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Re: davidam post# 7986

Thursday, 08/24/2006 11:40:04 AM

Thursday, August 24, 2006 11:40:04 AM

Post# of 19255
David if it's just a negotiation tactic type of thing, no problem. IF it's bad faith and/or ill-feelings with Pasta then IVFH could be in for a long and costly legal battle to get their money back.

FWIW I do like the "record revenues " but I do NOT like that they are doing 90% of their business with one entity, even if that's been going well. Diversifying should be an absolute priority for the new CEO. They have the right idea as far as the CEO's forte is concerned, problem is these chefs are probably too busy to have time to SERIOUSLY look for a CEO...

I think much more patience will be needed here and unless they renew the US Foods deal early and PR it we have a good chance to get down to low-penny or sub-penny in September. Time will tell.

Oh, also, what happened to the Disney deals? Gone and dead or still in the works, do you know by any chance?


Beam me up $cotty...
Gig

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