I’m a happy repeat investor in BD, the liquidity is frustrating, but I’m not intending to sell anyway. Their attempts to sort out their own platform seem to have stalled, but I am still surprised to see them on Crowdcube now, especially given the target was £15m and that was met, I’m not sure why now they’re listing there for another couple of mil, I can only think it’s for additional exposure.
I still think they have a way to go, the US expansion could be massive, especially given their relationship with the big boys like Stone. They still hold exclusive rights with some foreign brewers, which is really important in the current craft boom, and gives them an edge over competitors. I’m disappointed that they turned their focus to the US, and they certainly have sold out with their increased focus on lagers, but hey, from an investor standpoint they’ve been flying regardless. Can’t say I’m looking forward to spending time in the new Canary Wharf bar, even though I inevitably will. 