BrewBilt Brewing Co (BRBL)

[downdraft]

Thank you. Long-term performance is what is going to make or break this company. Obviously I think time will make them very successful.

I plan on accumulating at least three-quarters of the shares I want before mid-May of 2024, when 1st quarter filings come due. That's because we will have almost a full quarter of wholesale sales baked in with the new beer distributor on board. That should give us substantial insight into how much of a difference a distributor can make in sales. We will be able to compare sales against this 4th quarter and also against the 1st quarter off 2023 to see what kind of trajectory to expect.

Mussetter Distributing only delivers to 10 counties in Calfornia, which is only 17.2% of the 58 counties in California. But population wise, it's a much smaller percentage than that. So that will give us an idea of how big sales can scale to when BrewBilt gets around to shipping beer all around the state. From my perspective, it's a just a matter of time before it happens.

http://www.mussetterdistributing.com/territories

https://www.california-demographics.com/counties_by_population

Since BrewBilt's head of sales was able to land Safeway and Grocery Outlet accounts soon after the brewery opened, I'm confident that he has the connections to get an average of at least one of BrewBilt's beers in many stores going forward. That would be no small feat considering how many microbreweries there are in California, but he has a lot of years of experience selling beer in the state.

In 2023, BrewBilt should easily have revenue over $400,000 for the year, after just 1.5 years of being in the brewing business. And I doubt they're even reaching 5% of the market in California right now. But let's say someday they scale to 100% of the California market someday, with just their limited amount of products to sell. That would be 20 times their current sales, or $8,000,000 in annual revenue could become feasible in the 2025-2026 time frame (just my guess), just by selling their current products around the state, plus taking into account the taproom sales.

So for me, and just my opinion, that's why I think slow and steady will win the race for BrewBilt. When I think about how big Sierra Nevada Brewing has become, it's not just because they sell only a limited number of beers, but because they also manufacture other beverages as well. BrewBilt has their own advantage going forward as they've done a great job at building the brand first, a really difficult task for most companies, plus we know they have a tech advantage to scale faster than most by being able to build their own equipment via the sister company.

There could become a day when BRBL is a full blown beverage company, making all kinds of beverages, and of course they might end up opening breweries in a couple more regions around the U.S. as well, maybe starting around 5-7 years down the road as a guess, and then revenues can really scale. That might seem like forever for some investors, but I like having one super-high-risk play for the long haul, kinda like how the Monster Beverage Company became a beast, but not overnight either. I kinda like the 7-10 year plan for becoming a large, successful beverage company but we're already 1.5 years into it.

In fact, during the next two months, I hope to accelerate my buying of shares just in case the sales with the new distributor come in hot. After about 6-7 weeks of sales starting during the first week of January when the distributor comes on board, BrewBilt should have a pretty good idea of how sales are scaling. If the numbers are better than they expect, they might tease us with an unexpected press release about their progress. So the next 2-5 months should be pretty revealing around here.

Later in the summer of course, we'll see if the taproom sales are a hit or not. They're bound to be decent at least because Nevada City is a well-known tourist town. But for now, I figure I only have about 2-5 months before I better have my shares locked in place just in case we get some stellar sales numbers.

It's all just a gamble; a big lotto ticket, but I like big lotto tickets. Best of luck to everyone with your due diligence.