Do you mean general thoughts about their business strategy, or about what happening right now?
SP been meandering upwards through the recent meltdown.
-US exporter so exchange-rate dependant, but a premium product so not such knife-edge margins that threatren viabilty of exporting strategy.
-Internationally, some wine gluts (EU). But not at premium end of the market. And DGL trying to make it all about the brand (at 2 levels: NZ; Oyster Bay)
-Will the US ec slowdown affect premium-end american wine drinkers ability to drink what they want?
-Globally a little fish in a big sea. Typical kiwi - does it's homework and punches above it's weight.
Hold.