Ann: F24 Half-year Investor Presentation, page-8

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ROEROC

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26/02/24

15:13

Post #: 72600312
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Originally posted by CaptainBarnacles: ↑

The worse it gets the more likely somebody finally gets greedy, and decides to, or pushes to finally separate the hotels and retail business, and gets the Dan's business away from the pokies containing hotels. Why allow Dan's to be priced with a pokies stink factor? The board are fools (maybe in the philosophical sense) - but greedy ones in the end! Dan's doesn't need BWS either - why would you want complications and channel conflict crap, and to be competing in that arena, when you have a category killer to focus on. KISS!

Really appalling how much low hanging fruit there is with Dan's IMO. They really haven't got a strategy based on having the broadest range, after decades. And that is because management are distracted. Really there should be a proper Dan's club that appeals to sophisticated drinkers, and harnesses their opinions properly. A little facebook like thing with an optional profile, and an explanation of what the drinker likes. You find drinkers with similar tastes to your own etc. Then we get to customers having input into what is bought, and being happy to be informed about a new drop they might like. etc etc. Expand the moat, then go OS when the formula is right.

Bought the dip for a hopeful trade. Some cost out plans and plans to do some things with the property sound OK to me.

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Agree with you, they need to just stick to Dan Murphy and get rids of other brands, everyone know Dans is cheap, hotel and pokie business are not my cup of tea would buy Dan Murphy if they spins it off

EDV Price at posting: $5.11 Sentiment: None Disclosure: Not Held
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