I think the co is run well on one front (identified a product segment, oat milk / lupin protein) with good IP and a solid plan forward they are largely executing on.. For a company this size I think thats rare.
However they need to convert their goals, ideas and science into product that sells. They had competitive / early mover advantage at one point - but by the time oat up hit the shelves outside of WA, there were dozen competitors. Its why I feel WOA should purchase an early-mover aussie brand to leverage their branding and sales channels.
I too have mentioned Dirty Clean Food to a few people and no-one likes the brand name. its a put-off. Even potatoes dropped the word 'dirty'. I've written to the co a couple times on this point because I feel branding is so crucially important. I encourage you all to as well, if you feel the same. If Oat Up is not going to work they could at least go to "DCF"
WOA Price at posting:
32.5¢ Sentiment: Hold Disclosure: Held
