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Re: hardlesson post# 56233

Saturday, 09/09/2023 11:29:19 AM

Saturday, September 09, 2023 11:29:19 AM

Post# of 60839
Here’s some examples of what A88 could be aiming for IF they manage to establish Alkaline Water as a category thing like energy drinks did and get the national production/distribution network in place. (Not saying the majors make a play but there’s a lot of others that could get involved. There’s a lot of money at stake in the beverage/water sector).
I read their K acknowledging losses with planned cost cutting while simultaneously detailing their commitment to building out distribution with adequate resources for the next 12 months and willingness to acquire more capital to stay the course. Not what you say if you’re worried about going out of business imo. If you’re afraid you say we’re laying off people, discontinuing expansion, conserving cash and focusing on our core customers yada yada.
I also noticed they believe to have $14 million a month of wholesale production capacity from 9 locations which would be $168 million annually. They’re only using 39% so far at $64 million.

3/21
https://www.foodnavigator-usa.com/Article/2021/03/08/Nestle-USA-acquires-Essentia-Water-Acquiring-Essentia-gives-us-an-immediate-strong-position-in-the-functional-water-market

The acquisition of Essentia Water, which positions itself as a "s?upercharged ionized alkaline water"? containing trace amounts of rehydrating electrolytes, will help Nestlé establish a foothold in the high-growth, US functional water set, dominated by its competitors (Coca-Cola's SmartWater and PepsiCo-owned LIFEWTR).

8/2014
The Coca-Cola Company will make a net cash payment of $2.15 billion and transfer its worldwide energy business to Monster. In exchange, Monster will issue to The Coca-Cola Company the shares of Monster common stock (17% post transaction), transfer its non-energy business to The Coca-Cola Company, and enter into expanded distribution arrangements.

8/2022
PepsiCo announced Monday a $550 million investment in energy drink maker Celsius Holdings as part of a long-term distribution deal with the smaller company.
Energy drinks are one of the fastest-growing nonalcoholic beverage categories.
In the first quarter, Celsius’ U.S. revenue soared 217% to $123.5 million as demand for its energy drinks exploded.
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Pepsi has been doubling down on energy in recent years as SODA CONSUMPTION FAILS. In early 2020, it bought legacy energy drink maker Rockstar for $3.85 billion with a goal of revitalizing its sales. Celsius recently overtook the brand as the fourth most popular energy drink in the U.S.

https://www.prnewswire.com/news-releases/primo-water-corporation-announces-acquisitions-in-north-america-301453851.html

https://www.prnewswire.com/news-releases/quench-announces-acquisition-of-vero-water-301392867.html
Bullish
Bullish

Unlimited number of burned bashers in the OTC. I’m all into keeping their money.