Forum Archive Index - August 2001

[Morton John <John.Morton@tetrapak.com>]

Re Frucor

 

As someone employed on the fringes of the soft drink industry, I'd like to add my comments.

 

Frucor are in a very fast moving and dynamic market. Trendy drinks come and go with frightening regularity. There are few barriers to entry for small niche players - get lucky with a product that takes off and you are "in the money" - at least for a while.

 

Longer term, the major players with the distribution systems, marketing clout and smart logistics will dominate. Frucor are a small niche player.

 

Where is the logic and what is sustainable about making sugary drinks in a sexy package in New Zealand?

 

(But then what is so smart about sugar, phosphoric acid, and colour in COKE?).

 

Answer: COKE are smart at marketing and logistics and operate on a massive scale.

 

Unless Frucor can cut a deal with a world class Marketing and logistics player, I can't a sustainable future and would say SELL.

 

JEM

 

(Disclosure: don't and won't hold frucor shares).

-----Original Message-----
From: Ted [mailto:media@umc.co.nz]
Sent: Tuesday, August 14, 2001 10:41 AM
To: sharechat@sharechat.co.nz
Subject: [sharechat] What ever happened to.........

................the days where there many contibutors to this forum, we actually discussed NZ Shares and the NZ sharemarket, and rigorous discussion and opinion was the order of the day.

 

Is there anyone out there still? (apart from you Gerry)

 

Any comments on results from

TEL

FRU

WRI

In the old days (not that long ago actually) there would be a s...t load of comment already!

 

Is it because all the results were pretty much as predicted and no surprises? I think WRI have done well, and particularly look good for the future. FRU okayresult, but good signs are that the UK is improving and a pleasant surprise may come in the next few months.

TEL - don't know what to make of it. Any help?

Cheers and Shares