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

To: gambler who wrote (1600)	8/20/1998 11:22:00 PM
From: Due Diligence	Respond to of 2452

>>>It comes in tin cans or drink boxes.<<<< Thanks for your informative post gambler, the PACKAGING is the key.JMO. Jimbo

To: gambler who wrote (1600)	8/20/1998 11:24:00 PM
From: Cavalry	Read Replies (1) \| Respond to of 2452

juicy juice only has one offer, from tcbg they are an afterthought for nestles, a speck on a balance sheet out of 83 page financials juicy juice is one line to tcbg they would be the world value is in the eye of the beholder or buyer in this case, and with our pouch we are the only ones who can make juicy juice more valuable Cav

To: gambler who wrote (1600)	8/21/1998 1:51:00 AM
From: mark cox	Read Replies (2) \| Respond to of 2452

Nice post Gambler thanks for the Nestle info. I have a few thoughts. If TCBG were to spend say $50 to $75 million for Juicy Juice let's see what they would get for that and why TCBG would want them. First, Juicy Juice has something that TCBG doesn't have, national brand name recognition. This is an intangable asset which is almost impossible to put a value on. But it is worth a hell of a lot to be sure. Secondly, I have no data to back this up but I am assuming that Juicy Juice is already in most supermarkets in the US. I know it is in all 3 different stores in my town. That means Juicy Juice owns some valuable real estate, shelf space that is. Again I don't know what the actual value of this is but it is a lot. If TCBG were to try and grow it's BrainForest line on its own it would take a long time, cost alot to get shelf space and most importantly have to advertise heavily nationwide to establish its own brand name throughout the US. So to get BrainForest to the point where Juicy Juice is right now would take tremendous capital and time. Now if TCBG were to buy Juicy Juice, they could create new artwork for the TCBG Juicy Juice products to make them resemble the BrainForest type of packages. Or create a new seperate line of Juicy Juice drinks called Juicy Juice BrainForest Slush etc. What I am getting at with all of this is with Juicy Juice as a vehicle, TCBG could almost overnight have their own private label brand juices in almost every supermarket in America with a name everyone already knows. So we become one of America's largest juice producers right out of the starting gate. One day we are an unknown company, the next month we're one of the big boys. Then of course we make our move on Kraft to eventually become the #1 juice producer in America. Of course we will have huge debt on the balance sheet. The other concern has already been raised. How do we produce enough product with a limited number of Volpaks? Let me put out a possibe answer to that. We have heard the rumors about Costco on this thread and we have all heard about the other top 10 retailers that TCBG will be producing for. But we haven't seen any more done deals besides Walmart and WinnDixie have we? Maybe that is because TCBG has decided to change strategies and focus on becoming the largest juice producer in the US themselves. That would surely free up several of the 10 Volpaks that they will have in the next 8 months to produce their own line. The press release today was so shocking that it seems unbelievable. But I know that this company is for real and that is why I thought of everything I just wrote about. About the borrowing of the $50 to $75 million to finance the buyout, I totally agree with you that any number of banks would probably loan them the money. I know of other companies that have almost borrowed that amount and they are small companies with small assets. One thing is for sure, they won't be borrowing anything with out an audited financial report. If they do acquire JJ, I think that might just possibly get them qualified for the Nasdaq National Market. <gg> This has all been pure speculation on my part. Any thoughts? Mark