RFG 1.49% 6.6¢ retail food group limited

Ann: 1H16 Results Presentation, page-94

  1. DSD
    15,799 Posts.
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    I like to compare RFG with another stk i own namely NVT. NVT also has the ability to scale but the model is different. 'Ability to scale' is one of the factors in my homegrown formula re assessing stks. It usually applies to IT stks and esp telcos. RFG can scale up... catch is OTHER people pay RFG to do it!

    Told today a new DK cost franchisee betwen 350- 450k!! Imagine that. You not only cream 10% of revenue but someone pays you 400k to buy stuff eg coffee from you. Forget normal retailers.... this model is relentless. Amazing SP fell like it did but that's history now. ASX fell 35 points today yet RFG closes on day's high. Any chartists out there?
    Last edited by DSD: 08/03/16
 
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