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    ErwinRichard ArcilaQuiroz
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    8 views21 pages

    Braeburn Whisky Cask Market Report 2021 EOY

    Uploaded by

    ErwinRichard ArcilaQuiroz

    Copyright:

    © All Rights Reserved
    Download as PDF or read online from Scribd
    Flag for inappropriate content
    of 21
    POPS ENa10) a0 WHISKY CASK MARKET REPORT RU Ry Whisky Casks in a Global Market (eee Peel eon TABLE OF CONTENTS x00 State ofthe Market 0 Index Bucks the Tend ‘As we move ouards a poet pandemicreaty, with ring ination and markt ‘aos now domating the conversation, investors ae faces with some Important croices about Now to protct an ow ther wealth over he coming Yee. Therefore having he ight information in hand mre important than te before ‘Tats why, at Braeburn Whisky, we put so much emphasis on proving rel ata to help eur investors make ter Sesions. Our annua Whisy Cask ‘Market Reports perags the mast imoortant example ofthat With te cent ‘tuaton in global markets andthe ing interest in tangle assets, th report 'Sow more vauable than ever ab tool tg hep investors evaluate he markt, assess tel poatons and tke ation. Furthermore tis, the fourth ection ofthe repo, provides an even ore complete oveniow ofthe sat ofthe whisky cask iestment market hanks {othe ever growing variety of eas and cites that fete nt As eles Increase, the amount of data also increases, giving investors an even richer nafs on whic to base ter decison. At Braeburn Wish, data jst he ofthe oo we oer to help to guide our cents on thr wesky cask vestment journey. Nia Brown (Chief Execute Officer ‘Braeburn Whisky occa Ag Pon See eared es See drs icine tac aa tee hy ee Co ony eet eee hiner tee CEs Peerneri cer) ce erred Pere eR een eerie! ee ore erty Dee ee ts Cee ke een te ey pest eezcs ‘Bunnahabhain has moved up one place to now aks te op peers es eer ere das freee cone marmot ieee Cone ea neeet ‘The greatest appreciation in relative value of wesky asks pernere eer rea ar ee eee er) Dore eno eater cce Cee ema erect) perborate end ed ee eke Pee nee ed de eee as ee i er er eet re ee eres rise ari ‘STATE OF THE MARKET NAVIGATING INFLATIONARY HEADWINDS ‘As economies started to rebound from the pandemic the besining of 202, fears of ing infiaten and decelerating grouth ‘oud the autiook as we moved towards anew year. The long ‘wate stock market covrection maybe ist ite nave ear anything fom th ast ‘3 we move rom erst The impact of uncertainty on whisky cask /estment has been evident for a while, but now seems clearer than ever before as seen in the data reflected in the 2021 Whisky Cask Market Report. sash into the market, while Supply 15 a5 wel as higher energy and matt whisky progucton an led ‘niicant pies ination parteuay for sng mal. ‘STATE OF THE MARKET CConseauerty, whisky casks continue o perform above average gaint nearly a other investments. However the dave of bargain {eke and quck returns now seem t Bein the past Chen the ova stat ofthe economy the robust performance of whist casts hae demonstrated the berate of ivertiyngportotes towards srong, tangle asses furbuleteconomie times As ifatonary arestures continue tobe, investors wil continue to Took for new haves for thee woah AS a reaut, ivestg nt secure, tangible assets, uch a cash of Scots whisky, ould become fren more atvactive over the coming months. With more istbity fn he horizon is expected tat an increasing numberof rvestors \ilinlude whisky casks as par ofa broader rveriicaton strategy EXECUTIVE SUMMARY PURPOSE OF THE REPORT ‘Since the rlease ofthe fret Whisky Cask Markt Overvow in 2020, the whisky cask investant market has expandes conser (Cask of uhisky are rowan nreasnay popular open for pate and corporate investors inmost regions ofthe wor. The Wish (Cask Market Repor ses data comped by arts rom Brecburn ‘Wis ana rare whisky specials Cask 88, using a daa modeling loch, which provides lvestor anc enthusiasts wth mets (fer an unrecederted perspective onthe ndusty. “The data moceting algrthm leverages sales data rom the pasts yous to develop capi growth projection or whisky casks tom acrss aferent gions, dstletes, ages and cask ypes. The data ‘overs global mast: action ale, vlch make up te vast ‘marty of cask sales, nave occured repens across the globe, ‘tom Asia and Austral, to the US and Europe: le terest in ‘nine ena suction hasbeen lrgely om Europe and the US) ‘Though the dat isnot exhaustive, Srasbu Whisky sa the ‘oretront of burgeoning market, encompassing bath wadonl Sls and ited numbers of aucton sds, and evaluation of oe Gata prsertsacros-cection ofthe market asa whale, “Tr report provides aslacton of metrics derived rom his algoctn in aero presen snapshot ofthe perfomance of ‘he whisky cask industry, EXECUTIVE SUMMARY ANALYSING THE WHISKY CASK MARKET le mary ilar eit between whisky ask and oer which met ungue. Te gests challenge fang i