At the head of the list is this first ever statement:
Sufficient barrel stock of bourbon to support continued growth. They have never said this before and it reflects how much bourbon ROX bought in the first half of this year and how much our inventory has grown.
I believe they also are setting up fractionally GAAP black Q's by frontloading the purchase of sufficient quantities of bourbon to expand revenues from bourbon which is sitting in inventory and won't have to be immediately replaced. That time frame will be our black GAAP window. We'll have to see how long it will last.
Overall, the presentation is more concise.
ROX knows who and what they are and aim to capitalize on it. They aren't trying to be the importer of everything anymore.
ROX sells bourbon, whiskey, rum and ginger beer, and we have high profit margins on those products. Everything else is just noise.
Diminishing all other non-core/non-owned lines will increase the company's value.
Management's primary aim is to sell the company. The presentation focuses on the benefits that a larger company will reap.
The insiders aim to capitalize on profits from the sale of ROX since directors and officers own approximately 41% of the outstanding shares on a fully-diluted basis.
They are implying a company sales price of $2.50 - $3 at this point in time.
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