YOW - Yowie Group

Is anyone following this stock and/or have any thoughts on the long term prospects with their projec in Zambia

Re: GSF - Greater Seafood

Moving from Seafood to Mining....a natural progression.

Market Cap: 22,217,784
Issued Shares: 453,424,164

Re: GSF - Greater Seafood

Anyone following this company?

Last:0.027
Change: +0.004 Open: 0.024 High: 0.028 Low: 0.024
Volume: 5,198,021
Percent Change: +17.39%
52 Week Range: 0.019 to 0.105

Re: GSF - Greater Seafood

I don't know much about the company, but i bought back in late April at 2.1 and sold a month later at 3c, bought back in 2.5, sold again at 3.5 and bought again 2 weeks ago at 1.9.
I love this stock, but only because it makes money for me. Can't say the same about others. Like is said, i know nothing about it, just bought originally because the SP was at lows and there was some volume at the time (i think), and it's one i've watched ever since. I have my current package on the market, hopefully will go off today. I seem to be lucky picking the top and bottom, not sure how, just do. And i think there is still an announcement to come.

Re: GSF - Greater Seafood

Every month, does the same thing. No volume for a few days or week, then slowly makes a progression north with smallish volume. This is a perfect quick profit stock IMO because there is a definite pattern.

Pattern i have observed without charts is as follows.
2 weeks at lows, practically no volume
then a couple of days with .1-.2c rises with a bit of volume. (which is what we are seeing now)
then a .5-.8c rise with volume (for this stock) over a day or 2
couple of days at the top and the volume fizzles
then the few days of falls again.

I missed my usual 2c buy in because i think i had other things on my mind and saw it at this price of 1.7c 2 weeks ago and watched it fall and wait for no volume and then managed to pick up at the latest low.

This is not a ramping post, i bought early last week at 1.3c and i sold out late this arvo for 1.7. It's just my observation of a stock that i dont even know what they do, who runs it or if they have any assets, but the pattern is def there for fairly quick profits.

Does anyone actually know what this company is doing??? Couldn't be bothered researching it.

Re: GSF - Greater Seafood

Dead set, not kidding. Bottom of the cycle again. Is anyone else trading this in the cycle or is it just me? (obviously someone must trade it, but anyone from asf?) My other 2 posts are a month apart and its this 4 week cycle as described above has started again. I think this is the 3rd day with no volume again in a row and a week on some sort of bottom.

Anyone?

disclaimer, i don't own this time, waiting for sbm to sell first

Has anyone followed this company? I have been looking at its recent announcements and for some reason just feels like it is some sort of a satiristic joke (I am not saying it is, but it feels that way to me). The only thing they do (or intends to do) is so sell some chocolate branded "Yowie". But does the market really need to know when your marketing department has finished with the 3D characters (see announcement 15 Jan). Share price is up 400% in Feb by the way .

Yes it looks like they are steaming towards actual prodution and sales... but a $63m market cap you'd need to sell a $hit load of chocolates.

The history of the company suggests that it will probably become a mining company again in a few years, but I am not entirely certain if the same board is in charge from the last few transformations.

Yeah I have been following it and haven't invested. I agree about the wierd ann's. That one about buying a wrapping machine was a bit hilarious....I mean how sophisticated and awesome did they make that machine sound!

Tough gig to capture market share in the US confectionery market I would think..I'll be watching from home on this one.

VSntchr said:

Yeah I have been following it and haven't invested. I agree about the wierd ann's. That one about buying a wrapping machine was a bit hilarious....I mean how sophisticated and awesome did they make that machine sound!

Tough gig to capture market share in the US confectionery market I would think..I'll be watching from home on this one.

Click to expand...

And this from 3 Sept...

Yowie Group Ltd (the ‘Company’ or ‘Yowie’) is pleased to announce the completion of US market consumer testing designed to determine a preferred chocolate taste for US consumers.

