II Editor
06 Dec 2017
NEW ARTICLE: This Scottish favourite could continue to fizz north "AG BARR (LSE:BAG)LSE:BAG:AG Barr last featured in February where we proposed them as an ISA candidate. We've tried to avoid discussing price movements since, but their 'The Snowman' Xmas TV advert (in Scotland only?) makes them hard to ignore - ..."[link]
II Editor
06 Dec 2017
NEW ARTICLE: Trends and Targets for 6/12/2017 " A G BARR (LSE:BAG) This lot last featured in February (link here) where we proposed them as an ISA candidate. We've tried avoid discussing price movements since but their 'The Snowman' Xmas TV advert (in Scotland only?) makes them hard to ..."[link]
The Revenge of Meredith Hunter
20 May 2017
AG Barr is held by top stock picker [link] fund manager holds Barr's in his portfolio. He favours shares that have a high degree of family ownership/management involvement.
The Revenge of Meredith Hunter
20 May 2017
Share buybacks are having an impact AG Barr announced a share buyback on 30th March. The price then was 553p. The buyback and the 8% increase in dividend have helped power a rise in the share price to 647p.
II Editor
23 Feb 2017
NEW ARTICLE: A viable tip for your ISA "AG Barr (LSE:BAG)We're winding up our ISA candidates with LSE:BAG:AG Barr, makers of Irn Bru and probably some other products too. There's something fairly interesting going on with this lot from a trend perspective and we've drawn a circle ..."[link]
II Editor
22 Feb 2017
NEW ARTICLE: Trends and Targets for 23/02/2017 " A G BARR (LSE:BAG) We're winding up our ISA candidates with A G BARR, makers of Irn Bru and probably some other products too. There's something fairly interesting going on with this lot from a trend perspective and we've drawn a circle around ..."[link]
II Editor
22 Feb 2017
NEW ARTICLE: Where’s the bottom for Aberdeen Asset shares? "Aberdeen Asset ManagementThis continues our ISA candidate analysis, but there's something perhaps worth remembering with Scottish focussed companies.While south of the border, the media (sometimes) pretends to be sane, if north of the border the ..."[link]
The Revenge of Meredith Hunter
26 Jan 2017
Warm winter...good for sales Given the relatively mild December and January I think domestic sales may have done well against the comparative period for last year.I'm still holding.
gamesinvestor
12 Aug 2016
Barred This came out just now :-[link] extract which seems to ring true:-"""The broker also reckons despite strong performances in international and Funkin sales, the businesses remain too small to contribute significantly to group growth.""It's going to be hard to compensate for the steady decline in carbonated drinks.Games
gamesinvestor
10 Aug 2016
Re: Over-reaction R -- This very helpful and a good read - thanks.The concerns I have, apart from I hate Irn Bru, are all highlighted in the article, namely :-1. It's almost entirely selling into the UK and it's a saturated market.2. Carbonates make up 73% of the turnover and I think this market is starting to decline.3. The Ice Cream bus is too small to worry about and I doubt Unilever is shaking in it's boots4. Rockstar -- well I can't see it making that much of an impact against the hundreds of different energy drink suppliers all chasing after Redbull.5. Funkin looks interesting, but they had to pay a huge sum to get into this market and I know not very much about cocktail mixers which seems a tad nichy to moi.6. As mentioned earlier re Iron Brew -- I guess the bagpipe brigade drink this by the gallon, but it tastes disgusting and like Haggis I don't see it penetrating too many parts of the world, let alone the UK.The share price has fallen quite a bit, but still trades close to a P/E of 18 so for me I don't see much of a bargain, given that it's revenue, despite hefty acquisition, is not much different than it was back in 2014 -- it ain't growing that much. earnings growth to Jan16 was 0%, and is projected to be negative to Jan2017.350 and I might be interested, but I suspect it won't fall that far -- but you never know with the stock market.All in all, not a bad company, but not high on my list right now.Games
Rhigos
04 Aug 2016
Re: Over-reaction gamesinvestor, noticed your mention of Barr AG on RIO board. Thought you and other investors / potential investors in BAG might be interested in this article by well respected analyst Phil Oakley:[link]
superfurryanimal
03 May 2016
Doesn't today's RNS point to something smelly with regards to the other executive share sales at the end of last week! Is anyone in officialdom looking into this?
pharmaspecialist
29 Mar 2016
Re: NEW ARTICLE: AG Barr numbers are no swee... Another example where the headline writer has not read the article properly. With profits and margins up, the headline should say that the numbers act as a sweetener which is the opposite to what the headline actually says.
II Editor
29 Mar 2016
NEW ARTICLE: AG Barr numbers are no sweetener " With increasing retail competition, general price deflation and poor summer weather squeezing the market already, Scotland's LSE:BAG:AG Barr has had its fair share of headwinds over the past 12 months. Now, the soft drinks business behind brands ..."[link]
TX2
22 Mar 2016
Re: Over-reaction The problem for high sugar drinks manufacturers is not in my opinion re-formulating their drinks to be sugar free;after all we have no shortage of diet pepsi,diet coke,sugar free Vimto etc drinks on the market.The problem is getting customers to buy the sugar free product in the same quantities as they bought the high sugar original.The risk is that if they feel that with tax the original high sugar drink is too expensive;they will simply not buy the sugar free substitute as they don't like it & spend their money elsewhere.
