Good Natured Products Inc V.GDNP.H

RE:RE:RE:RE:unreal

[thelostarc]

@diamonhands, this is definitely the right way to think about GDNP and other companies that are carving out a competitive position. The company is growing both organically and by acquisition and it needs time to build out its footprint in terms of complementary assets and distribution/marketing networks. But once these assets and networks are of substantial size, profits will come naturally. The key, as you say, is to get it up to size. Being in a highly fragmented industry such as packaging, and being at the crest of the green packaging wave help a lot. Strong bench strength in management, which by and large is basically the team that built out Best Buy's international expansion, helps a lot. As investors, we have to give companies and management teams like GDNP time (as in a decade or even two decades) to do their thing. EBITDA, profits, free cash flows, those will all come as the business gains steam. As far as I can see, we are still in the first inning for this company. My only concern is that a larger competitor or vertical integrator sees the potential we do, and snaps up GDNP on the low.