To: Dave Shoe who wrote (1857 ) 9/15/1998 3:59:00 AM From: KSully Read Replies (1) | Respond to of 2452
Dave Shoe, Good Post! Sai, screw the Shorts, Traders and MM's! Shorts, Traders, and MM's can only "temporary" effect the stock price. Although I'm under water in regards to my TCBG investment, I purchased these shares to at least wait out the Wal-Mart order. Wheras I would like a better stock price. My concerns are on the built in straw system. On the stand up pouch. On the Wal-Mart order. These are the "driving forces" behind the stock price. Not the shorts, traders, and or mm's. Let me put out this perspective: TCBG "...is the only other company in the U.S., besides Kraft, which can legally market, manufacture, and distribute any type of stand-up pouch drink product." (Packaging Strategies, August 15, 1998) How much is this worth? TCBG has in and around 21 million shares outstanding and a current market price of $0.75 per share. This renders a market capitalization of $16 million or so. This ability to legally market, manufacture, and distribute stand up pouchs has a "value". Being the only other Company in the US market to do so has a "value". Is this VALUE worth at least $16 million? Add in the built in straw system with patents pending. Does the "Rip it sip it(TM)" built in straw system have a value? We as investors lack audited financials and SEC reports regarding TCBG.In addition, there are no revenues to date. As such, TCBG can not be valued under normal standards of valuation for investment consideration. This does not mean to imply that there is no value inherent with the Company. IMO, a short position is not an inherent value regarding any Company. A traders position is not an inherent value regarding any Company. What the MM's are doing to ensure a proper market for the shares is not an inherent value regarding any Company. Each can affect the stock price both temporarily and over the short term. But neither adds and takes away the value intrinsic to what is inherent. To what is intrinsic to any Company. The Business Enterprise. Value placement with respect to the intrinsic attributes outlined above are opinion based. As such, I simply note that such values do exist and leave it up to the individual to render their own assessment of value. Despite this, there is the due dilligent lead of Savant Biotechnology Inc.. Prior posts on this board made mention of something called a "reverse merger". I do not know the definition of a "reverse merger". But as posted, Savant Biotechnology changed its name to the Children's Beverage Group. Does anyone have info on Savant Biotechnology? Time has not permitted itself. But I would suspect that there is dated information regading Savant Biotechnology. Maybe even some dated financial information. Possibly a dated prospectus when Savant was first incorporated. Information found on Savant can be extrapulated to better asses TCBG today. Can this be found on the internet? Doubtful. It might involve and entail the archives of the local library. If I knew Savant's business prior to becoming TCBG, I might luck out via these message boards on finding a previous investor that was involved with Savant. There was a Company called Big Pony Gold that got out of gold and into mortorsports and changed its name to Pan American Mortorsports. I know the past and present history of this Company. There has to be a investor somewhere who knows the past and present history of Savant Biotechnology. If no hard core information can be had. Than at least better insights can be obtained. Lastly, the production process is much more involved than just installing a few Volpak machines. The likes of Cliffstar and Sweet Ripe have to make major infrastructure investments. In addition, there are the inherent problems of outsourcing parts and supplies to ramp up production. A delay in the delivery of Pet Film delays the entire production run. I would suspect that there are 20+ venders involved. To get production moving, "everything" has to be in place. This takes time and anyone familiar with the process knows and realizes that there are some things out of one's control (ie: the venders one must rely upon to secure the neccessary parts and supplies. To close, lets attempt to forget that such factors like shorts, traders, and mm's exist in the market place. Rather, lets focus efforts and attention on those things intrinsic/inherent regarding the Company and its business enterprise. If value exists and if value is to be created - it is within the confines of both the company and its respective business enterprise. Success regarding these factors is what will render a success to the investment. KSully