"exactly as predicted"...well how about this one, then? Same thing all over again, IMO.
sneaky_peaky Share Tuesday, August 18, 2009 10:10:07 AM
Re: None Post # of 49473
Yep, my guess is this won't take long. InBev, SAB, Modelo won't let Kid have the public forum to impose "slamability" over "drinkability." Or to make parodies mocking their products. Nor to cut into their market share in any way. As I said, the offers will come and probably come quickly. If you don't buy the one cutting into YOUR market share, then the others buy you out because you are cutting into the other guy's market share.
I never thought about it until now. We all thought that the 50 deal would play out like the 50 deal with Glaceau. It isn't apparent until now that OUR 50 Glaceau deal is Kid Rock and which ever company presents itself fairly quickly.
They know they can come in quickly because SoBe sold out too cheap at $360 million for a $2 billion brand. We're looking at $50 a case for the beer without a brewery. Every bit of calculations keeps leading to 30-50 million cases a year minimum. So, that's $1.5-$2.5 billion minimum....$15-$25 a share.
Always remember, and there will be many, the negatorys will scream til blue that there's no way a 15 cent stock goes for that much.
It isn't about what the price of DKAM is. It never will be. It is what another conglomerate can do with the brand today. And THEY can distribute it nationwide TODAY through 3-4 breweries, and sell 100 million cases a year TODAY.
Now watch them all jump up and say it won't happen. There isn't a single thing they can do to prevent it except try to tell you I am doing you an injustice by telling you it is coming.
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