Member Info for buffettology

Great see progress but veoneer looks like the share price has been battered since 2018! Should this be of concern considering our relationship?

Here's something to ponder over - Monster Energy drinks over time has been a 100 bagger. Its perhaps a little early to exactly prognosticate as to the future value of Fevertree, but it isn't too much of a wild assumption to already conclude that Fevertree could prove to be a more prominent and higher value brand than Monster. Fevertree would have to have a share price of over £130 to be a 100 bagger which may to many seem completely unrealistic but it was at around £40 not so long ago. It took Monster 9-10 years to do so, and it didnt take long for Fevertree to reach the dizzy heights of £40 either, so let's see if it rebounds and what it reaches over the long term.

Ok great thanks. The early update in january did seem quite detailed but hopefully as you say next weeks should be even more detailed!?

Am I correct in saying that the results to be published next week will tell us nothing new?

I'd suggest giving this a read and digesting! I'd argue that this team really know what they are talking about! https://quoteddata.com/2020/02/smithson-powers/

*Gervais

Thanks for this all. A pe of even 50-60 from research (even though it seems stretched) is comparable with some in the US!! Let's hope that soon we will see more institutions on the shareholder register as they'll have bee taking advantage of the silly prices. I'm hoping to see perhaps Miton as Gervias was a fan before!?

Anyone want to have a stab at what this could be valued at once the market wakes up and realises its funded through to profitability? Not sure what similar companies are rated as (pe ratio)?! For example Amadeus has over recent years had an av pe of 25/26, but this is a faster growing company so you could say 30-40 would be fair. If so what would the stock price be?

And the largest Deveco stores is selling Fevertree. Also a quick search on walmart earlier and one of the products being citrus was sold out!! The bars maybe shut but yet people are stock piling alcohol (and perhaps mixers)! Not the full picture. Results soon so will see!

New to this board. I see a little pattern in the markets lately too in that those that have reported even slighlty positive updates have shot up. To see Lindsell train buy in was a huge signal. Also as Jim Slater would say watch out for director deals before reuslts are announced. Seeing lathe purchases I'd suggest is a signal that things aren't as bad as the market suggests. Also, in relation to Smithson purchasing around £20 is interesting. I'd argue that having followed the Fundsmith empire that all purchases across all funds will have to be run passed by Mr Smith who has a impressive track record. Also, when you follow other fund managers who have bought into the stock like the Standard Life Smaller companies fund was shouting about how great this was a few years ago when the stock was around these levels then. The company has further grown since then and it's back to those levels!! Just some thoughts!

That's $175m for us then (@35% market share)

Therefore we should be anticipating a share of this at our current estimated market penetration value of around $175m?!

Another one:
https://www.google.com/amp/s/www.marketwatch.com/amp/story/guid/891F3FC0-742E-11EA-8BD5-378253C2B750

https://www.google.com/amp/s/www.cityam.com/coronavirus-online-beer-and-wine-shop-reports-1000-per-cent-surge-in-sales/amp/

Not an earth shattering amount and yes good point - where are the other buys

Whitbread up near 10% today and the UK is on shutdown!? Bonkers!!

Wouldn't see have to annouce this via an RNS?

I make it out to be approx 5%. Is this correct?

Investors rotate to companies with no debt and quality, so let's hope we fall into this category from the recent broker note: https://www.google.com/amp/s/www.bloomberg.com/amp/news/articles/2020-04-01/jim-rogers-expects-worst-bear-market-in-next-couple-of-years

See limited downside but the main markets are around 10-15% off 2008 lows, so further to fall I think