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Re: alanthill post# 3634

Friday, 11/10/2017 11:15:31 PM

Friday, November 10, 2017 11:15:31 PM

Post# of 11429

I sense that in the longer term you still believe that Willis is going to pull this thing together and make it an attractive buyout candidate.



I like the business platform. What is trying to be accomplished with it I think is sound. That said, beverages have a high default rate because it's hyper-competitive. I really like where they are trying to take Marley. Think the Yerba is a solid product (Guayaki clone). The Marley Cold Brew (High Brew clone) I think could have some legs. Love APP and the medical products (PediaAde / PediaLyte clone), ER, etal. A company doesn't get the Advanced, DOT, vending machine deals, as well as the 7-Eleven and other national outfit authorizations otherwise.



The selling pressure does not appear that it is going to let up for a good long period of time.



I now suspect that Coco and Marley, and possibly PMC as well, all went to the same outfit to sell their shares, all 100% of their shares. Coco I knew were going to sell their shares. Even better, I knew when they were gonna sell them. Hedges could be placed. The speed with which Neil and Julie's shares were absorbed, I didn't think liquidity would be a significant problem. It's now a huge fucking toxic problem. The share volume today was 440K. I bet the "real" trading volume was like 110K.
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