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HarpoonSpecter

368 Posts.

30/12/17

10:45

Post #: 29947121
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Originally posted by donegaldemon ↑

Ok so been listening to September conference call and reading a few recent announcements and heres what I've come up with so let me know if I'm wrong on any of this or have missed anything.

At the end of Q1 series 3 was launched backed by two social media commercials to promote it .
Last year when they launched series 2 sales grew 100 percent ( quote from conference call ) so they are expecting big sales from series 3 and have stated many times that Q2 is off to a strong start .
Q2 front end merchandising to promote series 3 launch.
Significant market spend for Q 2.
Over 50,000 likes of facebook compared to 10,00 15 months ago so brand awareness is on the up .
They now have 2 front end positions in our biggest retailer.
Yowie moved up from bottom shelf to second shelf in our biggest retailer which is positive.
Discovery world launched in 1500 stores,
New accounts coming online in Q 2 including Coles express in Australia.
8000 new stores coming online in H2 plus a full rollout into Target in US after a lengthy trial.
End of Q 1 shipped to Canada.
UK test in 200 stores going well and to be expanded to 300 if keeps going well , (not huge but it all adds up in my opinion and shows the success of the product )
Huge interest in Explorer Pack recently which according to Bert "has some massive global players " at airports round the world .Due to commence with explorer pack in H2 , will we see some significant sales from this in H2 ?? , this will be a third product the company now has .
30 percent expansion predicted for US market 2017/2018 .quote from conference call ,
Australia expected to double , I think they are lowballing this one .
On top of this we have had directors buying shares on market .
Louis Carrol stating at recent AGM that "this company is a steal at these prices "
Management reaffirming at recent AGM that they are on track for 55 percent growth.
So with all of the above happening and for the company to come in with a downgrade I will be amazed .
It will mean that with brand awareness increasing , launch into the new markets and two new products that sales have completely gone backwards or else something has gone very very wrong with a supplier or equipment failure ,if so then this would have to have happened within a few weeks as we and I have been constantly told that 55 percent growth is on track and quote "Q 2 will show good growth "
Or esle management have been filling us with complete lies for the past few months ?I doubt that .
Im pro Yowie so some of my comments might be a bit biased so happy for anyone to correct any of the above.
Cheers .

Expand

Everything you outlined seems to be pointing to an upgrade. One scenario I can think of which could result in a downgrade (aside from some unexpected disaster coming out of left field) is that things got off to a flying start with the new series roll out but in the last few weeks they were expecting restocking orders to come in and they fell flat. It’s one possibility I guess.

Everything seems to be pointing to an upgrade as the most likely outcome. But I can definitely see where the more pessimistic posters are coming from. Every time I’ve been optimistic about Yowie, they haven’t come through so it is hard to have much faith this time will be different.

YOW Price at posting: 21.0¢ Sentiment: Buy Disclosure: Held
5 Upvote

0 Great analysis

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