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Hi All. A question to all holders.
I've had Fevertree on my watch list for years and never invested as IMO it is constantly valued at a too high a premium for it's earnings ratio and dividend yield. I generally invest in shares with a yield of 5% or more but an SP of 330p or less here looks never likely to happen.
Why is the valuation so comparatively high ? Is it the constant prospect of takeover or the faith of how much the company will grow in the next decade. I'm interested.
Yeah, bit of a nothing update really. “Comfortable” with expectations is down there with ‘resilient’ as words I get twitchy about in an update.
Got my eye on DGE as well to see if last week’s bounce off the long term uptrend base has any legs.
Well, whatever enthusiasm that was anticipated has evaporated. s'pose I'll hang on over the summer but as this is in an ISA, I will take any loss on the chin as it cannot be applied to CGT. Now the hard work starts in finding a company in the same sector that has better prospects - Diageo, AB In Bev and a few others spring to mind - I will next post when my holding has been sold.
AGM on Thursday 6th next week, they normally issue a trading update with FY outlook that morning.
Another down day........not one of my better picks. Prefer to sell into strength
The SP got carried away in frothy market. It seems now to be fairly valued. Not convinced that the managers are able to grow profits except with new mixers and more outlets stocking and promoting their products.
Ready to take a haircut and put proceeds to work elsewhere
Does anyone here feel as I do that Fevr has lost it's way a bit, with the SP floundering around the £11 to £12 mark? Now doing 'okay' but down 65% over 5 years. Surely this will eventually merge with someone like Britvic as a defensive measure, or be taken out by one of the giants. On that basis only, it may be worth a punt.
Deutsche Bank initiated coverage with a buy rating 1600
Todays results have been well received.
I thought the analysis was well put … particularly the assessment of US market and brand loyalty. Long way to go… but I do think we have turned a corner … let’s hope.
Wow, Fevertree seems to have survived the curse of a Questor tip. Many DT readers see his tip as a strong sell move. Well questor is not always wrong,let us hope his opinion here proves good. Keep buying Miss Golightly.
Fevertree heavily tipped for share price recovery in Daily Telegraph today….. I’m doing my bit. … got very over refreshed last night on the stuff. Oh …and Gin!
Miss G
:-)
Non exec chairman buys a fairly hefty chunk today.
UK & Europe Sales both down 10% in H2. Despite how it looks, the ROW has started to climb back - going from 9.6 in H1 to 17.6 in H2.
Think that was already in the price before news.
They've missed revenue estimates by £20m. US growth has slowed dramatically since H1
Overall excellent results in a very competitive market.
Acker
Https://citywire.com/wealth-manager/news/stock-talk-fevertree-upgrade-liontrust-over-the-moon/a2434079
This might lift the share price a little
This seemed to have sneaked through quietly.- avid served as Senior Vice President and Chief Supply Chain Officer for PepsiCo Beverages North America (PBNA) where he was accountable for leading the end-to-end supply chain operations for PBNA.
IMO, if it leads to some kind of distribution deal with PepsiCo it would be the fastest way to grow sales across NA, although that' just speculation. Either way, looks like a good fit for their long term strategy in the region.
On first reading I thought - "no problem, drinkers won't stop drinking, they'll just be trading down to cheaper whisky etc.)" but I guess the same could be said for the mixer they'll be buying, and ours is expensive :-(
Obvious read across to the mixer market
Yes, sadly a Questor recommend has become a reason to sell of late.
An encoraging directors buy, but I'm still hesitant at the very high p/e ratio of about 43%. This 'growth' stock which is down 65% and 59% over 5 and 2 years respectively, is not showing much sign of progressive profits. UK revenue growth is disappointing. US revenue is definitely encouraging. The share is under £10. Six years ago it was over £30. Some growth stock! Risky, despite Questor's recommendation today. Questor in my opinion has been abysmal in its recommendations over the last couple of years. Just look at TBLD and you'll see what I mean!!!
Quite a chunky buy. I might follow suit tomorrow, albeit with a (much) smaller quantity