The value of whisky casks are not driven by economics alone, but by maturation os well. continues to mature while contained Sk pureed ‘day wit ettectwey become a erent (and more desirable) product wth each year that ps ate of the e nomy, ity lance of whisky casks has BSc Ren en i THE BC20 INDEX BUCKS THE TREND Tre 8C20 san index derived rom a aubse ofa observed cask data whieh otats the projected vais of representative ‘arple of vont ess rom sisote eile and catogores ‘The chosen dts representa wide geographic spreag and varying levels of eminence, ranging fom quite nine to very famous. Most important, song tating volume scross ‘he dtleres provide suciert dota posto doveop accurate projections This tol to gan api neg into the over health ofthe cask markt, ‘The BC20 Index existed is biggest growth yt he end of 2021, outpetoeming the general tajectory ofthe dx over the tact coupe of yaar This wae mos sky Gos te cas win ‘he 8C20 cesuing into more premium cetegores afr ree Yours of futher maturation. The BC20 Index exhibited its biggest growth in 2021, outperforming the general trajectory of the index over the last couple of years. ASSET COMPARISON THE YEAR OF HARD ASSETS Inthe curentinfaionary envionment 2027 was very much "he Yar of Hard Asset. The heathy perfomance Othe 8620 Index may be duet 3 more versed approach to portooe post cove, andthe entry ito te whisky cask investrart market of wider rage of investor proties. ‘Aor emaning remarkably stable over the lst our epors ‘wih Pactuations of around haa percentage pis, the BO20 Indox Ras now shown a sgnfcart ump of 1436 2021 ‘This epresents an increase in projected annuased grow (11794 for investor in he 8020 index Over 202%. ‘This the largest yearly grout since this report began collecting data n 2020 anc cleayreets the apis In ‘avareness of whisky casks s a sate raven for ewestrs ‘ezbulent times Ihremalss to be seen whether the Average Annus! Capital {Growth Pate oF ne BC20 index wil conte to show he ‘igricant gains of Of & 02 202, Fal eck ts more ‘vaitional steadier growth rate Given that uncertain the ‘lal economy s set to conte and ifiionary presses ‘ze ot preccte to stabilise soon wo expect this werdio, ‘continue over the coming months. WHISKY CASKS CONTINUE TO OUTPERFORM THE MARKET “Tis raph shows the projected value of a portofo over ime, assuming anni 10,000 sextet was tage iy 201, ‘Ove this four year period, he 8620 index has continued to Show the most consistent growin among al the asaet lasses, ‘demonstrating te remarkable stabry of te whisky cask ‘market ands abity fo withtand outs econame shocks, 12021, a8 he marke entered an inatinary perio, why casks Outperormod Wadona investments, 38 wel 38 Or tannible assets, According tothe flues inthe report a £100,000 investment sly 2078. in December 2021 would have Been worn 184,797 ‘orcas whisky, or £150,282 for gold. An ivetment nthe bast Derorming stock nde, the SP500, woud have Been worth r68268 WHISKY CASKS HOLD STEADY DESPITE INSTABILITY “This raph shows the Average Projected Capt Growth Fate of mare tan 2000 casks acre over 0 lares ‘roughout Seat ‘The four perods of ebsewation, total of24 months, now provide a wider perspectve of the Ristocal stably of me ‘nicky Cask investment market. Tis so doubt cu tothe ‘ature ofthe vestment fas which teal gins vale athe ‘arisy matures in the cask, lagoly unafeced by the station ‘atsidein the global economy “Te wider whisky market cominyed the same steady sacent hat has been observed thoughout the past 3 years while the BC20 Sawa conlcerabia beskout om the boar whisky Case ‘market. Whe the overall whisky cask market observed average Project grown of 13.12%, the AC2Odalvere 14-96%, The formance ofthe 8020 demonsvates the pact hat selctng {height combination of cask can have on overall rus. ‘Te outpacing of he 8620 index versus the broader mkt Is ely aremut ofthe elected basket o 20 casks crossing to ‘mote premium clasfostons which command higher rcs ports. Per tittoer- TOP 20 DISTILLERIES IN 2021 ‘seem Stow Stow BUNNAHABHAIN LEADS 25% OTR THE CHARGE Uimacue””wosk” wna” ama somne'v “Te 2021 Whisky Cas Mart Roprt was able a calet ata tom over 80 lores represonting mor than 65% oes Mack a of Scotands atten spread out across ot way making regions. This increase n data pons ofes a wider perspective swosia SIN 6s TER Sh some (ofthe overal neath ofthe mare and pont fo some Sore Seo ae oon AAMT STO ECS erestng factors that impact the ces of whisky casks cross deren oatilores ‘Torofect th wider spread of data avaiable, The 2021 Whisky cna 1889% 19408 207% sho (Cask Maret Report now incorporates a ager tle league ononoms te AS he table compared ote pevovs report, now comping the 20-10 performing dstileres. Ts report has also decided to mvowoncr 2% 955k ‘120k ah ume A ‘iinate the raglenleapoe abe ae, meas), he value of a = ae ‘ats casks arent elses to ter regona provenance, but ots Soy to the reputation and quality of the