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The Food Revolution Group  ASX:FOD

Company

Current Price

First Coverage

Date

Price

5 Day VWAP

VWAP Returns

Our Entry Price

Our Returns

$ 0.026

08-Mar-21

$ 0.029

$ 0.033

-21%

$ 0.035

-26%

Report Date Price Current Return
This ASX Turn-Around Story is About to be Discovered 08-Mar-21 $0.029 -10%
FOD is an Emerging Turnaround Story in the Food and Beverage Sector 08-Mar-21 $0.029 -10%
This ASX Turn-Around Story is About to be Discovered 08-Mar-21 $0.029 -10%
How Our Investments Performed in Q1 of 2021 21-Apr-21 $0.034 -24%
The FOD Turnaround has Officially Begun… 29-Apr-21 $0.034 -24%
Management changes at FOD – We continue to hold 13-Jul-21 $0.028 -7%
How Did FOD Perform Last Quarter? 30-Jul-21 $0.027 -4%
Carbonated Wellness Cans Launched as FOD Expands into Apple Juice 20-Sep-21 $0.025 4%

ASX:FOD

Our Current Returns

-26%

Current Price

$ 0.026

First Coverage

08-Mar-21

$ 0.029

5 Day VWAP

$ 0.033

VWAP Returns

-21%

Our Entry Price

$ 0.035

Our Current Returns

-26%

Past Coverage
This ASX Turn-Around Story is About to be Discovered
FOD is an Emerging Turnaround Story in the Food and Beverage Sector
This ASX Turn-Around Story is About to be Discovered
How Our Investments Performed in Q1 of 2021
The FOD Turnaround has Officially Begun…
Management changes at FOD – We continue to hold
How Did FOD Perform Last Quarter?
Carbonated Wellness Cans Launched as FOD Expands into Apple Juice

Overview

πŸ“‹Β  About: The Food Revolution Group Limited (ASX: FOD), specialises in the development of innovative health-focused products that are sold through numerous retail channels in Australia. FOD strives to be a leading provider of beverages, functional foods, nutraceuticals, and wellness supplements that improve the quality of consumers’ lives in the use of all-natural ingredients.

🌏  Macro Theme: The Foods & Beverages market related to wellness products (preventative) is the fastest growing sector within the $4.8BN US market. The global wellness market is worth US$4.5TN and growing.

FOD Company Milestones

βœ… Wise-Owl Portfolio Launch
πŸ“…Β πŸŸ©Β Revenue Growth (Jan-Mar 2021)
βœ…Β Capital Raise $3M @ 3.5c per share
βœ… Refinance Greensill Loan
ℹ️ New CEO Appointed
πŸ“…Β πŸŸ§Β Revenue Growth (Apr-Jun 2021)
πŸ“…Β πŸ”²Β Revenue Steady (Jul-Sep 2021)
πŸ“…Β πŸ”²Β Accelerated Revenue Growth (Oct-Dec 2021)
πŸ“…Β πŸ”²Β Cash Flow Positive (Oct-Dec 2021)
βœ…Β New Product Launch 1 – Juice Labs
βœ…Β New Product Launch 2 – Carbonated Wellness Cans
πŸ”²Β New Product Launch 3 (2022)
πŸ”²Β New CEO Delivers on Promised Timelines
βœ…Β Key Board Appointment (David Marchant)
πŸ”²Β Unexpected Positive Announcement 1
πŸ”²Β Unexpected Positive Announcement 2

Original Black Label

βœ… Product Growth 1
βœ…Β Product Growth 2 (annual growth 4x more than industry)
πŸ”²Β Product Growth 3
πŸ”²Β Product Growth 4
βœ…Β Apple Juice Range (Product Range Expanded)
πŸ”²Β Unexpected Positive Announcement 1
πŸ”²Β Unexpected Positive Announcement 2
πŸ”²Β First sales in China

Juice Labs

Wellness Shots

βœ…Β Distribution Partnership (Coles, Woolworths)
βœ…Β Product Launched
βœ…Β Product Growth 1: Market Penetration
βœ…Β Product Growth 2: Coles Expands to over 1,000 Stores
πŸ”²Β Product Growth 3
πŸ”²Β Product Range Expanded
πŸ”²Β Unexpected Positive Announcement 1
πŸ”²Β Unexpected Positive Announcement 2
πŸ”²Β New Distribution Partners
πŸ”²Β First Sales in China

[NEW] Carbonated Wellness Cans

βœ…Β [NEW] Distribution Partnership (Coles & Woolworths)
βœ…Β [NEW] Product Launched
πŸ”²Β Product Growth 1
πŸ”²Β Product Growth 2
πŸ”²Β Product Growth 3
πŸ”²Β Product Growth 4
πŸ”²Β Product Range Expanded
πŸ”²Β New Distribution Partners

Eridani

πŸ”²Β  Product Growth 1
πŸ”²Β  Product Growth 2
πŸ”²Β  Product Growth 3
πŸ”²Β  Unexpected Positive Announcement 1
πŸ”²Β  Unexpected Positive Announcement 2

Wise-Owl Investment Milestones

βœ…Β  Initial Investment: 3.5c
πŸ”²Β  Increase Position 1
πŸ”²Β  Increase Position 2
πŸ”²Β  Share Price Increase 250%
πŸ”²Β  Share Price Increase 500%
πŸ”²Β  Share Price Increase 1000%
πŸ”²Β  12 Months Capital Gains Discount
πŸ”²Β  Free Carry
πŸ”²Β  Take Profit
πŸ”²Β  Hold remaining position for 3+ years

“Expected Company Milestones” are based on the company’s publicly available execution plan and some assumptions made by our team on potential announcements that should de-risk the investment. β€œOur investment milestones” show our current long-term investment plan. Early stage investments are risky and there is no guarantee that the expected events will occur. The lists are not in sequential order.

Key

πŸ”² Expected Milestone
βœ… Achieved Milestone
🟩 Above Average Result
🟨 Average (Expected) Result
🟧 Below Average Result
πŸŸ₯ Negative Result
πŸ“… Quarterly Report
🌎 Macro Event
βš”οΈ Results from Other Company / Project
[UPA]Β Unexpected Positive Announcement
[NEW]Β New Milestone Added

Why We Invested

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The Brands
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Reduced Costs
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Consumer Preference for Natural Products
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