Member Info for squadraazzura

Already in the news this year as David Lufkin already pleaded guilty this year with no charge laid against the four. In any case Rolls Royce which was more serious settled quickly. "The allegation was made in a charging document filed in criminal proceedings against David Lufkin, a former Petrofac executive who pleaded guilty to bribery this year. The SFO alleges that the quartet of senior managers acted with Lufkin. No charges have been laid against the four executives, and being named in the indictment does not constitute evidence of their involvement or any proof of guilt."

PFC sitll very busy: hTtps://www.energyvoice.com/oilandgas/middle-east/204492/petrofac-jv-selected-for-offshore-uae-project-feed/

For those who like dizzy heights, Renishaw is a hidden gem. A high Tech company at the forefront of precision industry in every area of technology will release its results next week. IMO it is sitting now at the bottom. Check out [RSW] on the 1st of August. Also a good long term hold with a divi.

This is what is really interesting in the Trading Update: "The company said new order intake has stood at $1.8bn since the start of 2018, compared to $1.7bn last year.
Chief executive Ayman Asfari said: "We are well-positioned on several bids and tendering activity remains high with around $20bn of bid opportunities due for award in the second half of the year."
This is an order book better than last year despite the SFO investigation is still hanging. IMO once out of the way, two things will happen: - 1/ Blacklisting will be lifted from Irak and Saudi - 2/ A large proportion of the $20bn of bids will unfold into orders. All this will lead to upgrading their numbers for the year and beyond leading to sharp SP rise.

The only event that could throw a spanner into our moving wheels today is if Boris wins when the results will be announced in about 40 minutes.

IMO this is only a temporary logistical/execution issue. Once the warehouses are running on-line the share price should return to over £30. So I usually buy when a stock is really beaten like ASC is today. Next week could bring other analyst views too. So in the stock market sentiments change like the British weather. I also believe that due to previous PW in series, this time, management gave the worst case scenario to avoid any future glitch in order to cover every negative situation. So the share price we see today reflects the worse case scenario. Once a feedback on the fixing of the warehouses is given at any time, the share price could quickly fly to £30's. So we are buying into the worst case scenario on here.

FT is tonic water for Gin and expanding to other areas while BARR is mainly soft drinks. In fact BARR mentioned competition ... wonder from where ?

Interesting remark: Something positive that was not perhaps taken into account is the effect of pound weakness. FT reports in Sterling while 70% of its turnover is won in foreign currencies particularly US dollar and Euro. The pound is now at 2 year low against the US $ and also weaker against the Euro. In my opinion, currency fluctuations due to Brexit will boost FT numbers by at least 10%. All what FT earns in the UK remains in Sterling while anything coming in will be converted into Sterling will add 5 - 10%. Then if Brexit goes pear-shaped, Sterling will go to parity with the Euro and becomes very weak against the US $. To me currency fluctuation in the future will be a revenue booster to all companies reporting in Sterling but selling mostly abroad. FeverTree will be one of the prime strong beneficiaries.
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Example: . FT sales will translate into more Sterling as the other currencies such as the dollar or euro are stronger. Say if £1 = $1 (weaker pound or situation where we are now), then the amount of Sterling entering into FT coffers will be higher. Example: If FT sold $20 million in the US, then FT will bank £20 million when translated into Sterling. Whereas if the pound is stronger than the dollar - as it was before -, say £1 = $1.3 (you get more dollars with less pounds), then FT will bank (exchanged dollars) $20M/1.3 = £15.3M, a reduction or loss of earning of £20M - £15.3M = £4.7M or 23.5% less when £1 was $1. Therefore, a weaker Sterling will be positive for FT earnings as its earnings are in £.

Jongle - A logical point and I agree. The reason is because they have simply extrapolated and put FT as the same business with similar flavours to any other in the sector. The creative and unique FT side, including the way they grow and expand quickly is ignored or they don't simply understand the depth of FT business. Even FT idea of proposing specific mixes for specific gins is unique to its business. So IMO it is wrong to extrapolate FT business model to others's. Thus why they got it wrong from the start and thus why they will get hurt because of another big mistake, if their shorts are still open. I am sure their negativity is linked to those who have a trading interest in the stock - In this case helping "indirectly" their shorts ... FT SP has huge increments in both directions - when shorts open or close. So Just wait and see...

