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Ann: Investor Presentation - Emerging Food & Beverage Conference, page-10

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152 Posts.

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22/06/21

21:12

Post #: 54000574
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Originally posted by Fresh21: ↑

Whilst I agree it would be great to see them expand their offering. I still think there's plenty of scale to be achieved in their Oyster offering, as well as pretty strong demand, I'm happy to see them focus on getting to 20m production capacity, expanding their retail revenue channel and exporting MUCH more to HK post covid. Still great upside in the short term if they can achieve this before worrying about other offerings.

However, I do think expanding the product range is on managements mind in the medium term.

For the record my DCF landed at 0.21c, although I took a pretty bullish stance on mgmt achieving 20m Oysters per year and driving down costs and they continue to invest in capex.

Have management actually set a time period for which they want to hit 20m production capacity? I couldn't find this.

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Hi Fresh.
Are you assuming all 20m will be sold live?
Is there a difference between live and frozen sales?
How difficult is it to freight live oysters overseas?
Been thinking about these while sitting on the sideline.
Cheers.

AS1 Price at posting: 13.0¢ Sentiment: Buy Disclosure: Not Held
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