Ripley94
01 Dec 2018
Malcolm Stacey DGE… XXXXX Tipping it he must like shares on the rise .
Gamesinvestor1
13 Nov 2018
CFO sells stock is this a warning sign perhaps? |09-Nov-18|Diageo|DGE|Mikells,Kathryn|86,849 @ 27.35p|£2,375,754.36| |09-Nov-18|Diageo|DGE|Mikells,Kathryn|20,670 @ 27.35p|£565,427.84| Almost £3M offloaded – is 27XX the peak here casamigos? Games
sage in the hills
25 May 2018
Re: Price link SM how about this ! Diageo Aims to Cull Liquor Brands -- WSJ25/05/2018 8
2amDow Jones NewsDiageo (LSE
GE)Intraday Stock ChartToday : Friday 25 May 2018Click Here for more Diageo Charts.Saabira Chaudhuri This article is being republished as part of our daily reproduction of WSJ.com articles that also appeared in the U.S. print edition of The Wall Street Journal (May 25, 2018).LONDON -- Diageo PLC is shopping Canadian whisky Seagrams VO and cinnamon schnapps Goldschlager among other brands as it looks to pivot toward higher-growth products, according to people familiar with the matter.Myers's rum, Popov vodka and Romana sambuca are other middle-market Diageo brands on the block, according to these people, as the world's largest liquor maker focuses on pricier, international offerings that are seeing strong demand.Centerview Partners has been hired to sell the portfolio, which could bring in proceeds of up to $1 billion, according to people familiar with the situation.The process kicked off only this week with the company hoping to sell the brands in a single transaction, meaning likely buyers will include private-equity firms, according to one of the people."We regularly review our portfolio to ensure we are maximizing shareholder value," said a Diageo spokeswoman.Diageo's shares closed up 1.4% in London trading on Thursday.Sky News reported on Diageo's move earlier in the day.Diageo, which owns more than 200 brands, has been shuffling its portfolio in recent years to shed low-growth assets and increase its exposure to promising markets and categories.In 2015, it sold Scottish hotel-and-golf resort Gleneagles Hotel Ltd. and later in the year agreed to sell most of its wine portfolio to Treasury Wine Estates Ltd. for $552 million.Millennials, in particular, are drinking less alcohol but spending more money per drink, according to executives, and Diageo like other drinks companies has been trying to play to this trend.Last year it bought Casamigos, an upscale tequila brand co-founded by actor George Clooney that increased its exposure to the fast-growing tequila market. In 2015, it swapped its Bushmills Irish whiskey brand for Don Julio, previously owned by Jose Cuervo, and last year launched a pricier Irish whiskey brand called Roe & Co.In the U.S., the company's largest and most profitable market, Diageo has focused on getting drinkers to trade up to high-end variants of brands like Tanqueray gin and Johnnie Walker whisky. It is also trying to buoy its vodka sales, which have flagged in the face of competition from Fifth Generation Inc.-owned Tito's Handmade vodka.Write to Saabira Chaudhuri at [email protected] (END) Dow Jones NewswiresMay 25, 2018 02:47 ET (06:47 GMT)Copyright (c) 2018 Dow Jones & Company, Inc.SAGE
sage in the hills
24 May 2018
Re: Price link I see your points SM, thanks.DGE pays a good and rising divi ... does that not also appeal to you ?SAGE
tomhawbuck
24 May 2018
Re: Price link FWIW I think it important to look at the difficulty of entry into Diageo's market to judge the possibility of competition and to see where growth might come. The easiest spirits for aspiring craft distillers to make are gin and vodka. Set up a still, buy some botanicals and ethanol, run them through the still a couple of times, put them in bottles and you can be selling your craft gin within a month or so. Vodka is even easier to make as you don't need botanicals. As Seeking Money said, it is hard to tell most craft gins apart. Gin and vodka represent about 15% of Diageo's portfolio. Other spirits are much harder to make -whisk(e)y requires a long maturation and a supply of wooden casks. So our new distiller will have to wait for a minimum of two years before he gets his cash back, much longer in the case of some Scotch and Bourbon. The various types of whisk(e)y represent about 41% of Diageo's sales. Other spirits are also harder to get into - liquers such as Bailey's have a strong brand; tequila requires access to a supply of raw materials. Liquers, rum and tequila account for about 16% of Diageo's sales. So they have what Warren Buffett calls 'a moat'. Also they are very innovative - they grew US Rye whiskey from nothing and now have a significant presence, they are now re-opening previously closed Scottish distilleries and engaging with whiskey heritage tourism. They recently introduced a dairy free Bailey's and although I am not a vegan, this pleased my vegan relatives. So, as you can see, I'm hanging in there.
