Forum Archive Index - March 2001

["Michael Gore" <michgore@paradise.net.nz>]

This is just pure fantasy.  Rule No. 1 Never fall in love with your stocks.
michael
----- Original Message -----
From: "Mike Beal" <mike.beal@approved.co.nz>
To: <sharechat@sharechat.co.nz>
Sent: Thursday, March 01, 2001 8:21 AM
Subject: Re: [sharechat] Frucor - unleash the Beast !!


> '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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