To: Cavalry who wrote (1594 ) 8/20/1998 11:17:00 PM From: gambler Read Replies (3) | Respond to of 2452
DEEP THOUGHTS BY GAMBLER Well looks like the paid short bashers are coming to surface. What a crazy time to be coming out and discrediting the company right before a major short covering. Seems a little fishy. I like the ideas that TCBG has all of a sudden turned into a hyping scam company. Just like that. They figured "what the heck, we don't have anything going for us, let's just put a few last scam press releases, sell all of our stock, and leave the country." This release today really pumped the stock price up too. Why does everyone think that Juicy Juice is such a "wonderful company" and that TCBG could never even come close to having the resources to buy them out? I have a friend who lives 20 minutes away from the Juicy Juice plant in Wisconsin. His mother has friends that work for the company and she thought that some of her friends were concerned about the plant closing down or losing their jobs. What does that tell you? Obviously all is not well at Juicy Juice. They have been losing market share and obviously because of their packaging, because I know the juice is very good. It comes in tin cans or drink boxes. These cans, I imagine, cut deeply into Juicy Juice's margins and is causing them to lose their market share rapidly. Juicy Juice may even be losing money and you almost have to assume so if the workers are concerned of their futures. Either that or they are making a very small profit. Either way the value of this company is no way more than $100 million and myself and my friend estimated it's worth below $50 million. Like has been said already on this thread the whole 100% juice market is about a $200-250 million market. JJ owns a 28% market share or $56-70 million. So where does the figure $300-400 million come from? So nobody thinks there are any investment firms out there with their eyes on TCBG because they see the potential? You don't believe there is any investment firm that would loan TCBG $50 million or less to make a acquisition that would greatly increase TCBG value? All of us longs on this thread have vision, so do a lot of "Smart Money" and "Big Money" people. They can see the potential for investment return here. Why don't you take a look at Nestl‚'s web site and see just how many products that they have? Nestl‚ (or The World Food Company) is located in Switzerland. Juicy Juice is hardly even mentioned in their annual report. One sentence I think. It says Libby's 100% juice drinks, which is Juicy Juice. So $50 million out of $50 billion that is .10% of the company. 1/10%, you think they will miss them? This from Nestl‚'s Web Site:When you think of Nestl‚, you probably think of chocolate, coffee or even milk products. But there is a lot more to Nestl‚ than candy bars and instant beverages. Most people don't know that we are The World's Largest Food Company - the only company that is truly dedicated to providing a complete range of food products to meet the needs and tastes of people from around the world, each hour of their day, throughout their entire lives. ...with thousands of brands and products... Today, Nestl‚ has a market capitalization that has risen more than 85 billion Swiss francs. Here are their financial figures in US dollars:nestle.com Here is their stock quote: nestle.com Here is Juicy Juice's page:http://www.nestle.com/brands/html/b7-18.html Gambler