With a US listing and good first-year sales figures, Yowie could end up being in the sights of any of the major players; Mars, Mondelēz, Ferrero, Nestlé or Hersey.
They're not going to just sit back and watch a little Aussie company hack away at their market share. All of them are in the position to ramp up distribution and manufacturing, which would allow them to recoupe their profits quick enough to justify a buyout target price significant higher than the market cap.
Could even get a bidding war?
The majors also have the funds to enforce the patent and see Candy Treasure knocked out of the market. This will also give them a year or two to lock down the market before Kinder enters in 2018-19.
YOW Price at posting:
63.0¢ Sentiment: Hold Disclosure: Held
