Or that they are already far down the path with a major winery and are too distracted to respond to new opportunities? IDK, but even when the cork was over on the other ticker I was concerned about execution.
You seem to have validated that there is interest in the cork, which is good. Thank you for that insight. But there was also interest in the grinder when they brought that to market and that other ticker is a mess right now.
Great ideas for sure, but execution drives success. With so few meaningful updates it is difficult to determine their progress. When you run the numbers on the wine industry this opportunity sounds too good to be true. However, since this a licensing deal much of that execution and operational risk is deferred. Even so, deals have to be completed and things can go south in the blink of an eye. Having a full pipeline is good business, missing out on potential new customers - not so much.
Make no mistake though, Dror knows exactly what the opportunity is here. The question is to what extent does he allow the shareholders to participate?
