achtung . serious money talk . beware , page-10

"A cosy duopoly purchased on the cheap, in my opinion. System, logistics and networks already there. Add in the WES management and discipline and the business will do well."



Cosy duopoly - yes!
on the cheap - yes!

But not sure about the system, logistics and network, I gather Woolies if far ahead with all that. So they need to improve. (wal-mart and Wesco are supposed to be leaders and Aldi have very low cost structure).