Low-Level Analysis.
I think what we have here is a tiny beverage company which grew to a small-sized company, under the guidance of an incredibly experienced management team.
So the question is can they next grow to a medium-sized company?
They have assembled a number of candidates in their beverage portfolio and any one of them can grow to hit status and push them there. Some may be singles, some may be doubles - and one might be a home run.
As a medium-sized publicly traded company, they have the ability to acquire other small (or tiny) beverage start-ups ahead of larger beverage companies (and/or private equity shops) which can later grow to hit status and push them there.
Combining their publicly traded status, with a management team that is well respected and that has friends in every corner of the beverage industry - provides a valuable 'first-look' opportunity.
Having management which has experience - additionally, means they could acquire a small beverage company and help them grow (by avoiding rookie mistakes) to reach hit status.
What small beverage company with a great product and struggling to grow would say no to a meeting with them.