Discover and read the best of Twitter Threads about #oatly

Most recents (3)

When Mr. Market admires #Oatly ($OTLY.US) and has a lapse in memory of past sector deals, a healthy refresher is needed.
Plant-based cream on #Danone’s ($BN.FP) morning coffee, a lengthy thread (x/11):
In the summer of 2016 #Danone acquired #WhiteWave for $12.5b or c. 14x EV/EBITDA 2016F aft syn. Danone became the leader in plant-based food with an estimated market share of >40%. The acquisition added many plant-based brands, but more importantly the #Alpro and #Silk products.
#Danone plant-based portfolio includes (est,ori):
-Silk (1977, WW)
-Alpro (1980, WW)
-Promavel (1983, WW)
-So Delicious (1987, WW)
-Activia’s PB product (2019, R&D)
-Danette’s PB product (2020, R&D)
-Actimel’s PB product (2020, R&D)
- Follow your heart (1988, 2020,Earth Island)
Read 11 tweets
Mainonnan eettisen neuvoston mukaan @oatly "hyödynsi lasten herkkäuskoisuutta" #Maitomyytit-kampanjassaan.

Siispä ketju 2020-luvun hämärästä lapsiin kohdistuvasta maitomarkkinoinnista.

Aloitetaan 2010-2020-luvun postereilla.

1/5

#maito #oatly #koulu
Yllä oleva kuva on minun ottamani kuva tänä vuonna eräästä koulusta.

Postereista ei tule esille niiden olevan mainontaa millekään firmalle, vaan nuo mainokset on luonut puolueettomaksi väitetty Maito Ja Terveys RY (nykyään niistä vastaa Ruokatieto Yhdistys).

2/5
Kuten kuvakaappauksista nähdään, maitoviestintää luotsaa maitoalanihmisiä. Suorat yhteydet.

Oatlyn kohdalla ongelmaksi nostettiin se, että markkinointi ei ollut heti tunnistettavissa markkinoinniksi eikä käynyt selvästi ilmi kenen lukuun markkinoidaan.

3/5
Read 6 tweets
1/🧵

As someone who likes profits, been asking myself, if I had invested in attractive high-growth companies in their early years e.g.
-Amazon
-or Netflix?

In this thread, we learn one way to value PRE-PROFIT COMPANIES by using gross income.

Best served with a cup of tea 🫖
2/🧵

The obvious problem is that not all promising companies show earnings or cash flow starting Day 1.

Earnings are what the hardcore “value investors” demand for their valuation Excel exercise.

But it’s lazy to stop there. How could we rethink the valuation process?
3/🧵

If we can’t rely on cash flows or earnings, we must “climb up” the income statement. Operating income, or EBIT, could work.

But many companies invest heavily in growth, suppressing operating income through higher operating expenses (OPEX), see e.g. #Amazon in 1999-2001.
Read 32 tweets

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