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Re: None

Wednesday, 03/25/2009 8:31:18 AM

Wednesday, March 25, 2009 8:31:18 AM

Post# of 86719
Like an evolving solar system. On January 23, InBev sold a good portion of its stake in Tsingtao to Asahi making Asahi the #2 shareholder in Tsingtao beer.

AB which is now InBev is the #1 exclusive importer of Tiger Beer in the US.

Heineken just reported $14.3 BILLION Euros in global sales. The brands ADSL, and the soon to be GBAL represent brands doing well over $25 billion in annual sales; Tsingtao, Tiger, Heineken, Sunkist, Snapple. heineken is for sale at $1 billion. every distributor of Heineken just saw its value increase.

Therefore, exclusive of its current sales base, GBAL now becomes a grand pipeline for further and expanded product penetration into The Rim.

As a result, and as of Monday, DKAM just became a prime buyout target for every worldwide beverage comglomerate.

My bet at this point would be Asahi but somehow I feel it will end up being InBev. We shall see.

Lots of dollars between now and there. But it is coming.

As of Monday, if this deal comes down the way I expect it will, Wong, ADSL, and Yarrman became majority stakeholders in DKAM....restricted. Once the restritions run their course, we will be available to the highest bidder...no question about that. The expansion of every single "Wine Mall" location in China is the rage and will only exponentially enhance Drinks' value.

They all together are building it for the buyout. $15 million? Try several hundred million when they get this to play the way they have it set up.

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.