Aquagold International Inc (AQUI)

[more taxes please]

The capacity of Iroquois is the last thing I would worry about in this deal. Not that it isn't an issue, but it is minor is the scheme of things. The key is the relationship, the source and the process. We know the relationship is good because of the import and trademark licenses. We know the source is good since Canada is the largest source of pure water (glacier and spring) in the entire world; this is what the Chinese want, purity, not someone to come in and filter their own nasty, polluted water(Coke Dasani); and not someone to bring in spring water inconsistent with their personal preferences (Evian, too much bacteria). And we know the process is good because COTT used Iroquois for its large scale bottling.

The addition of a new bottling line is a one time capital expenditure with an immediate ROI. Trust me, Iroquois and Aquagold will add as much capacity as they can sell. And if for some reason Iroquois isn't up to the challenge, I don't think Aquagold will let them slow down a potentially billion dollars of revenue. Competetive bottlers will be lining up at Aquagold HQ for a just a fraction of this contract. IMO