The Artisanal Spirits Share Discussion Threads

[quazie12] 18/2/2022 23:52

Yeah but refer to points made in my post below. We all know what broker target prices are. Don't think this is undervalued at all based on the analysis. In fact the market did wake up and spoke. The float price was basically too rich. One positive is that smws membership is up ytd. Thats good but we dont know what the churn rate is, where the average spend per customer is heading or cost to acquire. Time will tell

[grupo guitarlumber] 10/2/2022 08:59

if revalued might it be worth USD 2 Million

[...]

[blueball] 07/2/2022 16:34

Syd Barrett watercolour for sale in Cambridge 24th Feb.

[pre] 01/2/2022 10:24

They beat expectations in the trading statement just over a week ago - mkt needs to wake up to this as current share price looks attractive - see below where equity development have issued a note with target of £1.50

www.equitydevelopment.co.uk/research/well-positioned-for-strong-sales-growth-in-fy2022

[quazie12] 31/1/2022 17:50

Appreciate the link to the research note but it is completely bizarre and in a way worrying that the author would chose to compare ASC ev/sales ratio with either Hermes or LVMH. I wouldn't consider SMWS to be remotely comparable a global leader in luxury lifestyle accessories so why do so ? Again if they pluck a 5.5 ev/sales ratio as fair value yet state that LVMH is trading at less than that on 2022 eatimates it doesnt atavk up

[18bt] 20/1/2022 07:56

Good maiden trading update. This will clearly fly under the radar for a bit until they build a track record, but this bodes well.

[edmonda] 20/1/2022 07:54

#ART today beat market revenue expectations with 20% growth and delivered 15% growth in membership numbers, an important lead indicator of future growth. Our 150p fair value, implies a 5.5x EV/sales ratio and is 60% above today's share price.

[waldron] 28/12/2021 12:47

Chuckle

I tend to buy wifes paintings to prevent her selling them too cheaply

also i really like them

once she gets her new studio she hopefully will start painting again

Not sure what colour period shes into

already done the blue, grey and red

perhaps green and shabby chic

[blueball] 28/12/2021 12:37

A maximum of 55 paintings in existence compared to Picasso 's 13000 makes them a good investment waldron.

[waldron] 27/12/2021 19:30

cheers blue

[blueball] 27/12/2021 18:18

Syd Barrett painting sold for 5 times its estimate in May 2021.

[dabbler10] 10/12/2021 18:32

I called about the commemorative bottle a couple of weeks ago and they just said that there was a delay. It arrived today. Let’s give them a break. Investments aren’t about freebies and the service is usually very good

[quazie12] 02/12/2021 09:35

If you were allocated 1,000 shares around flotation, you will receive a complimentary commemorative ASC 18yo single malt which ships November according to smws member services. That was promised months ago. Now I ordered a couple bottles of JG Thomson inaugural releases yesterday, they shipped yesterday and they arrive today. Clearly a case of broken shareholder promises already. Good job

[quazie12] 01/12/2021 22:31

And anothet....trot on

[quazie12] 01/12/2021 22:30

Who the F are you exactly, a paid company troll ?

[quazie12] 01/12/2021 22:30

Am fairly sure at initial IPO tgat subscriber shareholders were promised a special release bottle in November 2021. If any of the BoD are reading this........,,,,

[oshy92] 01/12/2021 10:14

Morning. Artisanal are presenting at "2021 IPO Webinar" tomorrow (along with Pyx Resources and Insig AI). Kicking off at 9.30am UK time. They will be the second of the three companies up, at around 9:50am. Registration below:

hxxps://us02web.zoom.us/webinar/register/WN_hO4Xn3VTRACr1RbctxSBSA

[km18] 26/11/2021 13:36

From WealthOracleAM a few months ago.....

The Artisanal Spirits Company plc is a United Kingdom-based company that is focused on providing single cask scotch whisky and other spirits. The Company's brands include The Scotch Malt Whisky Society (SMWS) and J.G. Thomson & Co.

SMWS is a curator and provider of single cask scotch malt whisky for sale primarily online to a discerning global membership. SMWS was established in 1983. SMWS has its presence in the international whisky markets of United Kingdom (UK), China, United States of America (USA) and Europe. J.G. Thomson & Co. is a wine merchant and an independent whisky blender. Current market cap is around £21m.