Member Info for TillyWolves

I'll let you have that one... A2B.. truce pal. I cant be arsed to trade any more insults. Ive been on many share forums for many years... but I have a particular dislike for the "its gonna fly" and "the train has left the station" posts.. I despise those type of posters that suck in the newbee's who then get locked in... please dont lump me in with them. You obviously know a bit about Distil, and I think we can share some posts together... I've got a tiny �500 invested here, and have been onto companies house, and looked into Distil with my companies credit checking account... Looks a good investment, plenty of scope for further sales. Ive been looking into Distils business, and their supply chain. All looks good.

Just to dispel the myth about the supermarket shelves being empty, because the Redleg is flying off the shelves. I spoke to a worker at Tesco who said they just have lower stock levels for Redleg, as opposed to Sailor Jerry's and Captain Morgans.

I say tongue in cheek...

Who was tipped off so they could sell in enough blocks to cause a price drop.

Someones offloading small blocks of stock this morning. As they are blocks in tens of thousands, Im guessing its someone with a large holding, rather than multiple private holders, trying to lower the price.

From the DB article... "Amazon UK was also noted as a growing platform for craft beers and wine, which was becoming an area �to watch�. For example it highlighted BrewDog�s success in owning nine products on Amazon UK�s Top 100 Beer Best Sellers list in January 2017, and its domination of competitive labels by a �fairly wide margin�, with five items each for fellow craft brew Beer Hawk and big brands Heineken and Stella Artois made Amazon UK�s Best sellers list. �US beer brands should take heed with BrewDog establishing a US beachhead in Columbus, OH in 2016. The craft beer brand�s success selling through Amazon UK is one to watch, especially if � or more likely when � the US market becomes more open to peddling alcohol online,� it said."

https://www.thedrinksbusiness.com/2017/04/uk-leads-europe-for-online-booze-sales/

No, majority of sales are through retail outlets. Twice as much alcohol is purchased through supermarkets and off sales outlets than in licensed premises. Online sales are however increasing, and more so the premium brands that are hard to find off the shelf. The trade site, The Drinks Business state that 21% of people have bought alcohol online, but it does not give the total sales figures as a percentage of alcohol volume purchased in the UK. There are more and more sites that now deliver alcohol, and there are little restrictions at the moment, apart from Section 182/10.52 of the Licensing Act 2003, that prevent start up businesses.

Captain Morgans isnt in the same ball park as to where Red Leg is being pitched. Captain Morgans is a "Bog Standard" brand, such as Smirnoff or Gordons Gin. Redleg is pitched in the mid brand stable, due to its price point. Something the customer looks as as something special, and worth the additional cost per bottle. Its rivals are brands such as The Kraken, which appears to have its commercial USP of being a black rum, with an exceptional brand advertising campaign. In reality, its taste isnt that exceptional. For Red Leg to get a lift in sales, its going to need a little more brand advertising, and endorsement.

https://www.hi-spirits.com/portfolio/blackwoods-gin/

New bottle also appears on the UK distributors web site, Hi-Spirits.

You wont see the new bottle from the large supermarkets yet, as they have thousands of units already stockpiled in their distribution warehouses. Plus, any of the old designs would have been discounted very slightly by the distributors, to clear way for the new packaging. This is so the marketing and advertising ties in with sales. Pretty pointless launching a new unit package, without seeing it on the shelves of licensed premises, etc. Supermarkets and off sales outlets will be used to dump old designs as they are the businesses pressurising the distributors for the best deals. Just going onto brands, I wish they could get the price point right for Red Leg. Supermarkets just dont seem to be sure at what price to sell it. It makes the purchasers hold off buying, as they think it might be cheaper next week. When you get a premium Rum, such as those from the Ableforths stable, Rumbullion, which is �32 for a very decent rum, �25 for Red Leg can seem excessive. At this price, a little buying with push up the sp back to the 2p support levels easily. This is a steal at this price.

With any stock increase, you have to look at the charts, and see when and why the 1p levels started to raise for Distil. Has this been an artificial rise, and its just stabilising to its true levels ?

Can anyone tell me who Distils current US distributor is ? I note from the last trading update, Distil are looking to seek a single distributor for all its brands. I note that Distil are using Hi-Spirits in the UK, and their parent company is Sazerac. Sazerac is based in the US, also a spirits distributor. Could these be the next announcement. Does anyone know who Distil use for their manufacturing process ? Current SP appears to be dropping due to a few blocks of �5k sells. Looking through the trade sites, and news, I cant see any other reason for the drop. There seem no concerns about sales, profitability, or distribution issues.

There really is a village missing you isnt there a2b.... Do you understand how business works.. ?

So.... a big holder of this stock is going to sell out to realise a loss, for tax purposes, and this stock is going to double in value in the next month ..... seriously, thats your investment strategy ?? Distil is barely making a profit on quite a decent turn over. They made a loss previously. The upside of this business is the year on year raise in profits, and brand awareness. My only concern s the company is going to use this continual rise in profits to look for a cash injection, by a external investor, or share issue, to raise funds for advertising etc. Now thats not going to come cheap. An advertising campaign to rival its major competitors is going to cost over a million, which the company does not have. Redleg is on par with The Kracken in the supermarket stakes, but it needs some sort of advertising, or even a cleverly structured viral campaign. That costs money. I run a business, and as much as I'd love to chuck thousands of pounds out there for advertising, sometimes the business does not have those funds available especially in this climate. Distils doing well, and its on the radar, but bear with the company, as they grow. Plus 2p is a good starting point, looking at its history. The market puts this stock at 2p, and has for some time. This drop is just investors getting jittery since the collapse of Carillion. A-2-B. Yes, we are all here to make money on our investments, but I'd like to make mine of speculation from the business, not cajoling innocent investors into this stock, on your half baked whims and platitudes. If your going to invest, read the financial reports on Companies House, they tell the reall story, and do some research in how the product is perceived by the public. Amazon reviews etc tell a tale, and so do who is stocking the products on the shelf. I've followed this company for over a year, and this is my buy in price.

Go onto companies house website, and you will find Distil's company report. Everything you need to read is there or here on the RNS reports.... Dont listen to the bull shi''ters that lurk on this site... all they want is the value to go up so they make a profit on their buy.

Bought in at 2p Lets see how DIS pans out today..

Been lurking around DIS since the rise from 2.2 waiting for a decent buy in price... Anyone take a guess at the drop. Does someone know something thats not out there yet ?

I was at the NEC show and bought a bottle of Rumbullion Navy strenght, for £49 and it was well worth the price for a speciality rum. Sampled many "spiced rums with vanilla" and most didn't come up to Redleg's taste, and were not as cheap as its price point. Redleg is a great product and needs to be pushed out into the advertising world. Distil cant fund the millions of pounds of advertising required, and I think its a line that is best sold off to realise its value.