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22/05/17
17:58
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Originally posted by Teddyward
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Probably not the airside and just convenience style stores I would think. It is a totally different market for the concessions and duty free on airside.
The normal side of airport can be supplied by normal suppliers just like your corner store.
The info and photo you put up are brilliant. Not sure what they mean in the bigger picture as at $3 I am struggling to see a lot of margin for shareholders. If they were prepared to price like that and have had excess capacity capability even back in the whetstone days it is just odd they have chosen now .
As much as I get a warm fuzzy feeling seeing Yowie in store I really want to know that they have a strategy to actually make money for shareholders.
Also if they can't execute proper brand management to date overseas and get some real buzz doing the chocolate I am very concerned about their ability to do cartoons , film etc as they suck $ at a unbelievable rate if you do it independently.
Couple of things don't add up in regards to stock manufactured in last quarter but I need to do some more numbers as we know they had a shutdown and they had a transition for in clients warehousing but in both the last calls Bert was very coy about what capacity they had ever actually produced as fobbing it off somewhat . Yes in a couple of months they managed to get containers on the water , should have new business in USA, stockpiling for canada with different labels and I see a problem as 1 shift can't have fulfilled that if their regular USA market was getting increased sell through IMO?
. Thanks again .
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There's a chart in the last quarterly in regards to production? A little over 1.5 million yowies produced per month in Jan and Feb and then 2.25 million units in March. Is this what you are alluding to?