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BRITVIC Looks Like A Trading BUY. (BVIC)     

goldfinger - 11 Dec 2009 14:28

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.

Chart.aspx?Provider=EODIntra&Code=BVIC&S


DAILY INTRADAY CHART.......

Chart.aspx?Provider=Intra&Code=BVIC&Size

skinny - 26 Nov 2014 07:06 - 89 of 117

Preliminary Results - 26 November 2014

Financial headlines:
· Revenue growth of 2.4% to £1,344.4m, with volume growth of 1.5% and ARP growth of 1.0%
· Group EBIT of £158.1m, up 17.6% on last year and ahead of previous guidance, driven by disciplined revenue growth and accelerated delivery of the strategic cost initiatives
· 150bps expansion in EBITA margin
· Reduction in adjusted net debt to £380.9m, with EBITDA ratio falling from 2.2x to 1.9x
· Underlying free cash flow of £88.9m, ahead of previous guidance
· Adjusted EPS of 41.8p, up 18.8% on last year
· Full year dividend of 20.9p, up 13.6% on last year, reflecting earnings growth and robust cash generation

Strategic highlights:
· Strategic cost initiatives generated a higher in-year benefit than originally anticipated, delivering a cumulative £25m gross benefit in 2015
· Increased investment during the year in the International business unit, strategic marketing and innovation
· Further investment in capacity in 2015 to support future growth, including £25m capital spend in a new high speed PET line and warehousing
· Fruit Shoot USA multipack launch anticipated in H2 2015
· Anticipate 2015 EBIT in the range of £164m to £173m, underpinned by cost saving initiatives

skinny - 27 Jan 2015 07:12 - 90 of 117

Q1 Interim Management Statement to 21 Dec 2014

Q1 headlines:
· Group revenue of £304.3m down 0.4% on last year, driven by a marginal volume decline of 0.3% whilst ARP remained flat
· GB revenue declined 1.4%, in a notably more competitive promotional environment
· Ireland revenue increased 2.8%, driven by both volume and ARP growth
· France revenue increased 2.3%, with an ARP decline of 0.4% offset by a volume increase of 2.6%
· International revenue declined 3.6%, mainly due to lower volumes in the travel sector combined with lower orders for US concentrate compound. A change in our manufacturing process has enabled significantly shortened order lead times

goldfinger - 27 Jan 2015 09:08 - 91 of 117

Done Harry.....if you want anything else adding, please let me know, cheers.

Chris Carson - 19 May 2015 12:14 - 92 of 117

Interim tomorrow, going well today (so far) will results be good enough to propel sp to 780p and breakout above it. Place your bets :0)

cynic - 20 May 2015 08:33 - 93 of 117

profit-taking knocked 22p off sp following what i thought were pretty decent results
already held in sipp, but have now added some to my trading portfolio

Chris Carson - 20 May 2015 08:39 - 94 of 117

LATEST BROKER VIEWS

Date Broker New target Recomm.
20 May Barclays... 790.00 Overweight
19 May Shore Capital N/A Buy
18 May Nomura N/A Buy

skinny - 20 May 2015 09:52 - 95 of 117

Bearish engulfing candle, but at least its closed the gap!

Chart.aspx?Provider=EODIntra&Code=BVIC&S

cynic - 20 May 2015 09:56 - 96 of 117

yup, looks that i'm in a bit early at 744.5 but of course no one ever really knows the bottom, and that level was very close to 25 dma having already fallen through 50 dma

anyway, i reckon it's still a good stock to hold with a reasonable likelihood of a decent summer ahead - i hope!

skinny - 20 May 2015 09:58 - 97 of 117

Chart.aspx?Provider=Intra&Code=BVIC&Size

A small dabble @732.50p

Chris Carson - 25 Nov 2015 07:51 - 98 of 117


Britvic profits up

StockMarketWire.com

Soft drinks group Britvic posts pre-tax profits of £147.0m for the 52 weeks to 27 September - up from £132.9m last time. There was a slight revenue decline of 0.6% to £1,300.1m, with volume growth of 0.9% and ARP decline of 1.5%.

But EBITA rose by 7.1% to £171.6m, with an EBITA margin increase of 100bps.

The group says the full year dividend of 23.0p, up 10.0% on last year, reflects earnings growth and robust cash generation.

Chief executive Simon Litherland said: "We have delivered another strong set of results, with margin growth and profit significantly ahead of last year, despite challenging market conditions. In all of our core markets, we continued to take volume and value share. I'm pleased to have completed the acquisition of Ebba in Brazil, which will create significant value for shareholders in the future.

"2016 will see significant developments and investment in the drivers of our future growth. We have established the route to market for Fruit Shoot multi-pack in the USA, which we will launch in the first half of calendar 2016. We are also planning a major investment programme in GB, which will deliver further efficiencies and flexibility in our supply chain.

"We have seen a slow start to the year, reflecting the continued challenging market conditions. However, with our compelling marketing and innovation plans and our continued focus on disciplined cost management we are confident of increasing our profitability in 2016."



