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Theoretically, the longer we wait for an Ann on sales, the more...

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foo ling yu

1,160 Posts.

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18/12/18

12:45

Post #: 36893257
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Originally posted by schura ↑

Be very interesting to see figures for NZ when released. I wonder if sales figures are as commercially sensitive in NZ as they are in Aus, as Spark are NZ distributors for us. My reading of announcements is that any further distribution deals in NZ would happen through our partnership with Spark (happy to be corrected on that detail, though).

In Aus, we have JB and leading Edge and possibly more Aus distributors may come on board after the February agreement with JB expires. That means that there are commercially sensitive reasons why we can't say - "We've sold X watches to JB and Y to Leading Edge." Be interesting to see what shape a market update for Aus market will look like.

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Theoretically, the longer we wait for an Ann on sales, the more impact the Ann will have. Seems to be a trait of MF, wait til the news is at peak for maximum benefit.

Considering all the lead up excitement and stock piling was aimed at the full length of holiday period, we may have to wait til the half yearly for the numbers. But it should be a cracking Ann.

MWR Price at posting: $3.88 Sentiment: None Disclosure: Held
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