Overall the meeting went well. We mainly discussed CKGT (obviously) and AKRK.
I was impressed with CKGT, my main interest is they seem to have little/no competition and obviously the cigarettes are exciting as they could be huge. With more investor awareness, which I will email/call susan to discuss more about, I think the company could appreciate substantially. Glen(he came with) and I were not tough on them about the investor awareness issues, but I will talk to her more about it next week, as I think it is an issue.
AKRK I think might be even more exciting. They also seem to have little/no competition. I'm pretty big on companies with no competition as they can generally expand easily while maintaining margins. One of the things that bothered me about akrk is they said the management did not understand the need for displaying their company to us investors. If they are unable to change this line of thinking, it will obviously be problematic for the multiple of the company if there is little awareness.
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