Hi Blackeyed legend,
Re 1,387 - I think we ended up picking +50% on YAGO, It worked best for me, I'm away at the moment so can't remember all details, but most work was around China, other market successes too early to be material. China IF in-market share was low 6's from then 4.6? etc. ( pretty confident ATM can get to 10% share in 3 years as multi-faceted distribution strategy gets a grip - Mother and Baby stores will be very influential and hopefully they will have enough smarts with major supermarket chains when that time comes).
The big entertainment medium-term is going to be USA isn't it? Never thought it. As Australasians, we are used to supermarket duopolies horrific market power to rob consumers of brand choice. There is enough competitive diversity for breakthrough ideas to get a toe-hold somewhere and if an idea can captivate consumers - bang!, lift off. And a big USA success story will open doors, who knows where?
Hi Blackeyed legend,Re 1,387 - I think we ended up picking +50%...
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