Excellent BabyDoc, thanks.
I agree with the name change - long overdue. RFG is really on the nose. GJ is to a certain extent as well.
I also agree with the approach with DK. Let's stay in our lane and provide the masses with what they want. No way would I pay $9 for a donut.
On the other hand I would for a Beefy's pie. They are that good and I think the approach RFG are taking here of using the manufacturing plant on the Sunshine Coast and distributing in the various stores is ideal. S-E Qld for all GJ's would be a great start. A pie and a small side salad sells well. Add chips, and you've got me! I am finding the current GJ offerings boring.
How they service the southern states, I am not sure, but would love to think the company can do a 'McDonald's' on the production side of things and then look to have a manufacturing outlet in the southern states. Maybe overseas as well, although pies bombed in the states - they just don't get it. The Poms do. Quality wise Pieface is no match for Beefy's.
As to being disappointed with the involvement of SOL, don't be. I am sure they will get very animated should things go off the tracks - otherwise get out of the way and let managment do what they have to do. Manage by exception or invitation, thats what Buffett does. Besides I know there are a few other parties talking an active interest in matters - like Michael Goldberg from Collins Street.
It's also comforting to hear that cash wise they are flushed and I'd be sure they could tap the existing substantial shareholders should a massive opportuntiy arise.
Hope you are right about the $1 in 10 years, but can you hurry it up a bit. I don's want to collect the $1 on my death bed.
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Excellent BabyDoc, thanks.I agree with the name change - long...
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Last
$1.97 |
Change
-0.030(1.50%) |
Mkt cap ! $124.9M |
Open | High | Low | Value | Volume |
$2.00 | $2.02 | $1.92 | $149.4K | 75.78K |
Buyers (Bids)
No. | Vol. | Price($) |
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1 | 1537 | $1.95 |
Sellers (Offers)
Price($) | Vol. | No. |
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$2.08 | 520 | 1 |
View Market Depth
No. | Vol. | Price($) |
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1 | 1537 | 1.945 |
2 | 6798 | 1.940 |
2 | 1026 | 1.900 |
1 | 60 | 1.870 |
1 | 500 | 1.860 |
Price($) | Vol. | No. |
---|---|---|
1.970 | 747 | 2 |
1.980 | 5010 | 3 |
1.985 | 29 | 1 |
1.990 | 4127 | 2 |
2.080 | 520 | 1 |
Last trade - 16.10pm 02/07/2025 (20 minute delay) ? |
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