Gusbourne Share Discussion Threads

[dartboard1] 23/11/2024 14:12

To be fair... they're not far off from operating profit. GP is 4.8m. Admin expenses 6.1m. So another 30 percent growth in GP will get them there. Each year they're building on the matured vine acres ... so this should happen so long as the sales team can deliver.This years poor weather and hospitality declines hasn't helped of course

[dartboard1] 23/11/2024 13:56

Anyone in the industry know how meaningful the agreement with Enotria is?They mention reaching establishments that were unable to access previously due to not meeting minimum order requirements. Turnover is 160m pounds (with 66 sales men/women)... so a significant distributer... Hopefully gives a boost to wine sales.Gusbourne really need to get to a sales volume that's going to give a net profit rather than delivering losses year on year and building debt. About 3 years ago I picked this up as a 5 year buy and hold, so far it's still lacking the volume it needs to get to self sufficiency ...

[ayl30] 04/9/2024 06:38

CDGP results not good well below expectation. Wonder if merger with GUS is still an option?

[dartboard1] 30/7/2024 11:21

70p trade just went through. Haven't traded up there for a while. Hopefully this is gearing up for news on a merger or sale.

[dartboard1] 22/7/2024 07:50

Commencement of offer period. Given the timing of this announcement, it could be that Gusboutne gets wrapped up under any offer made for Chapel Down and sold as a package.

[dartboard1] 10/7/2024 10:24

Interesting seeing CDGP share price rising. Our market cap is now 30per cent CDGP, while GUS has inventories of 70per cent of CDGP.Also interesting seeing Ashcroft taking a 3per cent stake in them. Any thoughts on a merger / takeover ....

[ayl30] 01/7/2024 06:35

UK sparkling wine has world wanting to top up its glasshttps://www.thetimes.com/article/3b91edac-8ee9-4607-8881-5ac2bc3a0fc9?shareToken=13d2811b2f95731e8cb153ceba8e7c7e

[tomps2] 23/5/2024 08:08

Gusbourne (GUS) Full Year 2023 results presentation - May 2024

Jonathan White, Gusbourne CEO and Katherine Berry, CFO & COO present their results for the year ended 31 December 2023.

Watch the video here:

Or listen to the podcast here:

[faz] 17/12/2023 18:16

Dartboard , thank you for the reply, and certainly that land is only going to increase in value. I'll watch for now, but at present levels I think valued high enough.

[dartboard1] 16/12/2023 11:26

You got to look at the balance sheet rather than the pnl to value this. The land value plus the inventory less the debt. Get you to about 12m. Then the inventory is on balance sheet at cost. So x2 with 50% + margins for sale value. Then the asset that is not on balance sheet is the brand. How much is this worth. No idea, but currently that gets you to 45m market cap.

[faz] 16/12/2023 10:25

The unsecured loan costs them £120k a year (8.5% pa), which, given it's a loss making company and the loan is for working capital, is worriying. Even at the high prices they charge they cant make a profit and they have no permanent CEO. There are 4m warrants out there exercisable by December 2024 at 75p which will dilute the shares at no gain to the company. I know sales are growing and the five year financial metrics presented in the last results suggest break even is closer. But at £45m market cap and revenue of £6m, surely these are not under-valued. So come on, what positive reasons are there for investing?

[jaf111] 19/10/2023 06:57

Harvest report news…..looks pretty good👍㈴6;

[tomps2] 29/9/2023 13:23

Gusbourne (GUS) Interim results presentation - September 23

Gusbourne Interim CEO, Mike Paul and CFO, Katherine Berry present Interim results for the period ended 30 June 2023.

Watch the video here:

Or listen to the podcast here:

[jaf111] 23/6/2023 12:00

Pleased to see GUS having a nice run…..maybe simply ‘better late than never’ response to excellent results 2 weeks ago, or wider coverage of English wine story….either way hopefully plenty more to come 🤞

[tomps2] 07/6/2023 10:06

A video/podcast of the FY22 results presentation by Charlie Holland, CEO & Katharine Berry, CFO. (Katherine just promoted to the board today.)

Video: hxxps://www.piworld.co.uk/company-videos/gusbourne-gus-full-year-2022-results-presentation-may-23/

Podcast hxxps://piworld.podbean.com/e/gusbourne-gus-full-year-2022-results-presentation-june-23/

Net revenue: +49% £6.2m
aEBITDA loss narrowed to £1.1m
5 yr CAGR +44%
Gross Profit margin 59.2%

Trade sales are up over 50%, International up over 70% and Direct to Consumer +29% as the UK premium sparkling wine market continues to take off.

Of the outlook, Charlie says:

"With these strong results, a fantastic harvest in 2022, the purchase of new land during the year and healthy inventory levels in our cellars, the Board continues to look to the future with great confidence as we further strengthen our position as one of the UK's most significant fine wine producers."

[edcrane] 10/2/2022 07:38

2021 revenues of £4.1m compare to forecast by their broker (Panmure Gordon) of ££3.1m. Revenues estimate for 20222 was £4.1m but that's now been achieved. Be interesting to know the new numbers.

[dartboard1] 10/2/2022 07:05

95% revenue growth

[rangor] 07/10/2021 09:52

Perhaps someone selling out of CDG and buying into GUS?
Gusbournes latest results were quite positive so maybe people just buying based on that?

[ayl30] 07/10/2021 09:26

Why is this going up on no news? Can't be stakebuilding surely as Ashcroft holds 70% so what point. No great volume but continues to go up?

[rangor] 05/10/2021 14:21

Crikey, that's quite a jump today.

[dartboard1] 22/7/2021 07:26

60% revenue growth reported today.

[dartboard1] 16/7/2021 11:18

Having a nice run lately. Revenues growing 30% for last 5 years. Key here is they are growing inventory (wine) stocks each year, this grows each year following harvest. Remember inventory is on balance sheet at cost so sale value of this will be a lot more. They will be able to use this stock in a few years to significantly reduce the cost of their more expensive debt. Growing brand value too onto of tangible assets.

[dartboard1] 24/6/2021 10:26

A months worth of volume just went through today. Nice one...