Kona Gold Beverage Inc (KGKG)

[justhefax]

Just a consideration...

Step back a little...from all the day to day trading ups and downs....and !!!!!'s

Just assume they execute over time. Lets say this year 6-8mm (as they hoped last year). Lets say 2022 they hit their stride and get to 18-22mm with forward momentum continuing. A big leap.

Lets say 1B shares. That suggests about .02 cents revs p/s. Apply a 6-8x multiple...and you get a .12-.16 cent value. (of course the doesn't take into account debt or other obligations , or on the other hand new brands or other +'s).

Now some post wanting to see $1 or some insane number....but if I was (am ) presented with an opportunity to earn 4+x my money over 2 years, I'd think it a pretty good deal.

Of course the risks are clear

The keys that I look for are execution, customer loyalty, brand stickiness, pace of growth, efficiency of operations, innovation and debt/share mgt. In short, the basics.

Keeping an eye to a longer view is the game here, as long as the co executes. The swings here are fun to trade around a position...but easy to get caught on the wrong side and for me...the only time worth a look are the big swings...but again..the long thesis is the (my) focus.

THAT is why I ask the co to present its plan (an investors deck with co estimates of opportunity, plans to execute, goals, vision and pace, etc) ...not looking for a news pop...but a post covid, post Lemin fresh presentation of the co as an investment, so that news has context.

But the tea leaves look good...