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

To: CRDO who wrote (2185)	12/9/1998 9:14:00 AM
From: DJ Hartsell	Read Replies (1) \| Respond to of 2452

I am new to TCBG but I agree with you that this is HUGE. The way I see it the children beverage market is very large and getting bigger every day. Carpi-sun had a monopoly on the pouch drinks, everybody else had to use the Boxes. The boxes are o.k. but you cannot freeze them, and they cost more per item when you buy them. I only know this because I buy them for my kids. The capri-suns you get more items for the same price, the problem that I have with these are when you freeze them they don't thaw out in time for my kids lunch. But Now the school doesn't want kids to bring capri-suns to school anymore, because the kids have a problem with inserting the straws into the pouch, and the teachers don't have time to help all the kids with the drinks,so you can see they were very popular. But now everyone brings boxes. So Now steps in TCBG. The only other company allowed to sell pouches. I don't see them as a drink company, instead I see them as a Pouch company. TCBG can liscence or sell their pouches to anyone that needs or wants to compete with the capi-suns brand. As you can see already everybody wants to compete with the leader.Companies like Wal-Mart and Winn Dixie will make more from selling their brands than they will make from selling Capri brand. Also TCBG has the more child friendly pouch,with the built in straw. So as a parent I am happy. The only thing better than a monopoly is a duo-opoly. I wouldn't be suprised to see Capri-suns coming to TCBG to use their pouches in the future. The problem I see with TCBG is that they may not be able to manufacture enough pouches to keep up with supply, and that can be harmful to a company. I do have one question though, If someone would be able to tell me the profit margin per pouch? I think I read 16cents a few notes back but that seems high to me. I will also try to check with the company. Thanks DJHart

To: CRDO who wrote (2185)	12/9/1998 4:24:00 PM
From: AC Flyer	Read Replies (1) \| Respond to of 2452

<<I will wager $100 that this stock will hit $2 per share before your target of 70cents>> If you're still up for this, I'll take your bet. <<I wonder what you do for a real job when you don't waste your time bitching about tcbg>> I buy and sell small companies for a New Hampshire holding company. <<You could make a fortune, but you do not have the balls to do it>> That's not very nice. My objective is to communicate the schizophrenic nature of this stock/company to the newcomers to this thread. My own dd told me that TCBG is moving slowly towards becoming an operating company (i.e. revenues, earnings, etc.) However, I have also come to believe that the potential for any significant capital gain here is low, due to the control factors which I mentioned previously.