Ann: Yowie Secures New Manufacturing Agreement, page-124

There was insto selling last week (not us). The change in manufacturing has proved beyond doubt that the IP / patents aren't the protection that some thought. Agreeably this was one of the core barriers to entry that we liked.

Knowing some of the sellers I suggest that while the market was tanking they wanted to throw something out, so rather than look more closely at the first mover advantage or the increase in margin they just tossed it.

To the best of my knowledge this selling is done.

It seemed a strange move to me coming a week before the quarterly which is broadly expected to be positive, but without differing opinions we don't have a market.