The Inventure Group Inc. (SNAK)

[dp3]

Apparently the earnings call went well today : ) Up 5% on heavy volume.

Just read the transcript, and, yes, their forward guidance (without being too specific) for the back half of the year was pretty positive! Was happy to hear. What I found very interesting thought, was that late in the call, Terry seemed to be referencing another company that is in the sector (that had Boulder in its name), and seemed to be suggesting that its EBITA numbers were slightly suspect. Unless there were typos in the transcription service, he may have been referencing BDBD, which had an absolutely glorious day in the markets (up 15% with an even $2.00 gain) based on their excellent earnings news (which I hinted to above). However, BDBD has been fighting some persistent questioning of their books here in SA, and I am interested in finding out if SNAK thinks either that BDBD is overvalued, or if they want analysts to start using the same metrics in valuing SNAK. If so, SNAK could go quite a bit higher and I am all for that. I was scared when the market opened, and was questioning my position, but was very happy that the conference call was as positive as it was (apparently they are not listening to me about jettisoning TGIF, as they are recommitting to turning around that line. We shall see what we shall see ...