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03/26/14 7:49 PM

#38 RE: Big Brother #37

I TOO ENJOY SEVERAL PRODUCTS OF MENDOCINO BREWING COMPANY. IN CONTRASTING MENDOCINO BREWING COMPANY'S (MENB) PRODUCTS SUCH AS RED TAIL ALE AND WHITE HAWK IPA TO CRAFT BREW ALLIANCE'S (BREW) RED HOOK AND LONG HAMMER IPA ALES, MOST PEOPLE, ME INCLUDED, CHOICED MENDOCINO BREWING COMPANY'S BRANDS. ALTHOUGH, IT SEEMS AS IF THE COMPANY'S REVENUES ARE IN DECLINE? A SIGNIFICANT FACTOR IN LOSS OF REVENUES, THOUGH, IS DUE TO THE LOSS OF THE CONTRACT BREWING FOR CONEY ISLAND BREWING COMPANY'S BRANDS WHEN BOSTON BEER COMPANY ( SAM) ACQUIRED THE DIVISION FROM SHALTS BREWING COMPANY. I BELIEVE SMALTS BREWING COMPANY, TOO, NO LONGER CONTRACT BREWS WITH MENDOCINO BREWING. THIS IS QUITE SIGNIFICANT! ON THE OTHER HAND, THOUGH, THERE EXIST MANY BRANDS. WHAT DIFFERENTIATES MENDOCINO BREWING, CRAFT BREW ALLIANCE, AND BOSTON BEER COMPANY IS THAT THEY ARE ALL PUBLICLY TRADED. BOSTON BEER HAS MADE SIGNIFICANT INCREASES IN REVENUES OVER THE LAST DECADE. AND CRAFT BREW ALLIANCE IS RECOVERING REVENUES OF LATE THROUGH ITS SALE OF GOOSE ISLAND BREWY UNIT TO BUDWEISER COMPANY ( BUD) (CRAFT BREW ALLIANCES 32 PERCENT HOLDER) FOR A CASH AND CARRY DEAL WITH BUDWEISER COMPANIES. WITH ALL THIS GOING ON IN THE BREWERY INDUSTRY, EVEN UNITED BREWERIES (UB), WHO IS THE MAJORITY HOLDER OF MENDOCINO BREWING COMPANY, IS MAJORITY OWNED BY DIAGEO PLC (DEO). INTERESTING? AND, THE RECENT LIGHT OF MENDOCINO BREWING COMPANY THROUGH ALL OF THE RECENT 8K ACTIVITIES, IS THAT THE MAJORITY SHAREHOLDER, UNITED BREWERIES, PLEDGE A TWO MILLION DOLLAR INFUSION IN THE COMPANY OVER THE NEXT TWO YEARS. EXPEDITIOUSLY! VERY INTERESTING? BASICALLY THE INFUSIONS OF $500 MILLION WILL BE ON A SEMI ANNUAL BASIS. THE MOST OBVIOUS OUTCOME WOULD BE A STABLE MARKETCAP. MENDOCINO IS DEEPLY DISCOUNTED TO REVENUES IF THE COMPANY WASN'T FOR DEFICIENCY OF CASH TO REVENUES. ,