Muscle Pharm Corporation (MSLPQ)

[JimmyJams]

I feel like being stocked out in Q2/Q3 is the worst timing...this is the big push for "beach bods". All of it is missed opportunities. Sure some may buy other flavors, but others will take it as a chance to try a competitor that is in stock for the flavor they want.

It would make me feel better if their products were higher up in the top 50 and stocking out, but they aren't. They are all below top 20. To me that signals massive supply chain issues that have yet to still be worked out.

I'm hoping for $55M in the chance that supply chain is better than Q1, but I feel like they've lost out on more than a few million in rev. Also after being burned in Q4 last year, I am extremely fearful of a repeat this year in Q4 which would be devastating.

They say they'll be operating cash flow positive from here on out...I'm tentatively holding on to that nugget. I want to see first if they are back into good graces of the covenants and secondly their continued forecast & announcements (taken with a big grain of salt).

It would be amazing if they told us growth of combat bars. I don't think they will as they will want to probably stay secretive on how its doing.

What worries me is that they said 90% of revenues would be from Capstone products...that means Combat Crunch, Energy drinks, CocoProtein etc which are not produced @ Capstone will be <$21M for the year. I was hoping more from Combat Crunch...