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This is overdone.
Now a bargain price IMO
Acker
Nick Train comments suggest good times ahead for Fevertree. Had i not already be holding shares i would now see them as a serious buy.
I've doubled my holding with another purchase today
The trading update before the interims were released impacted the share price and the bounce back was not the first time in the last few years that the city has reacted in a weird manner. Check out changes to institutional shareholdings which should be on the LSE website. Fevertree is shorted by 6.2% expecting that as Fevertree runs for revenue growth, costs are out of control. The Directors have announced a new LTIP, 60% on revenue growth, 20% on ESG, and 20% on EBIT.
The share price jumps as there are fund managers including Nick Train have recently increased their investment.
That's odd - yesterday's news (mixed bag but 30% cut in profit) the sp went up. A day later and the its down around 5%. People just taking profit from yesterday or something additional today i've missed? Any views?
US inflation figures just released 'higher than hoped'. Whence the slide.
The company hit its height during the pandemic, when ‘lockdown ****tail hour’ spurred sales. People were happy to splash some of their disposable cash on this activity. Most consumers have less disposable cash now. Negativity spreads, earnings expected to fall 12-14% this year which is pretty bad, yes it could be a bargain but unfortunately it's a very highly shorted stock and with people looking to cut down on their spending the sp will him around the £10- 14 mark for most of the year. Traders might catch it right.
Thank goodness i got loads more at £8.63. I will on these for a while. GLA.
nice to see FEVR over £10 again
Yep.. Happily got that wrong.
Stack of money in the bank and a growing business, still. The market seems impressed.
Results flat, which is OK, but not exciting for the market.
IMO If that special dividend wasn't included in the current expected yield then the SP would be much much lower, given we have high inflation and investors demand some sort of return (otherwise what's the point of a having an investment).
You might want to check your 6.8% yield, just in case it includes any not-to-be-repeated specials...
Fevertree set for profit slump after analysts warn it could be losing out to cheaper rivals including Schweppes.
Forecast to reveal a drop in profits Tuesday
Hi Pokerchips and all, to add to that I had Fevertree G&T's whilst at Burning Man Festival, Nevada just last week ! Far removed from Fevertree and Tarquins down in sunny Cornwall.
Anyway. Just bought a holding today. Lowest SP range since July 2016, last two dividends mean a current yield of 6.8% if all stays the same, looking for a bounce then results and divi declaration next week.
Either hold or possible trade on an uptick. We'll see.
Cheers and GL
Interesting Pokerchips, was there any other premium mixers stocked in the stores or was fever tree the only one?
I was in the US recently in Washington state and saw Fevertree stocked in a number of stores., although often a pretty small range. I asked some 25-30 year old friends there about the brand and they hadnt really heard of it..... we tried the Ginger Beer and their verdict was that it had the best natural taste, more flavour than their usual brand, but at $6-7 for 4 smallish bottles they thought it was expensive and were not overly convinced they would drink it often ...they thought overall they got more for their money with a lower quality brand
I am not a shareholder but am a consumer. People like me are just drinking the tonics on their own as we become a) poorer b) more health conscious. I may invest with a bit of research
I am not a shareholder but am a consumer. People like me are just drinking the tonics on their own as we become a) poorer b) more health conscious. I may invest with a but of research
Lindsell Train just upped their holding today. They obviously have faith in the company.
What alcoholic drink do you think is "in" at the moment then? Fevertree don't just sell tonic.
Why would you takeover a company that sells products in a seriously contracting market. Go to any pub and see how many people are drinking their products. Gin and tonic was so 2020/2021, people have moved on to other alcoholic drinks
Spot on, ironknut. As the Bank of England is forecasting recession in final qtr 2022 to last 5 qtrs, I don’t see any compelling reason for the share price to rise. I’ve sold half my holding to bank a small profit.
2022 has been a beastly year for investors, 2023, despite the prospect of recession cannot come soon enough as far as I am concerned. Proceeds chucked at Ramsdens, not the chip shop but the pawnbroker. Time will tell