Replies to post #14857 on Castle Brands Board (ROX)

[Johnny Salt]

And seven days later from that post the stock is $15.95. Let's get on an index!

[FUNMAN]

We saw what happened before when ROX was added to the Russell. Though ROX is a much stronger company today, it's revenues still lag the PPS. Being added to the Russell seems to me as if it will fuel the fire.

I'm not sure we can do anything about it though.

If ROX is scheduling Jefferson's TV advertising (unannounced) and Goslings TV advertising (announced for the America's Cup), we may be in for a wild ride based on enthusiasm and only tempered by lagging fundamentals.

The only justification will be forward fundamentals, but the PPS might still go crazy.

The real kicker will be what happens if the TV advertising raised excitement and awareness and that leads to a takeover offer.

There's just no telling when that might happen.

Part of the Goslings/ROX deal last month was the partnership was extended into 2030.

To put things in perspective, that's so far over the horizon. Mr Frost will be 100 years old if he survives until then.

The point is, Goslings is a secure and locked up asset for a long, long time. That makes ROX a more attractive buyout target along with 100% ownership of Jefferson's and the whiskeys.