Forum Archive Index - March 2000

[Nathan Mercer <nathan.mercer@softwarespectrum.com>]

I tend to agree, there seems to be very high growth forcaster for this
company which IMHO is not sustainable.
There also seems to be little that is special about the company, and
certainly not a high-level barrier for a competitor to enter the
marketplace.

But hey, I could be completely wrong about them, and these fundamentals
could mean nothing - the fact that this is an "E" stock could make it rise
once listed on the NZSE.

Mark, you mention about B2B vs B2C, people like Gartner predict that only
around 20% of E-com transcations will be B2C, the balance being B2B...

Kind regards 
Nathan 
-- 
www.softwarespectrum.com 



-----Original Message-----
From: Mark Hubbard [mailto:mhubbard@es.co.nz]
Sent: Sunday, 12 March 2000 3:36 p.m.
To: sharechat@sharechat.co.nz
Subject: Re: [sharechat] Beauty Direct Float


I've had a read of DFM research report, and of the prospectus, and I have to
say it is just too 'unknown' for my blood. The financial forecasts are for
steep percentage increases in sales revenues, from memory 30% per month
(I've chucked my report away, so perhaps someone could correct me if wrong),
which is very high, and even with this the company doesn't plan to be in
profit until 2003. Also, no track history to hold forecasts against.

And I'm not a 'professional woman' (which is who the site is aimed at), but
I suspect cosmetics are the sort of product women like to see, and smell,
physically before purchasing - so is the net the way to go here? Perhaps the
women posters to this forum might like to let us guys into your minds over
this one.

Anyway, I'm dipping out on the offer. I agree with the theory that B2B
(business to business) is where the money is rather than B2C (business to
customer) on the net. So I'll continue looking at ASX rather than NZSE.

I would be interested in others' thoughts.

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