focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
And longer term (or shorter given the connections).......worth a read.... https://www.thespiritsbusiness.com/2017/05/diageo-seeks-bolt-on-spirits-acquisitions/
I'm most interested in the US launch and the current financial year performance as last year was about adding new UK outlets.....hopefully close to breakeven..... 2017 should be super good
Should be a huge first half 2017 anyway with easter/US launch/ and all the growth from new outlets such as supermarkets and weatherspoons/TGI etc
Based on updates on growth should be about 1.7m no more. Easter shift will have diluted the growth as Q1 this year should benefit from easter. I'd suspect Q2 will benefit from the US launch of redleg..... let's hope we hear more on that, as that will be the big catalyst here.....
Dis should be close to breakeven with volumes rocketing towards the end of year.... I'm looking forward to the US launch of redleg.... that will be big. I also suspect that trading is really strong given the increased distribution in the second half, especially wetherspoons who do huge volumes
That will be the big news to come....
As Don said the value here is in the brand ..... awareness of red leg is worth more than sales as it is only a matter of time someone buys it out..... as don explained the multiples don't mater as the big players have huge distribution channels that distil can never compete with....so we could see this worth a nice price......... roll on the results in 4 weeks
Good story developing here
Looks like demand
Auction ..... must be a shortage of shares floating
Mm driven although volume low so I guess they are keeping their cards close to there chest
Something going on .... Maybe stein off playing a blinder and shopping on the cheap
Suspect it will go to the wire but is on the way
Holdings as we are under a takeover situation
So big holders at 3 quid.. Plus dividend of 2p.....also value not extracted from expanded estate yet..... Bargain
Not far away .... Especially if they buy another big holder out. .... I don't think they will want to lose face over this deal .... Third time lucky don't you think
Think a few 100k snapped up already ... Me thinks offer sooner rather than later before it spikes