"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).
CHO Price at posting:
0.0¢ Sentiment: Buy Disclosure: Held