Nov. 21 at 12:21 PM
$OTLY Last post before retirement until April.
It is extremely important that they are changing the narrative from plant based/milk alternative to lifestyle drink. I believe it was necessary to create brand awareness , but quite limiting on total adressible market. Also confronting an industry 100+ years is an uphill battle. On investor space , it is important to pivot as well - since all other plant based companies struggle, and investors are allergic (
$BYND ,
$TTCFQ ).
Lifestyle drink (cool, nutritious , tasteful, environmentally sustainable) is opening a new world…
Flatin did a great job on profitability while still moderately growing the company…
JV to be announced will fix balance sheet and will give a massive distribution/manufacturing network in China with Genki Forest , and massively fix the balance sheet.
We are just in front of turnaround exactly like (
$MNST and
$CELH). Starting from Feb , 12-24 months will be “cool”…