Gamesinvestor1
05 Feb 2020
Good time to sell? 04-Feb-20 Britvic BVIC Litherland,Simon 43,969 @ 9.41p £413,748.28 04-Feb-20 Britvic BVIC Litherland,Simon 702,578 @ 9.41p £6,611,258.87 04-Feb-20 Britvic BVIC Litherland,Simon 6,242 @ 9.41p £58,737.22 Sold three tranches in one day - the £6.6M chunk the serious one. Games
II Editor
29 May 2018
NEW ARTICLE: Stockwatch: Stay the course at this winner "After shares of soft drinks group LSE:BVIC:Britvic have rebounded to a two-year high around 825p, should you take profits, or might the arrival of a sugar tax actually be a blessing for sales of low/no-sugar drinks?Early in February, with the ..."[link]
vb6
26 May 2018
Where? So where is this going?Is it likely to do a Fevertree?Yours All in a Fizzvb6
Our Haven
08 Mar 2018
Broker Upgrade Morgan Stanley have upgraded the share to a buy with a price target of 840. Very good rise today and here’s looking forward to 840!
Our Haven
08 Mar 2018
On a roll Very nice recovery today. Interesting to see if Britvic step up to the alcohol market like Coke Cola.
philanderer
02 Feb 2018
JP Morgan Caz upgrades JP Morgan Cazenove upgrades today to 'overweight' and 870p target price
II Editor
02 Feb 2018
NEW ARTICLE: Stockwatch: Tax trouble may create buying opportunity here "Is the reality of a "sugar tax" from 6 April now weighing on shares in mid-cap soft drinks groups, despite their scope to benefit from a longer-term generational switch from alcohol?After a rock-solid upwards chart from 524p at end-2016, up to ..."[link]
II Editor
31 Jan 2018
NEW ARTICLE: Britvic slumps to multi-month lows "Having fizzed to a record high earlier this month, LSE:BVIC:Britvic shares lost some of that sparkle today as investors reacted to "solid" trading and a number of recent headwinds at the Robinsons, Fruit Shoot and Pepsi MAX firm.Most ..."[link]
Our Haven
31 Jan 2018
Re: Update I would expect a drop, hopefully not overdone with these solid results. Not bad news all round but as they say solid.
gamesinvestor
31 Jan 2018
Update [link] rose to £337.2m, but on an organic basis excluding the acquisition of Bela Ischia, it was up a more modest 0.7%."""I think caution is warranted here -- there ain't much growth on an underlying basis.Not sure how this will be received but there could be a sell off here :-"""However, revenue in the stills unit fell 6.6%, with a volume decline of 4.4%.""This next one is likley to be the thing that hits it :-""Revenue in France fell 5% in a subdued market, compared to a 6.3% jump in the same quarter a year ago, while international revenue declined 8.1% versus a 19.8% increase last year.""looks like even South America revenue fell 6.5% on an underlying basis.Ouch - maybe I should have sold a tad more than I did.Games -- or will it rise pehaps?
Our Haven
19 Jan 2018
Re: Sold Thanks Philand
philanderer
18 Jan 2018
Re: Sold Deutsche upgrading from 'hold' to buy' ... Target price 950p
Our Haven
18 Jan 2018
Re: Sold With this mornings 4% rise at least you have two thirds of that Games. Any idea what is the driver of the rise? Typical that it rises today, i find it is much easier to time the buying than selling, I think it is something to do with the decision to buy in the first place still hangs over even though the numbers say sell. Have to push myself to sell.
gamesinvestor
17 Jan 2018
Sold 1/3 of the holdingGames
gamesinvestor
17 Jan 2018
Sharescope article - posted on Nichols board [link] article comparing to Fevertree, Britvic, Barr.Some observations:-1. ROCE in slight decline due to 2015,16 acuisitions2. Vimto not growing and still represents 77% of the business3. UK represents 3/4 of business4. Growth of late has largely been due to the 2 aquisitions5. Saudi economic weakness has slowed growth - also blockage in Middle East6. Despite share price decline the P/E is still up at 20 and seems still too high given the expectation os little or no growth, and perhaps too high for a trade buyer.7. High ROCE, like Fevertree is largely due to outsourcing manufacturing, unlike Britvic and Barr8. Quality control of manufacturers is a constant focus but so far has been good.Games
