"I think that the point that I am trying to make is that using a broad based brush to paste the same bunch together is "wrong". All boats may be floated at the same time, and all boats go lower when the tide goes out, not all boats are the same." To market to … Continue reading Whatever Floats your Boat
"Ever-present naysayers may prosper by marketing their gloomy forecasts. But heaven help them if they act on the nonsense they peddle." To market to market to buy a fat pig Let us keep this section short and sharp, there is much to do on the companies front. Friday saw another steep drawdown in the … Continue reading Buffy the naysayer slayer
"Who are Puratos? As they say in the release, this is a bakery solutions business. I snooped out their website a couple of days ago, Puratos (a Belgian based business) supplies chocolatiers, bakeries and patisseries with ingredients." To market to market to buy a fat pig Wow. That was pretty impressive for stocks here … Continue reading Since Sliced Bread
"Yesterday the SARB MPC delivered their verdict of the lay of the land. Their view anyhow. Which has been a little rosier than most over the years, perhaps they share my optimism. Firstly - Statement of the monetary policy committee. The flows post the US elections have been away from EM. The Reserve Bank Governor … Continue reading Hold. . . Hold. . .
"And this is where Bidcorp are likely to benefit, along with their peers. By delivering more prepared foods to supermarkets and restaurants, with the correct mix of quality (and trends), they will capture a large slice of the emerging eating habits of people." To market to market to buy a fat pig OK, time … Continue reading Eat Fast and Healthy
"Their main operating area is Australasia, which contributes around 22% of the revenues but 35% of their profits. Next on the list is their UK business which is the bulk of revenues at 43% but 'only' 27% of the profits. It was interesting that they said one of their growth constraints in the UK was … Continue reading Bid for this Corp
"When you own this business, you are leveraging off their ability to learn from the prior years of experience in manufacturing at scale and their ability to deliver timeously to their franchise owners. In other words, whilst the strength of their front end businesses is paramount and most importantly continuing to attract new (and retain … Continue reading Famously well Branded