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Research Tree provides access to ongoing research coverage, media content and regulatory news on YOWIE GROUP LTD. We currently have 5 research reports from 1 professional analysts.
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YOWIE GROUP LTD
YOWIE GROUP LTD
Roll-out accomplished – moving to the next phase
12 Dec 16
Yowie is making sound progress against its near-term strategy. At initiation a year ago, the company was very much a start-up story despite its historical success in the 1990s. To this point, management has demonstrated its ability to deliver on its short-term retail goals while anticipating and investing in future opportunities for growth through both in-licensing brands to expand sales, and early plans to leverage the Yowie brand into publishing, entertainment and other products.
04 May 16
An investor day at Yowie’s new manufacturing facility on 25 April revealed a smooth relocation and the successful production of its first in-licensed product – Angry Bird character Yowies – to coincide with the upcoming Angry Birds movie in mid-May. Retail revenues rose another 29% on a sequential basis in the March quarter, to an estimated US$8m as the company filled reorders from existing customers and new customers including Walgreens. Volumes appear in line with our estimates so we are maintaining our top-line expectations for now. We will revisit our forecasts after the FY16 results in September when more information is available on the reduction of patent royalty fees resulting from the new contract manufacturer, as well as any additional cost savings.
26 Feb 16
Yowie Group’s retail revenues rose 29% on a sequential basis in the December quarter to an estimated US$6.2m as the company completed its roll-out to 4,300 Walmart stores in the US. December quarter numbers include both retail and stock-building sales, so we are maintaining our topline expectations for now. However, based on the company’s recent move to a new contract manufacturer and the resulting discontinuation of patent royalty fees, we believe there may be upside to our estimates.
Walmart rollout leads to record sales
06 Nov 15
Yowie Group’s retail revenues doubled on a sequential basis in the September quarter to an estimated US$4.8m as the company expands its rollout from 1,500 to 4,300 Walmart stores in the US. With the Walmart rollout nearly complete, inventory-related working capital needs are declining, improving operating cash flow trends. Based on these early results, we believe there may be upside to our fiscal 2016 base case outlook. However, we are maintaining our estimates for now as the September quarter numbers reflect both retail and stock-building sales.
Confectionery with a conscience
21 Sep 15
Yowie Group has a clear brand vision rooted in the natural world and an exciting near-term strategy, based on legally protected US barriers to entry. We forecast rapid sales growth as the company executes on the opportunity led by its product rollout to over 4,300 Walmart stores in the US. Although that growth is being recognized in the share price, upside remains, and we suggest neither international expansion nor significant wider product and licensing activities are yet reflected by the market.
The Monthly January 2017
09 Jan 17
Despite all the hullaballoo of the Brexit vote and the subsequent election of Donald Trump as the next US President, the UK stock market prospered last year, especially in the latter few months of 2016. The combination of a depreciating currency – making $ earnings more valuable in relative terms - and the Trump emphasis on infrastructure expenditure drove the stock market higher
Panmure Morning Note 19-01-2017
19 Jan 17
Today’s H1FY17 pre-close is more than just solid; it demonstrates FIF’s resilience. As flagged at September’s FY16 results and, as demonstrated by both November’s reassuring AGM trading statement and today’s encouraging H1FY17’s pre-close, FIF is both well-prepared and well-equipped to offset considerable input cost pressures and maintain its progress on multiple levels, whilst the scope for accretive M&A in a highly fragmented market remains an added attraction. We maintain our BUY.
Agriculture starts FY2017 ahead of expectations
10 Jan 17
Carr’s Group’s (CARR LN, HOLD, T/P 175p) issued a statement today which confirmed that the company continues to trade in line with the Board’s expectations for the current financial year. The announcement refers to 18- week period which ended on 7th January and is the first pre-AGM statement since the disposal of the flour milling business for £36m.
Joy of Techs
21 Nov 16
ICT evolution is driven by technological development as advances are made which both meet and shape customer requirements. Our 2011 note No such thing as a telco described the modern reality in that former ‘telcos’ now deliver varying elements of a range of managed services. We built on this theme last year, exploring in further detail their evolutionary paths, operating fundamentals, and cashflow yield similarities. In the consumer environment, demand for bundles of technology is complemented by demand for content. Across the pond, the mooted combination of AT&T and Time Warner typifies the bundled need of ‘pipe’ and content, since unbundled alternatives such as FaceTime and WhatsApp can be easier and clearer to chat over, and Amazon and Netflix are easier to watch anywhere. In the UK, BT’s defensive actions cover delivery, content and capabilities, acquiring EE yet also buying football rights. While TV was long ago added to triple play to become quad play, voice is now merely an app, and fixed and mobile seen as just dumb pipes: it's the content that will influence consumer choices. Growth of TV and film as well as music and gaming over IP leads to UK small cap opportunities. In context of the drive to maximise value from pipes and access by offering content and data, we look at some amongst the potential tech small cap beneficiaries: Amino*, Keyword Studios, ZOO Digital*, 7digital*, KCOM* and CityFibre*.
10 for 17
09 Jan 17
As always at the start of a year, there are significant uncertainties about the year ahead but I think in 2017, the level of uncertainly has decisively moved up a gear. In fact, a leading economist at the LSE, Ethan Ilzetzki, was recently quoted as saying “I view the current global economic environment as the most uncertain in modern history”. Wow.