I was expecting a bit more to be honest, not so much massive expansion OS etc (give them time to imbed Paris Creek) BUT, would have liked to hear more about how they are going to get biodynamic organic out there from a social media and marketing perspective (which was mentioned by Laura) and, would have liked to have heard more about/from the new GM of Sales (Bethaney George) who has recently come on board to expand the eastern seaboard presence (with Woolworths/Coles etc)...where has she come from/what is her background etc. I felt it was more reading the presentation slides than providing any new insight.
I can't believe that there was only one question from 'on the line', I would have loved to have unmuted and asked a few questions but was driving between client meetings so only had the call on in the background.
In saying all that, I am happy for a slow burn and happy that they want their brand going east (Brib, Syd, Melb) before going north (Asia).
If it drops below my in price, I will be buying more.
LON Price at posting:
3.8¢ Sentiment: Hold Disclosure: Held
