2017 16:54

No smoke without fire.
Wouldn't surprise me to see the share price head slowly down to today's low of c.£21.00

[villarich] 15/9/2017 15:17

Just remember this is still an AIM share so we're still firmly in bandit country

[villarich] 15/9/2017 14:58

Yes you are well within your rights Christh. It's good to see shareholders exercising their right to know what's going on.

[christh] 15/9/2017 14:49

Villarich,
speak clearly.what are you saying?

So you are not happy with me contacting the company for an explanation?

As a holder I am entitled to the reasons why the fall.
So I did.

if the market makers or anybody else exploiting the price, the company should be alerted.

The company says no reason for alarm so is business as usual

The company is working full speed and its statement about profits (in July) still ongoing.

[villarich] 15/9/2017 14:43

Is this the first share you've ever bought Christh?

[villarich] 15/9/2017 14:43

Oh my word ??

[christh] 15/9/2017 14:26

Marty,
I emailed them and got a reply.
see here

[christh] 15/9/2017 14:13

I wrote to the directors this morning and received a reply just now
----------------------------------------------------------------------
Dear Mr xxxxxxxx,

I am writing to you in relation to your email to Fever-Tree this morning. Apologies it has taken some time to get back to you.


The Company knows no reason for the fall in the share price and understands your frustration.
What I can say in relation to current trading is that if the Company has an obligation to update the market if it has information regarding its trading that could be deemed price sensitive (both from a positive or negative standpoint).

The Company’s last trading update at the end of July contained the following update from the CEO –

“We are delighted to report another strong performance in the first half of 2017, continuing the momentum seen in 2016 We achieved growth in all our regions, driven by further distribution gains and underlying rate of sales growth as the two key trends of premiumisation and mixability continue to gather pace globally.

“We continue to invest and improve our infrastructure, relationships with key suppliers and customers as well as adding to our senior team. The strength of our brand and first mover advantage means we are well positioned as the opportunity for premium mixers continues to gather momentum across our key markets.

Given the strong performance in the first half of the year, the Board anticipates that the outcome for the full year will be materially ahead of its expectations.””

I am sorry you feel there has not been more news from the Company but I can assure you management is focused on continue to drive value for all shareholders.
I would be very happy to answer any further questions you have and can be contacted on the below number or would be happy to give you a call.



Regards

Oliver Winters

[villarich] 15/9/2017 13:09

Christh also remember the market makers haven't moved the price down for no reason. They've done it off the back of news that could be construed as impacting the share price - today we've had N Korea, the bomb in London, talk of base rate rises and a stronger pound. MM's could be using that as a reason for price manipulation and not unfeasible. The trick is to realise this has little impact to FEVR and to not panic. Unfortunately due to fear and greed, some PI's will have pushed the sell button today (or had their stops triggered).

[villarich] 15/9/2017 13:04

ChristhThis market maker behaviour is all part of the game and the rules won't be changing any time soon. Anyone who thinks otherwise is naive.What you need to do is look for the signs that a move down is a tree shake or a genuine move due to a change in the market's perception of the value of the business.Has there been any news to suggest revenue growth will slow? No. Therefore i won't be selling my holding. In fact I would be tempted to top up if I had any free cash. Best to close your laptop, go make a cup of tea and come back Monday.

[fuji99] 15/9/2017 12:51

Click on the "Short positions daily short update" (XLS) to view the list at the right side of the page (middle). FEVR is not in the list but who knows if they declared their shorts or not or is it not yet shown ?

[fuji99] 15/9/2017 12:45

christh - The "tactic" is the same for every share. They short and they give signals between themselves to close etc. The markets are always tainted by tricks that the odd and simple PI cannot sometimes understand or digest. When they want to buy cheap, nobody can stop them. In any case shorting is not a crime anyway as long as they declare it. It also a current practice in all markets. I hate shorters but what can we do about it? I noticed it a few days ago and they are probably targeting £20. I only hope FEVR will release some news that will kill them as its steps are in 50p not 5p.

This s for example the list of shorts. Some companies are shorted to the bones.

[christh] 15/9/2017 11:38

Villarich,
are the Market makers responsible and accountable to FCA?
Are the market makers crooks operating legitimately?

If they have purposedly driven the price down for re-stocking stock and creating panick in the market for no reason then someone needs to get on the FCA and report them otherwise the investors, shareholders lose out.

Its totally false this drop as the company has increased its sales, profit, and growing in size and market share.

[karam] 15/9/2017 10:47

Brilliantly recovered

[moonboots222] 15/9/2017 10:44

I would say general sell off caused stop losses to be triggered. At one point it was -11.5% but recovered well.

[karam] 15/9/2017 10:34

Any reason for this free fall

[wetdream] 15/9/2017 10:03

Ha-could've made £1.50 per share over the last hour or so!