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

To: RJC2006 who wrote (1252)	7/31/1998 6:45:00 PM
From: gambler	Respond to of 2452

Bob, Those were excellent observations you made. We all appreciate your expertise. Keep up the informative posts and the good work. Have a great weekend. Gambler

To: RJC2006 who wrote (1252)	8/1/1998 12:12:00 AM
From: Steve Cox	Read Replies (1) \| Respond to of 2452

Bob, never stop posting negative findings on this company and it's products. A thread posting all positive hype makes me suspicious. I'm sure all of us need to know as much (pros and cons) as possible before sinking our money in. I got in last week and am looking for another dip. Tough not having any financials to review. Going on management's rev forecasts, but they need some clarification. Seems Gambler is the only one to get through to the company (CEO). Have tried with no luck. Only talking to Inv Relations. Gambler, if you don't mind, ask Jon how he came up with these 1998 numbers from the TCBG web page: Each machine has the capacity to produce thirty million units per year. Based upon a staggered machine delivery schedule in 1998, TCBG will have the capacity to produce a minimum of 90,000,000 drink pouches this year. The resulting sales in 1998 are expected to be $14 million. You recently posted Brain Forest would not be in the picture, just the pouches they are concentrating on for Cliffstar/Sweet Ripe private labels. That comes out to $.155/pouch. Priced Capri pouches last night. A 10 pak for $2.59. Some posters are stating we are going to underprice the competitor at $1.69? Even if it's $1.99 that leaves $.44 for Cliffstar, the dist., and the retailer, so the numbers don't jive. My take on all of this is anyday now TCBG will complete the preferred offering ($2M) to cover the $1.5M they need to get the next batch of machines. A stock price of $3 would only require 666K preferred shares, maybe a little more since they will be offered at a little below current market price, in exchange for restricted selling for 3 years. A current price of only $1 will fetch 2M shares. Ouch! With the current 20.2M shares outstanding, that's a diff of 3% dilution vs 10% dilution. Cutting into those profit margins. Management is throwing PR's out with powerful numbers to get this thing up.When we see rapid fire PR's they may be ready to close the deal. Don't see anything wrong with this scenario. It's in the best interest of the company and it's shareholders to get this offering completed with minimum dilution, but I'm leery of the future numbers. Management often visits the SI thread to check on their shareholder's inputs. The financials will be out in a couple of months and I'm curious as to the stock options to be granted to management. My last stock ____ed us ( the shareholder ) with options to purchase below market value, then stating it was a supplement to their income to send their kids to college, blah blah blah. If I see this again, I'm outta here. Management has a big stake in this company (little over 50%). I like that, let's see TCBG prosper. If they do the triple digit growth 1998 ($14M) then 1999 (10 fold) $140M then stock options will be in order for their hard work. We, the shareholders, have positioned this company (kept it from becoming a penny stock) to help the offering and thus expand. Don't forget us! Today's news on Coke (Minute Maid). Did they make the Institute of Packaging Professionals list like TCBG did? NO! Do they have Rip It Sip It with an internal straw? NO! Believe TCBG is still the product that will be in demand. Steve