I think you may be missing what the most recent announcement meant for the company grad investor. We all thought the successful Walmart trail announcement was the 'company making' one, but in hindsight, 'all' that it really led to was a 1500 store rollout. In retrospect, THAT was the real trial! And when the sales were excellent over those 1500 stores, it led to a FULL NATIONAL WALMART rollout and permanent ranging. That is a MASSIVE announcement in itself. But, it also has an important secondary implication, and that is now solid proof of how successfully this product sells and how popular it has proven to be in the Amercian market which has implications for the whole of the US (not just Walmart).
And that is why we have had the SP re-rate that we are currently still undergoing.
If these cappers would stop, then we would see it increase further (IMO).
And of course, the other kickers are still coming in the form of further national tier one retail contracts and international rollouts. lots of future value to be had IMO.
cheers
J
(boy, looking at all my recent posts, you can see Im on holiday with lotsa free time!)
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