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SLC-JD

02/02/22 4:46 PM

#80665 RE: Madcowelixir #80662

Between this and today's PR, it seems apparent that they are developing the distribution network as their primary product - not any of the actual consumables.

Drex's employment contracts have long been predicated on his ability to sell the company. They clearly can't run a profitable enterprise, and their product offerings are rehashes of the multitude of comparables already choking the marketplace. What they can do (with their crack team of former Moster execs) is build a stem-to-stern supply chain that could be leveraged by another company (with the resources and management to be successful) looking to break into a new market.

Ironically, Monster themselves did this by acquiring CANarchy Craft Brewery Collective in January, giving them instant access to the Western US microbrewery market. Be looking for the next 4loko any day now.