I figured it out. We were supposed to be out of business by now. They thought surely the economic downturn would drive a dagger through management and shareholder's hearts. The economic downturn saw a 95% decline in sales for InBev; and still here. It saw JSDA post more than a 50% decline in sales over two quarters ago; gushing losses at every turn to $12 million+; and JSDA seems to go higher every day; and being touted as a buy.
But here we are, the ONLY company being buried every day in the technicals of what was, as if we are the ONLY company that has had to create its own life support system to continue moving forward.
Back up and take a look particularly those lurking who are scratching their heads. The economy falls to pieces. Drinks acquires Olifant. They scream declining Olifant. Well duh. Drinks has to reapply to sell Olifant in many states. Thus 6-8 weeks to get fully back on line. But shhhhhh! Don't tell anybody that part.
Yes, I figured it out. Sure we have said this and that. Use this analogy. Tiger Woods is winning everything. What hole did he double bogey in the 2000 US Open the final day? When he shoots 65, which is more important? A 65 with 10 birdies and a triple bogey? Or, 7 birdies and no bogeys? They both add up to 65. The card says 65. The score goes down in history as 65. They don't take trophies and titles away because they discover after the tournament is over that a year ago he made a double bogey on the last day.
The same holds true here, and why the ferocity of such complete and opposite agendas? This GBAL is going to happen. In fact, it is about done. They wouldn't have announced it if it wasn't. There is nothing anyone can do to prevent it. Oh, trust me, we know you've tried! That means a year from now, the combined companies will most assuredly be doing more than $20 million in sales. They will be distributing 30000 cases of Yarraman into the US. They will be representing no less than THREE billion dollar plus brand names in the virtually untapped regions of China and the Pacific Rim.
A year from now, because of this last quarter, the numbers become more staggering. Instead of an "over the top" growth rate of 300% on the older numbers, based on our current run rate, this company will be boasting 1000% growth in sales.
That means EVERY quarter, for a minimum of FOUR quarters in a row, this company will be posting a 1000% increase in sales over the year ago period. The likes of Rodman & Renshaw who represent DKAM will be citing the parabolic growth curve, that no other company on any exchange can boast, coming out of the throws of the worst economy this nation has seen since the depression.
Go ahead, cite that it isn't intrinsic growth. Just because they bought somebody it doesn't count. Well, guess what, a 65 is still a 65, and over $20 million in sales doesn't get cancelled because it didn't come from where somebody thought it should.
Like I said, a year from now. The thing about it is, the market is looking this very moment for the strongest growth story that will play out over the next year. (A year from now means the GROWTH has been realized. It begins the day the deal is closed. No, actually it began on 3/23/09)
Fun and games are over.
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.
