CCO 11.1% 0.8¢ the calmer co international limited

Ann: Coles Expands Ranging by 40%, page-19

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  1. 2,255 Posts.
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    The long time winner in the Kava space will need to be profitable at the margins on offer at Coles. It's like beer, a volume business. CCO is making a slim profit and growing volume.
    Volume well managed, aggressive management and development of supply chain means big economies of scale.
    Bigger margins than competitors on internet.
    internet in Aus , I don't know but guessing, is driven by first contact in Coles.
    US interest might be a new product eg. barrocca style Kava.
    I feel we have missed a great opportunity with the Fiji sevens, my understanding is we are a sponsor and our product is consumed by players. Where was the add wishing them luck. Fiji sevens/rugby are a world brand
    I don't think the ASX suits have worked out there is huge latent demand for a healthy alcohol alternative, a real need for a mild non addictive less than Panadol risk? antidepressant , Kava can be an appetite suppressor, flavour? okay muddy water but it doesn't make you spit it out.
    Regulatory risk has been highly lessened by the debacle of the vapes.
 
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