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Steponit

11/11/14 2:42 PM

#198016 RE: KULiquidGold #198010

Very nice DD KULiquidGold!
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End Game

11/11/14 2:52 PM

#198027 RE: KULiquidGold #198010

Great insight about Avanzar. Never thought of that angle. Thanks
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Full Contact Yoga

11/11/14 3:19 PM

#198037 RE: KULiquidGold #198010

More importantly, how much of that revenue is profit?
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Smallblock

11/11/14 3:44 PM

#198047 RE: KULiquidGold #198010

Nice post. :-) MINE
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OptimusMine

11/11/14 3:46 PM

#198048 RE: KULiquidGold #198010

Bravo on your projections and assumptions. Very well thought out opinion and I agree with a lot of it. I thank you for your input.

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jespedd

11/11/14 3:55 PM

#198051 RE: KULiquidGold #198010

I agree with your 2015 projections. There is too much emphasis on 2016 projections imo, which depend on 2015 growth.

MINE
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UrWHThurtZ

11/11/14 4:22 PM

#198059 RE: KULiquidGold #198010

I've been thinking about it this way ever since I read the recent letter -- Even IF VitaminFizz becomes a total disaster and is taken off the market (which I highly doubt will happen), MINE will still have revenue coming in from the Avanzar deal, in the millions. If Avanzar does expand as Vanis wants, this could mean even more contracts signed with current products (maybe even new products) and chains, and the company can keep right on growing and MINE could keep right on collecting money. MINE would really have to screw it up to be worth nothing. IMO, it was a good move for MINE to take control of Avanzar. Nothing but profits; hell they paid nowhere near how much they will bring in from the deal. Still surprised Avanzar agreed to it.
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mrlazerworks

11/11/14 6:34 PM

#198066 RE: KULiquidGold #198010

Happy Veterans Day to you both...Great dialogue, based on honesty. I've got a good feeling.