Deenar Toraskar

[Deenar Toraskar @DeenarToraskar]

Sunset @ Benaulim beach

[Deenar Toraskar @DeenarToraskar]

Indian IPO and QIP fever in Vietnam. Came across an incense stick offering to a Chinese temple from Sharan Bansal of Skipper Ltd. asking for blessings for a successful QIP and high quality investors. 😀

[Deenar Toraskar @DeenarToraskar]

#dogsatpollingstations

[Deenar Toraskar @DeenarToraskar]

@DrAnimeshSingh @iancowie @annabelbrodies @K_S_Caldwell FT was hit by a perfect storm. Peak gin, glass prices, cost of living crisis, transatlantic freight rates, etc. But it is morphing from a niche UK (tonic) brand to a global premium consumer blue-chip in the making, but there is quite a way to go.

[Deenar Toraskar @DeenarToraskar]

@shiftingshares @InsiderIdeas @bruce_packard FT still has around 45% of the tonic market in the UK, not much down from peak. BTW Coke has discontinued its premium mixer range https://t.co/gXbEEUr0W5.

[Deenar Toraskar @DeenarToraskar]

Daffodils at Greenwich park @theroyalparks #greenwichpark #daffodils #greenwich

[Deenar Toraskar @DeenarToraskar]

@Iamsamirarora They are also trying to add Pablo Escobar's hippos to their collection https://t.co/DKEjJErboW

[Deenar Toraskar @DeenarToraskar]

Post parkrun tipple, The perfect paring, Hendricks with Fever Tree Elderflower tonic

[Deenar Toraskar @DeenarToraskar]

@Citizen004 @RSHofer You will find that they are called FeverTree as their bark contains Quinine which was the only effective cure against malaria in those days https://t.co/cFp3k2DSlM

[Deenar Toraskar @DeenarToraskar]

@vsihv @NyamenSedap agree it is pricey and will need patience, but i wouldn't class multiples as insane

[Deenar Toraskar @DeenarToraskar]

@vsihv @NyamenSedap FT is now #1 Ginger Beer in USA & Canada and #1 Tonic in USA (all by $ value!!)

and check out https://t.co/iLHIDpDYQk and https://t.co/wnYZk5erF3

[Deenar Toraskar @DeenarToraskar]

@NyamenSedap @vsihv Pricey, but I would argue downside is limited. Upside is dependent on US execution. Once converted customers stay with FT. They have nearly a 50% of share in UK which hasn't budged and the category premium mixers with finest natural ingredients ethically sourced keeps on growing

[Deenar Toraskar @DeenarToraskar]

@NyamenSedap @vsihv

[Deenar Toraskar @DeenarToraskar]

@vsihv @NyamenSedap Rather if US goes the same way as UK (10 years ago) when FT single handedly created the premium mixer category, there is a long runway ahead

[Deenar Toraskar @DeenarToraskar]

@NyamenSedap @vsihv or earnings to go up. Everything that could go wrong for FT went wrong last year, glass prices, freight rates, one off production issue, change in Aussie distribution, etc. In my view all these are one off.

[Deenar Toraskar @DeenarToraskar]

@shome_rajarshi How do you decide a fair price to pay for such growth?

[Julien Truffaut @JulienTruffaut]

If you are in London on 18th of October, come to the LSUG meetup! I will talk about resource or how to execute finalisation logic.

[Deenar Toraskar @DeenarToraskar]

Tower Bridge stuck open @TowerBridge @CityBridgeFndn
.

[Deenar Toraskar @DeenarToraskar]

@shome_rajarshi surely the price/multiples dictate whether it is a good investment or just a good company

[Deenar Toraskar @DeenarToraskar]

@anishmoonka @Chins1729 so it is your buying that made it move 10% + in a day :-)