dsr of ain ‘Tere ae few surprises in the dat, with most of the topper tomor Wisk Se 7B mn ‘orming disiteries tom hens report estring aga The table ‘Sledby Bunnahachan, which has petorned sonly over he som MSS Sa Wess ah sown last two years and has now taken top spot from its pested cousin mmo etOIN sh oe ‘Staosha, which eopped down to tth pace. Highland Park has Derormed wel, st mising aut onthe top spot whe the ever rou 8 8 Tth DoplarLaptrosig occupies the tind pace on holst. The ony are ‘ew entry nt the top fe the Speyside tilry Moric, ‘ahicn na shown the goes ump of any oF e top pefoming aumou et 2k hn stiles in 2021 samen St 10K The (Overal ther has been ite change inthe dary rankings, aaislainae EEE SPEEEEES EEE TaV EET sor eco ‘atin demonstrates the good intemal stabi of he way ask marke. However, a ices rise across the board ‘erica for younger casks, we may see more movement (ver the coming months This is the largest yearly ri ee Oi since this report began c i Pia Te uC Tac Kelsi ag of whisky casks as a safe Uo hi eM ne et oe bili Brot CLs WHISKY CASKS WORLDWIDE "he Wty Can re Fag 2021 etn 3 rw Speer eeernecieebet are peice eet arennerreas bic astetierentitne arian Beer recon erry eee Ce ae Sere eroaneyy tern eciteg Jeeta ih re sare of 0%. 6 poner nec peel erence eama eet Fee iN reece TL Meee Loreen eeenonctenrineeninens NEW MAKE CONTINUES TO SHINE Tis table shows the average projected annual capital growth four foreach age range of case, aking an average ofthe projected reas in value fr al eas rom te degra Sgerange acess al dtleres. Younger casks ote greater percentage retuns for those with the patience fo wat as wel as more aforcabe nal rvestment, ‘cording tothe cata reflected inthe inet four raprt, on Sverage one ean expect areca lc cask to erence 9 “alueby 33% po yar or het thee years os sfetne. (Cask choles stan exor age wl require a greater ital uy 5 ey are akeady n ther pee, ut every year ae prlected to eld asigifcan tum In pure monetary terms. Daman Tor ‘ier cae a kept high byt rarty afte that rng wih every passing you, as ei stock gets Bote. ‘The wend towards investment in younger and New Make casks lcentiog 2020 has interes 202. The loner price points fd sled groan pote o these ceake make tam eapecialy stvactive to lvestors who ae recently ertring the markt anc looking fo very the portolos. CONCLUSIONS & PREDICTIONS FOR 2022 HISTORICAL STABILITY IN UNCERTAIN TIMES the fourth Whisky ete over ofthe Inthe ito provide a mare nance porspctve of he mara Soa! does heading over the next ew ‘Theft, and most tng, fou reves inthis report the Janie ige nthe 8020 Inder. an 42021 reversed the 3 ofthe year (elected nthe prevou rts moat slgicart ie se he has haa kar never hat perhaps more surpsing the whi ‘marke contning abit to outperform other traction ke od A MATURING MARKET ‘So hereto next? According to The Whisky Exchange! one ofthe werd largest retvers, prices fr oder single mal eau tripe over ‘he nex five years, which could mean aG100 bottle costing £300 ‘Tea ba pics ncroses in bottles of sae mat, due to supo'y chain 890 and lore prodicton during the pandemic, wil Inevitably feed trough to whisky casks, hing curent Investors a ‘vary postive outok for ther oldngs Mean, investor leaking ‘te ener the markt forthe frst time may need to shop around more, ‘naive the svalabe dats and search out les famous dsileies ‘sth potenti to become grime investments over ne ‘Te breakout peconmance of he BC20 index compared to the average anual ejected growth across all casks, alongside the Surping fluctuations seen nthe he values of cas some Cisilris, underines the importance of investing wisely wih the hob of data-based markt analysis and expert save ‘This sign of the market maturing, 2s whisky cask investment expands and takes ts place alongede more "radtiana? investment ‘ences, catching the eye a those who re ooking to a stably {ha steady grown to ther portals, respective of he next Surpice thatthe economy decides to thaw at us Bee redo east aint DISCLAIMER ‘These materials have been prepared solely for informational ‘purposes, and do not constitute an offer to buy or sel era solicitation of an offer to buy or sel any securty, product, ‘service or investment ‘The opinions expressed in these materials do not constitute Investment advice and independent advice should be sought were appropriate Past performance does nat guarantee future performance. Figures in this repart should net be construed as guaranteed returns or that whisky casks wll continue to increase in value in the future. There ae significant risks associated with purchasing ‘any asset or investment, and a financial advisor should be ‘consulted before making any purchase decision ‘The information provided in these materia on any other communication is not intended for dstibution t,o use by. “any person or ently inary jurisclton or country where such

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