fair comment, I do own shares, small quantity that I sold out on the day before the guidance ann. because of the corno story in China. Rebought after the drop, at 30% plus miniumn quantity. Became interested in the stock because of global brand policy. The management has done well since the demerger we see this in the Share price growth. However they missed it with the US market. Purpose of brands is to defend your margins. Still a lot of work to do. Maybe this management is unable to adapt to implement a global brand policy like they presented.
This leaves TWE very much open. How much of the group's EBIT comes from Asia? High risk stock today. I am treating it as a penny stock caution. Small quantity is I am serious but wait and see.
TWE Price at posting:
$11.86 Sentiment: None Disclosure: Held
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