Ann: Change in substantial holding from WAA, page-8

  1. 10,025 Posts.
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    Cashflow has to come with scale and margin that pays the outgoings otherwise it is just supporting managements lifestyle with wages .

    Without margin and scale all it does or will do is eat up cash reserve like we have seen .

    Need to see that their products and marketing really are hitting a spot and they can leverage off them. It is a hard game against big players and they have tried to get supermarket scale but just not a sweet spot unless they get economy in production and distribution so higher margin smaller buyers actually put some cream ( profits ) back into account.
    Seriously that cash in a hedge fund for last five years will have returned xX $ at a lower risk than a choccy business

    Need more frequent honest data and communication from these guys and hard numbers - actual idea of what they are targeting would be good.

    All those books printed - how many sold? Even give em away as promotion etc etc


    Last edited by Teddyward: 165 04/10/19
 
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