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DKAM - Drinks Americas, Makers of Trump Vodka
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[QUOTE]Originally posted by Mortimer: [QB] Cut-n-pasting this from a Google Finance discussion on DKAM. I did not write or make any of these observations and will echo the writers comment to "Make your own decision": START: "I think there were a few "big guys" that were looking for a quick double and the numbers weren't quite strong enough so they dumped. There was a lot of pumping of 1000%-3000% yoy revenue growth and possibly even becoming profitable this quarter. When that didn't come to pass, they got out. The fundamentals of this company is quite strong, however and I am long. Here's the highlights from the conference call. Doesn't look like a company going in the wrong direction at all. Make your own decision. DKAM 3/14 Conference Call (with interjection where noted) 1. Beginning communications enhancement. Momentum as a business is accelerating. Complete success of the business model. 2. Rapid growth of the Trump Vodka brand. 3. $8 million in equity financing raised in the quarter. 4. Trump only available for 3 1/2 months and one of the most successful launches in history. 5. Thousands of cases of additional Trump Vodka in the pipeline. 6. 875% increase in revenues over 2005. Several non cash and one time charges. 7. Extinguishment of all debt including non convertible debt to equity other than short term financing. 8. *Margins increased both year over and sequentially. 9. Without the one time charges the company booked a loss of two cents per share compared to a loss of 3 cents a share a year ago. 10. Company believes the $4.8 million in SG&A was well spent in promotions and Trump Vodka launches as it generated $100's of millions in brand exposure, advertising, and public relations. 11. More aggressive inventory positions are now in place due to the big increase in cash. 12. Cash as of 1/31 is $6.5 million which is fully adequate to complete their business plan. 13. Trump today available in 28 states. For this reporting period Trump was only available in 15 states. 14. Company undergoes a successful product launch with an unproven product in the heart of the Christmas season. No one has ever done that and they did. 15. NY market has reordered 8 times; Florida market 7 times; California 9 times. Indicative of strong turnover and product acceptance.***Important to note Pat was reading a "real time" report on reorders. Given the dates of release of Florida and California, they could not have possibly had that many reorders by the end of January. Also important that re-orders are averaging "a container" (1000 cases) 16. Most major retailers NOW on their third and fourth re-orders. *Emphasis again that these are real time numbers. 17. Print ads starting now. Nationwide ads to begin late April and May in Wall Street Journal and USA Today to tie in with their "Trumpstakes" and "Live The Trump Lifestyle" sweepstakes. **Important to note this also coordinates with the finale of The Apprentice. Also advertising in Forbes and Maxim magazines. Plus strategic ad prints will continue in local newspapers and in nationwide newspaper circulars for Memorial Day and July 4th. 18. Numerous tasting and sampling programs will continue nationwide. 19. 14 additional control state placements will be completed in April and May for Trump Vodka. The balance of the country including Texas should be placed by the end of May. 20. DKAM is NOT the "Trump Vodka Company" even though the numbers may suggest otherwise. Going forward the product mix will change dramatically. 21. Newmans business was a test product focused in a 75 mile radius. The Newmans people were so pleased with the DKAM launch they gave the go ahead to expand nationally. *This is expected to generate $24 million in sales by 2008. 22. Newmans has 5 flavors and just added a sixth. There are three flavored waters. There are 5 Green Teas to be introduced soon. *That is 14 Newmans products commanding shelf space at higher margins from the likes of Coke or Pepsi. Newmans going into several hundred locations now and expanding to many thousands of locations nationally. 23. Hollywood promotions in place with Twisted Pictures. 24. Over 200 solicitations to begin distributing all Drinks products internationally immediately. 25. 24 carat Trump bottles will ship in May. 1000 cases on pre order. 26. Hubert Millet added to BOD. He ran Seagrams Global Brands. His extensive track record is unprecedented in Global Branding. He will take the company global per the company's business model. 27. Design of the big 1.75 liter bottle is almost complete and will ship in May. 28. Additional icons approaching the company looking for immediate partner agreements. 29. Rheingold reformulation is complete and ready for distribution. 30. Growth of the company is expected to continue now that inventories are rebuilt and expected to continue in an efficient manner. 31. COMPANY CAN NOW BOAST A CLEAN BALANCE SHEET. *It is very rare for a start up to have a clean balance sheet within the first 6 years let alone less than 3. 32. CEO indicates the strongest levels on sales come May-July and the spirits season is September and October. *In lieu of guidance, he states the "end of the cow" or their best sales are directly in front of them. 33. No one but Donald Trump has ever introduced a vodka in the Christmas season and Trump did it as the most successful launch in history. 34. CEO believes the company is in a position to move to a higher exchange and will do anything he can to benefit the stock. 35. Drinks' products sit in 3200 accounts in New York at a very small fraction of the cost of Coke or Pepsi. 36. Current focus and efforts on accelerating distribution in all areas of the business is in place and working. 37. The gold label reasserts Donald Trump's contention that Trump Super Premium Vodka is "The Gold Standard of All Vodkas." *This slogan will undoubtedly be seen over and over in all the print advertising. 38. Drinks owns the trademark of Trump Vodka. CEO says Trump's goal is to build the product to sell it for $2.3 billion; $100000 more than his friend Sidney Frank sold Grey Goose to Bacardi. *For the scorekeepers that is $29 a share. 39. Very few spirits in history have cracked the 40000-100000 sales bracket barrier in the first year. Drinks has and all indications are the re order rates will continue to go higher. 40. *Analyst coverage is currently in progress. It is hugely noteworthy that: companies have a fiduciary responsibility to any firm initiating coverage that they not disclose such coverage before it is initiated by the firm in a public press release. Hence, the statement from DKAM legal, "We've been in dialog." Additional to note that having heard that exact statement before it was to a firm that had absolutely no inventory in the stock and was agressively buying the stock in the open market to gain inventory BEFORE the rating was issued. Front running at its best huh?" END. **************************** [/QB][/QUOTE]
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