CHO 0.00% $4.80 choiseul investments limited

"A cosy duopoly purchased on the cheap, in my opinion. System,...

  1. 1,631 Posts.
    lightbulb Created with Sketch. 6
    "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).
 
watchlist Created with Sketch. Add CHO (ASX) to my watchlist

Currently unlisted public company.

arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.