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The decrease in rum sales seemed pretty significant and suprising, any reason why? 6.4% sales growth doesn’t look that great, but then again Jefferson’s and goslings are the only real value in the portfolio anywhere and both are looking good.
27% loss in one day.
What gives? Revenue growth still seemed decent, but this was almost 10 times average volume. Disappointing.
Question for you.
in light of the tequila purchase of colony's company which received about 20x forward sales on a buyout (albeit growing at about 53%)
So Goslings they didn't purchase the last 20% until March 29. So i'm assuming that wasn't in the quarter's numbers. also the walmart deal shouldn't be reflected.
Goslings ginger beer was growing at 23% at the last quarter before these changes and accounted for about 23 million the past year.
Guessing growth i would assume they are 30million forward sales
assuming a 10x sales price thats 300 million in value of goslings alone (not including the rum)
The only other brand growing is jefferson's but i can't put a number on their actual sales from the 10k. Any idea?
if we could put together jefferson's and goslings value you have a really good idea of a buyout target. the rest of the brands probably are worth 4x sales if not less since t hey are not growing.
Thoughts?
any thoughts on todays update on the FDA submission?
http://www.globenewswire.com/news-release/2017/06/21/1027111/0/en/Nuvectra-Files-Regulatory-Submission-with-FDA-for-Algovita-MRI-Conditional-Approval.html
thanks in advance
Spinal Doctor I know recommended it. Uses Algovita and says its best in class.
pretty big buy to get it to $15 this morning. Looks like somebody wants in. New over here and expecting retracement but got in at 13.
Agreed, nice to see it getting some attention
Great seeking alpha article today!
A Small-Cap 'E-Cig' Play Poised To Heat Up http://seekingalpha.com/article/3089646?source=ansh $VPCO
Not really, only about 2.7 million new shares, considering we did about 2 million volume on friday, its a small percentage
Lets clear out this seller and reestablish 1 as support
Gearing up for a run here!
Some money, yes, based on warrants. Pretty nice to get cash without raising debt!
Vpco!!
Great news about the franchises. They could expand incredibly quickly that way
Its coming soon!
Yup, the worst is over
There were 16 million os before merger, then they added 14 million for vaporin (which represented 45% of the new total OS).
The total as of today is 30 million and change. Investor relations will confirm if you call, but i am confident of that number. Its in the filings from the finalized merger.
30.2 million shares, nowhere near 100. Huge buy at this level!
You may see insider buys soon, imo. Theyre probably just focused on turning the business around
Market closed today
Some nice buys this afternoon, $35,000 plus!
This is completely untrue. I live in florida, i've been in their stores (they are awesome). You live in Texas, they have zero stores in Texas!
Nice news today. Almost exactly what we are talking about. Going all in on a model of retail stores and direct to consumer online sales. This is the right move. Another 30 stores could represent 15 to 18 million in sales annually!
They aren't taking vpco practices to retail, theyre use VAPOs succesful model of retail stores and expanding that footprint. As of 2014, each of vapo's retail stores did about 600k in revenue
From the filings i think i read that they think the best way to expand is through retail stores. I bet they're consolidating into what is proven to work. Seems like vapo management is taking over
Yup, the story of this stock is a turnaround story, not a "current state" financial story
From an objective standpoint, they have 20.5 million pro forma revenue, plus are growing (doubling store count this Q1 with the orlando stores). Market cap at 1 is 30 million. Their revenue stream alone is clearly worth it. It won't go much lower. I think a multiple of price /sales is a better indicator for growing industries, and i think most of thr competition is 5x or 6x sales. That would give us a price of $3-$4 bucks. We are fairly valued or even undervalued right now.
Yes, 10k.isnt pro forma, doesn't include vapo. Their combined pro forma revenue was 20.5 million, but vapo is growing quickly and now a part of vpco going forward. Vapo also has the billionaire backers, frost, brauser, honig. Brauser brought his lasy business from 5 million in sales to 125 million in 3 yrs then sold to yahoo for 275 mill. These guys will turn this ship around. The 10k doesn't change any of these facts
From the filings in the past including this one, this is VAPO rough quarterly numbers
Exponential growth
Started existing january 2014
Q1-14, 200k
Q2-14, 400k
Q3-14, 600k
Q4-14, 1.4 million
Vaporin has been doubling their revenue every quarter. These guys will turn this around
We knew that though. Thats the reason for the merger
The 3.5 million must have seen behind the curtain that we can't. They are going to be expanding and righting this ship soon enough. They've doubled their stores in last 3 months, and i expect them to so that every quarter. The financials still reflect the old company. Billionaires still behind this company, we'll come out on top eventually
Everything we already knew pretty much. Going forward will tell the story
Held up pretty well around 1.03 though for second time. This is decent volume. I bet people in the know are soaking up these shares. ECIG down 50% may be dragging us a little, in the end of the day we're the only nasdaq vape stock!
Great post. Not too much longer here, i can feel it. VPCO strong, this ship is headed to 3 short term, 5 or 6 within the year, imo
Lets run this thing up next week...only nasdaq vape stock, expanding rapidly, great investment here at the bottom
I meant 4th quarter of 2014. Pre merger. I agree price is discounted already. Only nasdaq vape stock. 4 bucks would be conservative from a fair value perspective, imo.
I think it may be a little premature for profitability, knowing that this 4th quarter won't reflect the combined synergies of the companies. I think 2nd or 3rd quarter will be a better barometer for profitability after the new company has had a chance to become efficient. Most important thing now is getting the right direction to grow revenue. I cant wait to hear about how they'll be the starbucks of vaping, adding 20-30 stores in 2015 alone. Imagine by 2016/17 they could have 100 stores or more!
Still waiting on scottrade for mine. They said they hadnt received anything as of yesterday from the transfer agent