Ladies and gentlemen,
If you have not realized the magnitude of this press release and what it means for $PR, then pls sell me your shares now and feel free to leave me your address so that I may thank you via post card.
Just a quick recap before I share my thoughts. Sorry Juice, this may be a long one!
I had posted, a while back, about a dream I had dreamt regarding a very important meeting. I remember my dream very clearly, seeing two well dressed business men sitting at the same end of a large conference table. The two men signed page after page as they contently smiled. Those two men in my dream were Dr Sen and Ramon Laguarta. I can see it as if I dreamed it yesterday.
All dreams aside, this is very interesting news to say the least. Pepsi has been very quiet on the cannabis front compared to Coke and the Aurora fall out. Nelson Peltz and Warren Buffett could not make it happen.
Pepsi on the other hand, seem to have now made their interests known and, in my opinion, have staked their claim.
Pepsi, headquartered in NY no less than a stones throw from NJ, has obviously been watching this KAL/IB development for some time. It would appear that there is now enough traction for Pepsi to begin the partnerships/take over.
Allow me to expand my theory. Pepsi Co has been solidly transitioning toward health and wellness products throughout the last decade. And, not only new products but revamping tried and true branded products from Diet/sugar free skus and bottled water to the latest 2018 aquasition of Soda Stream machines/tech.
It is well documented(See links below) that when Pepsi is interested in a company/tech, it will initiate a partnership via distribution channels. This is the first step in allowing the new company an opportunity to massively enter the main stream market without a risk to Pepsi.
Flood the market outlets and tell the public it is what they want. Yes, yes it is fortunate for the public that KAL is not another sugar drink filled with empty calories and zero health benefits. But Pepsi is more interested in deterring the viability of this product and sustainable demand from consumers. Brand this drink and make it impossible to live without. Bottled water craze seem familiar??
Once demand/market/brand/technology (viability) has been established Pepsi will make an investment and assume a significant portion in ownership which will most likely lead to an eventual take over.
Pepsi has the means to sit and wait until there is no risk and all figures/stats/analysis have been established and confirmed. All the while enjoying the distribution contracts.
How and why this is important news to $PR long term investors. Hmm, let’s see. IB is a privately owned business. The only way to secure a slice of the APP Technology pie, is via $PR.
Yes, $PR is limited to certain jurisdictions and as of yet the US is not one of them. However, last I checked, the EU/Germany, Canada, Jamaica, and Israel amount to a large population whom consume several beverages daily.
My point. It is obvious to me that if Dr Sen does not chose to recall all rights to APP and is able to keep $PR afloat, $PR will most certainly enjoy the trail blazing of KAL/IB. He outright said it in his last PR announcing the KAL partnership that “$PR will directly benefit.”.
Not only that, but $PR could most certainly have more options and advantages with an already developed beverage line and possibility of further solid financial backing from IB. In short, this PR of PCNY distribution partnership with KAL/IB is equally important if not more so than the initial MH JV announcement.
Congrats everyone, the future is looking very bright for $PR despite the long time lapse in radar blimps. Use that as an opportunity and an advantage!
https://marketrealist.com/2019/11/pepsico-a-must-know-overview-of-the-consumer-giant/ https://www.beveragedaily.com/Article/2018/12/05/PepsiCo-completes-SodaStream-acquisition https://www.google.ca/amp/s/www.cnbc.com/amp/2020/03/11/pepsico-to-acquire-energy-drink-maker-rockstar-energy-in-a-3point85-billion-deal.html