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Notes from Underground - Most read articles from the page week and I rant pointlessly about Craft Beer

By Darren Atwater | Sunday 26 January 2020


Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from ShareProphets). I have no business relationship with any company whose stock is mentioned in this article.


Chris Bailey's article Has Fevertree (FEVR) completely lost its fizz? by Chris Bailey (spoiler alert: it's the top non-Tom story) made me think about the wider drinks industry.

Chris mentions that Diageo (DGE) is alledgedly a suitor for Fevertree (spoiler!) and if I were it, I'd take it. 

Right now, you can assume some other gin hipsters are planning their new tonic - and the company that looses market share won't be Schweppes, it'll be the little guy that's no longer the darling.

In the craft beer world, I think there is going to be a reckoning soon as these hundreds of small breweries cannot grow without cannibalising each other. 

Camden, Brixton, London Fields, Beavertown, amongst others have all been invested into by the multinationals. Surely, they'll all be absorbed into the Borg itself, even if they get to keep a unique corporate identity. And check out those brand names: the breweries that get purchased are the ones with local names.

Am I suggesting it's a buy for the likes of InBev (ABI:Euronext) or Heinkeken (HEIA:Amsterdam)? No, the multinationals are losing market share as people discover better beer.

No, I'm saying we get a watch an industry implode - and how often do we get advance warning of that? 

 

* * *

Excluding ShareProphets radio 22, the most read non-Tom article this week is Has Fevertree completely lost its fizz? by Chris Bailey, off the leaderboard at #11 or  #17 if you include Bearcasts. 
 
* * *

The most-read articles this week were: 

  1. EXPLOSIVE: Brian Basham quits ADVFN but why is the company not telling you why?
  2. Optibiotix: I've bought more shares after badly written trading statement
  3. Obtibiotix – last week I bought more shares now I’ve bought some product, I’ll keep you posted
  4. The Biggest Clown on AIM: Roland Fatty Cornish warns Brian Basham who quit last week that ADVFN might now have to sack him
  5. Open Orphan- £5m placing at premium to current share price is set to be oversubscribed it says
  6. Terry Smith slates Neil Woodford & Hargreaves
  7. EXCLUSIVE: Versarien – even management or the auditors no longer believe a substantial growth in Graphene sales is credible in the near future
  8. Breaking: The advice Roland “Fatty” Cornish gave to his client ADVFN to break AIM Rules
  9. The Rank Hypocrisy & Dishonesty of ShareSoc – Sirius Minerals
  10. EXPOSE: Why has disgraced Sarah Cope again opted for a worse deal which costs Anglo African investors cash


The most-listened to Bearcasts this week were:

  1. Tom Winnifrith Bearcast: TW is a fecking idiot it is all about the future, historics do not matter
  2. Tom Winnifrith Bearcast: Both ADVFN & Versarien forced to fess up thanks directly to my actions
  3. Tom Winnifrith Photo Bearcast: For £1000 a day I will give Fatty Cornish a crash course on the AIM Rulebook
  4. Tom Winnifrith Bearcast: Any bloody fool (bar Neill Ricketts) can grow sales if he, she, they or it spunk enough on marketing
  5. Tom Winnifrith Bearcast: Graham Neary, you are not a Messiah you are a very naughty boy
  6. Tom Winnifrith Bearcast: Online Blockchain shares up 58% - have you read the 2019 accounts?
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