Member Info for Wisbar

Interesting Pokerchips, was there any other premium mixers stocked in the stores or was fever tree the only one?

What alcoholic drink do you think is "in" at the moment then? Fevertree don't just sell tonic.

Toff, if Schweppes is a superior product then why would anyone keep buying Fevertree? As the latest update says sales continue to grow. The idea it's because of advertising is laughable, as Schweppes is owned by the masters of advertising, Coca Cola. The truth is if people are buying an expensive spirit they don't want to drown it in something cheap with artificial sweeteners from a plastic bottle. That demand is not going to dissappear, even in a recession.

CEO and Chairman of BOD both buying big at this price is always a good sign. They obviously believe these headwinds are transitory.

They don't really have any significant competition in the UK at least, I think the brand strength is a pretty significant moat. A few years ago Schweppes tried launching a premium version of their product which seems to have utterly failed (not even stocked in waitrose any more. Is there many other strong mixer brands in the USA market?

Actually Nick Train loaded up on this at around £19-20 as recently as January. Wonder what he is thinking now. Personally I'm still happy holding this for the long term but it probably won't well in the current recession.

Great buying opportunity, agree about energy prices but this is the same for their competitors, ultimately prices for the consumer will continue to go up across the board.

It's also because Saudi Arabia are our geopolitical "allies" that the media have no interest. I actually heard a pundit state we need to buy more oil from Saudi instead of Russia to send a message that atrocities won't be tolerated. Like they don't even see Yemeni people as human unless it suits their agenda.

I really don't understand this as a valid reason for not investing, are people in the city that short term in their thinking that they can't wait another 2 years for the B shares to revert? I would rather have the founder in charge, at least to start with. Seems like this share is all or nothing, if ROO ever starts making a profit on its huge revenue stream this is an absolute steal. If not, it goes to 0.

None of these delivery companies make a profit yet. None. So you either believe all of them are going to dissappear, or there are going to be some big winners. We shall see.

Do you really think all of these quick delivery companies are going to just dissappear? And all these restaurants and retailers are going to go back to the hassle of individually hiring their own delivery drivers, vehicles etc? I suppose it's possible but I don't see it happening. As I've said, deliveroo is already profitable if you take out the marketing budget, I think it's just a question of when they become big enough to be profitable overall.
And a lot of their most popular restaurants were shut during lockdown which impacted sales.

The SP is not proof they can't compete. JET share price is also at an all time low and continues to slide. Deliveroo have been eating into JETs Market share for years. I think the issue is do investors believe the home delivery industry is here to stay for the long term and become profitable, if you do then this is a great price.

Where is your evidence that ROO cannot compete? Their international segment has grown 36% in the last year.
This is still a relatively new industry, I don't know why people would expect big profits already, the focus is clearly on growing first, which the figures show they are doing. I see no reason why Amazon would surrender their position in this growing market, they will continue to offer promotions like deliveroo membership with Amazon prime, JET has nothing that can compete with Amazon's reach.

If you take out their marketing budget Deliveroo already have made a profit.
Some short term thinking going on here, looking years down the line I think this will look like a fantastic price. The technology will only improve further and the tie up with Amazon gives ROO the edge.