Brew Dog

Author
Discussion

Russ T Bolt

Original Poster:

1,689 posts

283 months

Friday 21st June 2013
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I'm thinking about applying for shares, anybody else taking part in this or previous issues ?

Discount alone is quite attractive

Slink

2,947 posts

172 months

Friday 21st June 2013
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Personally I wouldnt touch them with a 100 foot bargepole, but thats as I think their beer tastes like utter st and has a horrible aftertaste.

beer should taste like beer, not horrible weirdness with a nasty aftertaste.

that is just my opinion and i know others might like brewdogs offering, but I would rather drink my own piss if dying of thirst than drink that crap and i have tryed most of there stuff, 'just the once'. smile

trando

722 posts

171 months

Friday 21st June 2013
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On the other hand, I love Brewdog beers. Most of the rest of the stuff I've tried all tastes the same. Each to his own eh?

And, yes, I bought shares in EFP 1 and 2.

RossShand

18 posts

130 months

Friday 21st June 2013
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Not a fan of the beer personally, it's too contrived much like the bar (in Aberdeen). Staff are mostly rude and object to serving a full pint in a pint glass.

However, buying shares in a commercial enterprise should be based on the financial gain, right? I which case they're probably worth a punt.

SpeckledJim

31,608 posts

253 months

Friday 21st June 2013
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Self-regardingly smug, or smugly self-regarding. Can't decide.

Haven't tried the beer, but already don't like them.

V41LEY

2,893 posts

238 months

Friday 21st June 2013
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Don't know anything about the share issue but here in Singapore and other Asian markets Brew Dog is a very trendy beer to be seen with. What is the share offer ? Link anyone.

Russ T Bolt

Original Poster:

1,689 posts

283 months

Friday 21st June 2013
quotequote all
V41LEY said:
Don't know anything about the share issue but here in Singapore and other Asian markets Brew Dog is a very trendy beer to be seen with. What is the share offer ? Link anyone.
There is a link on their website.

Thanks for all the responses.
It is a financial decision, but interesting to get feedback on how they are viewed.

Their growth has been very good over the last few years, just need to decide if they have peaked or onwards and upwards.

As an investment I think they are an interesting proposition.

zcacogp

11,239 posts

244 months

Friday 21st June 2013
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Trendy brewery.

Done well.

Very desirable to be seen with a pint of the stuff, regardless of whether it tastes good or not.

They have two options;

1. Stay small = no increase in profits in the future.

2. Get much bigger, much more commercial, therefore lose the trendy edge to a new small start-up if they don't manage to go bankrupt in the process.

Do you know anything about the brewing industry? I know very little, and like the old adage of only investing in things you understand.


Oli.

Russ T Bolt

Original Poster:

1,689 posts

283 months

Friday 21st June 2013
quotequote all
I drink lots of beer.

As I said, the benefits are good, in terms of discounts etc and not looking to put a huge amount of money in.

But they appear to have some good USP's in the variety of beers they brew, and also some interesting tie ups with overseas brewers.

But in terms of investments, I have made a shed load of money in the past on oil exploration companies, I know even less about that.

Malx

871 posts

204 months

Saturday 22nd June 2013
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I'm also contemplating a small investment as I was annoyed I missed out on the last round of shares. It may be worth the investment for access to their AGM alone, a few beers and music with the chance of make a small amount of money. Might be worth a punt.

Russ T Bolt

Original Poster:

1,689 posts

283 months

Saturday 22nd June 2013
quotequote all
Malx said:
I'm also contemplating a small investment as I was annoyed I missed out on the last round of shares. It may be worth the investment for access to their AGM alone, a few beers and music with the chance of make a small amount of money. Might be worth a punt.
I thought that, bit of a trek for me though. No brainer for you.

PedroB

494 posts

132 months

Saturday 22nd June 2013
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If you do buy shares, view them as a discount card for the bars and webshop. They aren't an investment, the real value of the shares is slightly less than two parts of bugger all and, they won't ever increase in real value.

But, if you use their bars or online shop lots then yes, you could earn the money you spent back, and more.

Malx

871 posts

204 months

Sunday 23rd June 2013
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PedroB said:
If you do buy shares, view them as a discount card for the bars and webshop. They aren't an investment, the real value of the shares is slightly less than two parts of bugger all and, they won't ever increase in real value.

But, if you use their bars or online shop lots then yes, you could earn the money you spent back, and more.
This is where I am a newbie.

If brewdog are about to expand into other global markets with their bars and sales increase, why wouldn't the share price increase?
Let's assume the business grows, would the share price not?

ADM06

1,077 posts

172 months

Sunday 23rd June 2013
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They all come in 330ml bottles, which is just wrong when the supermarkets charge the same as 500ml bottles.
Punk IPA was nice enough but Marston Old Empire is just as good.

PedroB

494 posts

132 months

Sunday 23rd June 2013
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Malx said:
PedroB said:
If you do buy shares, view them as a discount card for the bars and webshop. They aren't an investment, the real value of the shares is slightly less than two parts of bugger all and, they won't ever increase in real value.

But, if you use their bars or online shop lots then yes, you could earn the money you spent back, and more.
This is where I am a newbie.

If brewdog are about to expand into other global markets with their bars and sales increase, why wouldn't the share price increase?
Let's assume the business grows, would the share price not?
The shares have no intrinsic value until there's a market on which you can sell them. The valuation is also arbitrary and, at best pretty optimistic in terms of the Price Earnings ratio they're quoting.

jogon

2,971 posts

158 months

Thursday 8th January 2015
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Did anyone buy any shares as they seem to be doing rather well now - http://www.bbc.co.uk/news/business-30376484

We've had one open up last year less 5 mins walk from my flat in Battersea and its excellent with 24 different beers on tap. Current favourite is a Belgian style blonde beer brewed in America called Horny Devil at £4 a 1/3 Pt but its 11% I think. Well worth a visit if you have one near by.

Truckosaurus

11,243 posts

284 months

Thursday 8th January 2015
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jogon said:
Did anyone buy any shares as they seem to be doing rather well now ...
wavey

Bought £500 worth in EFP2, didn't sell any at the recent selloff event, but would have had a 5x return.

jogon

2,971 posts

158 months

Thursday 8th January 2015
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Nice work and funny reading some of the original comments. I also am not a fan of quite a few of their beers but the guess beers they get are great.

Hedgesnottwigs

51 posts

116 months

Thursday 8th January 2015
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Very interesting business concept but sustainable I think not. The crowd funding idea and branding are good for the short term. Unfortunatly the beer is too quirky to stand the test of time and the pubs similar in my opinion.

Of course people have made £££££ out of it, as was the case with many a short term phonomenon. Not a pool I would like to swim in.

Truckosaurus

11,243 posts

284 months

Friday 9th January 2015
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Hedgesnottwigs said:
... Unfortunatly the beer is too quirky to stand the test of time and the pubs similar in my opinion....
They are still tiny (a fraction of a percent of the UK market) so there is plenty of space in the premium beer market for them and other small brewers. They've just done a deal to sell their lager in every Wetherspoons so that should be a big increase in volume, and a mainstream enough drink for anyone except for those that only drink whatever is cheapest or want no flavour at all (admittedly that's a large chunk of the volume market)

As for the pubs, I'd agree they will not find a market in every town in the country, but should be able to survive in most of the big cities if they evolve over time and remain interesting places to drink.