Hugh_Betcha
13 Feb 2020
Perhaps becoming more investable? You Gamesinvestor1: perhaps you will some day post something constructive That’s what you said. I simply pointed out that someone saying a share is over valued and why is equally constructive as some one else saying why they think it’s undervalued, and if the former proves to be correct and surely even you would have to accept that a fall from £30 to £14 is hardly a little blip.
Gamesinvestor1
04 Feb 2020
Perhaps becoming more investable? Hugh – I thought you had reformed your approach. The assessment of the valuation of a company doesn’t take place in the matter of a week or so. Don’t you think the main reason for the fall is the overall market hammering over the last short period? You are so intent on being right – in the stock market it is very difficult to be right. Let us look at Fevertree in a few years time to see where it is going and let us see if the current range of 1400 where it sits now and 1800 at the time of writing at the start of this discussion is relevant. It might be at 500 who knows, it might go bust, or it might be at a number that dwarfs either of those levels. Games – End of discussion
Hugh_Betcha
04 Feb 2020
Perhaps becoming more investable? My constructive view, which has proved to be correct (and therefore of greater value than a ‘positive’ comment which has proved to be wrong) was that this share was overhyped and over valued and that when people justify a valuation with vague takeover hopes, the share should be avoided. I think that’s perfectly constructive for those who don’t wish to live in an echo chamber.
Gamesinvestor1
24 Jan 2020
Havelook Havelock Given that Kevin is the global president of Unilever’s refreshment arm, his money where his mouth is actions below is strong indicator of the perceived value in Fevertree’s brand. £300K commitment is some indicator, and I can imagine he’s sat in the boardroom of Unilever right now lobbying for his company to bid for Fevertree. It would be a shame if Unilever bought this on the cheap though. I’m looking to add to this. 21-Jan-20 Fevertree Drinks FEVR Havelock,Kevin 2,721 @ 14.70p £39,998.70 21-Jan-20 Fevertree Drinks FEVR Havelock,Kevin 3,367 @ 14.85p £49,999.95 21-Jan-20 Fevertree Drinks FEVR Havelock,Kevin 3,415 @ 14.64p £49,995.60 21-Jan-20 Fevertree Drinks FEVR Havelock,Kevin 5,340 @ 14.98p £79,993.20 21-Jan-20 Fevertree Drinks FEVR Havelock,Kevin 3,380 @ 14.79p £49,990.20 21-Jan-20 Fevertree Drinks FEVR Havelock,Kevin 3,356 @ 14.90p £50,004.40 Games
Gamesinvestor1
24 Jan 2020
Perhaps becoming more investable? Correct Hugh – heats off - on with more constructive comments – see next post. Ganes
Hugh_Betcha
23 Jan 2020
Perhaps becoming more investable? Then we agree in general, if not on the specific of this share. But you did say “perhaps you will some day post something constructive†and I don’t accept that a negative view on a share isn’t a constructive view.
Gamesinvestor1
21 Jan 2020
Perhaps becoming more investable? Hugh, I’m in both camps, hop to ULVR and you will see I have posted critical and +ve views on the company. Halma was a good choice. Games
Hugh_Betcha
21 Jan 2020
Perhaps becoming more investable? Fine and point taken. But one reason I don’t post much on these boards is because most of those looking own the share and a very large proportion only want to hear positive opinions and aren’t shy at yelling at those who have a different view. Personally I’m the opposite way around: if I own a share and therefore obviously think it’s likely to outperform (take Halma for example, about which I have posted here) I am way, way more interested in an informed but negative view than I am in some clueless clown saying "this is going to the moon, next stop £[meaningless figure inserted here] etc. The guy with the informed negative view challenges my own thinking - he (or she) might be wrong, but at least I’m forced to think about why that’s so, and why I’m still correct. I don’t dispute that Fevertree created a great brand and a good business, but it was subject to ridiculous levels of hype as an investment and when people say the valuation is justified because it might be taken over (i.e. it’s not justified as a stand-alone business) its time to get out.
Gamesinvestor1
21 Jan 2020
Perhaps becoming more investable? Hugh – let us cool it M8 – non of this matters – I post regularly – your point is valid at £30+ and that was never in dispute – I figure Fevertree has a global future and that like many companies there are stumbling blocks along the way and there will be growing pains in the US and in the emerging world as well. On balance though I think the franchise is very strong, the image of the company is very rich and the balance sheet is rock solid. In time this should show through, hence my view that 14XX is a good entry (it is now over 1500) and 1800 whilst not as favourable, is within range. Games – no offence there old dude !
Hugh_Betcha
21 Jan 2020
Perhaps becoming more investable? I think it’s pretty ‘constructive’ to warn shareholders and investors that a share trading north of £30 is massively overvalued and will fall, if that view is well founded and proves to be correct. But perhaps you’re one of those sad private investors who only wish to read ‘positive’ views about shares they own. In which case, why look at a discussion board where both positive and negative opinions are (or ought to be) welcome?
Gamesinvestor1
21 Jan 2020
Perhaps becoming more investable? Hugh, I do and it is an even better one at 1459 the price on my screen just now. Thank you for the sarcasm, perhaps you will some day post something constructive. Games
Hugh_Betcha
21 Jan 2020
Like I said In November last year I said: “It was massively over hyped and massively overvalued. When I queried the value (at about £30) I was told it was justified because it might get taken over by Coke. A share price which levitates above intrinsic value on very vague takeover hopes is a clear sell.†The response from one investor was along the lines of ‘maybe at £30 but looking good value at £18’. I disagreed and now reality is beginning to dawn. Interesting to read the ‘obvious takeover candidate’ line is now trotted out again. As I said before, a share price propped up by vague takeover hopes is a clear sell.
Hugh_Betcha
21 Jan 2020
Perhaps becoming more investable? So do yo still believe it was a good investment at £18? No, I thought not.
Gamesinvestor1
05 Dec 2019
Perhaps becoming more investable? Roger - Let’s hope so, I’m up 22% and some more wouldn’t go amiss in a relatively short space of time. Games
rogerhorton
05 Dec 2019
Perhaps becoming more investable? FEVR Fevertree roaring away. Up 4.87%. Wonder if its been tipped today !!! Looks like it could break out and fill the gap at 2300…then would meet resistance at 2425/2250… Other boards say its been touted as a takeover by Diageo or Britvic.
