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The point I should have added that I thought would be obvious. Not if, but when Dre gets Hennessy or Martell, he won't have to pick up the phone except to answer the call from Kenny that Kenny's phone is ringing off the hook.
Rilo, it's not as easy as just going out or saying you want your product at Fric & Frac distributors for nationwide distribution. There are about 12 that control 80% of the business and they are leaving over 60% of the some 6000 brands out in the cold. Kenny is on the right track as the country is heading into brokerages that handle the distribution. Even when Pernod bought Allied a couple years ago, they revamped and "deemed" who would be handling a majority of their US distribution. It would be 3 of the majors along with a series of brokers. You see, a company like Pernod chooses who gets their business as they are all foaming at the mouth. Because all the majors are busy dealing with the majors, they never answer the door when somebody like Kenny is knocking.
Southern is still the largest. That's the one Kenny needs to land. Pernod picked up Southern, Youngs in the West, and United in the Northeast. Then a couple months later, they added Republic who had been distributing and brokering for Allied. But that still didn't cover all their markets. So you can see even the #2 company can't do it all with less than a half dozen solid players at a minimum.
I believe the same thing will happen here that happened with vodka. When Trump hit, Asia was calling. When Trump hit Recolte, more of Asia was calling. Trump didn't pick up the phone and tell Southern he wanted his vodka in the #1 distributor in the US. Tell me if you think Dre is going to let the same thing happen?
We must have news coming. Drinks' site been down for awhile. Anybody else?
www.drinksamericas.com
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I missed this last fall. Looked at it about 10 times today. Made me smile every time.
This must have been what caused the price to break down. All this bad news.
http://www.nypost.com/seven/09172007/gossip/pagesix/goose_cooked.htm
At least these guys have out best interest at heart!
Click on News and Info. Scroll down to October 3, 2007
http://www.liquorgroup.com/main.htm
Just so everybody understands. Liquor Group Wholesale and East Coast Beverage Group reverse merged awhile back. So, LGW and ECBV are one in the same. Some, may remember ECBV on the OTC awhile back. Bankruptcy and reorganization. Reverse merger and bamm! New company back in business. Liquor Group Wholesale has filed to offer 1.9 mil shares on the OTC but they don't have a market yet for their shares. That is why the "Investor's" section on their website is under construction, for awhile now.
This won't affect us other than to be a short term stepping stone to the next level. I know it's nice now but we can't afford to have these guys evaporating again. All we need is to be soaring towards $100 mil in revs and have these guys out of business. At least it's nice that Seagrams is acknowledging their intent to keep them around.
http://www.secinfo.com/duWA1.t1c.htm
Now Rilo? These people are going to figure it out. There is that company they call Seagrams again. Everywhere we turn, they are right there!
http://query.nytimes.com/gst/fullpage.html?res=9B0DE5D71139F93BA35756C0A961948260
OK, I guess I can start to fill them in.
Silence Dogood back with another tale to tell. Perhaps you have not taken note of the treasure that lies at the end of this Golden trail? Perhaps you've only been walking the trail alone looking. No precious metal to find. Your friends will join you. Along the way you meet a man named MARRY who has lost the M and R that turned him from MR to DR. Then you happen upon another young gent. We'll call him Bob. Not a cigarette king is he! Though not by name all grown up now. Now what is that we see? A bunny with the most immense ears standing right in front of me! We're not here to rhyme but here to find to where the trail leads. Come along with us Mr. Rabbit. Hansel and Gretel never had it so good and grandma needs to get ready for many more guests! Buddha and Ghandi prophecize the trail and the treasure is not in the stans. They tell us it is where it was all along right within the story itself.
T rump Flavors
R ecolte shipments accelerate
U niversal Interscope
D re cognac, sparkling vodka, champagne, and tequila
A ********
T ******
D istribution expansion in US
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It's been two weeks! Somebody get them on the horn and tell them to update the website. I suggest you keep it close. You'll see Dre on there probably before Kenny announces it.
http://www.liquorgroup.com/main.htm
Click On "Portfolio"
Dern Rilo! You found it. I thought we could keep it under our hats until after the CC and numbers.
