PSG palm springs limited

If the water segment (packaged and HOD) keeps growing at its...

  1. Vocall
    11 Posts.
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    20/07/04
    21:22
    Post #: 520745
    If the water segment (packaged and HOD) keeps growing at its present +30% PA, it will be as big as soft drinks in appx 4 to 5 years.

    With the sources of water consolidating, you have an attractive mixture - scarce / valuable asset in a high growth, solid margin segment.

    The question now is who / which company will best be able to extract the value without being restricted by public policy? Maybe CCA, but will Danone sit back and watch?
    PSG Price at posting: 0.0¢ Sentiment: None Disclosure: Not Held
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    lightbulb Created with Sketch.  Great analysis
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