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I hope for all the shareholders you are right, but the market...

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Davisite

10,813 Posts.

863

15/02/18

15:53

Post #: 31082776
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Originally posted by Teddyward ↑

Retail is a odd world but your thoughts may be well off

All retail products are bought on comparison so you actually want comparable products on the shelf next to your better marketed cheaper one. You want topaz next to your ruby as ruby as a example. There is 100 different qualities and decisions a consumer makes and with kids choc it is a different world with price and quality differentiation. Egg and toy inclusive products want a whole shelf as a new choice over just a choccy bar as it becomes a "destination"and not a monoculture with only one shelf space.

If you can't differentiate your product to the client so they see value - then you have a problem.

Kinder- safe brand , Ok choc, cheap toy. few minutes entertainment. $1,34. That is all the peace and quiet a parent may want.. Sold as interaction with your child- yep you help em with the toy, steal a smidgeon of choc just before toy breaks and child chokes on it but you spend time in emergency. Yes a wind up but......

Yowie- - Ok choc, more of it, higher price - being sold as a premium envir educational product thta will keep and sit on shelf, collect and educate yadda yadda yadda but if the absolute IMO plonkers who have been unable to get that knowledge out there into mums , kids and dads heads . 15 years ago before technology was at kids fingertips and Mums phone the kids collected them, traded them, interacted with them , had posters, had houses, display cabinets , soft toys, etc etc. You need clicks to actually be clicks through to engagement with parent and child and if they don't then it will sit as expensive choc on shelf with a better figurine but no added value from interaction etc etc. You then get brand loyalty as you are presenting better value to parent educating them and child etc etc. They have failed to do that IMO and it is reflected in the numbers. They didn't need a disney quality production of amazing expense for a short introductory one or delay of book production to try and get perfection IMO what they needed product out there to support choc on shelves. All the pieces are there if they can just execute it and give their product the air it needs- .$ wasn't and isn't and the time wasted has allowed the market to change yet again.

What are the traffic numbers to the website and interaction etc etc. That is the engagement a smart company would be able to leverage off and get their brand out there. Hell they had a chance to steal a whole bucket of angry birds audience and ..........enough said..

PS over the fence form/ weathering opinion published.- not transported IMO,

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I hope for all the shareholders you are right, but the market thinks otherwise right now.

Even if they had amazing management I don't think that the sharks on the register are going to let them find out. When you have a company trading below liquidation value the fat lady is reaching for the high notes.

I am almost tempted to buy in at this price and try to ride the storm out, but I suspect that us little people are going to get screwed over no matter what happens.

Last edited by Davisite: 15/02/18

YOW Price at posting: 9.9¢ Sentiment: None Disclosure: Not Held
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