Well I do agree with you. It's still worth noting the wastage but maybe I should've noted the fact that there's been zero outbreaks of any foodborne illness. So I do agree with your comment about DMP being proactive and the relationship of DMP venturing into new geographies.
On a side note, I find your commentary interesting that you expressed in the following way; - "also worth noting that given the recent history of dominoes and its current share price it doesnt have to deliver amazing growth to rally from here. it just needs to be not negative or flat." - "The short position is fairly high, and when this business gets some confidence back and demonstrates its at least not going backwards, there is more than a few latent forced buyers that will have to find an exit. Potentially in a hurry."
I don't wish to cross promote, but those sentiments could be applied to one of the businesses that I'm heavily invested in where you sometimes post a contribution. I think you know the one I'm referring to. It also has a high short interest and whilst the business and macro environments are vastly different, they both could have a similar outcome in time.
DMP Price at posting:
$29.82 Sentiment: None Disclosure: Held
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