I think everyone is overplaying the risk that Kinder presents based on where we are currently at. Don't forget, we are starting at a base of zero market share. If we start selling 1b units per year int he US, and are priced accordingly, then the risk of Kinder entering the market becomes an issue.
Even if we capture just 5% of Kinders current market share, we will be valued significantly higher than we are now.
Ordered my second box of yowies this morning after buckling to the pressure of the kids. I am just as excited as they are to be honest though!
YOW Price at posting:
74.5¢ Sentiment: Buy Disclosure: Held
