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CashBowski

12/11/17 10:36 AM

#105743 RE: Topchef #105716

Everything is moving along and we're firmly back on track!

Sorry bro, for not getting back to you earlier....I'm still catching up on DM's from last week LOL.

You know I'm a little more realistic with expectations and rather be pleasantly surprised than horribly disappointed. At this point I'm leaning toward a pleasant surprise by end of the month and into next year. :)

1) Thursday's 200 mil in volume, followed by another 100 mil Friday that combined broke a very long down trend with a vengeance was def stronger than I expected -- so we saw the 1st confirmation signs of the type of move we can expect to see as we get closer to the ex-date for the divy shares.

2) By moving majority of debt to RCGR (announced), which according to its current non-existent float can easily absorb the balance, then they're taking a bold step in cleaning up the books in $VPOR, and with 1000% increase in revenues from previous quarter for Easy Grinder -- add in revs from Royal CBD, we can be self sufficient without the need to take on any further debt...and maybe finally say we are debt free! Has a nice ring to it!

3) SF Holdings is still in play, but the business plan hasn't been released/implemented yet -- if it's a go, then it will likely take shape around the distribution date. They already disclosed that SF bought Dror's Series A shares giving Yaniv controlling block...

Here's where it can get interesting...

let's say if SF buys both Series A and B shares, then we could be looking at a potential share reduction if Yaniv decides to cancel those and return them to treasury.

The current outstanding here is right around 5 Bil, however taking into consideration that altogether Series B shareholders make up a good portion, and the fact that these are restricted stock and only came off restriction on October 20th, then I assume that a great majority of those shares are still held by executives and affiliates, therefore current public float is right around 3 billion. That's why with 200 mil days in volume, it's conceivable to lock up a good portion of the float by December 29!

Let's further assume the plan all along was for Yaniv to buy out Dror's Series B in addition to the Series A and return those to treasury therefore reducing the OS by 500 mil -- and besides Ohayon who rightfully would be compensated ~800M shares (or less if negotiated as divestiture of buyout) for selling the Simple Cork patent to Dror -- the other 3 affiliates hold ~250M shares each... so, are they only here as a place holder, and if not, is Yaniv negotiating a reduced buy out/divestiture -- or even better canceling those shares in $VPOR and transferring them to RCGR since they came along with Simple Cork and will shortly be split into RCGR?

If there's a plan to rid Dror of both Series A and B shares, and if Yaniv can further negotiate an exit for the other 3 affiliates...then that leaves only Yaniv and Ohayon with preferred shares, so we'd be looking at potentially canceling and return to treasury a billion shares or more, hence the float in public hands would be around 2B!

No share buy back necessary when those funds can go toward other ventures like expansion into other markets, especially what I proposed last week -- investing in expansion into bitcoin via our subsidiary VGR Media. Since it was brought to light there has been hints that they may be seriously considering something along those lines or are simply just waiting to be announced -- add to that what I noted as a possibility with a share reduction -- we will then be looking at an entirely new company with greater potential than I even considered possible!

Not saying it's in the bag -- there are no guarantees, but there's no question things are looking up, and I haven't been too far off their track up to this point!

GLTA

$VPOR

Note: I wrote this on the fly and didn't have time to provide an exact share count -- only a ballpark.