Bebida Beverage Company (BBDA)

[Whiplash_Investor]

What should I say? Look SEC he is announcing big deals through the Koma Unwind Facebook page?

Just tell them the truth as you understand it. But I do suggest, yelling scam without some sort of proof to be foolhardy if you expect them to hear what you're saying.

This is what I wrote: "I bet they cannot do anything because legally he is not deceiving new investors, but some long shareholders keep picking shares under the argument of cheapies"

False statements using any medium to mislead investors is not only an SEC action, but and FBI one, as well.

He is trying to stick the new shares he is issuing to long shareholders who believe that this will reach the sky.

This is just opinion with no facts to support it.

Nothing personal, but you seem to find good logic to all the bad behaviors of BW, yet you claim to be neutral.

When did I ever claim to be neutral? I claim to be more pro this company than against and have been openly saying both good and bad for 6 months now. And yes, I do find logic that trends "good" to counter your logic that always trends "bad." Relative to your "neutral" comment, here are some things I've claimed for 6 months now pretty consistently:

1) Buyback will never be possible, no matter what BW thinks or says. I don't believe he understands that the financial conditions will never exist for him to buyback 1.4B shares. I provided mathematical justification for it twice and it's been a stickied both times last qtr.

2) RS is his only option to fix share structure, but he needn't do it until he's ready to uplist to a higher exchange or merge/reverse merge with another company already trading higher. If he handles it this way, it will not harm shareholders at all. If he decides to RS the way the typical dilution machine Pinks do, the shareholders will be destroyed once again (just as on Oct 7, 2010). I just don't see a reason for him to do that if he has a growing company, nor does the current PPS which is well above cellar boxing for 8 months now.

3) BW's past haunts him and he can only get past it through transparency and better decisions. Without audited fins, he may find himself back in the death spiral of his previous 3 years prior to July 2012. His current fins lack a lot of credibility in that they are usually full of math errors and there's no third party verification. But that doesn't mean the sales aren't accurate. just unverifiable.

4) BW's business will fail not on sales, IMO, but on lack of re-sales, if the public doesn't keep buying it. This is why the Walmart relaunch we're all anxious to here the results of, is so important a step. There would be no re-launch if it weren't previously selling. That is good news.

5) Although (car) racing itself may be a good venue for branding, marketing, and networking, I'm not convinced truck racing hits the right demographic cross-section in the US, but I don't get a choice in how he spends marketing funds. He's got to spend that money one place or another anyway, so money is not saved by dropping racing. It's just moved to another venue. My only choice in the matter is to buy, sell, or hold based on what I see.

6) Dilution gets a black eye (just like RSs) in the penny stocks, but it is really our friend if it is controlled, meaning the rate of dilution is slower than the rate the bottomline improves. And the rate the bottomline improves is commensurate with the rate sales (and re-sales) grows.

7) BW might have been any number of things (good or bad in the past), but if he's got a good growing company now and he decides to run it "more legally" (is there such a term?), then he will evolve with it. I intend to give him that chance. Others may choose as they see fit.

8) I believe that BW is trying to do number 7.

9) I believe he will honor his commitments on share structure to the best of his ability (so he may try to buy some shares back, but it won't last long and he'll probably have to issue more shares, but at the much lower rates as we've seen in past 3 qtrs). He's ignorant of what it takes to buy back and to stop dilution and why audited fins are paramount to his success. There's no law against being a mathematical unwizard.

10) I don't believe he's running a scam with the business or the share structure. The spreadsheet I made up convinced me of both. Could he still be...yes on both, just not likely IMO.

11) Do I think longs will make out before this is over...yes, more than no, but that could swing either way depending on how he conducts himself for the next two qtrs...we'll see. Overall, with all I know right now, I feel chances are better than 50% in favor of longs. If he audits fins and sales growth continues on current pace, I'll move that to 80% and I'll be in and yes at a higher PPS, but it's worth it to me to pay more with less risk.

Now if you see all negative or all positive in that list, it will indicate I'm far from neutral. Personally, a neutral person wouldn't be posting here all the time, but a person with balanced viewpoints might.

Have a good one.