G'day yehudi,
What worries me in the short-term is whether or not the debt is paid. If it emerges that it is yet to be paid; we can only speculate as to why.
Are margins razor thin at the prices DRR are selling Fonda ATM, or is COGS higher than expected, will they apply 'creative accounting', or have we accrued more debt during the ramp-up phase?
If I were DRR, I would sell at a lower price to garner market share while my Aussie mates were carrying most of the burden and then slowly raise prices after the debt is paid.
Plenty of unknowns. Take your pick.
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