My Conversation with Diehl:
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To set a little history and Owe this story line to DenverBruin and Smitter. We all speculated about the going ons at PFMS with Diehl taking over. Some facts:
1. Diehl has officially taken over PFMS, an 8-K should come out shortly.
2. He registered the address with the same address as Tapslide
a.) Tapslide being run by both Aaron Lamkin(CEO) and
Matt Diehl(COO).
3. Matt started a new website called app vineyard and it essentially is a replica of the Tapslide web.
Question is WHAT is Diehl going to do with PMFS? His background is tech and he has the skills to maybe take PMFS and evolve it in some fashion. Even this would be good. BUT
As DenverB pointed out to me He believes Lamkin is into Wine B. and that Diehl might be a part of that. I agreed based on the info I found and confirmed by DB and Smitter.
4. Tapslide has been in the position of making offers to Napa vineyards. It's been filed and from what I understand in the works.
5. Why would the CEO of Tapslide let Diehl (as has been posted on here) use the same address for PMFS.
So I called Diehl in hopes of atleast telling my story and hearing his reaction because I new I might not be able to get the future story yet.
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Below is my PM to both DB and Smitter last night.
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He returned my call tonight just as I was taking the kids to the fair. So on speaker phone in my car he got to say hello to my kids as they told him they were going to the fair. Funny. He was very good about that and even told them to have fun at the fair.
I introduced myself and told him what I do and expressed how I was introduced to PFMS by a friend. Explained a little about my investment strategy in pennies and was blunt about the fact that this was a reverse merger play. However, I said depending on what the future plan is will play significantly not only in the pps jump to come but in the strength of those that hold on for the new business. As he obviously knows too.
He agreed and explained, what we all know, that he purchased etc....and paperwork submitted etc.. He also said because of it being a public company and rules he might not be able to tell me much more.
I understood and said I would like to tell him what my thoughts were about PFMS, his business, his history as I know, his connections with Lamkin and Lamkin's story as I knew it. Essentially I said because it was an RM I couldn't tell if PFMS was going to be changed or evolved but in either case his background with technology I could see him evolving PFMS in a similar form of what it currently is. I then related it to Lamkin, Tapslide, vineyard offers, etc. I concluded that if that was the direction that the wine business as they know is tough, but I am a wine lover, collector and can appreciate that direction. There are many new vineyards doing very well here in VA.
We conversed back and forth about wine and history. He let me know that Lamkin's wife's maiden name, Turnbull, is similar but not related to the Turnbull vineyard in CA. He said that Lamkin is very connected in the wine industry and confirmed as stated in filings that Tapslide was pursuing vineyards in Napa. He also confirmed that he was working with Lamkin on this and that it was the goal of PFMS to reverse into this business. (there's our confirmed link to lamkin and wine)
And after all that, Good "that", I was being pulled by my kids yelling they wanted to go watch the pig scramble (yes I said pig scramble) and forgot to ask him about timing of putting out a PR to introduce himself and ID something about the future!!!! Will send him an email.
This gives me more comfort. Obviously beyond an RM they have to prove it's worth reinvesting in them.
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As smitter pointed out Grapes are a lucrative venture too.
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Cyclone: Agree We are THIN and need Volume!!
