Gordon Stein, CFO of CleanTech Lithium, explains why CTL acquired the 23 Laguna Verde licenses. Watch the video here.
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Yolodn,
i think they have developed stand alone flavours ...drink on their own nothing else added but ice ...quite refreshing and tasty for.. say..lunch drink without alcohol
" but does tonic really make that much of a difference to a G&T?"
err yes sir....surprising so...although it depends how much Gin you put in :-)
Diageo has a much wider moat and brands for that matter. Fever tree is “just” tonic. Agreed, alot of consumers prefer it over other brands (just check the online reviews for the supermarkets) but does tonic really make that much of a difference to a G&T?
Hope so! Under £9 a share is a decent price to tuck away for a few years and see what happens. From my back of an envelope calculations I value the share at around £10 with 15% growth baked in.
Sterling really is a **** show at the minute isn’t it. Should have loaded up on USD when it was $1.30 to the £.
This fall is pretty crazy - 15% in two days is ridiculous! Diageo has only fallen 5% in the same time.
That article you have posted is probably spot on re spending and most of this stuff now back to covid lows or worse which seems bizarre as the world was shut down at that point. Markets seem to be pricing a hardcore recession, sterling is getting destroyed ( as usual since brexit ) and property market looks like next to crater even with still too low rates, so I guess expensive tonic not top of the buy list. Got a horrid feeling this will see under 9.
Pokerchips
I now think of shares like
Snakes and ladders
Today a viper got us!
Hopefully one day we'll go up the ladder to the roof!
Big short reductions over the last few days but today's movement makes me think BlackRock have increased? Let's see tomo!
niklol
all I know is that I am just a tiny fish in a big ocean and that the algorithms just move on the slightest nudge from all sorts of data ..... it isnt really watched by some guys buying and selling..it is now the algos just reacting to data from day to day....and now its all volatile ...data can read one thing one day and suggest the slightest change the next ....
data from shipping container movements to truck rental rates to jobless figures to..well you name it...
we are beyond keeping on top of it all
Pokerchips, in reply to your comment, I do not know what to take notice of anymore in respect of shares movements ??
Sharecast news on hl quoted; four weeks to June 18th, sales of beer , wine and spirits fell 9.7%. Source; nielsenIQ.
Deutsche Bank cuts Diageo to 'sell' (hold) - price target 3,230 (4,050) pence
Goldman Sachs cuts Fevertree Drinks price target to 1,700 (1,920) pence - 'neutral'
If you take any notice of those things
i read some snippet about alcohol sales being down but now I cant find it.....
Fevertree though aren't just mixers...in summer, people like some of them on their own too
All drinks shares down today even Diageo
Kachrafilter
The only thing the shorters want is for the next update to show cost pressures are still there and consumers are being more cautious...that kind of thing ...and to use it to keep the pressure on share prices ....here and in other areas of the consumer market too
The update in March was a profit/earning warning for 2022 based on costs /Ukraine etc and May was just a reiteration on those amended expectations i.e. no further change
Drop today is crazy. Reduction last week by Morgan Stanley of nearly 1% of their holding. The shorts clearly think this is going down further as many have opened around this region. The typical thing with Aim stocks is the big IIs seem to know more than the common investor or can simply manipulate the price.
If things were this bad, why would Fever pay a special dividend and their last trading update in May was v strong.
I'm a bit bemused by this but perhaps again, the thinking is people will switch to cheaper alternatives due to inflation?
market down after Wall Street drop yesterday.... this share creeps up when Wall St does but slides down when WS tumbles .... more to do with the traders/shorters/CFD players hedging
Fevertree needs to make guidance on earnings to match its highish P/E - if it doesn't- the market will hit the price hard
Anyone know of any reason for the sharp fall this morning, showing 4% down at 1377 currently?
The P/E on 2022 earnings is now around 25 - so down from earlier in the year - but still not "cheap"
I guess you pay a premium because there are not that many shares - 117m in all
If anyone wanted to buy Fevertree they would have to pay a high Premium - and as such they might as well wait until 2023 as the price wouldn't be dissimilar but the risks could well be less.....how do you value the potential at this stage anyway?
why pay the Premium now with all what is going on?
It is all too opportunistic right now to the point that shareholders would turn down a less than high Premium price anyway
They certainly dont need to put themselves up for sale
The shorts have increased to a massive 7.68% of stock. I concur with previous comment that possibly someone knows something adverse OR, more likely, they are betting that customers will buy cheaper brands in order to cut the cost of living. That will certainly impact to some extent but no-one knows how much.
The bad news is is that with such a high amount of shorting, there is no way this share price is going to drift upwards; more likely the opposite. One simply has to look at the trend / pattern of the ASOS shorting at this level. They may be some volatility and an opportunity to make a quick buck. On the plus side, I think there is more of a chance of a takeover for Fevertree than there is for the likes of ASOS. There are some very big drinks brands who I'm sure are having a look. One day FEVR will be bought out.
I do hope nobody is buying in,on the hope of a Takeover. The Economic climate is not good for any company to make such a move ,even though the price is low. By example ITV has been put forward as a takeover target for many years. Their sp suggests ITV is a "basket case" and still no buyers. Fevertree is far from that price. I am staying in only because i see it as a company with a future. Takeover i am not even dreaming of it..
Every forum talks about Takeovers - just because the share prices are down....
I think a large majority of private investors in the UK would love to sell all their UK companies to the Americans etc if it meant they could make a few quid on the deal
This company has a lot of opportunities to grow and capture market share ....it would be CRAZY to accept a poor offer during these times...giving the buyer the financial rewards of the future
probably the previous valuation doesn’t justified it but the valuation now is much more sensible
I don’t have a specific company in my mind but there are more options than just KO & DGE
GL