A selection of Yowie chocolate recipes have been evaluated by over one thousand U.S. consumers comprising both adults and children. Consumers were asked to rate a selection of competing recipes on taste, texture, consistency, quality and preference. The preferred Yowie chocolate recipe is a delicious fine milk chocolate with a quality taste and smooth mouth feel. The chocolate is being sourced from a reputable local supplier. It is ethically sourced and certified and contains no palm oil ingredient.

Yowie chocolate has been designed to taste match ‘equal to or better than’ the US market leading chocolate brand.

Click to expand...

Yummy! They did some market research on 1000 customers and they are going to discover the preferred chocolate tase of US consumers... because no one has ever thought of that before!

skc said:

And this from 3 Sept...



Yummy! They did some market research on 1000 customers and they are going to discover the preferred chocolate tase of US consumers... because no one has ever thought of that before!

Click to expand...

How funny! Weren't Yowie's around years ago?

You have to burn a lot of cash to get to market...and current supermarket prices worldwide are very depressed. I'll pick it as my loser for the year.

The name makes me laugh already must be a funny business j/k
first I heard of it dont know much about it

Big supermarkets will make you pay for the right to put your products on their shelves. It's not easy to get a product onto a shelf unless you are a big name (e.g. coke could go to market with any crap and get prime shelf space e.g. the old mother drink that failed).

I like how this thread goes from Yowie to seafood and back to Yowie, hoping to revive this thread though, there's been a lot of new information coming out of this company and I want to see what you guys think. I've been pretty bullish on this stock for a while but the past few weeks have really validated my thoughts, I liquidated some of my shares last year for some other plays but got back into it at .40 cents back in october. So far my faith has been rewarded and the stock is doing really well (100% gains YAY!). to quote from another site:
(http://www.hotstockmarket.com/t/283630/ywgrf-yowie-group-ltd)

Yowie Group Ltd

Background: Yowie is an Australian based company which is seeking to replicate the success of Kinder-surprise in the US market. Yowies are basically hollow chocolate eggs with toy animals inside and unlike Kinder surprise toys, Yowie toys meet US specifications as a non-choking hazard (an issue which eventually doomed Nestle's once WILDLY popular "wonder ball"). The company just released news that after a very encouraging trial run its completed a deal with a tier 1 retailer (its been leaked that its walmart) in the US to roll out its products to 1500 stores across the country. The company also reported very encouraging results from a second trial run with another tier 1 retailer (Safeway) which indicates that within a month or so the company will have a second MAJOR retailer carrying their chocolates.

Alongside this news the company announced that it was raising capital from some institutional investors which has diluted the stock somewhat, keeping the price (on the Aus market) hovering at about 60 cents. Assuming no major hiccups this stock is looking like a good buy to me, the share dilution has kept prices down and judging from previous news related price jumps this stock has a few more price spikes in it when more details of these deals come out in a few weeks or so.


Anyway, with the US dollar up wildly against the Aussie dollar and with US consumer spending increasing it stands to reason that this company is in for a very good year, especially if these toys can hit the shelf by Easter (Last time I was in the US I was shocked at how much candy consumption occurs around these holidays). I admit I'm a bit bullish but what do you guys think?

boredmember said:

Anyway, with the US dollar up wildly against the Aussie dollar and with US consumer spending increasing it stands to reason that this company is in for a very good year, especially if these toys can hit the shelf by Easter (Last time I was in the US I was shocked at how much candy consumption occurs around these holidays). I admit I'm a bit bullish but what do you guys think?

Click to expand...

I think it's a fantastic story... the comeback of Yowie. I think it will sell a lot of chocolates in US.

However, I have no idea how to value the company. To justify the current market cap of ~$70m... may be $5m NPAT will do. But what would be a typical net profit margin for someone like Yowie, and does that translate into a achievable total sales? :dunno:

Anyone want to have a crack?

