100 stores in 4 years isn't all that big of a deal, honestly. I think UPZS could have that in 15 months, from now. Again, it's hard committments for stores. If you look at the real money folks have had to put down, there is some big cash riding on this. It isn't as if it's a handshake, but rather contractual with deadlines.
It's all about cash-flow positive in my book. If they get there, JV understands marketing and is a helluva salesman, and he'll blow this thing out of the water in my view if he can stay solvent.
What I think is funny with regards in investing in companies such as UPZS, is that this is the highest risk, highest rewards form of investing! Heck, the stock rallied 1000% last year from low to high. Expect a 2 year decline from there to make up for it. The deal is, I hear so many times when speaking with fellow investors "I wish I would've invested in: Domino's, CPK, CSCO, Wendy's, etc" ... Well, while I'm not making a direct comparison, folks, no risk, no reward! You can't sit on your couch and dream of living big and making big $$$ without risking your hard-earned capital. A lot of the mgmt team have risked everything for JV, we've heard of law-offices being de-focused so we can have a great attorney, we've got former executives on board for a lot less money, great IT Officer working on a kick-a$$ system and giving us a lot of business edge thru technology - tell me none of these folks could write their own ticket in corporate america - they could! I'm certain JV appreciates this, and the hundreds of others that put up critical capital for him.
Of course UPZS isn't a guarantee, but if it was it would be fully-priced, very profitable, maturing, and the big money would have been made already by those folks who believed, that despite the endless questions (by me, and a lot of others), put up their money and took a calculated risk. They get the big rewards or they lose everything.
All we're doing now is keeping the mgmt honest, and moving forward. If it seems too easy and that the investors aren't watching closely, it's easier to do the following:
1) Dilute current shareholders
2) Become complacent about costs/cash
3) Lose focus on what is core to your business
We aren't a whiney group of punks, we are investors who are BACKING this start-up company, and we will have our say. Thanks to mgmt for allowing this. But... Execute your plan and make us $$$, that's what this is about... Kudos to those who don't invest in blinders, understand risk/rewards, and aren't afraid to respectfully ask a lot of questions regarding their investments!
Good luck... And let's hope UPZS has a flood of great execution stories between now and June 15 (which is another quarter from now).
All IMO
AI
