Member Info for Drillbits

Assumptions:
Market size: 1000000000 (EU+BRIC countries middle class population)
.001=1,000,000
RedLeg: £15
Potential Revenue: £15x4x1,000,000=£60m
Hence future value of RedLeg should be: £60m

What would be intrinsic value of Distil plc? IMO 10xcurrent caps

Ratios: Agreed with Haggis1977 that ratios do not apply on AIM listed companies due to low/nil revenues but very high potential of growth or bust. I bought Distil's shares when it was below 1p and I intend to keep it until it's capitalization reaches £100m+ for one simple reason: Distil is the safest company (positive cashflow and working capital, very rare in AIM listed companies). IMO Distil will attract larger companies to buy it's brands once it's revenue exceeds £10m.

Distil's brands have exponentially high future earning capacity hence TVM is more relevant.

PE ratio is irrelevant in Distil's case, TVM is more relevant due to brands valuations and future earnings. Time Value of Money - TVM

"The time value of money (TVM) is the idea that money available at the present time is worth more than the same amount in the future due to its potential earning capacity. This core principle of finance holds that, provided money can earn interest, any amount of money is worth more the sooner it is received. TVM is also sometimes referred to as present discounted value."

New product called RumBo to hit the market soon. GLA. DYOR.

If you guys think Distil's sp is too expensive, try your luck with gold (yellow/black) digging companies. Distil is not suitable for short term traders/investors.

P/E ratio of 73 is incorrect, it should be 62.5. To achieve pe 20 (for perfect share price), net profit should be around £600k at current share price. Show me one aim listed company that can achieve that kind of pe ratio? (not even ftse100/DJ/Nasdaq listed companies can do that. Distil is the safest AIM listed company (zero borrowings) with massive potential. Watch the space.

XEROS TECHNOLOGY GROUP PLC ORD 0.15P
Price 74.25
Caps 73.25m
2017 revenue £2.19m
2017 loss £31.92m
Cumulative losses over £60m

Distil is under priced, it should be trading in double digits but due to downsizing of Miton group Distil is trading below it's true value.

Distil's revenue will get mega boost this year due to extra consumptions of alcohol worldwide. GLA.

How come XEROS TECHNOLOGY GROUP PLC ORD 0.15P shares are 72p and market capitalisation over 70m and yet their turnover is only £2.1m (2017) and net loss over £60m? Baffling!

Rumour has it that sale of Distil's brands (two) is imminent.

Revenues/net profits in 1st qtr of 2018/19 should be 30% higher than 2018 due to more retail/online exposures and presence in bigger markets plus new brands being introduced last year.

Thanks H3RO, I think current balance sheet of Distil Plc does not justify it's true worth. IFRS should correct it's policies.

According to IFRS is it ok to include current valuations of companies assets (such as brands)? If it is, I hope the auditors of the company have done that.

Out of 501m shares, 394m are free floats and 107m shares are available. If final results are better than expected with news on USA, these 107m shares will be snapped up quickly resulting share price above 4p.

Since 8am yesterday, there has been 19 trades and 18 of them are sold but the sp is almost static. If we can get couple of funds (like "rising star funds") on board, sp will shoot up.

Market expectations are �200k net profit. Distil�s full-year outturn is forecast to be in line with market expectations, following strong trading across its peak Q3 (Oct � Dec) period in what remains a highly competitive market. Despite playing up against the toughest quarterly comparative of last year, when revenue rose 71%, this Q3 delivered revenue (and volume) growth of 19%. Growth was strong across all trade channels, most notably online, albeit from a much smaller base than the On Trade and Off Trade channels. The resultant two-year quarterly growth rate is therefore the best achieved thus far this year, with Q3 revenue in the current year more than double that achieved in Oct � Dec 2015. Our full-year forecasts therefore remain unchanged.

I am trying to get HRSF on board, please feel free to write to Christian.Benz@isp.capital He wants to know the catalyst for Distil plc. GLA

HRSF asked me about the catalyst in Distil, my reply to them was as follows: I think the catalyst is it�s CEO Don Goulding (ex MD Diageo plc). He has very clear agenda, he wants to develop brands to sell it to bigger drink companies. So far he has done a great job turning a loss making company into profitable organisation. I bought shares when it was below 1P few years ago, I believe it will soar into double digits depending upon sale of it�s brands. The revenue is growing steadily and costs are under control (working capital is positive unlike most AIM listed companies). I hoping to get them on board.