Ann: CTX and Woolworths Extend and Expand Long Term Relationship, page-21

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MarsC

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10/07/18

10:34

Post #: 34246269
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Originally posted by Captain Blood ↑

You forced me to put my thinking cap on... Without Mars or Madam skills for financial detail I can only add macro and generalised stuff. The roll out of extra Woollies venues may also have people analysing the rev/cost relationship for those extra 14o or so venues. The discounted fuel (about 2% converting to circa 30% of profit/litre) should be made up for by the increased numbers.This is the sort of stuff Mars and Madam excel at, converting this to expected revenues.

Where I say "should" smarter people than me probably have actual conversion rates i.e. The discount needs an increase of (x%) of clientele to make it net profitable. Factor that maybe some level of loss on fuel discounts is made up for by the food partnership, or vice versa. Possibly someone in the market has crunched these numbers and sees short term pain during the roll-out due to added expense in expansion set-up. ??? @MarsC, @madamswer ...heeeelppppp!!!

Or possibly the market isn't quite as right as some theorists assume.

I'm sorry I realise asking for you to share ur hard work is presumptuous, but I honestly don't have the skills you guys have. As my grandmother, the little Irish catholic she was, would say; your rewards are awaiting you in heaven! Honestly, thanks for the work you two share here. Regardless of whether you share this actual info on this occasion. I know many more people than me appreciate your integrity and honest posits.

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Hi Captain Blood. Unfortunately I've never looked at CTX, so cannot offer any insights at all. Sorry. But thanks for the kind words!

CTX Price at posting: $31.30 Sentiment: None Disclosure: Not Held
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Ann: CTX and Woolworths Extend and Expand Long Term Relationship, page-21

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