JC agree - "r not real competitors"
Not going into the ins and outs of it but remember Franklins. In the right place at the right time imo
Franklins became opportunistic for WOW to takeout at the time to help make them reach No 1 which they will maintain. imo
Cost, MTS and Aldi can only get a certain amount of market share and then flatline. imo
WOW, WES will always be the two big players.
Not suggesting as with Franklins WOW takes out any of the small players ie MTS. They wont.
If anyone believes ALDI can become No 1 or gain meaningful market share, forget it, at least for the next 100 yrs. imo
As for Masters imo selling is not the answer atm
and other diversification opportunities as they come along needs to be looked at imo
All up to the new CEO
Good Luck all
Md
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