Brewdog shares

[Jambo85]

Driver101 said:

Getting in partnership with big breweries is exactly how you get beer into pubs and shops.

Absolutely!

JW’s position throughout has been consistent as far as
I have seen - a distribution deal with Heineken, not a sale.

Whether people believe that or not is of course up to them, but to post a sale to Heineken as fact repeatedly is another matter.

[Driver101]

Condi said:

EDIT - Also, JW threatened to take legal action against the BBC in response to the program and it's claims. So far (as far as I can tell) there is no evidence of any legal action being taken. If it was so easy to disprove the BBC's allegations then why has it taken 6 months to even start the process?

Edited by Condi on Monday 18th July 09:07

I missed the edit.

There is a complaint with Ofcom.

https://www.google.com/url?sa=t&source=web&amp...

The BBC had to edit parts out of the programme before it was first shown as they were proven wrong. They have made changes to the programme since it was first broadcast. There are still so many things that are completely wrong. The programme creators are reduced to technicalities, being pedantic and squabbling over trivial things.

Regardless of what you think about BD or JW there is something seriously wrong with the BBC's focus and mudslinging. Most of the things they report as news are perfectly normal or happen at every other company.

Edited by Driver101 on Monday 18th July 13:07

[Jambo85]

He has recently said he is taking legal action against individuals which limits what he can say - he says this in the Steven B. podcast and some posts have been removed on the shareholder forum as they were apparently contempt of court.

[jm8403]

Jambo85 said:

He has recently said he is taking legal action against individuals which limits what he can say - he says this in the Steven B. podcast and some posts have been removed on the shareholder forum as they were apparently contempt of court.

what was removed? anything interesting?

[Driver101]

Jambo85 said:

He has recently said he is taking legal action against individuals which limits what he can say - he says this in the Steven B. podcast and some posts have been removed on the shareholder forum as they were apparently contempt of court.

Steven is coming under fire from the BD haters for hosting that interview. I thought it was a good watch, but the usual mob went out of their way to distort what was said and discredit SB and JW.

There was a number of articles removed from various news outlets after they totally distorted the interview.

On the criminality front. I'm sure there will be far more than we will ever learn about. There are plenty of people out there obsessed with causing harm to BD. Some of the ex employees that left nearing 10 years ago still devote their lives to chasing after BD. It's really extreme behaviour.

[Condi]

Jambo85 said:

Whether people believe that or not is of course up to them, but to post a sale to Heineken as fact repeatedly is another matter.

Nobody has suggested selling the whole business, except JW because he can legitimately deny that. An investment however is a different matter and it appears likely that it was discussed as part of a wider deal. Brewdog does have 1 large investment fund who own 22% of the business, so it's not unprecedented.

[Jambo85]

jm8403 said:

what was removed? anything interesting?

I didn’t see the posts before they were removed, but from memory I believe one of them was JW responding to some allegations published somewhere.

[Jambo85]

Condi said:

Jambo85 said:

Whether people believe that or not is of course up to them, but to post a sale to Heineken as fact repeatedly is another matter.

Nobody has suggested selling the whole business, except JW because he can legitimately deny that. An investment however is a different matter and it appears likely that it was discussed as part of a wider deal. Brewdog does have 1 large investment fund who own 22% of the business, so it's not unprecedented.

I didn’t mean to imply a sale of the whole business either, and if I’m not mistaken I don’t think it’s only a whole sale that JW has denied, not least because, as you say, there is another significant shareholder, plus JW, MD, and all the “equity punks”.

[Driver101]

From court yesterday.

https://www.google.com/url?sa=t&rct=j&q=&a...

[Jambo85]

Condi is Emili Ziem AICMFP.

[Condi]

Jambo85 said:

Condi is Emili Ziem AICMFP.

I wish. Take £100k of JW's money and flee to Norway, perfect!

[Gompo]

An update on the gold can saga; no it probably won't make much difference to the share price but I seem to remember it had been discussed here. Apologies if this has been posted elsewhere.

https://www.bbc.com/news/business-64210355.amp

[Driver101]

Gompo said:

An update on the gold can saga; no it probably won't make much difference to the share price but I seem to remember it had been discussed here. Apologies if this has been posted elsewhere.

https://www.bbc.com/news/business-64210355.amp

The same article was posted in one the other BD threads a couple of days ago. It's not an update, it's just the news outlets running an old story as JW posted it again on his LinkedIn.

[hidetheelephants]

Posted on linkedin a few days ago is not old news.

[Catastrophic Poo]

No surprise there.

BD chanced their luck and lost.

[Driver101]

hidetheelephants said:

Posted on linkedin a few days ago is not old news.

It is old news. JW was just rehashing an old story for clicks.

[Jambo85]

Any of our finance experts mind giving their thoughts on this? Brewdog's balance sheet for 2022 vs 2021.



Not very healthy by my layman's understanding.

[bigandclever]

I would've thought the costs of most of everything they deal with has gone up in a surprising manner, that can't help.

[mike13]

Yet they keep building hotels and bars in cities around the world, I was gifted a small amount of shares in 2014, held onto them as you can only trade within their community.

I don't actually like their products or one of the two guys that effectively own it.

I would not be surprised to see them going bankrupt in the future, don't want them too but they are a strangely run business.

[okgo]

Went to one in Dublin recently as it was close and not much else around. Utter let devoid of character and as sterile as any Spoons I’ve ever been. Hilarious really given their self given ‘counter culture’ image.