I think this is what we have heard (well, maybe not "brand acquisition") during the call on the 10th. I think they know they need to re-organize, and it looks like they are doing that.
Zubrowka alone can contribute very strongly to their bottom line in Poland. I traveled through Poland, and Zubrowka is extremely well established. It was manufactured in the 16th century, as amazing as it may sound, and is very popular, especially with the hip, young crowd. And this is the segment of population that has the money.
But they also have a number of other, well established and accepted buy the consumer brands. It would be very difficult for CEDC to screw this out. I guess anything is possible, but my money is on them. Time will tell.
-mm-
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