Had the new American Homepride smoky Cajun sauce, really nice and my youngest liked it which is a miracle as she has to be one of the fussiest eaters. Will definitely be making a return visit to Morriosons for some more.
Yep, investing is all about timing. At least we both agree that there is lots of potential for v big growth. I personally believe that the management team in place are very good and more than capable of growing international v quickly. One or 2 big deals and sp will move quickly. But when ?
yet small rise, can only suggest the process of ''loading up'' is still active. A lot of these shares are held by a small number of institutions, suggesting when they start to rise, it will be quick and intense. We hope!!!
5% is indeed very low, but I doubt these guys have (a) the knowledge and expertise of building brands abroad and (b) they lack the marketing muscle to make a significant dent in the market place.
The marketing spending in the UK as it is now is sign lower than the competition, and with current results I don't see how the company P&L could sustain geographic expansion (we all know this will not create a profit in the first year(s) therefore put further strain on group profits.
Only credible way forward would be to sell off a non-core asset to func the international business. Right now, a lot of talk but no walk
They had kipling in 250 stores in US so can expect a delay before results are announced and of course, if negotiations follow then they probably wont announce in the very near future (my opinion). Kipling is a great product and brand, I'm absolutely sure they will find a partner in US to take it on. Somebody will want to learn form the technology and innovation put in place - possibly the chinese ? The fact that international only represents 5% of revenues is ridiculous.
you are an absolute disgrace!!! Perhaps when the earlier link was posted, dogger was elsewhere and did not see the post. My goodness, some of us have lives to live and do not survive by ''laying siege to the PF BB''
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