Friday, May 06, 2022 10:11:51 AM
On FEB 21 (my Post# 4530) I alluded to this following the following news :' BEIJING, Feb 21 (Reuters) - China Customs has warned consumers from buying and eating some infant and baby products of Abbott.'
I then outlined an hypothetical scenario aimed at exploiting this opportunity rapidly, ‘IMAGINING’ some kind of WIN-WIN scenario for both our CEO and ABBOTT.
At the end of my post I ask 3 questions:
- How bad is ABBOTT hurt by recent news?
- How aggressive would ABBOTT want to be to get back (indirectly)
into its crippled market?
- How much does current management of ELSE want to remain totally
independent?
TODAY
Today the problem is not a company (ABBOTT) issue but an industry problem (read an even more incredible opportunity for ELSE).
I however ask myself if we were position to do it (by ourselves or with another company)?
It's in that context that I assumed to be a mother looking for a baby food products since I could not find my usual one. I went to Google to find altenatives:
Search 1: ‘baby food companies in usa’
https://search.yahoo.com/yhs/search?hspart=yahoo&hsimp=yhs-le5a&p=organic+baby+food&type=868547.0.10.99.5031198.28277.868547H99HA7ACjwKCAjwjtOTBhAvEiwASG4bCDqyIwfBU_9dlJNg32q-Ig9fplLMMnKdSjoYt00VmDnpV_PcyG7azhoCMWgQAvD_BwE.CA. … NO ELSE
Search 2:‘best organic baby food brands’
https://organicsbestshop.com/?utm_source=google&utm_medium=cpc&utm_campaign=COLD_CA_Domain-Targeting&utm_content=132289112818&utm_term=organic%20best&gclid=EAIaIQobChMI5PHJg_nK9wIVyvvICh3XzQHdEAAYASAAEgJRuPD_BwE …NO ELSE
…
Mothers do not know about ELSE (unless they read the CEO’s PR’s for shareholders) and cannot even find us as an alternative … even in USA (never mind worldwide)
.
Believing the KNOWN major manufacturers of our industry will sit on their hands doing nothing is crazy. The ongoing opportunity will not be there forever and the ABBOTTS, GERBERS, … (and mothers) will resolve their problem SOMEHOW, with or without us.
Will our CEO standby, happy with our ‘petshop’ type of revenues (more or less $10M in 2022), dreaming of becoming a billionaire company in some years from now … because we have a great product? Let's hope not
Patiently,
Roger
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