Part II of Post 1001:
ú The Potential: Endless! Think about the area's mentioned in the conference, when one marketing curve peak's another is on the rise. National brand products. More than two customers. Airline business and hospital potential? Dairy? I have really thought about this one a lot, when I was in college I made two trips to Canada, I swear we purchased milk in a bag instead of a jug. If I remember right, each house hold had a container, you would set the pouch in the container and snip the corner. I thought for disposal much more efficient. What about a spout for the dairy folks on a gallon of milk?
ú The PO's: We don't have any? But hope to have in the next 10 to 14 days, again apply your double multiplier, be realistic. Product to be in stores with in six weeks. If we are to service the back to school we need ASAP. Based on past press, you can take it to the bank (around the next corner).
ú The Profit: My Grandfather told me when I first went into business, boy if you can net 3% you will be fine, I told him I was going for 1%. I heard projections that the overall market ranged from 300 million to 800 million gross sales, I am not greedy. If management does « of what they plan then we will be fine. How bad can stock dilution of 10% in the future compare to appreciation of 1000%? They plan to show a profit by 2nd qtr (Mar of 99), not that far away. It was stated today that they have assets with no debt! Very close to NASDAQ requirements (assets)?
ú The Pace Cars: This subject surfaced a few times during the conference, I think the company is fine with the fact that they are promoting there company as a Healthy entity, and Jon says they paid for this contract. Hope everyone can see the vision and wisdom with this. Could be said that this is " The Health's Children Beverage Company".
ú The Patience (finally): This investment (in my opinion) is a once in a life time opportunity. I have only really experienced the market for the last two years and am no example for you. I post what I believe, you have some well prepared DD on this thread, it will be time before you profit like this again.
Back up the truck, it's a profitable ride..........
Keith
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