YOW 0.00% 2.5¢ yowie group ltd

Ann: Litigation Update - Yowie Prevails at Trial-YOW.AX, page-61

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  1. 8,606 Posts.
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    I disagree.
    I think YOW is now at the stage where it is de-risked !!!
    IMHO, that is the turning point.

    - production is derisked:
    - they have a reliably produced product, quality, taste (for US), reliable manufacturer.
    - they have a reliable distribution system (because it does get the product out to how many stores? It also has those other wholesale distributors.
    - it has a sales tema in place
    - it has a now recognised product
    - the product can and is, re-marketed(ie YOW can change inclusions constantly, and can re-badge for special events- like they are already doing)
    - importantly, it has already secured the major Tier 1 chains in the US.

    IMHO, all YOW needs now is Saturation !
    They have already done all the hard work.
    IMHO, all they need is a company with bigger pockets and experience, to come in and saturate the market with advertising, and gear-up the production capability to handle the demand.

    That's what so many marketers do. They do a big advert campaign to saturate the mkt place.
    YOW simply does not have the capital to do that on such a large scale - it must do target mkting with its limited funds. That's the fact we are still a small cap coy.

    IMHO, this is a sitting duck for a cashed up predator like Private Equity, or a Nestle etc, to take advantage of the hard work, bring some serious money for advertising and promotion, and then take the cream off the table. I think this is the classic P/Equity situation.
    It is up to YOW Board and s/h to make sure any predator stumps up the cash!
 
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