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$20.92 capilano honey limited

The Capilano Honey run has commenced, page-32

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chinaplate

2,376 Posts.

105

30/11/15

17:21

Post #: 16512296
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Originally posted by Cain Treanor ↑

I am not sure you are taking Capilano's broad supply base that's pretty much nation wide into account, this season is better than the last couple of years, in which they were able to pass higher costs on, a little bit of tightness in the market is good for capilano, it keeps competitors supply base low and stops a lot of private label discounted product entering the market.

Capilano's Allowrie and smiths imports can fill a gap in the market when supply is tight, and the remaining Aussie honey will get good margins due to lack of discounted competition, to much honey supply leads to discounted private labels and bulk packs, and low margins, you want the sweet spot in the middle, and I think that's where we are at the moment.

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fair point. I have swapped into MGC today so fairly happy.
A hike in wholesale prices IMO will impact the bottom line. In any case I cannot see Capilano maintaining this pace and will revisit after the season ends. I entered at $2.00 and know that picking the tops is a toughie. GLTAH

CZZ Price at posting: $22.99 Sentiment: None Disclosure: Not Held
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