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Re: A deleted message

Friday, 04/24/2015 1:54:12 PM

Friday, April 24, 2015 1:54:12 PM

Post# of 80867
Please. Combat Crunch is obviously a hit product for them. It's the one that can get them into C-stores. They need to throw their weight behind it.

CocoProtein and Energy drinks probably won't take off. So they just need one mainstream product...then those two can follow.

My issue is that they may have overextended themselves with product launches. It will help in 1H'15, but 2H'15 will again be tough sledding unless Combat Crunch becomes huge.

If anything, they can always "right size". Their company valuation already has this "right sizing" built in to the price. $60M market cap.

Things don't work out. Lay off a ton of people, cut expenses. Go back to the basics and make a profit with $100M in sales. They have enough of a "cult"/core following to continue. Easily still worth $60M market cap.

Something becomes a hit, then they can continue to expand. The price is now asymmetric in terms of upside vs. downside.