Ann: Australian Market Update, page-118

Peff

I am interested in how you come to your numbers ?

At 70 cents YOW would have a market cap of 150 million.

Now investors would expect a return of x% . Lets lowball it and say 5% &. 7.5 million in profit ?


Even looking forward and lets say USA grows selling similar number plus 20 % - there simply isn't enough stock manufactured to pull thoise sort of numbers IMO .
Yes a speculative run can push it anywhere and people can look further forward as it is a in theory growing small capo but it really needs confirmation that its strategy is starting to get returns.

What do you think margin on Aussie yowies is?

On the other side you have YOW having to spend more to launch and do initial stocking orders, get books sorted, bit more $ into cartoons, films and since previous strategy hasn't worked much they need social media and also other probably real world physical promotion either direct or via distributors. Wages expense isn't going down and lets just hope trish doesn't walk and take a big payout.

Lots of positives but they really need to start hitting targets and timeframes as looks like market even down to mums and dads is sick of em with possible june tax loss selling going to happen as well. .