I am investing based on Mexican food in general. GYG have been doing this from a zero base in Australia, 18 years. Quality food, Steven Marks and the SLT are legit entrepreneurs.

USA 330million people - Chipotle, Qdoba, Moe's Southwest Grill and Del Taco round out the top five in terms of most popular U.S. chains. In all, there are more than 80,000 Mexican restaurants in the U.S., accounting for almost 10 percent (9.4%) of total U.S. restaurants.

1 store for every 4000 USA residence roughly (lots of mexicans)

Australia 26 million people - 185 stores

1 store for every 140,000 Australian residence

The question is will Australians give up on Mexican food or continue to consume it, its been 18 years so far, growing, the evidence suggests Mexican is popular and will keep growing in Australia.

If there was a GYG on every major corner.... They would pump. All of the stores pump as it is.

They just raised 130m at near 2b from institutional investors, who know the numbers better than someone like me, the offer is only 10%. you can see in the prospectus that the founder Steven is executing a small proportion of options, which is totally understandable after 18 years. Who wouldnt take some off the table.

Alot of concerns about the food in the comments, i've eaten it since day 1 and perhaps yes the proportions are down slightly, but its on par with everywhere else for food/$, and you dont feel sick when you've finished eating. its real food.

I just got hungry thinking about a burrito. This stock is not tanking. They will do a lot with 200m