Sharesmagazine
 Home   Log In   Register   Our Services   My Account   Contact   Help 
 Stockwatch   Level 2   Portfolio   Charts   Share Price   Awards   Market Scan   Videos   Broker Notes   Director Deals   Traders' Room 
 Funds   Trades   Terminal   Alerts   Heatmaps   News   Indices   Forward Diary   Forex Prices   Shares Magazine   Investors' Room 
 CFDs   Shares   SIPPs   ISAs   Forex   ETFs   Comparison Tables   Spread Betting 
You are NOT currently logged in
 
Register now or login to post to this thread.

BLAVOD EXTREME SPIRITS, Now Moving In On The US Market. (BES)     

goldfinger - 26 Jul 2004 11:11

Chart.aspx?Provider=EODIntra&Code=BES&Si

I(14);BBI(3,6,12)&Layout=2Line;Default;Price;HisDate&XCycle=&XFormat="/>

Time is at a premium at the moment, (the cricket is on)so I will take the lazy way out on recommending this one and just copy the last brokers note, I do expect a new one out any day with todays excelent news. Heres the Broker Buy note from Evo Bee Greg.....
The group have (sic) recently announced the acquisition of Extreme Beverage Company. The merger rationale seems excellent, especially given the nature and appeal of both the Players Extreme and Blavod brands to similar markets whilst the depth of Extreme�s distribution network in the US will give Blavod the much needed platform from which to grow. The management team is headed up by CEO Jeff Hopmayer, the original founder of Extreme Beverage. He is a proven entrepreneur with a very strong track record.



The US remains the only major untapped market for Blavod but also represents the biggest scope for potential especially given that the US is the most important vodka market in the world. In addition flavoured and ultra-premium vodkas are predicted to enjoy the greatest future growth with flavoured vodka now accounting for over 5% of the total vodka market.

Our forecasts are based on relatively conservative assumptions and are primarily driven off our own estimates of case sales. For the year to March 2004 we expect the total number of cases sold to be in the region of 49,000 (this is based on a full 12-month trading period from Blavod but only includes Extreme�s trading period from the 20th January) and expect this to grow to 229,000 in 2004/05e. Gross margin of c33% is low compared to the industry average of c60% and we expect the gross margin to grow as the group realises further cost efficiencies. Our forecasts assume breakeven in 2005/06e.

Valuation is less straightforward and historically the main valuation metric has been industry exit multiples for previous transactions and case sale ratios. These give a range of between 55p and 80p a share. However, there are risks and the group is still in the early stages of growing both the Blavod and Players Extreme brands and as such our price target of 55p reflects the lower end of our range. As the strength of the brands grow and they become more of a strategic asset, this could move the valuation towards the top end of our range in line with our DCF value of 85p. This is an appealing and attractive growth story."

Year to March 31st Sales (� million) Pre-Tax Profit (�million) Earnings Per Share (p)
2004E 1.8 -1.3 -5.4
2005E 9.5 -2.9 -4.7
2006E 17.9 0.3 0.4

Nb, the company have gone some way today to getting a foothold in the US market , see todays RNS on next post.

cheers GF.

goldfinger - 10 Jan 2005 10:23 - 24 of 125

And wow did it just...........................

Blavod Extreme Spirits gained almost 30% at 22p after a trading update showed Q3 case shipments had jumped 97%.

cheers GF.

Roro - 10 Jan 2005 13:39 - 25 of 125

Do you have any updated research from Evolution BG

goldfinger - 10 Jan 2005 14:47 - 26 of 125

Will have a look.

cheers GF.

goldfinger - 10 Jan 2005 14:54 - 27 of 125

RORO nothing out yet but I expect there will be very soon. Please remind me If I forget. Last note was 3/12/2004.

cheers GF.

Yorkie - 10 Jan 2005 15:11 - 28 of 125

Bought back into these today. Still cheap and now gaining interest and momentum.

Roro - 11 Jan 2005 08:36 - 29 of 125

GF thanks I will

Roro - 17 Jan 2005 14:41 - 30 of 125

Encouraging news that GAM and Artemis have bought shares for their funds.

Andy - 17 Jan 2005 15:27 - 31 of 125


Not sure what to make of the chart to be honest.

The downtrend may have been broken, provided it holds, otherwise any retracement could well put it back into the channel again.

big.chart?symb=uk%3Abes&compidx=aaaaa%3A

petob - 17 Jan 2005 16:01 - 32 of 125

You've got a "Golden Cross" coming up with your M/A's and the MACD giving positive signals, plus RSI divergence.
Add in the other news.
Sit back and enjoy the ride.
May the Devil take the back seat!

dipys100 - 18 Jan 2005 09:18 - 33 of 125

Appointment of new chairman with vast experience of the American market looks good for BES.

