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Ann: Company Update, page-28

  1. 3,056 Posts.
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    Notice how all of this is specifically connected to building a moat...

    1. Access to more carriers. As stated.
    “Having access to more than one carrier allows us to maintain service levels when the network is congested more effectively. It also allows us to scale our platform more rapidly and de-risks our operation considerably. Introducing competition across the fleet also allows us to put pressure on improving service levels and costs.”
    2. Temperature controlled. "The strategy to temperature-control our depots reinforces our customer proposition, reduces our cost of doing business and help us to build an even larger moat against potential competition.”
    3. Bonded storage. As stated "This has massive cash flow advantages for our customers who’s range includes beer and spirits as it allows them to delay the excise and duties payable which should in turn increase their addressable market.

    They will be too far ahead...
    This moat building says to me, that Dean and the team, know DW8 is going ot be big, and they are already building a moat against any incoming competition. By the time anyone else is interested, they will be the leader.

    What is just incredible is the continued and relentless innovative solutions that they are rolling out.
    Last edited by bavarian1975: 16/09/20
 
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