We just got nationwide distribution. And the whole time "our hedge" was dumping at 1/10 of the price.
And it seems they are hiring immediately to handle the demand!
http://www.liquorgroup.com/main.htm
OK, I guess I need to slow down a bit and not drink the drink before it's made!. The next 12 months for Drinks as I see it in one post. Google Silence. Play the game if you dare. Go back and look at the other Silence posts. As we go, I will fill them all in. The body tells the tale. I will give you one a week if I can. Not smokin a thing cept a cigar with this fine glass of yak!
Just a glimpse perhaps of what's to come marketwide. These naked short sellers running for cover as full market wide reform begins to unfold. Twenty three years of unending fails to deliver all crammed in one little place in this market. You saw just a tiny glimpse of it this week with the financials staging a furious cover rally along with over 700 points on this market. Even the worst of the worst in TMA found its way from .18 to .47 yesterday. Doesn't that p*ss you off that that POS can do that and here we sit with ours just plodding along. All that about to change though. Small caps down for over 2 years and that is where over 80% of the fails are. One by one they will claw their way back out of the abyss and hedge funds along with investors will be looking for each day's 100% going on 5000% winner just from the short covering alone.
You ready?
Silence Dogood back with another tale to tell. Perhaps you have not taken note of the treasure that lies at the end of this Golden trail? Perhaps you've only been walking the trail alone looking. No precious metal to find. Your friends will join you. Along the way you meet a man named MARRY who has lost the M and R that turned him from MR to DR. Then you happen upon another young gent. We'll call him Bob. Not a cigarette king is he! Though not by name all grown up now. Now what is that we see? A bunny with the most immense ears standing right in front of me! We're not here to rhyme but here to find to where the trail leads. Come along with us Mr. Rabbit. Hansel and Gretel never had it so good and grandma needs to get ready for many more guests! Buddha and Ghandi prophecize the trail and the treasure is not in the stans. They tell us it is where it was all along right within the story itself.
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Our FIRST $billion dollar reference. Did anyone not notice this reference to Trump Vodka in Business Week back in May? Obviously not since the price of the stock is still under $12.50, our $billion mark. Great company also!
"I admit that when I see prices for vodka range from $8 per bottle for the lowly Popov to $60 for Gold Flakes Supreme, my bull-hockey antennae go up. Vodka is, as it says on the label, a "neutral spirit." There's no aging involved. No oak barrels. But then I am reminded that good branding counts in this world. The brand imagery, billions of dollars, and hype surrounding Grey Goose, Absolut, Ketel One, and of course even Trump Vodka, have all created very definite preferences for something that is meant to be odorless, colorless, and tasteless. If Perrier and Dasani can do it, why not vodka?"
Have you REALLY looked at the chart? Can you see it? OMG, it's a purty ting! This time, do yourselves a favor. Don't just let it print .29. Slam the .30 with confidence. We have help.
Rilo? Last year we had all sorts of good ideas on what would transpire on the sales front. The company helped us out there with guidance on 100K cases of TSPV that took longer than expected because of the delays getting through all the commissions in each state. Even now only 48 states. Plus the tax stamp issue in Russia.
In the absence of analyst coverage, those of us that are digging as deep as possible have come across several different things that would ensure the explosive numbers will happen. We've also thrown our 2 cents in to management on the importance of loading the quarters accordingly. You know? CEO's ability to close the books a week or two early so you can float that extra 10 or 20K cases over to the next quarter to show that mandatory 4 consecutive quarters of an increasing growth curve? I know we won't need it but it keeps those all important growth percentages in line.
