LON 0.00% 13.0¢ longtable group limited

LON RETRACE, page-36

  1. 2,155 Posts.
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    Not sure if we're out of the woods quite yet, the capital raise at .03 was probably a good enough reason in these flightier times for Mr Market to take a harsher view of Lon. As for getting the timing right, who does? Just Dumb luck if you do time your entry correctly at the bottom of any SP cycle. Anyhow, the placement stock will settle, and then we'd like to see what the management team intend to do by way of further acquisitions in dairy related
    products or by ramping up capacity with the Paris Creek and Maggie Beer products.

    From what I can figure, LON will aim at the high end of dairy products, possibly in the same way that the Penfolds brand, develops a moat around it product by Singing from the organic prayer book, finding niche Asian buyers, and most importantly when you have a superior product marketed the right way, like say, a penfolds grange, don't discount your price , ever.

    That's what I'd be doing anyway, I mean anyone can milk a cow and put it in a bottle.
 
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