Forum Archive Index - February 2000

[Stuart Miller <stuart.miller@xtra.co.nz>]

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Hi folks,

I agree that Montana is a good company with solid prospects; I have held
stock  for 7 years and intend to continue holding into the forseeable
future. 

 I was  prompted to buy into the company the year Montana (CIL then)
announced the establishing of a permanent office in UK to handle
European sales. i figured if they could sell coals to Newcastle they
must have something. I mention this because its  a route that several NZ
wine Cos. have more recently undertaken but Montana have the advantage
of selling known brands (the hardest yards have been run).To date
Montana still cannot satisfy demand for premium varietals.

For this reason I am not sure how far we should take comparison with
beer; Great NZ wines are impossible to produce under licence in
Shanghai, I would have thought.

Meanwhile, GPG are on the register and Montana may well attract hostile
attention from one of the big Ozzies.

Speaking of which I would welcome comments on Simeon Wines from the
point of view of a long term buy.

Stuart

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