The way it stands the set up is falling into place to unleash the yak and bubbly vodka in second quarter much the same as they let the Trump out in second quarter of 2007 and then the follow up with a 2000% increase in sales in the 3rd quarter. We know that led to a 400% increase in share price.
But there are still too many variables to even come close to an exact number for me going out 4 quarters. There are now 4 things that have me wetting my pants on the implications. Each one will dramatically skew my numbers based on when they fall. All I know is it will be one heck of an explosive holiday sales cycle and the way JPK has it set up now, a perfect parabola going out at least the first three quarters, if not all four quarters of 2009. He actually listened! LOL
As an example, let's say we know from the PRs that 4th quarter definitely beats 3rd quarter. That will be lumped into this year end report week after next. We also know from the spot checking on Flavors that 1st quarter already beat 4th quarter just in the first 8 weeks of sales. So we're in perfect shape. Let's also say that PK has already secured 25K in advance orders of yak and 10K cases of vodka. That's $6 mil alone at this point. It's a safe bet IMO that advance orders of Dre alone come press time will beat the company's best sales year since they've been in business. I fully expect 2009 will beat 2007 and 2008 put together. 2009 will beat 2007 in less than 2 quarters. We don't know how he'll choose to let it fall and how much more of a surge we'll get from the Detox release and what will happen from what Dre has up his sleeve. In other words, we can't predict how the sales surges will fall. We also can't predict with clarity just yet what The Donald might have up his sleeve or how quickly our new icon will happen. And then there is still the international deals as to when they hit and the initial order surges.
Plus, and all important, with who we have listening in on the CC, there is any number of ways that can play out in VERY short order. If advance orders are "mounting", for lack of a better term, then these dist must know who the makers of the yak and vodka are. That PR alone will be huge if you're at all familiar with beverages. It's a staggering proposition to think that the private parties alone from those on the Aftermath label and the initial launch could surpass the companies best sales year.
Just as a footnote, I had a chance to talk with an analyst this week and when I detailed all the similarities to HANS he said, "Yeah that was an amazing run for us. I tried one once. Yuk!"
I said, "From Yuk to Yak. The apple doesn't fall far!"
I can give you my best case scenario or my reserved opinion on sales. Let's go with something in between:
4th quarter 2008 4/30 beats 3rd quarter 2008 (That's one)
1st quarter 2009 beats 4th quarter 2008 (That's two!)
2nd quarter 2009 beats 1st quarter 2009 (OMG!)
3rd quarter 2009 beats 2nd quarter 2009 (Holy ch*t!)
4th quarter 2009 beats 3rd quarter 2009 (WTF! This thing was 20 cents? Where the heck was I!!!!!!!!!!!!!!)
There won't be the volume on hundreds of stocks market wide because they were so washed out. DKAM was held down here by phantoms for the most part. That is why each penny is evaporating so easily. Now if anybody wants a large position, they will have to pony up to get them, and that will be BUY SIDE volume, and above all recent highs and moving averages. Buy side volume is fine. Any volume is what we've been doing for a year+. Doesn't work!
This plan of Cox's makes sense. Force the shorts to buy in market wide and take every company back to its "authorized" number of short shares. Of course, CEOs don't have to wai for Cox. They can implement the rule on their own way beforehand.
Third time up on .28. 50, 100, and 200ma break this time says don't hit your head on the way up!
Remember the run from .23 to .60 was up 8 days straight before they started their crap again.
Good point! 5000 share hits should be hitting the ask just like they did to us all the way down. Obviously nothing required to move it now.
OK, I think I figured this Trace Adkins and Trump Vodka out. I'll use the program to stuff the iBox in the future when all the Dre footage and videos come out on cognac.
I found it for Ore in Ohio. I saw it in NY, Fl, and TX myself.
That is awesome Log! Rilo reported the same thing in his area.
Kenny with a nice tidbit. "Orders continuing to mount for cognac."
I can't speculate but I can definitely remember when he said the same thing about TSPV. It was when they hit 25K cases internal.
