Delicious Alternative Desserts Ltd. (DD) Message Board

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Gold/Mining/Energy : Delicious Alternative Desserts Ltd. (DD)

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To: Don Johnstone who wrote (25)	8/6/1998 10:13:00 PM
From: John Wright	Read Replies (1) of 129

Don, thanks for the update on 3rd quarter results. Obviously at this point sales and profitability don't mean too much. What is probably more important however is their current cash burn rate and the speed at which they can get the new manufacturing facility up and running. I'm not sure how much inventory they are currently carrying in third party warehousing or to what degree they using independent carriers. Either way both costs should drop as we move into the fall and winter months and ultimately preserve cashflow. As of last weekend I don't think construction as well as installation of the manufacturing equipment will be completed by October. While I'm not a contractor, my own personal observations are that construction won't be finished 60 - 90 days from now. However, I don't see this as being a big issue. As ice cream is a seasonal business, a more important milestone would be for DAD being ready to manufacure for next summers sales. In the interim, the national brands i.e. Cadburys and 'certain' Ben & Jerry's Flavours they have lined up are excellent brands and have big potential if DAD can ultimately deliver on manufacturing and distribution. John

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