Member Info for jongle

Freefall ......must be some news due as to why .

Surprised nobody has posted in regards to this already on here unless alot of holders have vanished.....

FT article as of last Friday for those unaware.

Fevertree Drinks was under pressure after industry data suggested tough recent trading for the tonic water maker, in spite of the warm August bank holiday. Company UK sales were up 0.1 per cent year on year in the four weeks to September 8, compared with 5.5 per cent growth for the overall soft drinks category, according to Nielsen data.

The “flattish performance” meant Fevertree’s UK sales were down 6 per cent in the second half to date, compared with a consensus forecast of around 20 per cent growth, said Jefferies. “Newsflow is starting to inflect, but some risk the downgrade cycle is not fully complete, which keeps us on the sidelines with Fevertree a growth stock,” the broker said.



? Fevertree Drinks was under pressure after industry data suggested tough recent trading for the tonic water maker, in spite of the warm August bank holiday. Company UK sales were up 0.1 per cent year on year in the four weeks to September 8, compared with 5.5 per cent growth for the overall soft drinks category, according to Nielsen data.

The “flattish performance” meant Fevertree’s UK sales were down 6 per cent in the second half to date, compared with a consensus forecast of around 20 per cent growth, said Jefferies. “Newsflow is starting to inflect, but some risk the downgrade cycle is not fully complete, which keeps us on the sidelines with Fevertree a growth stock,” the broker said.

Same downtrend as last year around the same time as the Nielson data..........

Pernod: US gin boom shows ‘early signs of taking off’
https://www.thespiritsbusiness.com/2019/09/pernod-us-gin-boom-early-signs-of-taking-off/

Usual bid spec and price rises.........does make you wonder who actually writes these pumps knowing full well will make the stock rise for a short while.....

Believe will get taken out........but gonna be a rollercoaster till that point arises.......

Fever has too many fingers in too many pies at present......must be upsetting quite a few.

Company marketing is stealth and long term will get there ............only a question of time.

Britain's thirst for gin shows no sign of slowing down as Gordon's maker Diageo enjoys bumper sales | This is Money
https://www.thisismoney.co.uk/money/markets/article-7284755/Britains-thirst-gin-shows-no-sign-slowing-Gordons-maker-Diageo-enjoys-bumper-sales.html

Decent NED director buy yesterday........good to see.......may get some more over the coming days...lets see....

See what happens 2moz but am expecting to see the sharp tail off in UK mainly for weather reasons.......and hopefully ROTW doing well....and States picking up nicely.

Sold half today as just wanted de-risk .....could be some decent director buys in coming days
.....if aint I will lose a bit of faith here......

How much pink gin do consumers drink in pubs?
https://www.morningadvertiser.co.uk/Article/2019/07/17/How-much-pink-gin-do-consumers-drink-in-pubs

AG Barr Citing poor weather as one reason will inevitably knock on and impact all drink manfactures in my view for all UK sales this half of the year to date..

Yes second on list is rather good.......bit surprised to see fever ranked second as early days still....guess they just gonna do what are good at and push it further......still from a marketing point of view looks alot cooler than any of the other products listed and way more hip and now for people buying into a brand/lifestyle mixer....

Reviewed around New York area according to the article.

10 Best Ginger Ale Brands - Canada Dry Is Still the Top Ginger Soda
https://www.esquire.com/food-drink/drinks/a26934763/best-ginger-ale-brands/

Interesting link......worth a nose

Aquae
Aware of the distribution deal in states......and my own googling away of relailers/supermarkets to see fevr available on the shelves over the pond....

But as far as bars/clubs/eateries etc have you had any trips out to see any impact of placement of fevr within theses types of places/venues in the USA....

Also an open question to anyone else on here if have been out to the states much of late so to speak.

Cheers Squad....

Let's see what the next couple of weeks does......though as like many on here it's very difficult to focus on the long term view with such large swings in the stock........realy got to hold your nerve.......

"Mundy observed in a note two months ago that there were signs that the boom in gin’s popularity may have peaked, after an “explosion” in more exotic flavors"

So they are telling us that more exotic gins are being brought to market????wouldn't that mean that it's a case of a growing gin market with competitors trying to come up with new flavours to gain a stronger foothold......

Anyone else on here any thoughts on Mundy's note ??

Peak gin worry in UK, Fevertree tonic water growth, stock gains - Business Insider
https://www.businessinsider.com/peak-gin-worry-in-uk-fevertree-tonic-water-growth-stock-gains?r=US&IR=T

All based on states taking up the slack here......maybe not as soon as people think but long term really think the company gonna crack it....

Could drop sub 20 next week.....could go higher ....roulette at moe........short term fluctuations panicking pi investors and the usual press nonsense spec.....any major holdings downsized anyone aware of late????volatile stock but reckon headed far higher as the company knows what they are doing to push the products global.....

Completely agree with that and very good points made by yourself...........