Ryan Mee, CEO of Fulcrum Metals, reviews FY23 and progress on the Gold Tailings Hub in Canada. Watch the video here.
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Shorters need to buy back circa 6 million shares (about £90m) soon. Looks like we've hit the floor and little to no major sellers left. As such, the shorters will be desperate to close position before the bounce back.
Or if the takeover rumors are to be believed then the shorters could be squeezed hard and cause the price to rocket fast.
shorters have their teeth into this....pushing it lower on recession fears
On their guidance earnings of say £64m (before interest, tax, depreciation and amortisation) that gives earnings per share of 54.7p and a P/E of 28 @1560p share price revenue 2022 say £360m
US sales seems to be strong and they are moving now into Asia ( South Korea etc) and expanding the range
SP relies on achieving the guidance ...failure to do so would hit the share price hard .....but should be a good summer for them ..much depends on them keeping the cost pressures down..which everyone is up against
If US East Coast can now bottle more in house for the summer that will reduce pressure on shipping costs ...
Always use media articles alongside your own research..... don't ever purely rely on one source
5 PROMISING TAKEOVER CANDIDATES IN BRITAIN
https://www.undervalued-shares.com/weekly-dispatches/5-promising-takeover-candidates-in-britain/aff/9/
Seven weeks after the Times was boosting Fevertree as a buy ? Learned 2 lessons here. Do not take advise from Newspapers,and do not buy the Times.
Share price has consolidated nicely, looking set for strong return to 1700 zones.
Summer is here and they are selling a lot of product in to the entertainment and food/beverage markets across UK EU USA.
Lots of potential upside, and maybe someone (big US food company) will be tempted to look at take over while price is low.
Is see the shorts as a positive, at some point they have to buy back.
And with 2 shorters accounting for the majority of the shorts it's only a couple of parties that need to final close position.
Looking at the motion of the share price this looks set for a jump to 1700's
DYOR GLA
Front page of ST yesterday, mentioning that the number of shares out on loan....6.2%...
have not been this high since October last year and that hedge funds are shorting as the cost of living crisis bites into household spending. Soaring inflation is likely to slow the trend towards more upmarket drinks according to the article.
Looks like a nice return to 1700's, strong bottom formed and healthy return to price
This is a tricky one. Stock shows signs of doing well over the summer royal celebrations, but this in my view will simply be a nice blip upwards in turnover which hopefully will translate to higher profit. However, why oh why is this a heavily shorted stock? The institutional shorters clearly see a weakness and usually come out winners. On that basis, on balance, I see a drift downwards in share price. I'm waiting to buy. I see this company being taken over in the next five years.
Fever-Tree Is Now More Popular in America Than in the U.K.
https://vinepair.com/booze-news/fever-tree-popularity/
Premium mixer brand Fever-Tree has opened its first airport bar and cafe, located airside at Edinburgh airport.
The venue was designed by Russell Sage Studio, and offers 51 seats “situated below and around a beautiful tree canopy”, with lighting and furnishings selected “to reflect the natural world that Fever-Tree has long worked with to source its ingredients for its mixers”.
The Fever-Tree Bar and Cafe is open daily between 0400 and 2300, and features a drinks menu pairing the brand’s range of mixers with spirits, as well as a selection of “beer, wine and bubbles”.
There is also a breakfast and small plates menu, with options including gin and whisky-cured smoked Scottish salmon and chorizo cooked in Fever-Tree’s Ginger Ale, and Fever-Tree Mediterranean Tonic marinated olives.
The group estimates that over 40,000 mixed drinks will be served to domestic and international travellers in the first year.
https://www.businesstraveller.com/business-travel/2022/05/27/fever-tree-opens-airside-bar-at-edinburgh-airport/
Seems like the major sellers are done and just auto's playing. Looking at when any volume enters the market this jumps up, could see this ride back to 1700'a fast now we are entering major revenue season
Liontrust: Fever-Tree onshoring will support growth
Fever-Tree (FEVR) is supporting its growth plans by investing in US domestic operations after the pandemic highlighted the fragility of global supply chains, says Liontrust’s Chris Field.
In an insight letter for his £394m Liontrust UK Focus fund, Field, who joined Liontrust this month as part of its acquisition of Majedie Asset Management, highlighted the shift companies are making to onshore their operations after the Covid-19 pandemic made businesses wary of relying on offshore suppliers and manufacturers.
While businesses, like Fever-Tree, face a lengthy process in onshoring and the potential for ‘inflationary consequences’, there is a pay-off.
‘These pressures should ultimately be balanced by lower shipping costs, better management through tools such as artificial intelligence, and coordination between competitors, reduced disruption risk, and lower carbon emissions,’ he said.
‘Some of the world’s largest businesses are already making inroads, and this process is occurring at holdings such as Fever-Tree, with the business building domestic operations in the US to support its growth plans.’
Shares in Fever-Tree closed down 0.1% at £17.78 on Thursday, having slid by more than a third this year.
So much for The Sunday Times.
Yes a good tip in The Sunday Times.
Buy early for a day trade tomoz
If buying for the long term,the timing of a buy can be important. With respect £18.49 and below £17 is more than 5% surely.By below £17 i did not mean £16.99 exactly.
ironknut,£17? £18? Thats 5%. If you're scratching around for 5% I feel sorry for , it really isn't worth the effort or the stress value.
I thought Questor put a lot of if and but in his comments.Would only be a buyer as a gamble below £ 17 .
Sorry. And Rathbones group
I suspect that this is involuntary. LT have been hit by some chunky withdrawals on the back of a sustained period of disappointing performance. Recent market turmoil will surely have only increased the rush for the exits amongst their more nervous punters. From memory LT came in at a super low price in 2020. So even at today’s depressed price they can still book a gain on exit. For an ultra long term holder seems an unfortunate time to exit but they have to sell something to satisfy those nervous nellies. As an aside they have also slashed their position in Euromoney recently. Also fully exited Pearson. From what I understand all involuntary…
Selling stake down?
Strange.