I sent this email to Boots today.
I’m as big a fan of the Boots meal deal as anyone, but I feel as both a shareholder and a customer, that sustainable competitive advantage at a corporate level could be obtained by including Mars Drink in the Boots meal deal.
May I remind your board of directors that they must act in the interest of shareholders, and the decision to include the Mars drink (preferably the thick variety) would deliver unprecedented added value.
I’m fully aware of the laws concerning insider trading, and accordingly I respect the fact you may not wish to disclose any decision made regarding my comment in the event stocks rise too sharply, given my current portfolio.
I look forward to your comments,
I’ll be updating my readers on the progress.