Ann: Rapid Insights, page-11

@baldynumbers

Thanks Baldy.

Yes, I had a look at the others and so far bought only AVG, even if I don't think that wine is the most interesting segment (I like their strategy focusing on some high potential brands, while the stock is cheap).

I found the story around craft beer interesting, until I saw the level of Capex required. It is not just a challenge for GDA, it is also the case for Fermemtum (Stone and Wood brand), other craft beer group (non listed).

I don't know if you had a look at United Malt.
It could be another way to invest in the sector, but I still need to do more work on it.