Short Term Trading Week Starting: 12 November 2018, page-16

AVG intrigues the team,

Trading at anomoly to peers (TWE and like)

Brands strong, apparently Chinese can't get enough high profile brands or Australian Wine producing land.
(hound, BH and I caught landline the other week)

Either TWE is overvalued or AVG's MC not picking up the larger insto money.

I like it , good YOY metrics improvement right across the board.
Standout was major improvement in cash flow against operations (almost doubled to > $26m)
Cashflow improvement important as reflects efficiency in operational management, especially as sales increase not to extent of CF.

Have been watching for some time support @ 55 seems solid, bit spooked by DOW so don't hold but jees I'm tempted, fairly safe with easy 10 to 20% upside.

BH has awarded a leave pass for rest of week to the trading team, off down the south coast, hound got stellar reputation with girls atm so garage trading off that.

Hound strapping boards on the subie as I type.