All the plans falling into place.
Also they haven't traded through the bids for three days and they aren't undercutting the last trade on the ask.
These are signs of a stock going higher.
Maybe it's working Rilo?
Rilo is on to something everybody. He beat me to the punch as I just found out the same thing. I talked with 4 other people today. All followed my call that we don't need to go in and buy it up only to have these guys on NITE and UBSS undercut the action by trading through the bids.
What is highly suspicious is how people including myself who always see their bids and asks on DKAM sent to HDSN, ETRD, UBSS, NITE, and even ARCA suddenly have their orders only going to NITE. Perhaps by coincidence since SBSH and ARCA pulled out.
This could be good but also bad. NITE and UBSS are our manipulators. If NITE and UBSS are getting all retail hoarded into one location on NITE's bid then they can do all sorts of crazy things.
I will say this, I looked back at things tick by tick and this action is almost identical to what we saw in FEB from .21 to .60.
For what it's worth of course.
Can everyone try to help me out here? Every year there is always something floating around about the show schedule for Apprentice. Celebrity Apprentice was renewed as you know. Drinks and Trump Vodka made it into last year's finale with a couple of camera scenes but no mention at the Finale Gala. Production has started and everyone is really tight lipped. I caught wind of something good for us but need to find out who the celebs are and particularly the companies involved. Usually somebody has some video by now. Let me know if you find something.
Also, how do I import a video from youtube and save it and also, how do I take a picture of a video I'm watching and save it?
Durk? You around?
Hold back Old Timer. I opened that link on the web page in two different ISPs and it opened two different e mail clients. Both of them opened correctly. I haven't sent the e mail because somebody will think I'm an idiot for seeing if somebody is alive. Try the same, send it. If you get the same response, then we'll get the problem resolved.
I don't see why we don't have a gradual climb into earnings. As we said this quarter WILL be better than last quarter. I have no doubt about that. The quarter we're in now will be better than the one we hear about next week on the CC. Some have said week after next. Last year they reported 8/8 on a delay. So maybe 7/27,28, or 29. Any time in there is fine. Kenny will prob put out a PR maybe tomorrow or Monday to be ready. The numbers will show the turn. The guidance, yes that is a word we can get used to, will bypass that number and get those lurking in the shadows excited. Unless they don't have any. Good thing is those who think they can sell the gap in the earnings like the past will get left behind. Only about 5-6 weeks between earnings reports. We'll look back on this patch of gravel and potholes while we're cruising 85mph down that highway very few have traveled.
Oh this is more than comical! I love it! Somebody wants to dump into me? Perfect! Except not me. Another 10K at .24. Still no shares. And my order at .24 was in line before yesterday. Nobody is in front of me.
6900 at .24. Not me! Try to hit me if you wish. All phantoms and proof the guys working this are watching everything we say and do. That's why we went into hiding on this other stuff we found out.
Listen everybody. Coop may be on to something and it follows along with one of our little things we're working on. I have been sitting on the bids for 3 days now and have yet to get a share. That is why I told you to put in bid support and don't bother adding anymore unless you just can't stand that 50 cent burning a hole in your pocket. I was at .225 on NITE Tuesday and nothing. Moved to .23 and nothing. Moved to .24 yeserday and nothing. Been on .24 and nothing today. I am on top from what I'm being told at .24. They are trading through me to get to their own shares. You know, left hand feeding the right.
Last week Rilo was bidding like crazy. Getting shares every chance he could. All off the bids. A couple others got some also.
That tells me we are about to do something special. Who cares if I get more. It will all be enough when we're done.
Ore, that's the pattern the bad guys want. When this thing is taken control of, which it will I can assure you, the only thing that WILL hold it back briefly are the people that know it has been trapped in a 7 cent range for over 3 months. Usually the precursor to making any real money in this market are those people so happy to see movement they don't want to miss it thinking any current move will repeat the past. If that were the case, then stocks would never hit 52 week highs, or all time highs.
