GDA 5.66% 28.0¢ good drinks australia ltd

gage in the media, page-6

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    HI Stweeve,

    I happen to agree with you. I'm eager to see the upcoming quarterly and then how sales have improved. Thanks also to sharing that article and write up on Gage.

    What I am also watching over the next 12-18 months is CCL and how they move back into the beer market. They've got licensing and exclusive distribution deals coming in Dec 13 and Jan 14. But after spending a lot of time looking into Coke's margins and seeing them deteriorate because of the Coles/Woolies squeeze I wouldn't be surprised to see some interest from Coke in Gage because of it's use to Woolies. As Ivan consistently points out, look at what happened to LWB. All pretty fanciful perhaps but still interesting all the same in this space over the next couple of years.
 
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