Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : The Children's Beverage Group (TCBG) -- Ignore unavailable to you. Want to Upgrade?

To: Ga Bard who wrote (591)	7/9/1998 9:38:00 PM
From: Due Diligence	Respond to of 2452

Agree. Everyone is responsible for their actions. Everyone! Wouldn't surprize me if Luke's public posts were sent to TCBG already for possible legal action. Nice couple of weeks. Rare, in this arena for a individual stock. 7 days is the true test,sometimes. Jimbo

To: Ga Bard who wrote (591)	7/9/1998 10:41:00 PM
From: Peter Prickett	Read Replies (5) \| Respond to of 2452

Hi all. I must say that this sure is a lively thread! Caught on to TCBG about a week ago. Haven't bought yet, I must admit. Almost did a couple of days ago. With the jump the last two days maybe should have but...... Has anybody seen any real financial info on this company? Got the report from the fax on demand # and put out by Walters, Scott, Stern & associates. Gives expected sales, net income and EPS but no balance sheet data, etc. E-mailed the invester relations site on Monday to send me financials. Haven't got them yet. Not unusual. May take awhile but they didn't e-mail me back acknowledging the inquiry either. Called the company direct today. Referred me to another number. Obviously outsourcing investor relations task. Left message. Nobody called me back. The financials link on TCBG website is a dead link. Can't find any data anywhere. Makes me uncomfortable. While I find the business premise compelling and promising it's important to know how this company sits financially. How much cash do they have left to fund operations once started? How much debt do they have? As they obviosly have had virtually no sales to date I expect to see some red ink. But how bad is it? Have they prepared revised forecasts? What are their margins going to be? How are they financing the new machines? The walmart deal sounds great but I can assure you the margins will be razor thin. Walmart didn't get where it is by being overly generous to it's vendors. Maybe the volume and exposure is worth it. Would like to know some detail. How fast will walmart pay them? Does TCBG have the working capital to carry them? Bottom line is: Does the company have the financial footings in place to start and maintain operations? Is there a financial plan in place? This stock won't get to the levels that have been expressed on this thread without the insitutions eventually driving it. They won't junp in without financial data and forecasts backed up by solid assumptions. This stock was at 8.00 at one time. For whatever reason, and it may be a good one, the company has dissapointed the investment community once. They best be careful not to do it again. Some of you may deem my comments as negative. Not the intent. As I said, there is a lot about this company that is very exciting and I am very interested in it. But I would like to know if financially they can execute. Any comments about the above or sources where I can get financial data would be welcome. Pete