Story provided by StockMarketWire.com

Chris Carson - 25 Nov 2015 09:10 - 99 of 117


Chart.aspx?Provider=EODIntra&Code=BVIC&S

Chris Carson - 16 Jul 2016 13:13 - 100 of 117

Chart.aspx?Provider=EODIntra&Code=BVIC&S


George Osbourne's budget in March implemented plans to introduce a 'Sugar' tax on soft drinks in 2018, primarily to counter the rising trend of obesity in children.

The above and Brexit has had an obvious impact on sp. Recently bounced of 580p a three year low and keeps banging it's head against current resistance 620p.

Q3 Trading Statement next Thursday 21/07.

Went long on the spreads Friday @ 609.71. Just a wee punt initial target 650p to close the gap.

Chris Carson - 16 Jul 2016 13:17 - 101 of 117

Chart.aspx?Provider=EODIntra&Code=BVIC&S

Chris Carson - 16 Jul 2016 13:18 - 102 of 117

http://www.brokerforecasts.com/brokers/32/JP+Morgan+Cazenove

Chris Carson - 16 Jul 2016 13:20 - 103 of 117

LATEST BROKER VIEWS

Date Broker New target Recomm.
8 Jul Barclays... 725.00 Overweight
6 Jul Deutsche Bank 700.00 Hold
5 Jul JP Morgan... 590.00 Underweight
28 Jun Societe... N/A Hold
27 Jun Societe... 700.00 Hold
21 Jun Goldman Sachs 838.00 Conviction Buy
31 May Goodbody N/A Buy
24 May Goldman Sachs 838.00 Conviction Buy
23 May JP Morgan... 650.00 Underweight
20 May JP Morgan... 650.00 Underweight
Broker Recommendations for Britvic

Chris Carson - 18 Jul 2016 08:32 - 104 of 117

Chart.aspx?Provider=EODIntra&Code=BVIC&S

Chris Carson - 18 Jul 2016 08:32 - 105 of 117

Stop to entry for risk free trade.

Chris Carson - 18 Jul 2016 17:18 - 106 of 117

Nice start to the week, next resistance to get through 630p then providing Market doesn't go tits up make a play to close the gap.

Chris Carson - 21 Jul 2016 07:29 - 107 of 117

Britvic revenue up in third quarter

StockMarketWire.com

Britvic (BVIC) reported quarter three group revenue of £346.3m, up 5.3% on last year.

On an organic basis, revenue declined 0.7% to £326.5m.

Chief executive Simon Litherland said: "Our Q3 performance was stronger than the first half of the year despite tough trading conditions and the wet weather in June.

"We have reported a 5.3% increase in revenue, with volumes up 8.8%. Organic volume has increased 1.4% whilst revenue has declined 0.7%.

"We have strong programmes in place for our brands over the balance of the year and remain on track to deliver full year EBITA within the guidance range we set at the beginning of the year of £180m to £190m.

"Looking ahead, the decision by the UK to leave the EU creates additional consumer and economic uncertainty whilst the weakening of sterling will place pressure on our input costs in GB.

"However, our strategy to leverage our market leading brands in our core markets, expand internationally, continue to invest in innovation and focus on cost control, means that we are well placed to continue to deliver our long-term strategic priorities and create value for our shareholders."

QUARTER THREE HIGHLIGHTS

The GB soft drinks market value declined 7.5% in June following a particularly wet month, resulting in a quarterly decline of 2.6%

The Q3 GB revenue declined 2% with volume increasing 1.4% and ARP declining 3.4%, reflecting continued deflation and negative brand and channel mix.

GB carbonates revenue increased 2.9% with a 4.7% volume increase partly offset by ARP declining 1.7%.

Pepsi Max continued to outperform the market, gaining significant share in the quarter.

GB stills revenue declined 10.2%, primarily due to an 8.2% volume decline.

Robinsons performance improved on the first half of the year, despite still cycling the withdrawal of the added sugar range.

Ireland revenue increased 10.6% with both Counterpoint and Britvic Ireland in strong growth.

Both the carbonates and stills portfolio revenue increased during the quarter. Ireland delivered revenue growth in five of the last six quarters.

In France, revenue declined by 2% as volume declined 1.7% and ARP declined 0.4%. This was principally due to a decline in the syrups range which was impacted by the poor weather in June.

International revenue was flat on last year with the benefit of double-digit revenue growth in the US offset by weaker sales in the travel and export markets, where trading conditions remained challenging.

The company decided to withdraw from India, terminating its distribution agreement.

Although Fruit Shoot was received positively by Indian consumers, the company decided to focus its resources on other markets that offer potentially higher returns in a shorter timeframe.

Our Brazilian business has continued to gain market share and generated revenue of £19.8m, up 37% on last year on a comparable basis, despite a very challenging macroeconomic environment.

The strong performance came from volume growth of nearly 20%, and price increases to recover raw material inflation.

Chris Carson - 21 Jul 2016 08:06 - 108 of 117

Stop to 619.71
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