So youâve probably never heard of Nichols, but you likely will have heard of their flagship product if you live in the UK: Vimto.
A century old brand, Vimto is something of a national treasure in my opinion. Known for itâs unique blend of spices, herbs and fruits. Nichols also have Sunkist (UK) and Levi Roots beverages in their portfolio, but who cares?
Quite a Nick Train-esque stock (not that i rate him), and AIM listed so no stamp duty bros (or whatever your pronoun is).
Not going to go Buffet on you (my final form), but quickly: The company has a clean balance sheet, experienced executive team, and pays a healthy(ish) dividend. However, one could argue it is trending above fair value at time of writing, and has experienced a curious recent insider sell off. Furthermore, Market trends show a shift to premium soft drinks â a niche they have yet to capture.
You can tell I grew up on this drink, so please forgive the bias. If youâre a Ribena type, I donât want to know you. Remember not an investment recommendation or advice, just banter. All opinions my own. Might have been slightly drunk when I wrote this post.
I do want this stock on the app though, so please vote. Vimto for PM.