Jake you post comes across as defensive short and obnoxious. My holding size and if I choose to buy or sell has nothing to do with you and unlike Stiffy and others I don't believe forum posts influence the larger market. If they did we would see massive YOW price appreciation as 90% of posts have been predicting profitability and .world domination for years.
Things take time but YOW imo have failed to deliver repeatable ( hence underperformance) and Bert now has no "historic " excuses with Wayne gone, others sidelined , cash in bank and a cleared deck .
The key to this business is promotion , distribution, placement , costs and volume. The shipping detail is the hint in my questions was to go find out the costs of reefers door to door , estimate a production cost and then knowing the wholesale on sell rate work back and determine the YOW margin and decide at what point the Aussie market is viable and let me just say - Bert will avoid that question for now IMO and then you have currency.
It highlights to Walmart for example that if they can send them to AU and sell them at XX rate and make money then obviously them buying 70% of production should have a lower buy rate etc etc.
So I am still wondering if you actually have a spreadsheet of have put some numbers in old brokers reports and used existing fixed management expenses and worked out where you really think the numbers lead or are you just hopefully guessing or in your communication with Bert he has indicated that possible point in time?.
You might by now my other comments are not just random
YOW Price at posting:
41.0¢ Sentiment: None Disclosure: Held
(20min delay)
