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09:02
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Originally posted by Oldgherkin:
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Purely a comment, but only needs to find a way to borrow sales of the big boys and it is on.
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Love the data density of the comment. Full disclaimer, this is quoted in March 2017 so the figures are a bit dated being 5 years old (referencing 2016 data) and don't reflect some of the industry changes since then. Fully agree though of the substantial substitution opportunity with regards to the channels. Thank you for sharing it.
(20min delay)