I know we've said patience but the time is near and what you're seeing down here is purely phantom action. That I can attest to! You know, trading from one account to another.
To be frank Ore, I am believing Nanette could be Christine, Kenny's daughter. Makes sense.
Slim? Leroy out tellin stories again. You might check what kind of rumors he's spreading. But he say mailman can't find you.
:)
Ok time for your feel good post to take to tomorrow. First of all, wish I'd had a chance to get over here and scream about yesterday's market. But it ends up being off topic I'm sure. So many money managers screaming for capitulation at 10750. Little did everyone realize it came intraday yesterday at 10731. Hopefully some of you loaded on UAL with its best day in over 6 years. Financials best day ever. WFC up huge on their EPS. Fannie and Freddie, the dyslexic twins, both up over 30%. WB, LEH, GS all up enormous. Hopefully you caught that double top failure on oil to set up $113 and the comment from the NYSE yesterday that the banks were selling and shorting oil to raise cash and moving in to buy their own sector.
But that was then. The bottom is in and I'll see this market at 12300 by the middle to end of August. Rally into the election just like the past 2.
As for this one, a few of us do have a secret or two. They come by way of this and that. Nothing to be concerned about. One I am just wetting my pants over though. Can't buy any more as they say. Just remember that all sorts of good things have to happen for little companies to grow up and become big companies. When you have a small staff of people it takes a few of us and others to help with that effort. All in a day's work! Right?
As Rilo said just be patient. It will all happen soon enough and if I'm right this will fall in place exactly the way we said. You all have the shares you want so don't get more. Support the bids. Best thing we can do at this point.
We're close. So very close. Might I make a very important suggestion? Everybody has waited a long time. So many plays have been touted in the past and then they get swarmed on with daytraders. This time around the news and pipeline is so compelling let them all chase at 10 times the price OK? No Yahoo, Lion, RB, AS, etc. I know you want to add fuel to the fire but I am confident we don't want or need them gettingg in the way.
And WTF! I am not nanette!
Well I find it highly strange that this interview was given over the weekend and "suddenly" Cox is all about going after criminals.
I love the part where Cramer says, "Uh Mr. Cox? I appreciate you looking after the little guy. This special rule to outlaw naked shorting on FNM and FRE is nice and all. But naked shorting is already illegal! You guys at the SEC just haven't bothered to do your job."
Of course, Cox comes on CNBC today and says naked shorting is legal. Why won't the SOB quantify it? Naked shorting is legal when Grandma can't find her shares under the mattress so the entire system doesn't grind to a halt like that VISA commercial with that ditz lady trying to write a check.
Naked shorting isn't legal when you fail to locate 30 million shares on FRE and FNM. And that is per day.
We called the naked shorting in 2002 right? How many were we early on that ended up going up 1000-5000%?
We were early here also. We'll get our $15 for sure.
Enjoy this piece and just maybe they have figured out the magnitude of this problem:
http://www.netcastdaily.com/broadcast/fsn2008-0712-2.asx
Thx Tir. But with all due respect, just like Kenny we can only say so much. If you have a secret you do your best to keep it among close friends. Then when the world thinks they have found out something special they take credit for it while you take your wife to Hawaii for a week or two!
:)
Thanks guys. Still much work to do on the box. But we already know glitz and glamour ala Trump does not a $5 stock make. We'll ride our horse the doctor for that prognosis!
Durk? That chart I just described should be:
dot Trump Vodka
dot Recolte
dot Dre Cognac
dot Dre Sparkling Vodka
dot Rock Star
and then off the chart big star like fireworks
Drinks Americas should be below the bottom line with 2007, 2008, and 2009 equidistant on the bottom. I will clean it up.
I have a vision of it. Hard to describe.
If you can scroll the image adds to the chart, that would be perfect!!!!