Member Info for Fevertreeman

This business looks fundamentally cheap

I think buying it under 50p is a cinch for a 30pc return over next 6months on fundamentals reopening. Much more if as I suspect the ancient frog is conspiring with the frog venture capitalists to exit the public markets. heaven forbid they are operating as a concert party, as that is illegal !!!

I think buying it under 50p is a cinch for a 30pc return over next 6months on fundamentals reopening. Much more if as I suspect the ancient frog is conspiring with the frog venture capitalists to exit the public markets. heaven forbid they are operating as a concert party, as that is illegal !!!

Or you could be invested in Kefi where the dodgy Greek is executive chairman.....doubly dangerous (and useless)

That would be the Chairman who having chaired this text book case of shareholder destruction and NED capitulation, then dishonourably refused to resign even after the exits of Trice and the CFO......the smae chairman who has trousered a very decent fee for doing SFA......I hope Maris tells him to put up or f+++ off, as he has been utterly useless throughout

cheers !

Shorts, shorts , shorts.. there you go again. Who are these deranged shorters? This isnt a mutual admiration society -this is supposed to be a forum of serious investors discussing and examining the fundamentals of a company and making decisions based on that. My comments are factually based, you seem to live in an alternate fact world.

Also all the tosh about lots of tax credits and a major wanting them. HAs anyone actually examined the tax losses that would be available? The figure is of no consequence to a major.....and dont forget the whopping $238.9 million impairment taken against the producing Lancaster oil and gas assets.

I too want Maris to pull a white rabbit out of his hat but the idea that this will somehow quadruple etc if there is a less bearish CPR is laughable

Exactly Willow -well said

I am an investor; I make decisions based on fundamental sp analysis, macro analysis, risk/reward and years of professional City experience. My own fault that I based my analysis on Trice and co CPR....I am now well under water, and furious that the BoD was comatose at the wheel, seem to have no strategic business plan, are desperate to run up the white flag, have not aligned their interests with those of s/holders, , and have not once actually backed their own company with meaningful share purchases (a few in Sept but pathetic given their NED fees).....

That makes me as an investor very wary of 'this time next week Rodders we'll be millionaires' incessant chatter on here. As a management team what actually is in their control: POO - nope ; CPR - nope ; Bondholders wanting their money back - nope ; Water cut - nope.....so you can see gents why there are a lot of sceptics on here who have been shafted by the Board and feel quite rightly wary of all the bulls+++. That does not make them SHORTERS.....half the time I think a lot of people on here have no idea about the mechanics of the market.

What planet art thou living on?

or a little further away. The Greek has been "on the verge" of actually having the money now for so long he does a great impression of a street gardener in Beverly Hills

What then....? Maris hopefully is in the driving seat but the Board is still capable of destroying value with a few modifiers thrown in, and more 'shaeholders might get wiped out' nonsense

Have held this for a long time and topped up recently - the French PE crew have steadily increased the size of their chips on the green baize, adding to the pile of purchases made over last 12 months by the ageing French autocrat Serge Crasnianski, who runs the show. Even with basically having no footfall across its global estate and being completely hammered as a result, the trading statement indicated it would still make a profit albeit it tiny. Also, it has no debt, and sufficient liquidity to keep trading. And this business historically has thrown off oodles of cash

Meanwhile they've spent the time productively streamlining the size of the global photobooth estate (18 countries), stripping 17% of their total, the most marginal locations, made a lot easier by lockdown that it would have been previously (easier conversations with the landlords, supermarkets etc). So the operational gearing in this business will be quite punchy with that reduction in fixed costs taken out.....and then there is the ever -present possibility that the Autocrat decides that now is absolutely the perfect moment to take this off the public markets with interest rates on the floor, plenty of cash for deals about, and the vaccination roll-out potentially about to unlock the global economy. Its been listed since the 1960s and no doubt Serge is looking at securing his legacy as well as some nifty benefits that could be derived in terms of estate planning once it is off the public markets etc.....A bid c80-85p would really put le chat entre les pigeons.....Watch this space

Agree with your analysis except the past part :"I put my trust in the the new board". It isnt a new board, it's the same BOD who took their fees and did nothing under Trice and then panicked. There has been an utterly woeful lack of governance and oversight here for ages; and the Board is not aligned with shareholder interests in the slightest. The only new element is MARIS.

Amen to that. Though with such an utterly useless Chairman and NEDs, I wont hold my breath

I love your positivity.....fingers crossed

Absolutely....this only take the share price back to where we were in December after the crap RNS...

However the BoD has consistently failed to support the company either with their wallets or their actions beyond doing their best to absolve themselves like the Senate Rep's of any responsibility for either what occurred on their watch with Trice or the frankly appallingly mishandled announcements since. As I have said before they seem hell bent on running up white flag in order the save their own arses....would be fabulous to think the CPR will be buy signal, but I have little confidence that it wont be caveated to hell

I agree I thought it was a decent result all told, and at a market cap of £7m this remains a bargain. The problem is that until they can scale up, they are not going to hit the radar of most fund managers. With a tiny mkt cap, low liquidity, and low profile, its only the likes of micro specialists like Chelverton that own them. They need to get several decent deals stitched together to increase the market cap and unless that happens it will remain a hidden jewel. Am tempted to pick up some more stock if I can find it, but this is one that could take years to set a light.

Management also need to do more marketing - the website for investors is pathetic ; out of date and really sub standard