BayBerry also was public shorting it early last year.
the issue with the UBS note and valuation is that I’m fairly certain they would only have access to end market data tracking sales.
IMO The issue with TWE is that it bills sales into distributors in US.
So while consumer sales might be growing- if the channel has been loaded in prior years, you’re eventually going to get a year with lower volume - as the distributors are full - and then extra promotional funding to help clear through these excess inventories.
almost a carbon coby of what happened in 2013.
BayBerry also was public shorting it early last year.the issue...
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Last
$8.14 |
Change
0.100(1.24%) |
Mkt cap ! $6.605B | |||
| Open | High | Low | Value | Volume |
| $8.08 | $8.15 | $8.03 | $43.93M | 5.422M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 119871 | $8.12 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $8.14 | 134077 | 4 |
View Market Depth
| Last trade - 16.10pm 19/06/2025 (20 minute delay) ? |
| TWE (ASX) Chart |