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[sharechat] Frucor


From: "Collin Ross" <ceejaynz@xtra.co.nz>
Date: Thu, 13 Dec 2001 21:07:19 +1300


Frucor has been a hot topic on this forum for a good long time. I have not been tempted to take part, but have been astonished by the passions that the stock appears to bring out.
 
From where I stand - outside looking in - it appears to be no more than one other commodity - perfectly capable of being copied by any drinks manufacturer that wishes a place in the market.
 
What it appears to have been lacking, however, is market penetration - shelf facings in the Supermarkets and convenience stores - the sort of market dominance tha "Coca Cola" takes for granted - having bought and paid for the privilege.
 
It seems to me that the French Company may be able to bring some of that expertise and muscle to bear on what is probably quite an adequate product - but of course, they will be aware of the strengths that they can bring to the whole scenario - so why pay over the odds ?
 
Just a pity that they appear to require total control - if they could bring their strengths to the product, and permit some local investors to stay on for the ride - that could be a win/win situation ?
 
Seasons greetings to all
 
Ceejay

 
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