Reposted as it was moderated for containing a profanity that is now removed.
Jake
"WHY are some posters directing s/h back to issues/bonuses of WL, when he has left the company?" It goes to cashflow and dilution and when you see in a friendly broker report that a key reason for pushing profitability out a couple of years is remuneration then you know the company has had management and remuneration issues that IMO didn't align with shareholders interests as closely as you would want.
Worse than this is that in general American management have a long history in small companies of rewarding themselves and using options, bonuses and exit packaging so it needs to be accounted for. Would it have been cheaper to keep W in house?
The other factor that I wouldn't have though I would have to spell out is the overhang W having all those share does if he wants to exit etc etc. What happens when he shops those around or is he still a believer? Amazing he did the interview 8 weeks before he left the company with Nelson Aspen rather than Bert or Covey being in it to showing transition? Conclusion of one of several court case possibly coming and W leaves?
Misdirection? Hell are you serious that you only want to see positive stuff and you if you ever researched something and found a perceived negative you wouldn't put it up for discussion for fear that HC influences the world. Well here is a newsflash for you - IMO HC in a a stock like YOW influences stuff all except to con Mum and dads into reading fluff and investing without proper research and understanding simple fundamental valuations and holds them locked into investments riding them down with the confirmation bias and all the non reality of happy talk that is is all manipulation and it will all be good in the morning. The more fully informed and balanced discussion is the more stable the price will be IMO as long as YOW actually meet even a revised lower and lower forecast.
All the Canada and Aussie stuff has a long lead time so we are unsure of W involvement. Other Satff W employed have packages.
Prior bonus- well it shows how management chose to reward themselves and shows the remuneration committee and shareholders who allowed it to proceed with IMO such low hurdles and crippling affect and confidence killer. YOW is very lucky it has cash in the tank for this and legals.
Talking it down. - Oh dear - if you mean discussing and putting up a opinion without emotion and appreciating the content of other posters even if I don't agree - well
Position statement - held-. In my case it is a fact. The whole held and opinion is a joke as I have said earlier and everyone would be better off ignoring it and just taking each post for the information it provides . It is impossible to know if a shareholder has 1 share or millions and what % of portfolio it makes up and the risk the shareholder attributes to that holding nor what performance and investment horizon he has. The history is that HC put that system on to comply with rules years ago. Best ignored IMO as it is can be manipulative and misleading.
So "you suspect" something has changed with remuneration???? Pretty much put up or shut up as "suspect" after making a big statement is ........................lame. You either know and spoken to company or are full of it?
"I really believe that genuine shareholders of YOW should take great care when absorbing some of these posts on HC. Claimed "retail experts" may well have an agenda which could be at odds with other shareholders. "
Well my warning is to get facts from posts , prove em up with research and share them back rather than whinge and take pot shots or start labeling posters as your strategy to prop up a share with positive comments and then attack anyone with a contrary opinion . HC has posters with different investment horizons and expectations and if you focus on that you miss the very point of exchanging information. HC biggest problem is that there is a posse of shareholders who many don't understand that they are being fed the same claptrap from the same broker reps ( who also post undeclared interest - naughty naughty) and then post here thinking they have a scoop and get supported by each other confirming their bias without critical thinking. That hasn't done them very good for the last 24 months. What brokers did Bert and other who have been in Aus in the last 6 months talk to? What publicity? what promotion while in country? Why can't they get any insto interest ????
Don't ever think that posters haven't made contact with the company or contact in the industry at many levels as you will be wrong. Don't discount business industry knowledge as some metrics are very hard to change and every industry has particular quirks that are obvious to them.
At this point Yow haven't proven their model. They haven't got the volume to get their costs down . They haven't got penetration into cult following . They are now trying in different markets . They haven't gone viral on the modern media . Haven't leveraged till now off oldest known Aussie market?
Margins are tight for Australia IMO but YOW needing volume it may help keep the plant running as obviously the previously touted Middle east etc have been delayed or off the agenda?.
Just what will get more sell through in all the stores they have position in as at the minute they are trading as a chocolate seller. The reality is shareholders are sponsoring the company XX cents a Yowie for the pleasure of management holding jobs and not meeting targets after being given reasonable time to do so IMO.
I hope a turning point is close ,sales volume increases dramatically and something comes from all the investment in time / $ into books, scripts etc. Can you believe we are 3 years down the track and only now have a lifesize mascot walking around and then only at a trade fair and Missing the Easter hunts??? That suit should be worn out by now doing old style promotions every day somewhere at low cost and high visibility.
(20min delay)
