Analyse @blitzkreigm's tweets
@blitzkreigm
| 106,678 followers
DODLA DAIRY IPO
OPPORTUNITIES
- Increase in share of value added pdts
- Liquid Milk has higher ROCE
- Sales into other geographies
RISKS
- Intense Competition in private players
- Dominance of cooperatives limits pricing power
- Volatility in milk price
#IPO #FMCGisLife
4/n https://t.co/gGij9pqsXd
OPPORTUNITIES
- Increase in share of value added pdts
- Liquid Milk has higher ROCE
- Sales into other geographies
RISKS
- Intense Competition in private players
- Dominance of cooperatives limits pricing power
- Volatility in milk price
#IPO #FMCGisLife
4/n https://t.co/gGij9pqsXd