Forum Archive Index - February 2001

["Philip Robinson" <pcr@ihug.co.nz>]

Just to add to the Frucor weight, it has an '01 PE of 12.0 ($1.95), a yield
of 4.1%, with growth in the high teens if you want to be pessimistic.....so
I say get in while you can.

On the VTL note, when it was $1.40, I did some calculations based on the
prospectus forecasts and came to a PEG of 0.6, I was going to buy, but then
the price went ballistic, someone must also have crunched some numbers.


Phil
(Hold magical-wonderful FRU)

----- Original Message -----
From: "Louise Taylor" <louise.taylor@xtra.co.nz>
To: <sharechat@sharechat.co.nz>
Sent: Sunday, February 04, 2001 3:07 PM
Subject: Re: [sharechat] FRUCOR


> I too have tremendous faith in Frucor, and are myself a holder.  Just
> like to add to your list of growth opportunities:
> -South Africa
> -Europe
> -USA  (last two mid to longer term)
> -New products
>
> So far V is the only product that has tackled the overseas market.  What
> about their other drinks, and beverages to come (via innovative team),
> which in my opinion are fantastic.  The energy drink market in the USA
> is 80% dominated by Gaterade - Frucors drinks match if not better this
> product.  Think of the growth opportunities there, and look at the
> returns coca-cola holders have had over time.  Good growth industry too,
> as the profits achieved will almost definately be sustained.
>
> I'm in for the long haul.
>
> PS - also check out VTL, however may have already missed the boat a bit!
>
>
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