Originally Posted by
Subway
There will be no take over.
Both Lion and DB have good craft beer brands under their stable, Independent have Boundary Road which I think suits them fine.
You've got to rationalise a takeover:
Either, the takeover is
- Taking market share
- Has a valuable brand/access to markets they don't already have
- Brewing capacity
- Compliments their existing range
I'd argue Moa has none of those, they still contract brew (Both Panhead and Tuatara brewed their own), their market share is in a segment of the market that DB, Lion and Independent already dominate (Monteiths, Macs and Boundary Road are already big in the mid/low end of the market). Moa has very little good will/brand value. And they don't have access to markets that DB/Lion want or need. The whole Chinese approach is essentially worthless. But finally, they simply don't mass produce good beer. And if you don't make good beer, then its essentially game over.