Guess the sponsored beer
Hendo writes answer on the back of a piece of paper
- Health – 1 point
- Beer rep from Bris – .75 points
- Hendo’s lifestyle – .5 points
- Passenger seat – .25 points
Spotify wrapped
Spotify Wrapped summary
Docket
- Good Drinks financials – ““For example, the Gage Roads range is positioned at the lower end of the higher value beer segment. As discretionary spending tightens, we are seeing people trade down from higher priced craft participants into Single Fin, Sidetrack and Hazy As, driving the growth of the Gage Roads range,” said Hoedemaker.” and this ““At current prices we feel our equity capital is precious, we don’t feel the need to acquire brands to achieve our growth ambitions and all of our current capital projects are fully funded by our existing debt facilities and operating cash flows. We will continue to prioritise the growth in volumes and market share of our total portfolio,” he said.” Dan’s notes history – focusing more on own brands going back 5+ years, big investment in hospo 3-4 years ago, pulling out of acquisitions in 2022. 2023 lower end of craft, focus on venues, no acquisitions, low cost offering. Used to have the same market cap as Mighty Craft. Market cap now $70m for Good Drinks, $4m for Mighty Craft. Good Drinks are running the Brewpub model at scale – https://theshout.com.au/good-drinks-australia-well-positioned-for-growth/ Full Update PDF here https://cdn-api.markitdigital.com/apiman-gateway/ASX/asx-research/1.0/file/2924-02744183-6A1182288?access_token=83ff96335c2d45a094df02a206a39ff4
- What to do when a Storm is Brewing article – https://www.gormansmith.com/blogs/news/hold-fast-what-to-do-when-a-storm-s-brewing
- 2024 Beverage trends – https://theshout.com.au/beverage-trend-predictions-for-2024/
- Mighty Craft appoint Grant’s pecker to the board – https://theshout.com.au/mighty-craft-appoints-grant-peck-as-non-executive-chair/ – this is his last company didn’t have enough time to deep dive https://www.miragenews.com/asic-sues-mcphersons-and-its-former-ceo-912104/
- 2023 Beer and Brewer Awards – https://www.beerandbrewer.com/2023-beer-brewer-awards-winners/
- Burleigh Brewing rebrand – https://www.beerandbrewer.com/burleigh-brewing-reposition-their-brand/
- Brewing apprenticeship with CIP and Bentspoke – https://brewsnews.com.au/cit-and-bentspoke-to-release-brewing-apprenticeship/
Hendo Reacts
- HR1 – https://www.instagram.com/reel/Cznc4q8t_aM/?igshid=NTYzOWQzNmJjMA==
- HR2 – https://vt.tiktok.com/ZSNHtxGNR/
- HR3 – https://www.facebook.com/groups/bossandthebrewer/posts/1116774286372951/
- HR4 – https://www.instagram.com/reel/CzucjjtRNYV/?igshid=MzRlODBiNWFlZA==
- HR5 – https://www.facebook.com/groups/621725869211131?multi_permalinks=1116774286372951&hoisted_section_header_type=recently_seen
- HR6 – https://www.instagram.com/p/CzWPS2hK9zn/?igshid=MzRlODBiNWFlZA==
12 questions
https://www.facebook.com/groups/bossandthebrewer/posts/1116966959687017/