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good earth dairy - camel milk, page-49

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Tarvold

18,410 Posts.

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18/10/21

17:13

Post #: 56884645
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No not tried it, not sure you can buy it in QLD.

It was the scalability & profitability that sold me plus it may be a new product here but there's already established markets overseas.

Agree re the CEO, I'd like to see him move to a COO once they get a few runs on the board.

Originally posted by WolfOfWestPerth: ↑

Also great to see a fellow fundamental/growth investor in Good Earth Dairy.

I've invested in 1st and 2nd Birchal campaigns.

Have you sampled the product? I ordered some in to my local stockist and i was pleasantly surprised.
It did have an unusual odour though.

More recently I tried it again at the Royal Show (Good Earth had a booth there). The odour has been neutralised and it smells fine now.

There are so many wild camels running around Australia. Maybe even some herds under control. The process hopefully will not be that difficult.

Ideally, straight to IPO raise will be great. As you and I both know, con notes and pre-IPOs near to the actual listing date can really mess up the capital structure. You just never know what will happen.

Ultimately I like the story, its a small cap company you can really get behind, superfood has a great spin to it, maybe they need a more seasoned CEO/MD in the near future to really drive the corporate side of things.

Wolf

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