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Re: BigNexEnd post# 5912

Thursday, 10/04/2018 12:48:19 PM

Thursday, October 04, 2018 12:48:19 PM

Post# of 11429


Three positive takeaways from the interview, imo:

1) Launch of the Health Sciences Division is imminent.

2) A major national retailer will carry Marley Mate in both NBEV brand and private labeled, with shipment starting in December and expected to add an incremental $10M in revenue (presumably 2019).

3) Excitement about the CBD products at the retailer level has provided leverage for NBEV to at least attempt to negotiate, "You want to be first in, give us $50M business in our core brands ..."

I would take this last as a bit of Willis bravado, or whatever word you want to use, but, leverage or amount of leverage aside, bundling brands is an opportunity.

Eventually, the volume and volatility will settle down. In the meantime, before the size and reality of the CBD potential starts to reveal, there will be a CBD premium/hype and straddle sales will likely have diminishing but hugely high volatility premiums.