tag:blogger.com,1999:blog-4815867514277794362.post2479108231506109706..comments2024-03-08T06:18:28.125+11:00Comments on Bronte Capital: The Gobi Desert people like their Nu Skin, so do Wild Yaks, Donkeys and BearsJohn Hemptonhttp://www.blogger.com/profile/03766274392122783128noreply@blogger.comBlogger11125tag:blogger.com,1999:blog-4815867514277794362.post-36931615727591590722014-09-09T02:17:04.815+10:002014-09-09T02:17:04.815+10:00It may be thinly populated but consider for a mome...It may be thinly populated but consider for a moment the climate and how much skin cream would be required to rejuvenate your skin if you lived there. <br /><br />Yak butter only goes so far.Richardnoreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-59256951812870097072014-09-08T15:17:42.921+10:002014-09-08T15:17:42.921+10:00John, I hope you have better reasons to short this...John, I hope you have better reasons to short this than a poorly designed chart in a presentation. FCF positive in 18 of the last 19 calendar years...<br />Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-79593755932156536802014-09-08T09:22:29.314+10:002014-09-08T09:22:29.314+10:00In response to CP:
The slide itself suggests that...In response to CP:<br /><br />The slide itself suggests that there is only a rough idea for the future stores and that they aren't "planned" yet. If the graphic designer made random assumptions about these locations or took artistic liberties, then I wouldn't be particularly bothered.<br /><br />The # of projected stores seems promotional.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-16909429189782050272014-09-07T13:35:43.657+10:002014-09-07T13:35:43.657+10:00Glenn,
if they haven't actually figured out ...Glenn, <br /><br />if they haven't actually figured out where, specifically, it would make sense to build the new stores then the proposed number is completely arbitrary and the map is a lie.CPhttps://www.blogger.com/profile/12701174164478027499noreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-36393901894521590122014-09-07T10:57:43.108+10:002014-09-07T10:57:43.108+10:00B-b-b-b-but Nixon WENT to China! ;)B-b-b-b-but Nixon WENT to China! ;)CrocodileChuckhttps://www.blogger.com/profile/10762442097044797842noreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-60158339220705668282014-09-07T10:44:23.433+10:002014-09-07T10:44:23.433+10:00This may be a reflection of sino deal realpolitik:...This may be a reflection of sino deal realpolitik:<br /><br />if you want to access our markets, please add more than your sparklepony list!Unknownhttps://www.blogger.com/profile/18263181032073403490noreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-18258189982791001282014-09-07T10:29:18.386+10:002014-09-07T10:29:18.386+10:00The map is certainly a little funny. I have no clu...The map is certainly a little funny. I have no clue what store would be at the confluence of southwestern Xinjiang, Tibet, and Pakistan -- that looks to be in the middle of the Karakoram range, which is served by no major road and is very, very thinly populated. Even if we don't take the map to be literal I can't think of any city anywhere near where it would make sense to open a dot. (Nearby Hotan and Kashgar look approximately represented, but those are probably difficult locations for Nu Skin stores, too, due to the lack of a relatively wealthier Han population to market to.)wrdnoreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-86486053833029757442014-09-07T06:26:54.756+10:002014-09-07T06:26:54.756+10:00John, is that all you have to offer on NUS? Poking...John, is that all you have to offer on NUS? Poking into ppt-grahpics? Your forensic skills have been much better! Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-34298850239062150112014-09-06T15:35:53.408+10:002014-09-06T15:35:53.408+10:00Perhaps the graphic designer simply made stuff up ...Perhaps the graphic designer simply made stuff up to make a pretty diagram? The only way to make that diagram ultra-accurate is to make assumptions about future locations and put all of those locations into a GIS database (or equivalent). An accurate diagram would telegraph their intentions and possibly make it difficult to acquire the real estate that they want.<br /><br />There are nefarious explanations and legitimate explanations. The legitimate explanation seems simpler to me???Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-19473687281398578102014-09-06T15:08:25.509+10:002014-09-06T15:08:25.509+10:00The map speaks to amateurish and poorly thought ou...The map speaks to amateurish and poorly thought out strategy, I'll give you that, not sure it says anything about financial controls. I wouldn't point out the single point, as much as the nearly uniform distance between green points as though the task on this map was to maximize the distance between 65 spots on the map. An algorithm could hardly do better.Chrisnoreply@blogger.comtag:blogger.com,1999:blog-4815867514277794362.post-21421846459442289372014-09-06T14:13:05.198+10:002014-09-06T14:13:05.198+10:00Unlike the blue and red dots, the green ones look ...Unlike the blue and red dots, the green ones look suspiciously uniformly spread out. There's no area over which they're concentrated. Any chance some random intern was just told to put 85 green dots spread out across everything but Tibet, Taiwan, and Hainan?JPnoreply@blogger.com