The whole problem is Yowie has not been able to get its act together for years through multiple management changes. It really is unlikely that at the last moment everything will fall into place.
While I don't think the past or present management has done a good job, I tend to think there are structural problems with the business that not even the best managers in the world could have overcome.
Anyone thinking Kinder will be a positive for Yowie is extremely optimistic given the price differential of the two and the vastly larger promotion budget of Kinder.
I am wondering why the new significant holders are taking so long to make a move. They have obviously stopped buying on market, but why haven't they done anything. I wonder if they are talking directly with the board about a major change in business direction? Much easier if they can convince the board to commit hari-kari than try to fight directly.
YOW Price at posting:
9.7¢ Sentiment: None Disclosure: Not Held
(20min delay)
