Member Info for skid35

I'm a holder. But to be frank it has been in STs bargain shares for about 3-4 years now

No rns so cannot have purchased much

Now breakeven on my 20k shares. Having initially bought at 70p I bought a load at 20p, with their business miodel if royalties do start rolling this will go very high. This is the only real risk stock in my SIPP where I have a considerable exposure.

Well said
Recently read bill browders book red notice (a scary but brilliant read), stared the scams oligarchs used to rip existing shareholders off including selective rights issues and dilution. However UK should not be a mafia state like Russia.
I will write to the chairman, cfo and their inv rel buffoon clearly stating my displeasure at being ripped off by individuals who have benefitted from their shocking performance.
I assume nothing can be done with the Lse / fca etc

Why are we treated like shit with their buddies in the city and the board (probably) offered shares at a discount

It’s a good company which is undervalued. Unless you are putting in half a million plus and leave for a number of years this is not going to make you a millionaire

"Seems to be" ? Not very scientific.
I really wish distilled would provide volume and revenue details by product line in their results.

Hi there. Was wondering where you saw this info ? I am an Emea FD so might be able to shed some light. I doubt whether there are any onerous acceptance terms in the contracts such as end user Rather than oem acceptance before payment which might impactrevenue recognition. Might just be a long agreed credit period.

Massive destruction in value here.

It's about the expectation built into the current price. Also stop comparing distil with fevertree, apart from products going together they are completely different companies with different markets at different stages in their development.

Back in the money on recent purchase. Just incredible this went down to 42p. Was there a pre announcement on the dividend level?

No they wont. Even with a double market cap this is still a microcap

Just sold out at 2.92 but have kept the gain of 1500 shares, will keep these very long term in my sipp. Unsure of the dividend forecast in the prospectus but this has a sting balance sheet and cash generation.

Whoever is buying seems to be very certain of price sensitive information

Wow. You really believe the share price should increase and decrease with quarterly revenue. I think it should be daily and I’ll sell on the Monday after the last weekend before Christmas.

You do know they restock between your visits

Although a shareholder not as bullish as before. Would like to have more info on brand growth to understand the % of revenue across the brands.
Competition for shelf space with new brands getting really tough. In a difficult space priced above the market leaders but beneath the craft brands.
For Q4 will be interesting to understand whether growth has decreased. However with strong cost and opex management profits should continue on the right track.

Assume at this level is in the 250 and will therefore have the trackers having to buy. With the shares tightly held they should go up on admission.

I have traded in the past giving me 10k of shares now effectively at zero cost. This is a class company with a lot of cash on the balance sheet throwing out a good dividend. At this price back in this morning with a 15k buy. Will hold to 60p.

Shares are tightly held, I doubt they would sell for anything less than £2 - above the float price