I resonate with that Paccman. I have travelled to SYD, CBR and...

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Margintrader

732 Posts.

83

13/05/21

12:45

Post #: 53149688
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Originally posted by Paccman: ↑

There was a great book called Investment Biker written a long time ago that explains how you can see opportunities and market imapct by looking around you in the real world beyond the trading screen. I had a look at the pre-packaged food on the shelves at the local supermarkets and it was very un-inspiring. Plus the B2B market in Australia translates to "being bent over by Woolies and Coles" who by the have their own home-brand pre-pack meals. The fact that people buy and like the product tells me that (a) B2C is the way to go and (b) people putting their faith in the B2B market are wrong when it comes to "fresh food" because the supply chain in Oz is too big to have the food fresh by the time it hits the shelves...its a contrdiction in terms (c) the revenue will hold up and therefore the share price has well and truly undershot on the downside.

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I resonate with that Paccman. I have travelled to SYD, CBR and ADL for work in the last couple of weeks and I have seen a YFZ box at someone's doorstep or at an apartment's letterbox area.
I like what YFZ say on their socials 'The Future of Food'. The B2C model is definitely the way the world is heading. When my family and I calculate the cost of meals vs our normal supermarket bill we are actually coming out on top ordering YFZ.

YFZ Price at posting: 40.5¢ Sentiment: Buy Disclosure: Held
3 Upvote

1 Great analysis

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