Here's some photos of the old Yowie aussie animals done by someone with a bit of spare time.
https://www.flickr.com/photos/emmoff/sets/72157626658923464

skc said:

I think it's a fantastic story... the comeback of Yowie. I think it will sell a lot of chocolates in US.

However, I have no idea how to value the company. To justify the current market cap of ~$70m... may be $5m NPAT will do. But what would be a typical net profit margin for someone like Yowie, and does that translate into a achievable total sales? :dunno:

Anyone want to have a crack?

Here's some photos of the old Yowie aussie animals done by someone with a bit of spare time.
https://www.flickr.com/photos/emmoff/sets/72157626658923464

Click to expand...

Isn't the bigger issue that the patent expires in 2018 (iirc), so it's not just if they can sell chocolates it's also whether they can build a big enough moat in such a short period of time. Once the patent runs out the guys at Kinder Surprise will surely be launching before you can say "Yow...ie".

Interesting prezzo yesterday, the rollout seems to be going very well. If their estimates bear out then $100m mc will seem cheap. Unfortunately, they're so scant on any details beyond very top line sort of estimates and plenty of blue sky. Still they're going to have 3 years of patent protection which even if they only achieve a quarter of what they're estimating could prove very lucrative.

McLovin said:

Still they're going to have 3 years of patent protection which even if they only achieve a quarter of what they're estimating could prove very lucrative.

Click to expand...

Full disclosure; i know very little about this company other than the fact they are similar to kinder surprise.

However, the amount of times i have heard personally, and heard of, Aussie companies coming over here to the US stating "even if we get 0.x % market share we will be fine" and it doesnt happen. The US is a complicated, massive (both population and geography) market that many Aussie firms struggle with due to underlying, hard to perceive cultural differences.

In fact, most of the consultants i partner with that work with Aussie firms, spend time telling aussie companies they are not yet ready to enter the market

prawn_86 said:

Full disclosure; i know very little about this company other than the fact they are similar to kinder surprise.

However, the amount of times i have heard personally, and heard of, Aussie companies coming over here to the US stating "even if we get 0.x % market share we will be fine" and it doesnt happen. The US is a complicated, massive (both population and geography) market that many Aussie firms struggle with due to underlying, hard to perceive cultural differences.

In fact, most of the consultants i partner with that work with Aussie firms, spend time telling aussie companies they are not yet ready to enter the market

Click to expand...

These guys have a bit more than a pipe dream. They had a successful trial in Wal-Mart and are now being rolled out to 1,500 stores. They're now in 5,000+ stores (including CVS, Walgreens, Safeway) in the US although I still think it's early days with a lot of those stores being on a trial basis.

This announcement lists them all...

http://www.asx.com.au/asxpdf/20150318/pdf/42xcgvgq79knhp.pdf

I had a look at YOW recently, i didnt get much further than the patent protection running out in 2017 and thinking about what a volatile market kids sweets might be - popular one day and poison the next if the kids get into something else. Will be interesting to see how it pans out.

McLovin said:

Interesting prezzo yesterday, the rollout seems to be going very well. If their estimates bear out then $100m mc will seem cheap. Unfortunately, they're so scant on any details beyond very top line sort of estimates and plenty of blue sky. Still they're going to have 3 years of patent protection which even if they only achieve a quarter of what they're estimating could prove very lucrative.

Click to expand...

I actually purchased some YOW (stocks, not the chocolate) on the back of this. I agree with you that it only takes a fraction of what they claim to justify the current market cap.

Personally, I think the patent protection is not really meaningful. Most parts of the world don't require a patent to sell toy encapsulated in a chocolate... yet Kinder Surprise still dominates them. May be there will be new comers after the patent ends, but 3 years is a long time to establish a market position (if done well).

The question is about execution. I haven't check what their production capacity is like at the moment... but I doubt they went all out to 100m units p.a. from the get go.

Anyhow... it's a smallish trading position. If their roll out works out (and frankly, if you put them at the check out, they will be sold), and can report strong growth over a number of periods, I can see the market pricing them above the current level easily.