Read the latest concall of the company-
A few takeaways from my side-
- Scale up and the pace of scale up of peanut butter, nachos, Act II (ready to eat pop corns) and sundrop peanut snacks are the key data points to monitor in future. And of course their market acceptability. .
2.Second item to monitor closely monitor is the pace of distribution expansion.
If these things pan out smoothly, we ll have a winner on our hands.
Sundrop Oils and Act-II (ready to cook popcorns) are doing fairly well.
Keeping a close watch on these parameters. May initiate a small position as well.