SPOTLIGHT ON… THE VALUE OF MOUTON ROTHSCHILD & LAFITE ROTHSCHILD

11-May-2017


SPOTLIGHT ON… THE VALUE OF MOUTON ROTHSCHILD & LAFITE ROTHSCHILD

THE APPELLATION AND CLASSIFICATION OF MOUTON ROTHSCHILD & LAFITE ROTHSCHILD

1er Grand Cru Classé, Pauillac, Bordeaux

THE COMPOSITION OF MOUTON ROTHSCHILD & LAFITE ROTHSCHILD

Primarily Cabernet Sauvignon, plus Merlot and a dollop of Cabernet Franc & Petit Verdot.

COMPARISON & OUTLOOK: MOUTON ROTHSCHILD & LAFITE ROTHSCHILD VALUE

Looking at vintages from 2000-2015, the average value of LAFITE ROTHSCHILD is £6,502 per dozen. This doesn’t paint the whole picture, with Lafite value ranging from £6,000 (in the weak 2002 vintage) to £13,900 (in the exceptional 2000 vintage) between 2000-2010. Looking at all post-2010 vintages, the value of Lafite fails to surpass £4,719 (in the excellent 2015 vintage), suggesting attractive upside potential for those acquiring younger vintages.

The once-sizeable gap between the value of Mouton Rothschild and the value of Lafite Rothschild has been closing over recent vintages, however – correctly or not – Lafite still commands a premium. Trade of the pre-2010, higher value vintages of Lafite Rothschild remains strong, suggesting the trade and consumer accept the value is correct, painting a bright picture for upside of the lower value vintages succeeding 2010.

In regards to MOUTON ROTHSCHILD value, the average 2000-2015 value is £4,910 per dozen. Between 2000 and 2015, the spread in Mouton Rothschild value ranges from £3,790 (2007) to £14,527 (2000). Again, there remains suggested value offerings between 2011-15. For example, the noteworthy 2014 vintage is valued at £3,538, suggesting low volatility when compared to the considerably weaker and higher-value 2007, valued at £3,790. Plus, high upside potential to reach the levels of its comparatively scored and received peers (see comparison below). Once again, all vintages 2010 onwards appear to be worthwhile to highly attractive, low volatility investment opportunities.

VINTAGE COMPARISON CASE STUDY: MOUTON ROTHSCHILD & LAFITE ROTHSCHILD VALUE

LAFITE ROTHSCHILD

Vintages: 2014 v 2006
The Average Critic Score*: 96.5 v 95.5
The Current Value: £4,448 v £6,350
Term: 8 years
Suggested minimum upside potential for the 2014: +42.76%   / £1,902

 

MOUTON ROTHSCHILD

Vintages: 2014 v 2008
The Average Critic Score*: 95.5 v 95.5
The Current Value: £3,538 v £4,300
Term: 6 years
Suggested minimum upside potential for the 2014: +21.54% / £762

* The Wine Advocate & James Suckling

For opportunities investing in, or purchasing either of these wines, please get in touch at info@cruwinesinvestment.com

Due to expected elevated prices for the 2016 vintages, despite the exceptional success of the vintage, we would recommend hedging your capital on 2011-2015 now, whilst relative value stock remains.

HOW MUCH IS MY WINE WORTH?

Would you like to know your Lafite Rothschild value, or your Mouton Rothschild value, or have a free valuation of your wine collection? We are happy to offer no-obligation wine valuations.