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Cobra Kai

08/09/13 3:03 AM

#5275 RE: ChuckCheese #5274

I like the set-up and from all the DD I've done the structure of Home Depots deal and Eco just coating and HD supplying as they purchase wood in bulk for Eco to coat is going to be a very favorable relationship for both parties going forward and the sales of the wood have far exceeded expectations- (I've spoken to several Lumber managers etc. on this)

Its very easy to see I was a very large skeptic of Eco and predicted significant price drops along the way- was I right? (yes) now with the largest lumber retailer in the United States I see the potential to quickly make this product go main stream. The biggest problem for most will be separating Eco's past with what Eco's potential is going forward- I am going against the grain..

Does this technology have the potential to be worth at least ten times the current valuation, or can the company grow their revenues with this technology so it could command a valuation ten times greater than its current market capitalization? I believe the answer is yes Eco is a flea size company in this industry right now but I think it will begin to make some waves and disrupt the lumber industry and then Wall street will begin to find this company

A company with disruptive technology that is part of a major new investing wave- technologies create new industries or change the way business is done in an existing industry in this case lumber its a gigantic industry- They must have a competitive advantage and I believe they do.

I believe Eco will bring in new financings as stated in the letter to shareholders- which will save them millions and we already see evidence of growth starting to show up with multiple locations added..

When a company is 1-3 cents and it sees new locations popping up everywhere the focus is the future on growth and letting the past lack of revenues not to blur the vision of the company moving forward breaking into the retail market. HD should be the catalyst for many big things to come.