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01/10/22
08:14
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Originally posted by Salubrious:
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I think these guys are running the business as well as they can, fairly lean and having a genuine crack, but the issue here is the product doesn't appear to be disruptive... I think they're a chance, it's definitely a competitive space, if they can somehow make their offering a few rungs above the rest they'll be on. Step 1 - Create disruptive product Step 2 - Australia Step 3 - Global.... Watching, I'll be back in if they can convince me what they're doing is disruptive. I think the current product is premium in their space, and they've done a great job, however not quite enough to be a disruptor in the space and I don't really know how anyone could be.... Combine that with the cost of being a listed company and they have a disadvantage against others, needs to be a game changer... If Giuseppe sells, I'll see it as dead..
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Another good idea looks like hitting the brick wall of inertia from the potential market.