Global Gardens Group Inc GGGRF

RE:Got no time for bashers

[FreddieMac]

Good post.   Some things to ponder:

1.  Yes, Isherwood bought back in 2015, but he also has several hundred thousand stock options with an exercise price of $0.11 according to SEDI.    

2.  The beverage market is intensely competitive and has thin margins.  This is well known.   This, to make it to an attractive scale (think Silk beverages), massive amounts of marketing $$ are required.   Think several million $$ per year easily.    The big players will be spending tens of millions each year.

3.   So the cash to the marketing and introduce chilled (which is expensive to get into stores as the listing charges for the fridges are higher than for regular shelf space.

4.  Lots of people on this board are conflating a successful profit on a the stock price with a successful company.    Not all good companies are good investments and not all profitable investments are made from great performing companies.  

5.  I can see that the stock price has room to move up - especially if the company needs to get a financing done and the investor relations work kicks in.  

6.  The metric I will be watching though, to the extent that the published financials permit this sort of analysis, is the rate at which listed product is moving off the shelves.  There will be sales "jumps" every time there is a boost in product listings, but the real question is, once listed and on the shelf at a retailer, how much product moves within a month or quarter.   

7.  Should be an interesting 2018.    Having added materially to my position at $0.04 three weeks ago, I will be watching with interest !