JD-
I graduated with a Finance Major. My affiliation with the company is solely as an investor. I have been on a couple conference calls in the last year. I'm not sure who Financial Tree or Geharris is though, to be honest. I am certainly not an insider, but rather I'm an avid investor that researches quite a lot.
When I look at very small companies such as this, I like to examine the industry they are in (I wouldn't consider myself a food service industry expert, though I have spent a lot of time studying the industry). As for this company, I have a nice investment (for me) into it, believe in their strategy, and want to see them succeed. I don't invest flippantly, and develop potential scenarios and the effect on each of them on the share price. The scenario that I developed I communicated in my first post. As I mentioned, I am speculating on most of this, but aren't we all speculating on UPZS as an investment at this point? I really have no clue why that other guy is so concerned about my thoughts, I suppose I'm not privy to the "rules of posting" as I don't do it much. I figured we could all converse and learn each others rationales and hopefully learn some new perspectives. I rarely use boards, but last night I googled UPZS to see what the buzz was, and found this board and read it for over an hour... Pretty simple...
I'm just hoping that they get the DE/PA merger done, as that has been an issue since the beginning of the shares going public, and that is not a secret...
Yes, the share structure bugs me a little, but I have concluded that there are ways to correct it in the longer term. Heck, we won't have to worry too much about it (IMO) until the stock is many multiples of where it is today, in which we'll all have been hansomely rewarded. If I'm wrong than we keep all of these shares outstanding, and even if we get as big as Papa Johns, the shares will be priced at $2 since PZZA is around a $1B company. (not a bad return either)... It just depends which way you analyze the scenario.
In the end, I'm a very active investor in a few industry's, and UPZS is just a great story and I've spent more than the usual time figuring out potential scenarios. I like that they attracted good talent, and I like the beginning marketing ideas, and most importantly the product is a hit. The stores in PA for the last decade were very successful and in fact I believe they were a big threat to competing chains. If they enhance the experience, they will enhance their business.
If my opinions are a problem moving forward, I will certainly cease writing on this board. I figured you may enjoy some company and some different perspectives. My postings are now done for today as i'm limited as a new member to 3!
Good luck, and hopefully we can post ideas and thoughts and dissect UPZS as an investment more. I always invest at my own risk, and recommend everyone do the same.
All IMO!!!
Regards
AI
