MGPI

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$MGPI chatter on StockTwits

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  Brad Miller@bwmiller79Jun 17

  $MGPI -- https://www.breakingbourbon.com/bourbon-whiskey-press-releases/coors-whiskey-co-unveils-limited-release-eight-year-old-blended-american-malt-whiskey-showcasing-nearly-150-years-of-malting-expertise That is interesting to me. Coors Whiskey Co. is releasing a bottle with the Coors name on it. Their Barmen and Five Trails labels don't have that kind of market appeal. A bottle with the Coors name on it would seize a market opportunity and if they are indeed going that route, well, there must be a market opportunity.

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  Brad Miller@bwmiller79Jun 16

  $MGPI looks like it's getting ready to break $16.00 a share. There is a video of a blind taste test on YouTube by a man who looks like he knows a thing or two about the liquor despite the channel being named "Scotch for Dummies" -- the vote pits Penelope against Blanton's, Elijah Craig and Buffalo Trace and Penelope finished in second place. To be included amongst three of the most popular bourbons on the shelf is a success in its own right but to get the nod over Buffalo Trace and Elijah Craig (Blanton's won) says quite a bit about $MGPI and the quality of their liquor. Penelope is very well positioned to compete, it may be the most feminine moniker on a bottle and that could corner a niche in a way. It's a nice label and good liquor. I imagine things will really heat up in the stock when the contingencies on the Luxco acquisition are settled up and if memory serves me correctly that is Q2 of '26. The company could post strong earnings in Q3 and Q4 and could make a run in '27.

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  WonderfulNewz@WonderfulnewzJun 12

  $MGPI they have to pay the Penelope earn out and roll over their debt. All in all about $300 million in debt needs to be paid. Company says net will be 3.5 times ebitda at year end. I suspect the pull it off and manage through. Their brown goods biz probably bottoms out in q2 or q3 as they push for intl sales (which is brown Forman is finding success). The branded portfolio probably also stabilizes in the next few quarts are they are doing some better marketing around their non Penelope brands. While not “off to the races” I suspect that at 6-7 times ebitda they will find interested investors once the above happens. Also$16 a share gives you a market cap of the balance sheet value of the “put away” whiskey. So the aged inventory pays for the market cap and the debt accounts for the operating business. Compelling in my book.

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  Edward Dickenson@Edmoon21BullishJun 5

  $MGPI i just think they got to put this to a sale- sell the DAMN company! im sure theres a buyer out there

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  Edward Dickenson@Edmoon21BullishJun 5

  $MGPI jeez, death spiral- trading at a 10x multiple to projected adj eps. balance sheet is still strong, they need to sell barrels or brands- ingredients needs to shine with gross margin improvement over the next quarters. i hope the BOD is surely looking at increasing shareholder value….. we need an activist or greenmailer to get in and force managements hand the mkt cap is laughable- assets are worth more

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  Sig.Corleone@Ares77manoeMay 20

  $MGPI disgusting

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  Brad Miller@bwmiller79May 8

  $MGPI I read the company is taking their Kentucky disilleries offline due to oversupply of brown spirits on the global market. A 750ml bottle of Dewers is still $19.99 at Binny's - I believe Dewer's is still distilled in Scotland. A 750ml of Jack Daniels Old No. 7 is selling for $22.99 and its distilled 200 miles away. Brown Forman hasn't cut the price on the JD. They did drop the price some on the Evan Williams single barrel because Costco is blowing it out the door at $25.00 for a 750ml bottle. Heaven Hill will be tapped out of Evan Williams single barrel bourbon if they drop the price to $15. It would sell out nationwide and their would be a panic. If JD went on sale for $10 a 750ml, the market would wipe it out so quickly you wiuldnt believe how damn fast that stuff would evaporate. So I dont get this oversupply nonsense. Its a bunch of malarky.

