Member Info for Aberdeenman

I will be adding more, once this goes it will be much higher than current, not sure when that will be, could be weeks or months.

Aberdeenman

After the budget, the wealthy and bankers will be able to buy even more EISB products!

Aberdeenman

Where did the Bullish Cypher go?

maybe it is a secret ;-)

Aberdeenman

US bottling plant announcement back end of this year, so not long off.

UK market entry announcement also this year

Margins improving and supply/transport costs coming down

China sales growing

Announcements re entry to additional new territories coming

All in all lots going on, and US will be a major area of growth.

As for a 3-5 year timescale, I disagree, getting a holding at these prices will give many bags over 3-5 years, buying in double figures in a year or so will only give a quarter or third of the return over 3-5 years, so rather than just a long term hold, I think it is a medium and long term hold, but worth getting your position sorted now, I have put way more than a small amount in, and am not worried about it at all.

Aberdeenman

US bottling plant news is due.

They are working towards rapid expansion of sales, as the CEO said, the SP will sort itself.

Look on this period as an opportunity.

Aberdeenman

Yeah, might be time to switch off for a while

Aberdeenman

For the UK, recent figures of a 1.6% drop in retail sales point to gloom, BUT alcohol and tobacco figures grew, highlighting that when things are bad people need to retain some outlet.

Although we are isolated by being ultra premium, we are further isolated by being in a growing sector, despite the downturn!

Aberdeenman

"Well until Burt announces a bottling partner in the States this is going to be really boring now…"

They do throw in the occasional curve ball, I would hazard a guess that they are advancing plans quicker than some might give them credit for.

The US bottling plant is just one of the things they will be attending to.

Happy to wait this one out.

Aberdeenman

With Vox being very positive (and the charts;-) so will be others.

As I said this will be back up in no time.

Aberdeenman

Looks like a few large sales have caused the majority of the drop, otherwise the vast majority of trades are buys.

This will be back up in short order. (IMO)

Aberdeenman

When you look at revenue growth at 26.3%, with 2nd half expected to be stronger, this is before China and US markets provide a major boost to that growth.

I still believe revenue growth will be exponential, and the figures and forward plan bear that out.

All to play for here, just, as been said over and over again, it is not a short term multi bagger, but over the medium and long term it most definitely is.

It is all about building a great position whilst prices are low to take advantage of the growth.

Aberdeenman

Well, I just added another 100k at a touch under 3p, hopefully caught the bottom!

Will add more if it drops further

Aberdeenman

It will be the usual buy on rumour, sell on news traders causing the drop or trying to spook holders into selling. I expect the drop will be bought into.

This is not a stock for a quick multi bagger, it will get there, patience rewarded and all that.

Aberdeenman

Forget that must have just been a blip, back to normal.

Aberdeenman

IG saying it is not open to trade EISB, is it suspended pending an announcement?

Aberdeenman

Strong set of interim results:

Strong revenue growth and significant strategic milestones achieved
Revenues up 26.3%, and 1st half normally weaker than second
US bottling plant discussions at an advanced stage, will improve margin
APAC market recovering (and they still improved revenue significantly)

Exponential growth is confirmed IMO.

Aberdeenman

Stockpick, I think they should hire you for a sales role ;-)

Aberdeenman

It would be a mistake applying the same criteria here as to Fevertree.

The CEO has already explained that they are fairly isolated from the mass market conditions, aka Fevertree, we have an advantage being at the ultra premium end of the market.

Supply chain issues are a consideration though, but they have isolated themselves from that somewhat as well.

Aberdeenman

"Woulda coulda shoulda remorse. Why didn’t we buy?"

I certainly have been, now have a VERY healthy 7 figure holding, which in turn, along with others, leads to a smaller free float.

Not forgetting we have a decent II presence in this stock as well, more sticky shares!

Roll on the results!

Aberdeenman

Whilst what you say is true, I don't think what we have seen in terms of sells would constitute a large sell off.

As has also been said, this is a longer term play, dips are to be bought into as far as I am concerned. If it falls much further I will be buying more.

Aberdeenman