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Ann: 2022 Annual Report, page-2

  1. 6,487 Posts.
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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..
    Last edited by Salubrious: 30/09/22
 
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