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  Brad Miller@bwmiller79May 7

  I didn't get any scalping in today and am disappointed with the $MGPI trade. I had really expected that stock to pop yesterday. Feeling down about it but that is the way it goes. Im feeling disconnected in someway so flat in the TA/FA account and back to the scalping and research tomorrow. I find scalping to be a good way to reconnect to the market. It's like connecting to Wifi. Obtaining IP Address... Connected to Device. Can't Provide Internet. Connected. Looking for my next trade. I am thinking about shorting the blooming onions after $BLMN posted a 45% gain over the past two sessions. I was looking for a good spot prior to that move. Hot steaks and overpriced cocktails aren't as red hot as AI and semiconductors. There could be a good fade in play. I'll have to do some research on it tonight.

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  Brad Miller@bwmiller79May 7

  $MGPI closed my position at 19.04, I liked the possibility of a nice move on the back of Tuesday's strength, didn't get it, lost 5% -- a heck of a curveball. I like the stock but its not worth risking another ten percent on this trade. I really like the company but getting setback 20% will crush my opportunity. Strength at $17.50 a share, not so much at $20.00

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  Quinn Millegan | Contrarian@MilleganBullishMay 6

  $MGPI looked ugly after earnings, but the headline loss was largely non-cash. Management reaffirmed 2026 EBITDA + FCF guidance, tangible book value keeps rising, and the stock trades near book value. The spirits hangover may be creating a value setup. Full review: www.woodworth.fund/news/mgpi-distilled-down-to-value #ValueInvesting #Stocks

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  Brad Miller@bwmiller79May 5

  what a day, $INTC on a ripper, I missed the entire move. I woke up late and the market had already shot up. I worked on my baseball blog most of the morning, I like the Guards (-120) tonight. Closed my position in $CMG - stock posted up at 32.00 and I didnt like the price action. I'm happy with a 9% gain on the trade and will look for another spot. I am looking for a short trade in $BLMN - Outback Steakhouse and their greasy onion rings could be closing up locations. Flemings Steakhouse, Bonefish Grill, neither are irreplaceable, both are likely garlic toast. If Applebee's is on the ropes, so is Outback Steakhouse. I went long $MGPI, all-in, I didnt get a great fill at 20.20, market was moving away from my bid and I decided to buy the offer. I'll take it into the end of the week and see how it goes. There has been some strength in the stock after the selloff last week. Up 5% today, I'm looking for another 10% gain on my trade.

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  Brad Miller@bwmiller79May 4

  @Lowkeyoptions @freedomtrader6 $MGPI is the company that stands to gain here. The companies food ingredients business manufactures textured plant-based proteins out of wheat and peas. $BYND wouldnt necessarily be the manufacturer that stands to gain, but $MGPI definitely does as the processor of the commodities and the manufacturer of the basic ingredients. https://www.mgpingredients.com/food-ingredients/products/ingredient/texturized-protein

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  Penke Investing@PenkeInvestingMay 4

  Fundamental analysis of $MGPI (MGP INGREDIENTS INC) based on financial data and reported results. #MGPI

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  Edward Dickenson@Edmoon21BullishMay 1

  $MGPI bottom is in, all bad news is out. only up from here. keep an eye out for ingredients, strong growth at 29% YoY. The segment brings in more revenue than distilling. however gross margin is too low ar 11%, street wants to see 18%. per julie they think they can get there. i think they meet the eps midpoint of 1.65 and revs of 490mm for 2026. at a 15x multiple, thats 25 bucks, just where we were prior to q4 call. its a great buy at these levels, the assets are undervalued i continue to hold my theory that they are a) being acquired or b) will go private or c) divest segments. lets see what happens, i think with the wrld cup, deal with canada on tariffs just like we did with the UK should bring life to the booze industry!

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  Brad Miller@bwmiller79Apr 30

  $MGPI Stock sells off 5% into the earnings call, nearly another 10% after the call and rallies all the way back before I can get my trade in. I was waiting for the stock to settle in, I was going to get long again, and missed the trade entirely. The move off Wednesday's low in some way confirms my opinion that the stock is a good value at $17.50, I still like the stock at $20 a share and expect it to move higher but missing that 15% move stings my ass and I'm once again waiting on the sidelines for a good trade.

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