Fellow investors, I recently posed a question to CCO management during their open Q&A, asking about contingency plans if their U.S. RTD market push—highlighted in the H1 FY25 results with big marketing bets and a 44% Amazon USA demand projection—falls short due to slow adoption or competition. I wanted clarity on whether they’d rely on Australian market strength, B2B diversification, or cost controls to protect profitability. Despite their stated commitment to transparency, management chose to conceal my question from public view. This move raises red flags about their sincerity—hiding a fair, strategy-focused inquiry suggests they might be dodging tough realities or prioritizing narrative control over open dialogue. For a company claiming transformation and investor engagement, this opacity could signal unease about their U.S. gamble or a reluctance to face scrutiny, which we deserve to weigh as stakeholders.
Here was my question for reference, you can judge whether it was unjustified or not:
Your H1 FY25 results highlight a transformative push into the U.S. RTD market, with significant marketing investment and new product launches planned for April 2025, underpinned by a projected 44% demand surge on Amazon USA. If the U.S. market doesn’t deliver the anticipated growth—say, due to slower consumer adoption or competition from established kava players—what specific strategies or pivots do you have in place to maintain profitability? Are you leaning on Australian market strength, B2B diversification, or cost controls to offset that risk?
CCO Price at posting:
0.6¢ Sentiment: Hold Disclosure: Held
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