Forum Archive Index - March 2001

["Mike Beal" <mike.beal@approved.co.nz>]

'Burn' is not Coke's response to 'V' - I think Burn is more aimed at
combatting Red Bull in the club/bar scene.  Coke's response to V is 'Lift
Plus' - a feeble competitor for V - it looks like a bunch of fifty year olds
have got together and said "Mmm, we need cool packaging" - but it's no match
for Frucor's superior marketing/packaging - it must have a tiny percentage
of the market when compared to V.

Who cares if there has been distribution problems in the UK when
international revenues go up 230%!?  Frucor's going to make a stack of money
even if the UK's a disaster...but if the UK does okay then Frucor will go
mental.

Look at Baycorp with revenues growing at, say 25-30% p.a. and the way that
stock has zoomed over the past couple of years - it now has a p/e of 52.
Frucor has a p/e of EIGHT and it's revenues are increasing MASSIVELY!

You're all mental if you don't buy this stock right now!

Disc: Geared into this stock from day one...hoping to retire early when it
hits $10 in a couple of years.



> Interesting marketing by Frucor - although this target market bares a lot
of
> resemblances to the attitudes and traits of the younger "fickle" teenage
> market.
>
> One has also noticed a heavy presence of advertising for Coke's new "Burn"
> product.  FRU shareholders will be hoping that its competitor is not true
to
> label in its impact on market share.
> We all no that Coke has rather deep pockets when it comes to advertising,
> promotions etc.
>
> Should prove an interesting period for FRU.  One suspects that the intial
> jump they thought they were going to get on their rivals has ended up
being
> a standing start due to distribtion problems etc.
>
> Disc.  Did own but quit at $2.30.  Would considering buying more at around
> $1.70 and/or when the company indicates that distribtion problems in Aust.
> and the UK have been bedded down.  To my mind they haven't yet.
>
>
>
> >From: "nick" <acummin@es.co.nz>
> >Reply-To: sharechat@sharechat.co.nz
> >To: <sharechat@sharechat.co.nz>
> >Subject: Re: [sharechat] Frucor - unleash the Beast !!
> >Date: Wed, 28 Feb 2001 18:48:58 +1300
> >
> >            The beast was cetainly unleashed on the NZSE today.
> >  Up seven on heavy volume, looks like the result is being well recieved.
> >When you compare it with the likes of  FLB,FFS , THL etc it looks
> >positively brilliant.
> >             nick
> >
> >While not a Frucor shareholder I was in Sydney last week and thought the
> >Chatters might be interested to know that "V" billboards are plastered
all
> >over the City and it seems to be a major sponsor of the Mardi Gra.  The
> >slogan being used is "Unleash the Beast".  Very appropriate I feel....!
> >
> >
> >
> >
>
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