Fevertree - FEVR on LSE - Mcap £1.1bn @ 900p - Premium soft drinks (mostly for mixing) - stock down 25% on revised EBITDA guidance today due to cost inflation (claimed transitory). If they can get EBITDA back to c£80m in next few years you are buying at c12x EBITDA for a high quality biz w/ decent remaining growth trajectory (Diageo and Coca-Cola c24x).…
Fevertree - FEVR on LSE - Mcap £1.1bn @ 900p - Premium soft drinks - stock down 25% on revised EBITDA guidance today due to cost inflation (claimed transitory). EV / Sales c2.6x versus 7.5x for peers.
Co-founder and CEO Tim Warrillow bought £1m of stock at 871p just after the guidance revision today
