Tom Winnifrith Bearcast: accusations of lying & deception fly - Peter Hargreaves of HL, Neil Woodford & Chris Frazer of Sirius
Hello, Share Tailors. After supporting Fevertree Drinks (FEVR) quite heavily in earlier days on this magnificent website, I eventually got cold feet at the constant rocketing of the share. Overly confident that what goes up must come down, I sold my holding far too early. Never mind, a profit is a profit – and without trying to sound like a case of sour grapes, I would not buy the stock now...
From the FCA's spreadsheet of short positions required to be disclosed to it, the following shows the shorted AIM shares with positions from 2018 and thus far in 2019 (by net short position %, those in bold not on the list at the start of 2019) – and if this position has increased (red), reduced (green) or remained unchanged (black) since last week...
Fevertree Drinks (FEVR) has updated noting some “further encouraging operational progress” and that “we remain confident in achieving board expectations for the full year ending 31 December 2019”. The shares have responded, er, currently towards 2700p – a few percent lower…
Hello, Share Swishers. At a previous Global Group UK Investor Show, Uncle Tom invited some of you onto the stage to see if you preferred Fevertree tonic water to another kind. All but one of you opted for Fevertree (FEVR). Which helps to explain its amazing rise and rise in the supermarkets, shops and pubs.
In what has been the longest running bull market that I can remember, in which stocks have risen, pretty much in a straight line for over nine years, it has been hard for bears to witness the benign tolerance with which evidently flaky and fraudulent companies are treated by the investing community. In these times patience is required, and it is worthwhile preparing a watchlist of names that are likely to be the most vulnerable when the market finally rolls over. While this list should comprise for the most part those with over-leveraged balance sheets and questionable accounting practices, solid companies should not be discounted out of hand.
Hello Share Masters. At the big UK Investor Show last time, Uncle Tom launched a big demo on stage to see if one brand of tonic water was better than the more common kind. I think he may have been surprised when all but one of the audience he dragged up voted that Fevertree (FEVR) tonic water tasted better than the other brand on offer.
This is interesting. Are the glory days of Fevertree (FEVR) behind it? Is it time to call the top? This is the bear case as presented by a leading broker today. It is an interesting read...
Fevertree Drinks (FEVR) is a company that I have admittedly been wrong about in the past – I like the product and way the business has grown, but thought the valuation was crazy!
Fevertree (FEVR) has announced blisteringly good interim results today, helping to nudge the share price higher by another few percentage points. With the market cap rapidly closing in on £1 billion, investors would do well to re-assess their positioning.
Hello Share Pickers. Whenever I consider tonic water, I always think of, well, you know who. But they're not the only people to make this vital addition to a small gin.
Even when you find a company that you fundamentally like, you still have to buy it at the right price to maximise your chances of a profit.
If you want me to analyse a stock for you just drop me a line at firstname.lastname@example.org - Today I look at shares in Fevertree Drinks (FEVR), Finsbury Foods (FIF) and Tristel (TSTL) and set share price targets for all three stocks.
If you want me to analyse a stock for you just drop me a line at email@example.com - Today I look at shares in Fevertree Drinks (FEVR), Gamma Communications (GAMA), Imagination Technologies (IMG), and setting share price targets for all three stocks
Apparently one of the keys to business success in the early 21st century, and in a deflationary environment is to specialise in a niche market – something which means that if you play your cards right you have pricing power, and hence can resist the ravages of falling prices. Fevertree Drinks (FEVR) could be one example of a company that can do this.
Search ShareProphets |
Recent Comments |