Forum Archive Index - December 2000

["Colin Ross" <ceejaynz@xtra.co.nz>]

Take care with this one.

My experience in Retail Pharmacy  was that Premium Branded Cosmetic houses keep a close watch on distributors to ensure full -service inventories and maintenance of prices.

Each Company tends to protect their price points, in order to retain the "exclusive" cachet and the snob appeal of the brand.

CS  does not appear to have any top-line brands at its disposal, and I suspect that the BDO end will be having some difficulty sourcing inventory especially of the top flight brands.

Parallel importing may be an avenue, of course,  but each nation has special needs as to colourings, fashions, skin types.

CS has been a vigorous manufacturer and importer of mid to low price labels, good medium quality. Much of that market is now moving towards WHS Deka, Foodtown etc - I doubt there will be a lot of profit for an exclusivley Cosmetic based e-tailer..

this is my NSVHO (Not so very Humble ...)

Ceejay

----- Original Message -----

From: Peter Robertson

To: sharechat@sharechat.co.nz

Sent: Monday, December 11, 2000 1:41 PM

Subject: [sharechat] 2001 thingee-I predict BDO

Stock that I predict to take off in 2001 :  BDO

 

 Don't scoff, I know it has been pretty lame, but take note of the following, an excerpt from "Pharmacy Today" magazine Dec 2000.

 

"CS Company has signed a conditional agreement to merge with online retailer Beauty Direct. Effectively a reverse takeover, the move gives CS Co. access to approx. $3million, a listing on the Stock Exchange, & 94 million Beauty Direct shares. ..........etc etc etc.. . Longer term. CS managing director Ken Millar sees scope for rationalisation among cosmetic and toiletry companies & suggests a public company would be the right platform from which to make that move.

 

disclosure- I haven't got any BDO shares .