Member Info for Grayling

It's simples mate it keeps going down because:
1. JDW is a low margin high volume retailer and volume is still way down (despite what you might read on here about "full" Spoons pubs LOL)
2. Energy cost are going to go though the roof. many JDW pubs are high ceiling barns with very high heating costs over winter and in city centres (ex bank premises) nowhere to go outside in summer.
3. Transport and logistic costs are through the roof impacting the viability of the supply chain and impacting more on margins more every day
4. Timmy's Brexit stance has cut the supply of cheap EU labour into his pub chain and he cannot replace them fast enough.
5. The minimum wage rise coupled with increased NI contributions in such a labour intensive service industry will further erode profit margins. he could put prices up of course but as its the cheap ale that packs them in that is counter productive higher prices = lower sales volume.
Is that enough reasons to not touch this share with a barge-pole?

Since when has the price of oil had anything to do with UKOG? Y,all have to produce the stuff before it makes any darned difference to this share!

The train is leaving the station .........yeh sure. Trouble is the line is blocked! Of course the volume is high you can buy 10M shares for £12K! Not that much money changing hands though, just small time buyers suckered in.

15% up on a 14% spread LOL

Great share, one of the stars of my portfolio in the past decade. Surely this will hit £100 at some point and I would like to see Pfizer try a hostile TO now LOL :-)

Yes. The dividend will be increased in March, but more importantly progressively thereafter as stated in the recent RNS "9.1p dividend per share ("DPS") in FY21, 12.1p DPS in FY22 and 15.5p DPS in FY23. As per previous years, this will be paid approximately 1/3 on interim results and the balance on annual results." Chill out. The new bigger K3C group with all the recent acquisitions bolted on will take a little while to bed in and show its potential, but everything is moving in the right direction and once this is clear K3C and its investors will prosper.

"Weatherspoons cannot fail" .............Mmmmm, but they said the Titanic was unsinkable as well and look where that ended up!

TH2 "They at least keep us amused with their simple views on life while we wait for our investment to cook :-)"
If this is your idea of "cooking" I think most sane people would have left the restaurant very hungry years ago LOL

My post says the cost problems as NOT specific to FEVR and are affecting all producers in the sector including Schweppes and Diageo etc. In other words no, reason for FEVR to be singled out for lowered margins it will hit everyone.

Reduced or flat profit margins going forward through 2022 due to cost increases are cited by Bloomberg as the reason for the drop. This is affecting the whole sector equally including CS and Diageo though, so not a FEVR-specific problem.

Surely after the years and years of hot air expended on here while the SP has spiraled inexorably down to almost nowt, this parrot is dead no?

Down some 20% since last Wednesday most of that on the day before and after (today) the results RNS? Makes you wonder who knows what and when. More importantly what is behind this magnitude of drop in such a short space of time other than the fact that this is an AIM share and thus prone to extreme volatility?

Now bigger than Schweppes in USA. Good news https://www.thisismoney.co.uk/money/markets/article-10408409/Fever-Tree-overtakes-Schweppes-Americas-leading-tonic-water-brand.html

It would be great yes........................but for the fact that UKOG seem unable to produce significant amounts of said commodity :-)

TH2 How rosy things looked just 12 month ago. The SP was 0.145 and you wrote "Luckily I have been quietly buying while the the trolls play on here :- This is looking good..... very good. If the market wakes up to this statement today we should see a decent rise in the coming days. Or maybe that market will wait for more Turkey oil to surface in the coming months. Once they have proof of concept, as Stephen says, this will scale up very very quickly in UK terms.
12 months down the line the SP is................0.1075 and precisely nothing you hoped for has happened so I would hold back on criticising other peoples predictions if I were you. Where is Tymers when you need him!

I bought at £26.50 and chickened out at £17.30 taking the loss. Reinvested the residue in K3C and have gone some way to recouping the loss. I keep a watching eye on this, but at the moment tech stocks and jam tomorrow are firmly on the downswing and defensive stocks that make money are on the up. Let's see how long that lasts.

Since when has Polar Capital Tech ever paid a dividend? Surely you have this mixed up with another trust?

I really do not think that UKOG have anything to fear over the imposition of a "Windfall Tax" on Oil and Gas producers! After all they produce precious little of the former and none of the latter LOL :-)

"Thought this was a board about oil shares." Not really as UKOG have very little in the way of oil :-) Just a forum for little Englander's with distinctly Trumpian leanings. I bet most of em also thought that Brexit was the answer to absolutely everything that is wrong with the UK. Still nursey will be along with the drugs soon.

"I am sure Mr Buffet already invested here heavily or will do that in near future" Wishful thinking of the highest order. Buffett favours defensive stocks, but he lost an absolute packet selling his stake in Tesco when they crashed, so I would not bet on him entering into the UK market anytime soon. He may still hold GSK ADRs which he bought in 2008 though.