12-05-2016, 04:47 PM
I got to know this stock from Boon's post. Thank you Boon.
Let's do a simple reality check on Boon projection, with an assumptions. The price to final consumers, should remain the same, in the shift from export, to Direct Selling channel. In other words, Best World and the Saloon Owners/Distributors, will re-balance their shares, during the channel shift. I am skeptical, Best World can keep all the gains from the shift, on the expense of the down-line Saloon Owners/Distributors, without any damage on the relationship.
I do agree the company, is more scale-able, than the existing export channel, once the license approved.
What do you think?
(not vested, but monitoring)
Let's do a simple reality check on Boon projection, with an assumptions. The price to final consumers, should remain the same, in the shift from export, to Direct Selling channel. In other words, Best World and the Saloon Owners/Distributors, will re-balance their shares, during the channel shift. I am skeptical, Best World can keep all the gains from the shift, on the expense of the down-line Saloon Owners/Distributors, without any damage on the relationship.
I do agree the company, is more scale-able, than the existing export channel, once the license approved.
What do you think?
(not vested, but monitoring)
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