Replies to post #958 on Bravo Brands Inc (fka BRVO)

[JOHNBRIGGS]

mypointz,

I have seen that .36 theory floated around quite a bit, and I respectfully disagree completely.

First of all, CCE is giving something back to BRVO--regular investors don't have that kind of clout or leverage, so they aren't entitled to special priviledges.

Also, the CCE investment in BRVO is largely chump change to them. They aren't going to sell. Best example of this I saw was when SAP purchased 10% of CLYS (Catalyst--supply chain management systems). CLYS was listed on NAS at the time.

Interestingly, SAP already had (and still has) their own supply chain management system. They got a seat on the CLYS board, and they were very content to sit on their shares as they whithered away to nothing.

So, is CCE willing to sit on their shares while they whither away to nothing in BRVO? Interesting possibility, but the major difference I see is that CCE or KO for that matter, don't really have a legitimate milk product of their own.

Also, as CLYS sold systems, there was nothing in it for SAP--accept possible increase in share price. But every CLYS sell also took away a possible SAP sale. Hmmmmmm.

Every BRVO sell will add to CCE--not only in enhancing the value of BRVO and BRVO share price, but also in terms of revenues generated via the CCE deal. It is a win win situation for CCE.

The big barrier, undoubtedly, is still that friggen OS count and the micro/unknown details of the MDA. That will become clearer with the 4th QTR earnings release when we begin to see the revs skyrocket with the increased distribution and are able to look at the bottom line and see how disproportionate the growth is. I suspect revs to increase greater than profits, but if revs increase and the bottom line falls off, we're in trouble--means the MDA is bad for BRVO but good for CCE.

I am also admittedly curious about the late 3rd qtr reporting date--end of November and right before a long Thanksgiving weekend if I remember right. But alas, I have analysis paralysis.

Good luck to all. Still holding with cautious optimism.

[Justin]

mypointz, my but I am glad you were wrong about the 25 -30 cents. Hope we continue to move back up from here.