Replies to post #24147 on Drinks Americas Holdings, Ltd. (DKAM)

[Tejima]

Succinctly put Phil, hence we are a .25 stock. Makes sense to me.
Everything else is just field of dreams stories.

[Orenthal]

Put me in the camp that also felt they used heavy discounting values on the cases to make it work out with the cash flow analysis. Still, I am very happy they used these figures as it allows upside surprise potential. Very much opposed to calling for 100,000 cases and falling short, yet he keeps the optimists happy by mentioning BILLION 7+ times.

I like the use of the more generic BILLION dollar comapny over a specific guidance. Plus its just better!!!

[SWANLESS3]

Between the lines - He said they are break even without the Dre and Kid products and once they both produce initial BIG orders that will be a monster profitable quarter. He elluded to the fact that their intial orders will be sizable just as Trump was and then will adjust and stabilize.

Current sales $ 4,500
+ Liquor group $ 1,000
+ Israel minimum $ 3,600
+ Olifant $ 1,500
+ Russia ?
+ Growth ?

Total estimate $10,600 Minimum

That puts them easily at breakeven with no growth in existing products which we know is happening.

The base is there - all they need is the new products which if I were a betting man and I am - I believe two of the three new introductions will be sold, shipped and booked in the same quarter showing a monster growth from the initial orders (3rd quarter) followed by Kid's initial orders in 4th quarter plus all of Dre's immediate reorders - another monster quarter - making for a BIG FYE '09.

What a plan!!!

[sneaky_peaky]

Not "interesting" at all. I believe that number was posted here just last week. Because it IS the truth.

Therefore, you take a 300%+ increase in sales AND a move to profitability away from the call for 2009.

Anything else is just gravy. Of course, anything else is further momentum.