re: the coke analogy I took it to mean I can buy a can of coke for 50 cents if I go down to coles and buy a single can of warm coke stacked on the shelves or I can pay $3.50 for the precise same chilled product if I buy it at a 7/11 or a service station. Hhhhmm I think I might grab a coke -anyway I digress. It is a commodity product and yet there is a huge price discrepancy. This obviously is a display of consumer behaviour. I think we need to wait and see whether tatts starts to aggresively promote its online offering. There will be greater competition thats for sure but then again JIN will grow NPAT by circa 25%+ this year, so you would expect competition. We need to wait and see whether the competition is going to crimp NPAT growth, and if so to what extent.
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re: the coke analogy I took it to mean I can buy a can of coke...
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