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Toxic Avenger

06/13/09 7:55 AM

#34938 RE: sneaky_peaky #34934

Wow, first of all your "putting together the pieces" has not been particularly accurate when it comes to financial projections, as I think even you would have to agree.

Please don't make it sound like I suggested bad ass beer wasn't a "done deal", though I have no idea at what stage it sits as the company has made no comment. I said Kid Rock's silhouette on the bottle cap didn't sound like a done deal as a "friend's" comment that Kid Rock "wanted" his silhouette on the cap didn't (and still doesn't sound) like a done deal to me.

I also didn't say Kid Rock was heading to Bud or any place else. However, not taking into account any contractual obligations, it would be much harder for Donald Trump to begin endorsing another vodka, than for Dr. Dre to endorse a sparkling vodka other than Topless (again, don't know the status of that product either, but assuming it will still be endorsed by Dre). Similarly, if Trump finds his reputation sullied, there goes the entire product line, whereas if Dre gets into trouble, Topless can be moved to another endorser.

Surely you can see that the original DA products - Trump Vodka, Willie Nelson's OWR, Newman's Own have shifted somewhat to Topless, Olifant, Leyrat and Bad Ass beer. No attempt to cast doubt or ascribe ulterior motives, just a discussion on a somewhat seemingly different direction for the company from it's original and the pros and cons.
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Toxic Avenger

06/13/09 8:12 AM

#34939 RE: sneaky_peaky #34934

And since you brought up the phrase "cast doubt", please think about what happens when a company consistently PRs potential deals or actual deals, but is silent when those deals do not materialize, either on schedule or at all or when deals do not materialize as projected.
I won't repeat this list as it's been done here many times, but between the new product announcements of last year, the shareholder letter and the merger, I have not seen one "forward looking statement" that said "This won't happen as previously announced, because ...".
That (not to mention CCs postponed indefinitely), IMHO, creates doubt about everything that could, should, or might happen in the future.
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P K G

06/14/09 1:39 AM

#34951 RE: sneaky_peaky #34934

When will we see dollars added to sales from KR? Then we will believe. Nothing yet.