I just dont think you GET IT!. The Growh going foreward is coming from REAL CUPS which started in Dec and did not contribute to sales in Q4 since they got paid for them during the Q1 this year. Also they were starting to sell a little more traditional coffee in Q3 and Q4 last year due to efforts which seem to pay off. The YOY growth was due to traditional coffee sales and nothing to do with Real cups. This year you will see a Boom in Roll out, Distritbution and Repeat Sales of real cups. I think we will see somewhere in the Neighborhood of 6 million in sales for this year. More than enough to pay the bills without futher dilution.
If Marley is sucessful in a store front coffee shop ala Starbucks style I think you will see a Rapid expansion to 10 stores that are strategicly located and the announcment will peak the stock to new highs in my opinion. Pick up a few shares and hang tight. I am not saying this stock will be the next starbucks but I do feel they can get to 25-50 Million in revenue and the stock will once again get over 6 bucks in the next 2-3 years.
With 100K shares you will be able to retire in less than 5 years if they can continue to execute.. I have talked to people who work close to distribution of the Marley Real Cups and they all tell me DO NOT SELL YOUR SHARES! Great Things are happening...
jamn will start earning possitive cash flow in 2013. Money is not anything that I would be worried about. if sales do not exceed 6 million this year i would be worred. I think we will be ok... They are on track to exceed 6 million sales..
I almost sold 1000 shares AH yesterday thinking it was a false pop, My price was 23.30 but it got to 23.29 and I cancelled my order, then shot to 23.34.. Lucky for me.... Dividend coming and we should see a new 52 week high soon. Great company.
yes your right they did ship in Dec, however their Qtr ends Jan 30th., Understanding the business they are most likely on terms Net 30 or Net 45, if thats the case they would not even have recieved payment in the qtr.. Thats what i am talking about, there was little or no contribution to the Qtr for Real cups.. The 2000 locations was for regluar coffee and modest sales there..
of course the CEO is allowed to give Guidance on the Qtr.. 800 k for the first qtr is pretty good.
1.2 2nd, 1.8 3rd and 2.4 4th... add it up...6. something which is what I would expect... oh yea... LOL
maybe that was a bit of an exageration but truthfully it is conveivable that they could acheive 6-10 million in annual revenue with 6000 channels in retail. 15-30 million cups a year.. They will sell over 15 million this year..Its just how close to 30 million will they get to.
that may be true, but the first QTR of 2013 will be the first growth QTR for REAL cups. They are shipping a lot more than 1 million per month. The will need 12 million cups just to fill the shelves at Kroger for the initial Purchase order..
they may have had 3-4 weeks worth of real cups in that qtr (listen to the call) no comps in my opinion. the Q1 vs Q1 last year will be the comps, then we get into yoy..
he cannot comment on the current qtr. Dont live Qtr by Qtr on a start up, look at YOY growth and execution, and maintaining expenses.
YOY growth of over 350%, retail chain distribution growth and continuing to grow domestic and internationally.. Once you see this on your local grocery shelf its game on.. Tell me this is bad next year and i will believe you.. if sles were down yoy or flat then i would be worried.. They will have meaningful cash flow this year. This reminds me of JOEZ, joes jeans was trading at like 50 cents a share then out of nowhere they signed a deal with a major chain. Within a year the stock price was up over 400%.
Growth is going to come going forward via Real cups in retailers and Store fronts (like starbucks) and international distribution and sales... Japan will be huge, incredible coffee potential and one of the largest Markets.
I completely disagree.. if this was APPL I would say yea this company is dead. Not the case and frankly this is why most base line investors sell to soon and never make real money.
when i see their SG&A flat and projections for SG&A Flat for this next year and YOY growth over 350% this gets me excited.. There is absolutely no reason that JAMN will turn a profit in the next 15 months if not sooner. The Projected sales for 2013 will be over 6 million and continue to grow expotentially.. your in on the ground floor of a company that will be a 25-50+ million per year in Annual revenues... if you have the vision and actually like the brand then buy 34k worth of stock (100,000 shres) and look at it in 3-4 yeas and watch that it is worth more than 500K and possibly a lot more.
They are executing, developing an intenational brand and the product tastes like a premium cup of coffee.. JMHO.... Sell if you want but know the shares will be in the hands they belong to once you do.
Retail and Grocery thousands of locations.. Marketing and other cool initiatives. Test store front (like starbucks) gathering point. new product innovation, Marley Coffee liquour etc,
momentum is growing faster and faster. Food service continues to Grow., Q3 and Q4 long cycle..
Amazing Partners and ramping up in the UK, Canada, High end Retail, small and large chains, France, Germand and most of Europe, Chilie and other south american countrys. Life style brand, New distribution in Japan new retail locations, South Korea distribution with (Proactive Brand distributor). Jim Cramers with Greenberg and The Street interview..
This could not get better! over 6,000 retail locations...