I doubt anything has peaked .
hTtps://www.thespiritsbusiness.com/2019/07/the-gin-masters-2019-results/2/

hTtps://www.thedrum.com/news/2019/07/10/fever-tree-helps-uk-drinkers-perfectly-pair-their-gts-summer

Terrible to be in the shoes of a shorter from now on. Then it could be even a disaster after the 23rd because any positive regarding the US business progress will propel the SP by increments of £2+ for at least a few weeks before any slight retracement for some breath later.

Hello Stellarshares !

This was one of this Lisa Pham job where one can easily see her "experience in alcoholic drinks" at her age !!! ... Newsroom assistant intern Company Name: International Herald Tribune Dates Employed: June 2009 – Oct 2009 Employment Duration: 5 mos LocationParis Area, France Helped prepare daily editorial meetings; distributed internal news schedules for the Asian and European editions of the International Herald Tribune; provided administrative support to the newsroom; contributed reporting by attending press briefings, translating French government documents into English, conducting voxpops and gathering statistics. ---------------------------------------------------------- Reporting intern Dates Employed: Jun 2010 – Aug 2010 Employment Duration: 3 mos Location: Sydney, Australia Monitored news feeds and company websites for the breaking news desk; wrote and contributed to articles on stocks, foreign exchange and company news; attended press conferences and reported on the Australian federal elections.

Is "Lisa Pham", the author of the report, connected to Lone Pine Capital ? Did she or any family member work at the Hedge fund before or presently ? Any family interests in the Hedge Fund ? Did she open short positions in FEVR via LPC ? These are the questions a few people are checking NOW.

Some info: A colleague told me that his friend who is an ex private investigator and FEVR long term investor is checking if the Jeffries analyst has material interests with Lone Pie Capital who happens to have increased their short to 1.25% just at the time of the release of the article. Is it a pure coincidence or something fishy ? Time will tell.

hTtps://www.fool.co.uk/investing/2019/06/24/
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after-becoming-flat-i-predict-fevertrees-share-price-to-recover-some-of-its-lost-fizz/. . Most interesting and important statement is:"The firm sells into 75 countries, sold 406 million bottles and 128 million cans in 2018. According to the firm, 90% of top restaurants worldwide stock and sell the brand. It is undoubtedly a competitor and threat to the major quoted drinks firms. With a current market capitalisation of circa £2.74bn, it could represent a logical and relatively cheap acquisition." "90% of top restaurants worldwide stock and sell the brand" - This is without mentioning the growing demand from airlines, cruise ships, airports, supermarkets, etc .

Stocks with profits and sales over 20% are very rare indeed - just DYOR and compare any growth stock to FEVR. I was amazed to see a huge gap. These are the pre-results news that are important to understand because they portray one of the best growth stocks on offer as FEVR geographical reach is tremendous especially if one considers the size of the US and Europe. Then when China, India and Japan start to get significantly on board, the sky is the limit. I have topped up a few times and will hold for a medium to long term as this company is at only its growth-inception stage. ------------------------------------------- . "significant operational progress in the USA in our first period of direct management of the region, with growth in the second half accelerating, resulting in full year revenue circa 21% ahead of 2017. The relationship with Southern Glazer's Wine & Spirits continues to develop well and the Group is confident that the exclusive on trade agreement signed with them in the second half, alongside the positive progress seen in the off-trade, provides an excellent platform for further growth in 2019. - acceleration in sales growth in Continental Europe in the second half of 2018, with full year revenue anticipated to be circa 24% ahead of 2017. The Group saw positive momentum across a number of key territories, and we remain at the forefront of the premium mixer category across the region. - encouraging performance in the Rest of the World with full year revenue expected to be circa 48% ahead of 2017."

Very strange - All my buys this morning are showing as "sells" !

This hidden gem ticks all the right boxes. 1/ Excellent and experienced management, 2/ Diversified and SAFE geographical exploration areas - 3/ Makes a decent profit and has good revenues and is reducing quickly its debt (could be debt free in 18 months) 4/ Will expand very quickly by new acquisitions. Add to that if tomorrow there will be any slight turbulence in the middle east, JSE has to produce more and oil price will shoot up sharply. It is just a matter of time before this gem is on the radars of many institutions. I made my first purchase today and will top up as cash permits and will hold for a few years.