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Re: None

Monday, 03/23/2009 8:35:11 AM

Monday, March 23, 2009 8:35:11 AM

Post# of 86719
My new questions I told you I would have on the state of the business today:

Question 1:
What is the value of a large scale Heineken distributor?


Answer:
Heineken NY is rumored to have a standing offer of 1bil as a price tag and has rumored to have gotten offers in the 500-700 mil range. Southern Wine and Spirits the largest spirits distributor in the US is rumored to be worth between $8-12 billion


Question 2:

Then what is the value of the Heineken, Tiger Beer and Snapple distributor in Shanghai and various other regions of China , the largest and most populous country in the world worth even in the early cowboy days of today? Given these valuation metrics of the entire companies as a whole?

Additional question 3:

If it were legal to own both distributors and stores in China which it is, and one were to own and have first mover advantage in that market what would that enhance the value of the enterprise?

Additional question 4:
If a management team who knew how to get throughput going from US to Asia and Asia to US and establish additional brands for the Chinese retail and wholesale operation came to pass then what does that say to the world about the valuation metric for this vital linkage in the entire process? To the growth now and going forward giving these resounding valuations on the core companies as a whole?

My due diligence and resulting opinions come from 25+ years in the world of trading and investing. Any contrarian viewpoints should be considered an exercise in futility.