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YOW 8.4¢

Niche food play

  1. vontrader

    23,254 Posts.
    Thought it was worthwhile having a look at some other niche food plays on the ASX and how the market takes to them when they get it correct

    BGA (Bega Cheese) and CZX (Capilano Honey) have done extremely well over the past few years

    I believe YOW has much larger potential than both, in terms of volume, revenue, licensing deals, spin offs such as movies and games etc

    Selling chocalate eggs with a toy encased to M's of kids seems much more attractive than cheese and honey to regular consumers

    No surprises then the likes of Eddie Sugar and EAS are involved, as the potential here is enormous. Seems in the S/T we just have to absorb the last of this placement overhang and then the rerate can commence

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