gamesinvestor
21 Mar 2016
Re: Over-reaction The sugar tax seems very topical and very emotional right now, but is this more or less important than the fundamentals of AG Barr and it's current share price?It's shares have been in decline since the start of 2015 (some 15 months now).I'm not an investor here, but became interested because of the news items and the budget.Looking at it with no axe to grind and with no vested interest, I do think the share price "potentially" has a long way to fall yet.It's growth rate is in low single digits, yet it's P/E is up at 16-17. It also still, despite the last 15 months drop, trades over 3 times it's net assets. OK the branding is all important here, but even so that's still a pretty generous valuation.Games -- Currently opting for Treatt which offers natural flavourings and fragrances.End of promotion!!
superfurryanimal
18 Mar 2016
Re: Over-reaction Opportunity to top up at this low price. 2 years long enough for the company to adjust.
TX2
18 Mar 2016
Re: Over-reaction LOL!The "problem" to our political friends is nothing to do with sugar;but how best to pander to the chattering classes.
pharmaspecialist
18 Mar 2016
Re: Over-reaction In common with other soft drink companies, Barr responded to concerns over the sugar in its drinks some time ago by introducing sugar free versions. If you check the supermarket shelves you will find that most of the sweet fizzy drinks on the shelves are sugar free or low sugar. Bearing in mind that these drinks are also fat free, you can argue that these drinks are quite healthy. It is the chocolate bars such as Mars which should be causing concern as these have high levels of both sugar and fat and are widely consumed by children. I do not think that Osborne understands the problem.
Kapulski
17 Mar 2016
Over-reaction As ever, the market has over-reacted. There are many strategies open to Barr to compensate for the "sugar tax" (e.g. the use of artificial sweeteners) though I concede that this will take time and, in particular, caution, in order to avoid damage to the brand. Fortunately Osborne has allowed a reasonable time period for these changes to take effect.So, short-term, I think the share price could well fall further. Long-term this share is still a buy. .
TX2
17 Mar 2016
Redistribution? Is the sugar tax raised from Irn-Bru sales to children in Scotland to be spent on the playing fields of Eton?
superfurryanimal
28 Sep 2015
Re: Explanation 3 for 1 split around 2012. Stop worrying.
gamesinvestor
27 Sep 2015
Explanation Not studied the accounts at length here, and not a share holder, but can anyone shed light on the changes in pre-tax profit relative to the earnings per share figures?In 2011 the pre-tax was £30M and the EPS was 61pyet at the last count in Jan 2015 the pretax had risen to £38M and yet the EPS was only 28p.Looks like the issued shares have more than doubled -- was this due to rights issues etc?Also the dividend is down at 2% compared to over 6% in 2011The earnings growth has almost completely stalled here and now gone backwards in the September reports.Games
The Revenge of Meredith Hunter
14 Jul 2015
Re: NEW ARTICLE: Trends and Targets for 5/05... I don't see the point of these articles. I won't base on investment decisions on this.
II Editor
04 May 2015
NEW ARTICLE: Trends and Targets for 5/05/2015 "Â A G BARR (LSE:BAG)Â starts our week looking at the Beverages Sector. Something interesting has been happening with the share this year as the share price has been reacting to the BLUE downtrend despite being nowhere near it. Sometimes this can ..."[link]
albent
08 Apr 2015
Further fundamentals on LSE:BAG [link]
II Editor
19 Jan 2015
NEW ARTICLE: Trends and Targets for 20/01/2015 "A.G.BARR (LSE:BAG) are worth a quick revisit. As the chart shows, the fizz has come off their price movements once it dropped below the trend in October 2014. However, the share hasn't exactly fallen off a cliff despite plenty of opportunity ..."[link]
