1812 Brewing Company Inc (KEGS)

[tommy boy]

Too anyone who really considers themselves a long, here is some information to comfort you. I do most of my own DD, I use this board as tipper information on where to look, as well as a place to expert opinions when I cannot figure something out myself(thanks to redsox, abby, and Dr. Graham as these are the people who helped me the most in the past/and lowtrade indirectly from reading his board). Follow the big money, thats what everyone tells you. Big money in this company has come primarily from three sources, YA, Sis and bro, and Anaflor Graham. We all know what YA's goal is, nothing to speculate on that. I have a hard time believing that the sister and brother would take out 2.7 million in shares for a 15% profit, so lets assume (hopefully not making an ass out of youe and me) that their investment was just that an investment. Lastly and most importantly in my opinion you have Anaflor Graham. Who is she? She's a venture capitalist who is part of a LLC called UBS MANAGED FUTURES LLC. Imagine this company as a holding company for individual VC's. Each person buys receives their stake in the company in a form 3, then shortly down the road they convert through a form 4 into an LLC for roughly 1 million dollars at least. They then invest in various companies using this LLC for tax shelter purposes. The bottom line is it is only a select few individuals, and this company has only been around for a little over a year, in that year they are now worth over 19 million in assets, and that is after a 1.2 million loss last quarter. Here is an excert from their annual 10K:

The core objectives of the Program are to:

(i) produce strong medium-term capital appreciation ("medium-term" generally
referring to a three- to five-year time period);

This implies that their primary objective is interest in investing companies with a 3-5 year timeframe. Everyone here who is interested in flipping and getting rich overnight, this whole messagedoesn't really apply to you. But if you are truly holding your shares (like me after already recouping my investment, which you should of done, if not thats your own fault) you should be fine in the long run. These guys didn't make 19 million in a year off of shady CEO's and bad shell investments, they made off of investing in companies they thought have potential for a 3-5 year run. I only wish I could see their portfolio.