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SANDSTORM METALS & E Message Board

glenn0802 14 posts  |  Last Activity: May 20, 2016 4:17 PM Member since: Jan 19, 2007
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  • glenn0802 glenn0802 May 20, 2016 4:17 PM Flag

    Thank you and I agree. I believe the profit margins will be higher than industry averages and in keeping with with their press releases. Several money managers have put money where their mouth is and that is a very good sign.
    Like lazarus partners stated its a matter of when not if. I really believe in the potential of this company.. You get more out of listening to their pod casts. They seem excited as well.

    I called IV and spoke to him. My take away was positive.
    Your comments about Monster are on target.

    Sentiment: Strong Buy

  • From Jan-found this on-line
    Wolverine Asset Management Llc Reported increased Interest in Barfresh Food Group Inc (OTCMKTS:BRFH)

    Wolverine Asset Management Llc filed with SEC a SC 13D/A form about Barfresh Food Group Inc. The form can be accessed here: 000093244016000304. As reported by Wolverine Asset Management Llc, the filler increased its stake in the stock by 7.00% for 6,451,528 shares. Wolverine Asset Management Llc currently owns 7.9% of the stock. This ownership filing was filed because activity on January 22, 2016.

    The hedge fund with about $6.60 billion looks more positive after reporting such an increase of its Barfresh Food Group Inc ownership.

    Sentiment: Strong Buy

  • glenn0802 glenn0802 May 17, 2016 10:08 PM Flag

    I think they will need to land a few of the larger accounts. That said, they seem to indicate they believe they will do so. It was encouraging that they will have major accounts in the live test phase. I thought that was a good sign. In the end it will be Pepsi that will score the win.

    Sentiment: Strong Buy

  • 300 demonstrations per week. 50 to 60? win rate

    I believe the news was excellent. Below are things that stand out to me during the meeting.

    Sysco closed more deals in the last 7 weeks than all closed deals last year.

    Barfresh is being represented by Pepsi at large trade shows. Pepsi is driving large accounts.

    Over 20 large accounts have finished the test phase

    Testing with the largest hotel chain in the world

    Working with Grocery stores.

    Big nationals accounts have finished testing and now will be going into live test markets this summer.. Some new opportunities are presenting international exposure.

  • glenn0802 by glenn0802 Apr 26, 2016 2:48 PM Flag

    Zacks

    If I am not mistaken Zacks downgraded Barfresh Apr 7th. I did not read their report however my guess would be that BRFH will likely not report expanded earnings until the second or third quarter. The quarter ending March 31 was too soon to include the Pepsi and Sysco launch.

    My take:
    It could be a bumpy ride for a quarter or two while we wait for sales to increase. Maybe it's time to buy a little more.

    Last I saw that Coke is making smoothies with their Minute Maid company. It appears to be working well and that is good news for BRFH. Pepsi is motivated to work the smoothie business and we will benifit from this.

    I see this a a good thing for Barfresh.

    Sentiment: Strong Buy

  • Reply to

    Thanks gang - this is a decent message board

    by xeno_rat Apr 6, 2016 10:16 PM
    glenn0802 glenn0802 Apr 8, 2016 10:56 AM Flag

    I read the same article and one like it on Seeking Alpha. the seemed to focus in on the BRFH revenues. It is like no one listened to the pod casts from the meetings. Some on here did the same thing. The live recordings are far more positive than the press releases.

    I bought a little more BRFH recently. Still a small player but hopeful.

    Sentiment: Buy

  • AstraZeneca (AZN), which previously acquired ZS Pharma, is now rumored to be eyeing ZS's chief competitor, Relypsa (RLYP), according to the Daily Mail. Market talk was of a potential $46 per share offer for the developer of renal, cardiovascular and metabolic disease treatments, said the Daily Mail's "Market Report."

    Read more at:
    https://www.thefly.com/landingPageNews.php?id=2304478

    Sentiment: Buy

  • Reply to

    Q report

    by longpute Mar 30, 2016 5:52 PM
    glenn0802 glenn0802 Apr 6, 2016 6:55 PM Flag

    If I am not mistaken the roll out did not start until the 18th of march, The quarter closed on the 31st. I do not see meaningful growth until the 2nd or 3rd quarter. Likely the 3rd.

    I believe this will happen and I cannot wait until they land a big account however I think we will have to wait.

  • Reply to

    Q report

    by longpute Mar 30, 2016 5:52 PM
    glenn0802 glenn0802 Apr 1, 2016 6:12 PM Flag

    I will have to read the transcript. I listened to the recording. Unlike the several prior events this at least came off different. Maybe wishful thinking but I listed a few things as my take.
    These items were not on previous releases.

    Have a great day and stay positive.

  • Reply to

    Q report

    by longpute Mar 30, 2016 5:52 PM
    glenn0802 glenn0802 Apr 1, 2016 4:11 PM Flag

    Longpute I respectfully suggest that this was not exactly the same as the past.
    Roll out began in March. Both Pepsi and Sysco
    Sales in one week were greater than the 10 prior weeks combined
    Sysco sales reps are being compensated based on sales of Barfresh.
    If I remember correctly 5 out of 10 major chains are in discussion
    They expect one major chain to sign this year. Granted nothing is for sure however they were very confident sounding.
    Sales staff and overhead is very stable even if sales grow.. They are utilizing the Pepsi and Sysco sales staff.
    Three major casinos in Las Vegas were signed in the last week.
    Barfresh phone bank barely keeping up with the sales calls..

    Double check me by listening to the call and please know this was all on my memory however this is honestly how I remember the call. My take is a year from now investors will be very happy.

    Its funny how two people can listen to the same call and come away with a different point of view. I suggest you all listen for yourselves.

    Sentiment: Strong Buy

  • glenn0802 glenn0802 Mar 31, 2016 9:54 PM Flag

    I am not sure what you mean by that however I invested in both stocks and have been with CTSO since it was 8 cents a share.

  • glenn0802 glenn0802 Mar 31, 2016 9:11 PM Flag

    This is correct and it should make a huge difference in getting approval however Spectral is in phase 3

  • Reply to

    patience

    by longpute Mar 2, 2016 9:58 PM
    glenn0802 glenn0802 Mar 8, 2016 8:00 PM Flag

    Longpute you are correct. I even called IR. Good conversation and we went over where they stand. The are expecting good things but clearly we need to be patient.

  • glenn0802 glenn0802 Mar 7, 2016 8:57 PM Flag

    The bowling alley is a right to sell through their buyers org. They still have sell to the alleys just to be clear.
    The issue here is to sell to one of the major food chains.