SVR - Savor Ltd (Formerly MOA)

[Ghost Monkey]

Not sure I really agree with that analysis, the classic range is their core product, that is where they are trying to push volume. Except when you contract brew your core product, you are paying away margin.

Given Moa have already discounted/repositioned their core range to the mid/lower end of the market its margin they can ill afford to pay away.

Lets not forget the reason why they had to contract brew in the first place was due to the dispute around the brewery expansion at their current site that forced them into this situation, this wasn't a by choice decision.

Good point. You could very well be right on this count. But didn't they extend the contract to continue outsourcing their 'core' product?? If that's where their earnings are to be made why didn't they bring it back in-house? I've gotten the feeling from a few of their comments that they are quite happy with the current situation. So, is it a poor business decision, or do they see more value in being able to have the extra brewing capacity for their reserve and special edition ranges??

[bull....]

Pie selling down holding , Dont they drink Moa at there parties anymore?

https://www.nzx.com/companies/MOA/announcements/304507

[Clints]

Can't say it would have been their best investment (certainly wasn't mine)

[stoploss]

Pie selling down holding , Dont they drink Moa at there parties anymore?

https://www.nzx.com/companies/MOA/announcements/304507

Last presentation in Wellington guest speaker was from Garage Project , I will update you after the presentation today on current flavour of the month

[ace5715]

Last presentation in Wellington guest speaker was from Garage Project , I will update you after the presentation today on current flavour of the month

Big fan of Garage Project brews!!

[LAC]

Garage project is pretty good. Enjoying Panhead as well

[value_investor]

Didn't really understand this company. Wants to compete with the Lions and DB's of the world. Those companies do their own beer in that craft category which is received better than Moa is. Company can't sell at good enough volumes to break even, and is still far from critical mass. Pass.

Btw, the Moa at my work fridge has been sitting there for months.. Not a good sign considering our office is full of beer snobs.

[Clints]

Wonder what impact this may have - these shares have been pretty poor performers over the last 9 months

"MOA provides an update covering the appointment of Sheena Henderson to the
board and the retirement from the board of Allan Scott, on a private
placement of shares and on the planned timing of the Annual Shareholders
Meeting."

[bull....]

after selling still watching 360k is pennies really

[janner]

Some have made money.. A greater number have not.
Some will continue to make money if they are quick and astute.
Just another dog IMHO..

DYOR. Disc. Never a thinker of even holding.