Agreed. WIth new products, its so easy to add revenue because you're adding a new category that wasnt there before. This is why I am so interested in what's going on with the Fonterra partnership. If they cant successfully launch cheese etc with them its a step in the right direction. The lack of news on the Fonterra front is my biggest concern at the moment and trumps the concerns I have for the cash sitting in the bank (although the 2 are sort of related because management threw around the idea of a joint purchase with Fonterra of a canning facility).
A2 Analyst Valuations, page-37
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