Seeking money
07 May 2018
Re: Price link HI Sage,Sorry for the delay in replying, but being honest I've had other items on my to do list ahead of this post. Also I'm not sure my view will add any worth.Diageo share price growth, I feel will come slowly, without purchase or creation of brands. I will use Gin as my example. There are a lot of gins in the UK market. To the majority of the public, taste difference, can not be discerned. So the only way a Diageo owned brand can rise above, in sales of others is through advertising. It must have fair quality to start with, but without large advertising campaigns making it the go to brand, sales will not rise. However if multiple Gin brands are owned sales can be by market dominance. But with so many gins out there this is going to be difficult in the gin market, as in other spirit types.Another approach is to purchase into a different drink type, eg wine. This can be done by outright ownership or via a % stake in another company. Wine production again is a full market, so my view is distribution. An approach Diageo has all ready visited in the past. However it does not need to be an alcoholic brand. Costa I believe is to be split from its parent company Witbread. So purchase another `product` type in beverages, in this manner. I do add that the Costa image is a bit Asda, in my view. Whilst we need more a Sainsbury image. Creation of another high street brand with Diageo might May work.Overall, I bought into Diageo as a swing trade and did not set a limit order to exit at Christmas and have been holding due to the exchange rate impact on the recent price movement. I will hopefully be exitting soon dependent on price action in the next few weeks. Hopefully that Sterling coming off the recent highs and FTSE gains will provide my sale opportunity.SM
Lagav16
27 Apr 2018
Re: 365p fall since New Years Eve = Agreed - this remains a quality company with an array of brands that is unmatched. The high-profile Casamigos acquisition aside, it seems a well-run business; small beer, in the grand scheme of things, but I like their use of the Guinness branding for slightly more exotic (and expensive) forays into variants of stout and lager, as well as the penetration of same into supermarkets and the on-trade (anecdotal, but pubs selling HH13 lager seem to be shifting it at a rate of knots, something the landlord of my local confirms).Which I shall be enjoying later this evening.
picstloup
27 Apr 2018
Re: 365p fall since New Years Eve = Since made up almost £2 of the earlier losses, and pretty much exactly matching the FTSE this year.No plans to sell - the Casamigos business, bad as it was, has been exhaustively covered on these pages and is pretty small beer (well, strong tequila) in the bigger picture.
sage in the hills
27 Apr 2018
Re: Price link Seeking the money ...Ok, well spotted .So, how will Diageo add any value of its own, grow organically etc to give a share price rise INDEPENDENTLY of forex ?......or ... are you implying that Diageo is at full value, cant grow any more, and is at the mercy of exchange rates only ?SAGE
Seeking money
19 Apr 2018
Price link The DGE price is so closely linked to the USD/GBP rate. A further strengthening of the dollar or pound weakening is what will drive the price up more than anything.SM
Lagav16
02 Apr 2018
I personally see the drift downwards as a buying opportunity - never sold this share and never regretted holding, in c15yrs.I grant that Casamigos spoke of Ivan losing his mind temporarily but, as a one-off, it matters little in the long run and may (faint hope, I grant) even be made to work if enough expensive tequila can be pushed through Diageo's excellent distribution network.
Steve Gurr
28 Mar 2018
Re: 365p fall since New Years Eve = Eggsactly!And comparing DGE to other shares in my Portfolio GSK, NG, RB & ULVR then DGE are by a long shot my best performer (smallest loss) this last 6 months.
Old Eyes
28 Mar 2018
Re: 365p fall since New Years Eve = Isn't the rise since the Referendum, but fall since Christmas, heavily based on FX of US$ v £. I noticed very similar with BATS, and there is a distinct correlation.Obviously other factors come into play too, but there is evidence to FX fluctuations impacting the share pric
Hardboy
27 Mar 2018
Re: 365p fall since New Years Eve = Games, "I don't like CEOs that waste money, especially when it's not the CEOs money."Be fair to Ivan, he's got best part of £24m worth of shares, so there's a fair amount of his own money he's spending.
gamesinvestor
27 Mar 2018
Re: 365p fall since New Years Eve = HE - Interesting that given the market has driven up 2.08% today and the other big bonobos are up between 2 and 6%, DGE could only manage 0.25% as I type.Maybe the market is waking up to the fact that Ivan is wasting DGE shareholders funds with the likes the case full of Amigos.I sold too early at 2310 and 2295 but maybe it's heading below those figures.Games -- I don't like CEOs that waste money, especially when it's not the CEOs money.
