eskimo pie case

[andy chow]

Hi Team,
I have done some VERY DRAFT work on the case.
Please take a look and may be we can discuss online tonight or tomorrow.

Pitney: Here is our group list
Aslan - asla...@gmail.com
Frances - franc...@gmail.com
Philip - phil...@gmail.com
Andy - wing...@gmail.com
Pitney - kc...@hkstar.com


Cheers,
Andy

[Aslan Lam]

Hi Andy,

 

Very quick wor.  Let discuss it online tonight or tomorrow la.

 

Aslan

 

[Frances Chin]

Thanks Andy for the great work.

 

How about having a discussion tomorrow at 9pm? through MSN?

 

Thanks & regards,

Frances

 

[andy chow]

Hi,
Attached is our group discussion.

Some key points:

Q2
- We are doing the estimate for 1991
- 10.29% for part 1, because constant market and 10.29% is the market share growth
- 20% for part 2, based on the Goldman estimate
- we should also mention something about the long term growth will not be like that

Q3
- We can use 10.29% for the sales growth rate.

Action items:

Aslan
- Q1 and Q2 final write up based on our discussion results of tonight.
- Probably need more ratios for the comparison for Q1

Philip & Pitney
- Draft for Q3 & Q4

Andy & Frances
- Draft for Q5

And we can discuss again on Thur 9pm.

Cheers,
Andy