Drinks Americas Holdings, Ltd. (DKAM)

[sneaky_peaky]

For everyone tuning in for the first time.

There is a contingent here that fully believes the measure of this particular investment CAN ONLY be derived from what has come in the past. Anything that is said as upcoming cannot be relied upon until it is in the past. If the CEO is conservative and guides for 300% growth, then they will contend it is unfair to anyone to prove out 500% growth. It is unfair to you to tie pieces of a puzzle together and tie together the CEO's clues to what is coming.

So, I will help you out here. Always remember you are solely responsible for whether you trade or invest and for those decisions. There are those of us who have been buried in due diligence for thousands of hours and those who have only one form of due diligence. That being to stare at the stock price and their account balance and that is the SOLE merit of what is real and what is not. It is the only thing they can rely on as fact.

This stock is no different than many others. It had its run on the euphoria of how huge their first worldwide product introduction would be. As with any start up, there came those growing pains on that initial growth phase. That time has passed. Now the company is utilizing that two years of building the business to reap an untold amount of upside as critical mass has been created to be unleashed over the next 12-18 months.

They will be slow to turn off their two years of negativity and perhaps only after the third or fourth quarter in a row of record growth for the company will come to believe the plan is actually working.

The CEO was very detailed in his letter yesterday. He has set up a business that is self sustaining now just in two CONTRACTS, not agreements, but CONTRACTS that solidify a break even period for the company for the next 15 years. Then comes all these new products and further global expansion that insures the company's profitability going forward.

Additionally, he was very detailed in his disccusion several time of growth through acquisition. This board will not allow you to believe these artists will lend their names to products and those products will get bought out until it actually happens. By then, it is old news. They won't let you believe a hedge fund or analysts will show up at any time to run this stock to untold levels. Even though it is going to happen. And finally, they wouldn't even think of entertaining the unthinkable, which every day is a distinct reality. That being the CEO being in the middle of any deal coming down the pike. He could easily announce tomorrow he is buying a brand selling a million cases a year as he said "from companies divesting to insure the further success of their core portfolios." He could easily announce purchasing a brand doing $50 million or $100 million or $500 million a year in sales and nice profits. This a a very real and VERY distinct possibility as he grows this company now every day.

So remember that you are in the driver's seat as to the success of this investment. The past two years taught 800 people this stock is going nowhere and they will never reap the benefit of waiting that long to enjoy the success of this stock getting bought out for $30. You however, have it all laid out for you in one simple letter yesterday that crams one of the best growth stories in the market today into the next 12-18 months.

Enjoy the ride and as always, share the benefit of your good fortune in this due diligence and this winning investment with everyone you know. They will thank you over and over for it.