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Gold/Mining/Energy : Clearly Canadian Beverage Corp (CLCDF)
CLV 1.4300.0%Feb 8 4:00 PM EST
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To: Martin Wormser who wrote (104)8/10/1997 6:07:00 PM
From: Blue   of 206
 
Martin, regarding the 12 ounce size, I thought it was the whole point of the distribution agreement with that co. that is the largest North American distributor of canned drinks. In other words we should be seeing CC in its new flavours in 12 oz. cans shortly. ...? And in machines...?

As for Orbitz, it's a visual experience and the bottle is shaped like a lava lamp so I don't think a different format is appropriate.

Clearly Canadian bottles are attractive...obviously meant to compete with the likes of Perrier....who also sell in teensy bottles. Don't discount all those fancy ladies in cafes around the globe ordering a real sparkling beverage...but then again they'd probably order Perrier since CC is loaded with glucose/sucrose...another problem...need to have a 'lite' version. Personally I like the CC water, it's peppy & zippy, but I'd like a light version. Orbitz...well...it's disgusting but then again so was most of the candy I wolfed down as a kid. Including Mountain Dew (now UGH! green).

So...there are problems but they are holding their own and I think stand to steal some market share from the likes of Snapple. Snapple is huge and was great out of the gate but people are catching onto the fact that it's just sugar & water, and in a boring bottle to boot. The visual experience of CC's bottles for CC and Orbitz might set it apart, but only if they can get their product into the cultural memory, in bars, cafes, etc. etc. & build brand loyalty for the long term.

We need to see Orbitz martinis in college bars!!! (Don't tell the kids...)

I see a bright future for CLCDF, and for the stock, esp. at current prices.
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