I'm long in both DROP and MSLP and I think this is a great matchup. It seems like Fuse has been doing "okay" with getting their name out there but with the channels of distribution available now with MSLP I think it'll take off even more.
For those not familiar with Fuse, check out some of the conference calls on the site. I'm not as excited about the supplements as I am the potential to revolutionize medicine. They were able to deliver insulin through a roll-on applicator in trials meaning no needles. Think about how many people are diabetic who wouldn't need to use syringes any longer to deliver meds. The same can be said for meds in pill form that children can't take - if they could take asprin through a dropper it could be revolutionary.
The sports nutrition angle was just a way to get the product to market to show it worked. I'm in it for the long haul with both. The other thing to mention is that Fuse has a lot more athletes signed such as Andy Murray, David Ortiz and Tiger Woods. If MSLP can leverage those athletes to sponsor their products too it's a win-win for both companies.
Just trying to keep an open mind but if MSLP went from really nothing upto 10 bucks in a year it's not hard to imagine that Fuse could go from .04 to at least a buck or two in another year. Earnings have been very positive and the last round didn't include revenue from Golf Galaxy (Tiger Woods partnership) or Walgreens distribution.
You know drop may be its worst enemy in their presentation of the product and endorsements. The website needs work in order to keep folks looking for the day to day benefit to the customer. I did take to time to view the video on Bloomberg with daymond (short tank investor) johns, but I still do not know where or how to buy the products. They indicated a big announcement on distribution, is that mslp?
The Walgreens on the way to my gym carries their products, powerfuse(I bought), electrofuse, and enerjel. FWIW, they had a full wall of energy shots/drinks, and I got the last powerfuse. There was only one electrofuse left on the shelf as well.
Tastes terrible, didn't feel anything from the shot I took, but in general energy shots don't affect me.