Britvic.........

Britvic PLC is one the two leading soft drinks companies in the UK. It was floated after InterContinental Hotels, Whitbread and Pernod Ricard SA sold 181m share. Britvic is one of the two leading soft drinks businesses in Great Britain by both volume and retail sales value, with many of its brands being number one or two in their respective sub-categories. The Company is the number one supplier to the GB licensed on-trade and number two in the GB take-home. Its brand include Pepsi, Robinsons, Tango, Britvic, J2O and Fruit Shoot.




DAILY INTRADAY CHART.......

52 Week Trading Update to 29 September 2013

Q4 highlights:
· Group revenue up 12.8% (15.9% Actual Exchange Rate) to £366.4m, benefitting from the warm weather in July and full availability of Fruit Shoot compared to this time last year
· Volume and pricing growth in GB, France and International
· Fruit Shoot market share in GB back to pre-recall levels and ahead in France and the Netherlands

Full Year highlights:
· Group revenue growth of 4.4% (5.2% AER) to £1,321.9m
· Significant pricing growth of 5.4%, with all business units in growth
· Marginal decline in volume, reflecting the limited Fruit Shoot availability earlier in the year and the weak Irish market
· Operating profit expected to be slightly above the top end of the £125m to £131m previous guidance range

GB Q4 revenue increased by 13.8% (FY: +4.4%). As measured by Nielsen, the take-home soft drinks market grew value in the last 12 weeks by 9.8% and volume by 7.8%. In this period Britvic outperformed the market and grew value share.

· GB carbonates revenue grew by 8.6% as a result of Average Realised Price (ARP) growth of 2.0% and volume growth of 6.7%. Pepsi grew both volume and value market share in Q4 in a competitive market.

§ GB stills revenue was up 23.2%, driven by ARP growth of 6.2% and volume growth of 16.2%. Fruit Shoot's market share and brand perception measures are now back to pre-recall levels.

Ireland Q4 revenue increased by 1.8% (FY: -3.5%). The underlying trading conditions remained largely unchanged from last year with the revenue growth in Q4 reflecting the benefit of the good weather. ARP was down 2.9% in Q4, reflecting the ongoing consumer focus on value.

France Q4 revenue grew by 13.5% (FY: +6.2%). Volume increased by 6.6% and ARP grew by 6.5% in Q4. Fruit Shoot performance was strong and the brand performed ahead of where it was pre-recall. The warm weather in France benefitted the syrups category in particular and our brands continued to gain share in the category.

International Q4 revenue increased by 35.7% (FY: +28.0%). In the Netherlands, Fruit Shoot continued to perform ahead of where it was pre-recall. The US franchise business continued to progress with Fruit Shoot distribution now in 32 states.

Easy money!

Limit buy triggered on the spreads earlier @ 602.0 looking for a bounce leading up to Final next tuesday 26th.

tabasco - 05 Sep 2012 13:07 - 41 of 56

... xxxx




you too nutter :-)

Preliminary Results

Financial highlights:
· Full year revenue growth of 4.4% to £1,321.9m
· Strong EBITA growth of 18.4% to £137.9m with a 120bps improvement in margin
· Brand contribution growth across all business units
· Strong free cash flow generation of £103.5m, resulting in a 9.9% reduction in adjusted net debt
· Adjusted net debt /EBITDA ratio reduced to 2.2x from 2.8x
· Adjusted earnings per share up 27.5% to 35.2p and full year dividend increases by 4.0% to 18.4p

Strategic highlights:
· Strategic initiatives remain on-track to deliver £30m of cost savings per annum by 2016, £10m of which will be invested into the international growth opportunities
· Agreement concluded with PepsiCo Americas Beverages (PAB) for a 15 year bottling agreement for further manufacturing and distribution in the USA. As a result Fruit Shoot will be distributed in 41 states during 2014
· Fruit Shoot market share in GB back at pre-recall levels and ahead internationally

And what a nice bounce it was stop to 619.6 to lock in 17.6

Stop to 630.0 on the spreads to lock in + 28. Going well but suspect at some point will retrace to close the gap.

Stop to 635.0 to lock in + 33

Powered by IST's
Deltastream

Stop to 641.0 to lock in + 38

Well done Chris - I can't remember why I ever sold these!

Cheers skinny, didn't think you had.

Yes I sold the last lot @£6 - I just have a small spread bet open now - idiot!!!!

Stop to 655.0 to lock in + 53

Stop to 660.0 to lock in + 58

Stop to 670.0 to lock in + 68 still rising on fresh air volume wise.

Taken profits on spread bet @ 677.0 + 75

Nice one.

670.0 breached, nice rise this morning, volume needs to improve.

Q1 Interim Management Statement to 22 Dec 2013

Q1 highlights:
· Positive price/mix led to an Average Realised Price (ARP) improvement of 2.7%
· GB revenue growth of 1.5%, driven by robust ARP growth of 3.0%
· Ireland revenue growth of 2.1%* on a comparable basis, reported revenue declined 5.8%, due to 8 fewer trading days
· France revenue growth of 4.7%**, underpinned by ARP growth of 4.5%
· International revenue growth of 5.6%, driven by both price and volume growth
· Delivery of strategic initiatives remains on track with good progress in the quarter

Interim Results

Financial highlights:
· Revenue growth of 4.7% to £670.7m, with volume growth of 3.9% and ARP growth of 0.8%
o GB revenue up 5.0%, outperforming the GB take-home soft drinks market
o France revenue up 7%, with both volume and ARP growth
o Ireland revenue down 5.2% as the consumer environment remained difficult
· Group EBITA of £60.5m, up 12.9% on last year, driven by revenue growth and tight cost control
· Half-year adjusted EPS of 14.5p, up 16.9% on last year
· Interim dividend of 6.1p, up 13.0% on last year, reflecting confidence in future prospects

Strategic highlights:
· Focus has remained on building sustainable profit and margin improvement
· Strong progress on strategic cost initiatives: on-track to deliver £30m annual cost saving by 2016
· New operating model established with significant change programme nearing completion
· Nationwide distribution of Fruit Shoot in the USA secured through additional PAB territories and new independent bottler agreements
· Fruit Shoot India launch on track, with in-market production to commence imminently