Cobus Loots, CEO of Pan African Resources, on delivering sector-leading returns for shareholders. Watch the video here.
I was expecting a retrace and was planning to sell of my holding around 2500 as I felt it quite a lofty price (even though I think it's a great firm). However, I do not think this level of retrace is justified so either something is happening or we should expect the lower price to potential invite some buying.
Surely this will find support somewhere? A tanking like this can't simply come off a day's strengthening of the sterling off the BOEs rate increase hint.
I think we are seeing a small retrace after the stonking growth since results, to be expected but unwelcome nonetheless! :)
I have tried it solo and also with a nice dark rum, it is a cracking product. Not too sweet and not too fizzy, has a nice hint of vanilla with it as well. I highly recommend you give it a go! Knocking Coca Cola/Pepsi off might be a challenge, but the void for premium is the cola market is yet to be filled, Fever Tree may fit in their just nicely. Even a small percentage of that market segment would mean huge returns for FEVR.
I think many people do enjoy the taste, but you are correct in that the rise of Jaegarmeister is due to some excellent marketing and promo making it (in combo with Red Bull or cheap equivalent) a staple and go-to shot for 'millenials' like myself, rather than due to an enjoyment or appreciation for the product itself. Fever Tree on the other hand is, in my eyes, a quality product filling a now very obvious void in the market but which is also backed by some excellent marketing and corporate partnership work. I think the Fever Tree team are doing a stellar job, I am very interested to see what they can pull off in the US and overseas. I used to live and work in Chile in the trade promotion sectors. I know Fever Tree have a Biz Dev Manager/Brand Manager over there and I think Fever Tree really could do well in that type of market, there is a segment which absolutely laps up anything premium, but it is strongly a dark spirits country (brandy), so it shall be a good test of FEVR's penetration into the dark stuff.
Some huge buys today 👍🏻👍🏻
Whoops, should read 'X will not sell...' !
Warrillow selling off a load of shares as wel then. I'm not convinced by the 'X wil mot dekk further shares without Investecs prior permission in the next 6 (Rolls) or 12 months (Warrillow)' I don't see what grounds Investec would have to not give them permission to sell within 6 or 12 months? Surely they won't say no to them?
Looks like Old Mutual (largest shareholder after Mr Rolls!) reduced their holding very marginally on the 19th, just before the interim results? At least that's what I can make of the Holdings RNS?
Congratulations everyone. A cracking firm and a cracking set of results, congratulations to them as well.
Can't see anything like that on the price charts
Looks like there are expectations of good interims results out there given the run we have had in the lead up to the interim results and the plateau we were in a for a few weeks prior. Probably means a smaller rise on the day if there is good news though, as it would largely be priced in.
Hi Suss and Irene, My apologies, Suss is correct, I thought you were referring to Fever Trees Financial Calendar (http://www.fever-tree.com/corporate/investors/financial-calendar) and was not aware of Company Diary! Thanks for bringing it to my attention though! Cheers, Chris
You'd be amazed! As a more recent graduate of a UK (London) university, Student and NUS bars are seeing falling alcoholic sales year-on-year and are having to restructure and offer more food/coffee-type environments. Part of it I think is a small movement away from binge drinking (motivated by health kicks) but, particularly in London, a change in demographic also has its impact, i.e. there are far more Muslim and other religious students now a days. That said the great old art of getting ****ed off your rocker isn't quite dead yet, that I can say for sure! A formative experience I would say...
Good 40 odd minute interview with Charles Rolls at the Imperial Enterprise Lab at Imperial College, his alma mater https://youtu.be/3TillHvQnAw
I have been trying to deepen my understanding of FEVR for a little while now to see if there is the underlying potential I really hoped there was and I must admit all signs seem to be green, like I mentioned in my previous post about their staff. Took a look around online and there seems to be almost nothing but praise for Fever Tree in the UK, but given that really FEVR needs to exploit the huge overseas market (especially the US) I figured I should look further afield too. Having taken a look at a few US pages it is all the same, but the Fever Tree listings on Amazon USA blew me away - immense support and popularly on there (and it ain't cheap either!). That combined with decent numbers and management (plus Brucy bonus if we get this good weather) and I think the future is indeed bright.
Showing my ignorance here but these Holdings RNS's have never been clear to me - is Blackrock increasing or decreasing its holding in FEVR here? It seems to suggest an increase but it is quite obfuscating.
Information on major shareholders is publically available, see here for the map of MGP shareholders: http://lt.hemscott.com/SSB/tiles/company-data/forecasts-deals/major-shareholders.jsp?epic=MGP&market=LSE
I did a bit of digging around their employment policies and the teams behind the organisation. Initially I was a little worried and disappointed as I saw lots of very young and quite inexperienced graduates in their team (particularly marketing/comms, which is admittedly full of young people across the board) with frequent promotions/role changes and short tenures in each role. This can be interpreted badly in a large and aged organisation (high turnover) but in a small and growing firm roles and challenges will come and go very quickly as the company growths, morphs, and changes. Despite the initially young and graduate (not to say they are necessarily ineffective or incompetent, by the way!) staff, I did come across some incredibly experienced individuals who were well seasoned in the industry (some having worked for large competitors) which really gave me faith that the current team behind FEVR know what they're doing. I think that with the combination of those seasoned old hands and capable young talent (some Oxbridge grads included) our investments are in good hands here. Of course other major factors have an impact on the success of the business but good staff and good management can survive rough seas and make the most of the wind in their sail at the best of times.
Need that momentum back! I look forward (with hesitation) to their update hopefully in July.