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I wasn't aware of Dan - entering the B2B space. Any news/deets...

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bavarian1975

3,014 Posts.

1565

02/07/21

11:20

Post #: 54234140
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Originally posted by Copperaccount: ↑

Personally, I think Dan Murphy's entering the B2B liquor space and the endeavor de-merger from WOL has me spooked. I sold my DW8 shares today (a nice 130% profit in <12 month). I expect a weak outlook over the coming months (sydney lockdown, weak B2B take up and delayed roll out to Vic, Qld). I may jump back in if the price is right, b2b conditions improve and the international outlook is there.

I'm not sure we have moat to compete with the big Dan. We might have a better service/niche range but Dan has incredible range. The type of range that run of the mill restaurant customers are familiar with. I'm getting B2C ads from them for delivery in under 2 hours (presumably via their JimmyBrings drivers) - I can't see why this couldn't be applied to B2B customers.

However, Dan's low customer ratings in the wine space might make DW8 an attractive buy for Endeavour. I will leave the speculation over DW8's valuation to those smarter in the room.

Best of luck to all. I could be completely wrong and WhoDeanie pulls out a surprise ann next week. Thanks all for welcoming me in this valuable DW8 community. I will stick around.

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I wasn't aware of Dan - entering the B2B space. Any news/deets on this?

DW8 Price at posting: 8.4¢ Sentiment: Buy Disclosure: Held
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