Member Info for Aberdeenman

TP should have finished selling with the TR1 issued, nothing to stop this rising now (hopefully!)

Aberdeenman

There is another (potential) explanation for these large trades, the could just be transfers, that have to be printed.

For example Aviva may want to realise a 'loss' in EISB to offset a gain elsewhere, so they transfer from one fund to another, or one of their component entities to another. It requires no TR1 as they, as a group, still own the shares, but they 'gain' the loss in a particular accounting period, therefore reducing their tax liability on profits elsewhere. As a transfer has taken place , the loss is crystallised and the transaction has a resulting 'print' in the share transactions that we all see, but it is just a shuffle rather than a buy or sell. If no TR1 appears, likely that is the reason.

You could do the same yourself by transferring your shares to your spouse!, (if you are lucky enough to have other gains....)

Aberdeenman

Done on the last business day of the year, maybe hoping it would slip under the radar.

Bodes well!

Aberdeenman

Hopefully someone got wind of upcoming news.

Aberdeenman

The sales figures are important, however, the real exciting figure is the Annual Growth Rate, this company is poised to be a high growth rate company, especially with the US bottling now sorted.

With a high growth rate, that unlocks a higher SP multiple, which attracts more investors and hence a higher SP. Given the stage the company is at, and the potential global market, getting in at this price can get you an enormous upside once the higher multiples start being achieved, which is not too far off, I reckon the high growth rate in revenue will kick in early next year, after that it will keep on going as sales grow exponentially, so will the SP. Remember, US sales were up 132% from the interims.

Aberdeenman

Hopefully this will continue to move northwards, still way way undervalued, albeit this is not a short term play.

Longer term, however, this will be many multiples of current SP.

As for the comment about the companies I have invested in, being related to 'Corvus', nothing to do with them, just so happens the private client broker I use has pushed these companies.

No knowledge of the individuals involved other than what I read.

Aberdeenman

I agree with JJ, you can never tell. these companies will have a list of investments and potential investments and decide priorities based on potential returns over their desired timeframes. We do not know what those details are, it is likely they just have another prospect they think will deliver faster returns, or it could just be outflows to their investors, which is affecting many funds at the moment.

No point trying to guess, it is just a normal feature of the market, even companies that are doing very well SP wise will see investors selling at some point.

Aberdeenman

For those that don't know, Tony Burt, EISB CEO, was the boss at M&C Saatchi in NZ, hence the cool marketing billboards.

Marketing is a major feature in the drinks business, and whilst they do not have a massive budget for marketing, it bodes very very well for the future of this company.

Aberdeenman

This company is going places, way way oversold.

These prices will be looked back on as a golden opportunity, glad I loaded up to get a 7 figure holding.

GLA

Aberdeenman

Good to see the amount of trades, if not the volume, it shows that there are lot's of people watching this, from previous experience those that post on BB's only make up around 3-5% of those watching, so good to see lots of people seeing the RNS and loading up.

I expect it was the news many were waiting for before committing more funds, so hopefully we will now see a good recovery in the SP.

Aberdeenman

Never been away!

Just not been a lot to say, but I did add more over the last few months, not saying I got the bottom, but kept averaging down.

GLA

Aberdeenman

"Whats the cash position at the moment, do they need to raise again!"

They have said they have enough cash to get to profitability and would only raise more cash to accelerate growth

Aberdeenman

They can truly get the growth motoring now. Slight bump in the exponential growth curve, but this should really go for it now.

Great price to be loading up still.

And remember, relatively, not a lot of free float.

Aberdeenman

"The Rich Are Spending on Luxury Goods Like It’s 1999"

Even with current economic conditions it makes no difference to our target market, the article below has a paywall, but even without reading the full article the message is the same, the ultra premium market is booming!

https://www.bloomberg.com/news/articles/2022-10-20/luxury-goods-still-sell-big-even-as-recession-fears-grow?srnd=premium-uk&leadSource=uverify%20wall

Aberdeenman

"the more the better "

There will be economic with scale, so higher margins.

Fevertree has had it's day!

Aberdeenman

Also given the rise, I think we may see some chunky, late reported, buys.

Aberdeenman

I agree Jyee, looks like something is brewing.

Aberdeenman

https://www.thedrinksbusiness.com/2022/09/the-race-is-on-between-fever-tree-and-east-imperial/

How many bags to overtake Fevertree?

:-)

Aberdeenman

"Looks like it just me, Aberdeenman, Mr Burt and Spank left on the shareholder register…lol"

I have been 'here' before, getting in before a share takes off, before the 'herd', it is a good place to be, you get the biggest rewards just for being patient.

Although there are never any guarantees, and I have been stung before with dodgy CEO's, liars and spivs running companies, this one is a bit different, it is not a gamble on red or black with a drill, a mine that may never happen despite massive reserves or a company with a great product idea, but squanders the opportunity.

This is a company actually producing a world class product, generating revenue, experiencing high growth, with a massive market opportunity, and huge companies that will buy them out at some point, indeed EISB will already be on their radar due to the coverage received in the trade press.

Also the CEO has a lot of shares, he needs this to succeed, and with his background in marketing he knows what needs done for this to succeed, add in a hugely experienced board with all the right connections, and this one seems a clear winner.

Just needs patience.

Aberdeenman

I agree chips.

Holding out for 100pps

;-)

Aberdeenman