Blavod Extreme Spirits names Colin Campbell as new non-exec chairman
AFX


LONDON (AFX) - Blavod Extreme Spirits PLC, the maker of the Blavod Black Vodka and the Players Extreme line of vodkas and rums, said it appointed Colin Campbell as non-executive chairman with effect from Jan 27.

Campbell succeeds Allan Shiach, who is retiring.

newsdesk@afxnews.com

ak/

aimtrader - 18 Jan 2005 10:53 - 34 of 125

petob,

I thought a 'golden x' was the 50 dma line crossing the 200 dma line when both are travelling upwards?

The chart above shows the 9 dma crossing the 50dma, hardly the same thing???

Or am i missing something???

petob - 18 Jan 2005 22:41 - 35 of 125

Aimtrader,

You may be right.

I use a 20 dma and a 60 dma which works well enough and will make the "X" in a couple of days if the share price holds up. A bit risky, but much more sensitive than waiting for the 50 X 200 dma.

Thats why I put the Devil in the back seat, but keep a parachute handy.

dipys100 - 25 Jan 2005 16:23 - 36 of 125

Shares stiil on an upward trend but on low volume

graph.php?movingAverageString=20%2C60%2C

Roro - 02 Feb 2005 12:47 - 37 of 125

GAM have increased their holding

Mr Big - 30 Aug 2005 15:26 - 38 of 125

Onward and upwards ,another distribution deal achieved, for what its worth evil knievel is long on this one witha cautious target of 80p this year.

aimtrader - 04 Sep 2005 21:06 - 39 of 125

im surprised to see this one climbing like this!!!

what a turnaround!!!

do any uk shops stock this black vodka???

id like to do some research, lol!!!

ampuriabrava - 05 Oct 2005 07:53 - 40 of 125

ampuriabrava make it exclusive and black and the punters will flock to buy. landlords high yield end of night dream

mickeyskint - 22 Nov 2005 14:36 - 41 of 125

Results are out on the 28th and should be good. Up 7% today and should climb, hopefully!

MS

mickeyskint - 09 Mar 2006 12:17 - 42 of 125

Still moving ahead....slowly


scotty1 - 9 Mar'06 - 07:57 - 217 of 218


Additional Placements

RNS Number:3972Z
Blavod Extreme Spirits PLC
09 March 2006


Blavod Extreme Spirits plc


Blavod Extreme Spirits Further Increases Its Distribution in the US

New placements throughout the American Market


FRANKLIN, Tenn. - March 9, 2006 - Blavod Extreme Spirits (LSE:BES) announced
today that Players Extreme Rums and El Diamante del Cielo Tequila were added to
distribution in the State of Maine. Cielo was also picked up for distribution in
100 state stores in the State of Pennsylvania and listed in 75 state stores in
New Hampshire. Caramel Appletinis using Players Extreme Caramel are featured at
the Four Season's Hotel in Atlanta, while Blavod Black Martinis are featured at
the Westin Hotel in Hilton Head and Blavod Black Vodka in the 50ml size were
added to all the in-room suite mini-bars.


In the State of California, Cielo continues to expand its reach with key
placements in El Agave Tequileria, Old Town Mexican Cafe, La Fiesta Lounge and
Guava Beach. Several new Blavod drink promotions are running at Long Branch,
Firebirds, Hideaway and Jack Rabbits. Also in California, Players Extreme was
added to multiple retail stores; House of Liquor, How's Market, La Bodega
Liquor, Liquor Mart and Central Liquor.


In the State of Florida, several restaurant chains with over 60 locations in the
US have added wine programs represented by BES, featuring: Baroncini, Bruno
Rocca, Petra and Tebavio.


"We are very excited about the recent placements by our distribution partners
throughout the US," said Jeff Hopmayer, CEO of Blavod Extreme Spirits. "These
placements continue to expand our consumer reach and drive our success."


Confidant - 16 Jan 2007 12:58 - 43 of 125

Okay no comment on this since last March

Co received bid approach in November which will be a no less than 17.95p
If it does happen you can buy stock now for 13.5p for c30% gain if bid goes ahead

Stock recently whacked on poor results but bidder still there AND

Today a holder of company debt has converted that into shares with potential buyer happy for this to happen. Why would there be a transfer of debt into equity if a deal was not about to happen?

Free money or big trap ?
Register now or login to post to this thread.