Forum Archive Index - March 2001

[nickkearney@xtra.co.nz]

Mike

Is that the same way people were gearing into FFS at 85c?

Cheers

NK

> From: "Mike Beal" <mike.beal@approved.co.nz>
> Date: Thu, 1 Mar 2001 08:21:23 +1300
> To: <sharechat@sharechat.co.nz>
> 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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