Hey JFD
Still here. And as always trying to provide balance to the discussion.
In that balanced view, this is a very good deal in my opinion. It doesn't deal with many of my queries that i have raised before but it does put the product on a new platform that in my view will be even harder to ignore from other T1's.
From a product perspective i have been concerned that the "Aussie" creatures and theme was not picking up in the US as planned. Introducing the Angry Birds to co incide with the movie release is a seriously positive improvement. Angry Bird sales to US kids are much more likley to spiral than Yowie monsters. However, once the Yowie brand is introduced via the ANgry Bird rollout i think this may change.
Again , it is light on detail but the obvious conclusions is that production is going to have to front run this, and this is good, even if it is accompanied with a capital raise.
I have re bought some of my position this morning and will continue to buy on weakness here.
I would expect with the numbe rof Yowies needing to be stocked by March for the movie imminent announcements around increased production must occur.
Lets see
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- Ann: Yowie Secures Angry Birds Licence Agreement
Ann: Yowie Secures Angry Birds Licence Agreement, page-39
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