Treatt Share Discussion Threads

[edwardt] 25/1/2021 08:44

this needs to do a stock split.

[ayl30] 25/1/2021 07:47

Peel Hunt upgrades to 975p target price

[edwardt] 22/1/2021 18:47

Never tried a hard seltzer - suspect it tastes like p!ss . Think they are on sale at Sainsbury's so might buy some for dd purposes!

[edwardt] 22/1/2021 18:39

White claw in US has been scrambling for supply. Treatt must be able to hike prices due to competition- bodes well that this new vertical is here to say.

[ayl30] 22/1/2021 17:22

Stunning performance!

[ayl30] 22/1/2021 15:36

Long term story but short term reaction, never anticipated that. Well chuffed

[edwardt] 22/1/2021 12:54

hard selzers are booming stateside - what happens there comes here in short order.

[partridge1948] 22/1/2021 11:12

TET have historically tended to under promise and over deliver, so the bullish nature of this update shows real confidence. Good that they can manage the growth before the new factory comes on stream later this year, when things could become really interesting. At first glance expensive, but for very good reasons in my view;always dyor.

[srichardson8] 22/1/2021 11:07

A simply stupendous update. My thanks are due to Lord Lee whose occasional piece in the weekend FT prompted an investigation and purchase five years ago. Nothing is given but hopefully the increased production capacity can be matched to increased demand and market presence. We may be lucky and enjoy another five years of virtually worry-free investing. Many congratulations to the management and employees.

[ayl30] 22/1/2021 10:20

Good long term story here. Not one for short term traders

[edwardt] 22/1/2021 08:25

guess those results answer my questions. boom time.

[red5] 22/1/2021 08:22

really good results

[red5] 22/1/2021 08:22

really good results

[red5] 22/1/2021 08:22

really good results

[robow] 12/1/2021 18:15

decent non exec buy

[edwardt] 11/1/2021 21:41

How plausible is the growth in hard selzers? I am also interested in any views on their nascent iced coffee offering and if it has legs.

[vprt] 08/1/2021 11:58

I'll admit to a little slice north of £8... (5x from initial purchase 5.5 years ago, and now a too large a percentage for me to be comfortable).

Now back to LTH mode, waiting for 2023 and much-improved ROCE! (It will be driven by the R going up, rather than CE going down. And this is the kind of "R" I am very happy to see going up and staying high).

[edwardt] 08/12/2020 15:54

Lord lee mentions it most articles. always followed by a nice pop.

[ottrott] 06/12/2020 16:28

hxxps://www.ft.com/content/93f4af7b-e8c3-4c16-b911-d69f6a406da9

[truffle] 06/12/2020 09:58

Yes, Lord Lee’s full page article has indeed appeared in the FT Weekend with the headline;

‘Treatt stands out in a tough year for my portfolio’

And he still seems pretty happy with their current performance and also, importantly, their future prospects.

It remains a long term hold for me

[robow] 03/12/2020 09:24

perhaps you could copy and paste it?

[3800] 03/12/2020 09:10

Thanks all for the heads up over Lord Lee. I buy the FT paper only at the weekend and thought I must have missed it, maybe it will be in next weekends.
3800

[texas_caddy] 03/12/2020 08:21

Good to see ADVFN can actually ban something. If they would do something about the amount of trolls and timewasters - even allow thread admins some control - they might find the quality of discussion increases!

Happy holder here.