Our Haven
29 Nov 2017
Re: Numbers Games- I was cautious after yesterday. I thought UDG numbers were fine but the market did not agree. They are up over 200% since I invested so a 5% fallback was not a worry but hence my caution today. There is no comparison between the two businesses but market reaction can be a fickle thing.
gamesinvestor
29 Nov 2017
Re: Numbers OH -- The market loves these figures -- 6.92% up, and the dividend up 8% on the year.Games - 2.4% of my wad and doing very nicely since Dec 2016
Our Haven
29 Nov 2017
Numbers Revenues and dividend up, overall profit down but on one off costs. Like these figures and looks like a continuation of growth.
Our Haven
14 Nov 2017
Re: Decided to Sell Looks like it could be lucky to get stuck in the 700's! Not sure why the drop, surely not just the drop in Sterling
Alan Tittymarsh
19 Jul 2017
Decided to Sell Time to sell. Another share of mine that's had a good run over the past 9 months since buying. I can't see this rising a great deal further as it always seems to get stuck in the 700s before tumbling down again. Good luck to holders.
gamesinvestor
10 Jul 2017
Re: Good article Sorry put the wrong article in the initial post. This is the one that compares Fevertree with Britvic -- it's really well worth the read :-[link] is an extract from the article, but it's better if you look at the graphs :-"""""I find this a simple and very useful exercise to weigh up the valuations of companies. Forget about speculating on future share prices, just look at a company from the position of owning it outright and what you might get back in return.To do this, just turn the current PE ratio upside down and divide the current EPS by the current share price to get the earnings yield. So for Britvic divide 49p by 692p to get an earnings yield of 7.1%. Fevertree's earnings yield is 1.4%.If you invest £100 in both businesses, you will currently get £7.10 per year in profits from Britvic and £1.40 from Fevertree.But Fevertree is expected to grow its profits at a much faster rate than Britvic. At the moment it is expected to grow its EPS this year by around 15%. Britvic will struggle to grow by 3%.Now let's assume that Fevertree can grow its profits by 15% per year for the next ten years - a much higher sustained growth rate than is currently expected - and that Britvic plods along at a pedestrian 3%.Despite a vastly superior growth rate, after ten years an investor would be getting £4.90 a year from Fevertree and £9.30 from Britvic. A Britvic investor would have pocketed a cumulative £81.40 in profits compared to £28.40 from Fevertree.If Fevertree grew it profits by 20% a year, an investor would have £7.20 per year at the end of year ten, or about the same as they would get from Britvic now. They would collect £36.34 in cumulative profits - less than half the amount collected by an investor in Britvic.""""""Games
nk1999
09 Jul 2017
Telegraph- Questor "Questor ColumnLook beyond the sugar tax to see Britvic’s true potential as a major global player: The middle weekend of Wimbledon fortnight is a high point in Britvic’s marketing calendar. All those gratuitous shots of Robinsons on Centre Court; all those thirsts that must be quenched after some heart-stopping rallies. At 83 years, Robinsons possesses the second-longest Wimbledon brand tie-up after Slazenger. Yet just because the squash remains synonymous with summer tennis doesn’t always translate into rising sales. In fact Britvic’s so-called “stills” division – including Robinsons, J20 and Fruit Shoot – has been the laggard of late, with sales declining 2.6% in the half year figures released in May. In an attempt to cope with rising costs, Simon Litherland, the chief executive, has aimed to put value ahead of volume to protect profitability. He reported Robinsons had returned to volume growth thanks partly to the success of Squash’d, the brand’s super concentrate pouch. There was better news from its carbonates division, where Pepsi, led by the Pepsi Max variety, grew revenue and gained market share. Britvic has been Pepsi’s sole bottling partner in the UK for 30 years. The arrangement also covers 7UP and Mountain Dew. Both sides are at pains to say it continues to be business as usual even though PepsiCo is selling its 4.5% stake in Britvic. For the third quarter trading update due on July 27, analysts at Jefferies have pencilled in 4.4% underlying growth in group revenues. That would mark an acceleration from 3.7% at the half year and is thanks in part to better weather this June. Like Wimbledon before the retractable roof, rain really does stop play in this category. A good summer is worth as much as £5 million. Even without consulting the weather, investors like what they see. Britvic shares have bubbled up 24% so far this year. They have further to go. At 13 times next year’s forecast earnings, the stock trades at a sharp discount to rivals AG Barr and Vimto maker Nichols. There is uncertainty ahead, but Britvic’s portfolio and geographic spread mean it is well positioned to quench shareholders’ thirst for value. Questor says ‘Buy’. (at 709.5p)"
sound money
08 Jul 2017
"Even without consulting the weather, investors like what they see. Britvic shares have bubbled up 24pc so far this year. They have further to go. At 13 times next year’s forecast earnings, the stock trades at a sharp discount to rivals AG Barr and Vimto maker Nichols. There is uncertainty ahead, but Britvic’s portfolio and geographic spread mean it is well positioned to quench shareholders’ thirst for value. Buy."Questor in the Telegraph. I agree.M
gamesinvestor
13 Jun 2017
Good article [link] - still 2.4% of my wad
sound money
02 Jun 2017
Re: NEW ARTICLE: Stockwatch: A proven winner... As far as I can see that analysis is fair.M
II Editor
02 Jun 2017
NEW ARTICLE: Stockwatch: A proven winner with more to give "Has the 2017 rebound in mid-cap soft-drinks stock LSE:BVIC:Britvic reached fair value, or is there further upside? It is also a study in the extent to trust brokers' targets or take a contrarian view.Last January, at 585p, I drew attention to ..."[link]
gamesinvestor
26 May 2017
Pepsico sells 4.5% stake in Britvic [link]
Alan Tittymarsh
24 May 2017
Re: Interims Pretty mediocre results but at least no nasty surprise. I think the shares are starting to look a bit overbought now, and my hand is hovering over the sell button....but I haven't pressed it yet.
gamesinvestor
24 May 2017
Interims [link] OK on first glance, nice to see all areas with some growth.Profit fall a bit annoying but understandable.divi up 2.9% which is slightly ahead of inflation.Games
Bill1703
23 May 2017
Re: Dividend "No announcement yet on the dividend date or amount?"Interim results due out tomorrow, Games, so you won't have to wait long!FY results for M&S also tomorrow, I believe...
