Bbdott once again you show you have no idea what you are talking about. They even spelled it out for you on the conf call. Only 5 points of the 25% growth was due to geographic expansion. Take that!!!
I love how they blew up his theory that it is "all geographic expansion". Only 5 points of the 25 percent Kona growth was geographic expansion the rest was year over year growth in existing markets. bbdott is clueless
You said sell at $2 you have no idea about how to value a stock. Earnings leverage just starting. Eps double...what happened to they can't grow earnings. How is your "fad" Kona doing with 25% deletions? You sir are a joke.
Love it I just hope nobody took his advice. I told him $2 was a steal. Now an 8 bagger! Oh. Bbdott what a clown.
Wow were you WRONG!
Awesome post squat. Bbdott and I had some epic arguments when brew was $2. Now 600 percent later he spews the same #$%$. Unreal...what a clown. He missed out plain and simple.
Bb surprised you showed your face around here figured you would hide in shame. The market looks forward and looks at cash flow. Still very cheap at a little over 1 times sales as well for an company growing double digits and great industry. You were wrong oh well move on. I will give you credit on Sam though good call. You missed big on brew though when I told u at $2 it was a steal. At $20 I will have a ten bagger.
Told you bb!!! Wrong again. Now a 5 bagger from $2. This was easy. Can't wait til 3rd q numbers.
Great call on Sam by the way I got out too early.
Tried to tell you guys back in May that now is the time to be positive. Bbdott in hiding as brew hits new highs every day. What a shocker. Some things never change.
Gross margins in q one were down...but they guided to 28 to 30 for year which means 2nd and 3rd q will be in the 30s. I think they will earn 10- 15 cents in q 2 up over 100 percent from last year. Your guess?
You can't just look at PE. Look at operating cash flow and ebitda. LWAY and BREW very similar. You will see after 2nd and 3rd quarter.
Read the guidance. They are past the ramp up in marketing. Gross profit up because sales are up which will help gross margin. SG&A grows slower than sales after a multi year ramp up in marketing and just like LWAY the bottom line improves. Not rocket science
All those giving up on Brew look at LWAY. That is what can happen when after a period of spending on marketing the growth happens and income flows to the bottom line. And boom stock goes from $8 to 17 in 4 or 5 months. LWAY was easy to spot so is Brew. Let's see what 2nd and 3rd q bring. LWAY now trades for 3 times sales....Brew under 1. I don't care who owns Brew stock will take care of itself so not hyping just showing what can happen.
Uh-oh bbdott your negative hype in trouble. On the call they disclosed str's in April up 15%. Q2is going to be a blowout if that continues. The profits are coming. Let's talk in a few months