Replies to post #116997 on Bebida Beverage Company (BBDA)

[OlafKjelldsen]

Thanks. I should update that post with the latest round of distro PRs

4 months months with no bid

What's most remarkable about that period of time is that the PRs stopped dead as soon as the stock went to no-bid. Gee! What a co-incidence! Could it be any more obvious?

I'm impressed with this guys enthusiasm, maybe he's got it right now.

He's not giving up, that's true, but it seems that despite all the distribution agreements and the big buck promotions that nobody is interested in the products. I personally just don't think the whole relaxation beverage category has much appeal, even though we are regularly told how big the category is and how it's expected to grow. There's already plenty of established products in the category, many of which are available in stores. Even that is really just conjecture on my part since I have never seen any of it in a store outside a single shot type beverage marketed by the same company that sells Arizona Tea. A couple days ago I saw someone post about another relaxation beverage I'd never heard of called Simmer Down, so I checked out their website. They also have a product similar to the concept of Bebevco's non-existent "Guppy Water", with similar packaging. I was in a C-store yesterday and saw that product in the coolers, so I looked to see if their relaxation drink was in there anywhere and it wasn't. I imagine the same distributor who carries their colorful kids' flavored water product also has access to 'Simmer Down', yet the store chose not to stock it. That equals either no demand or demand too limited to waste the shelf space - or possibly even a policy by the store or chain not to carry that type of product. Either way, there were no relaxation drinks in the store. If they could sell them and make money, they'd be there. They are in the business of meeting consumer demand and clearly there isn't enough!

After observing this company and its management for a couple years running, I unfortunately think that even if the products catch on and become popular, even if the distribution channels start flowing and the money starts to roll in, that management is not honest or ethical enough that it would ever translate to any kind of value for investors. That's pure opinion, but I don't see a general tone of honesty coming out of Brian Weber, Daisy Ramirez and Bebevco.