Tinley Beverages, Canopy, Cott & Constellation Brands Spec!Below i explain why I think Canopy Growth Corp will be Tinleys Canadian LP.
Tinley Beverages is the first public company to enter the "infused beverages" space, and for them not to have a "public" JV with a major LP, when all of these other companies who didn't even market test a product yet, and in some cases they didn't even finish the beverage they're planning on selling in "Canada" late next year do, was a HUGE red flag.
Here is part of a news release from 2016, Tinley is now offering a turnkey solution to install and operate bottling equipment to manufacture the Tinley products in the facilities of legally-licensed cannabis producers. As part of this new service offering by Tinley, the Company will source and install bottling equipment in the cannabis producer's facilities and will train its employees to operate the equipment. This solution will enable licensed cannabis producers to produce Tinley and other drinks infused with their own cannabis extract. The company is in discussions with licensed cannabis producers in Canada and the USA about Tinley '27 and its turnkey bottling and manufacturing solution.
https://www.marketwired.com/press-release/tinley-appoints-andrew-stodart-board-directors-provides-product-operational-sales-update-cse-tny-2162984.htm The fact that Andrew Stodart was added to the Tinley team at the same time they released the above mentioned news, is very suspicious considering we now know that Constellation Brands is heavily invested into Canopy, and Andrew used to work for Constellation Brands.
If you actually look through this companies entire profile since being public it stinks like a buyout!
I am under the impression that Tinley has already done the turnkey for you know who, Canopy Growth Corp. A company whos ceo describes the exact product that we are already selling, just calling it something different.
https://www.youtube.com/watch?v=6481cXevlTI | | www.youtube.com Aug.15 -- Bruce Linton, chief executive officer at Canopy Growth, discusses Constellation Brands Inc. boosting its stake in the company, creating branded versions of ... |
Fast forward to 1:20 in the video.
Bruce specifically says, "the reason I liked constellation is because they saw this way before anybody else."
Tinley Beverages, Canopy Growth Corp & Constellation Brands spoke recently at a investor presentation held by the Street, hosted by Jim Cramer.
The reason this is important is because Tinley Beverages was the company presenting their THC infused beverage, and not Canopy, which is strange considering Canopy is the company who received 5 Billion CAD for THC / CBD infused beverages from Constellation Brands.
Jeff Maser will be presenting at another event next July with Bruce Linton, which further adds to the speculation.
It would explain why Tinley has 1 previous Constellation Brands employee & 3 previous Cott employees, including Mark Benadiba who was a board member as recent as last year. ALSO, THE CEO OF COTT is on the board of Constellation Brands, to make it even more obvious.
Key members of Tinleys Management below related to speculation.
Jeffrey Maser, CEO and Director • Private label beverage design at the Watt Design Group; at the time, Watt was owned by Cott Corporation and was the second-largest food and beverage branding firm in North America, and Cott was the largest cola company in the world after Coke and Pepsi.
Tinley Advisory Board member Mark Benadiba, previously CEO of Cott Canada and member of Cott’s global board of directors, is currently advising on Tinley’s market entry into Canada.
Mark has a very long background, so I'm not going to post it all. But key parts of his background are this, he's been with COTT for 28 years & was recently a board member. Besides COTT he served senior positions with Seven Up Canada and served as Senior Vice President, Sales and Marketing Ontario for Pepsi Cola Canada and Co-owner of an Ontario Pepsi Bottler.
Ted Zittell, Brand Advisor and Director • Previously President of Cott Corporation's Retail Brands International, where he led the creation and launch of premium retailer brand and marketing programs worldwide • Senior partner at The Watt Design Group for 17 years (including during period of ownership by Cott Corp.)
Mr. Fowden is currently the CEO of COTT, and the link below will show you he's on the board of directors at Constelattion Brands.
Constellation Brands; who has raised their investment in Canopy to around 5 Billion CAD.
COTT & Constellation Brands are not competitors, and they are obviously working together & have no problem sharing the pie. The head of both companies are very smart & a force to be reconed with.
You can't make this sh!t up if you wanted to, the truth is always stranger than fiction!
Here Bruce is talking about the reason why they created Rivers,
https://www.youtube.com/watch?v=6O8o815GjNQ | | www.youtube.com Bruce Linton, CEO of Canopy Growth and acting CEO of Canopy Rivers, discusses how the venture-capital arm's IPO fits into the company's long-term strategy, why he isn ... |
Green Street Agency is another connection to Snoop Dogg, who has Leafs by Snoop with Canopy Growth Corp.
Green Street Agency, which is 50% owned by Gary Vaynerchuk, is a new distributor of Tinley Beverages. Just to give you an idea of who Gary Vaynerchuk does promotion for, ABInBev, DIAGEO, PEPSICO, JP Morgan Chase, just to name a few.
https://vaynermedia.com/
| | vaynermedia.com A full service digital agency built for the now. We drive business outcomes via best in class creative, media, influencer marketing & everything in between. |
Take a look at Green Street Agency's website to see their partners, you may recognize some names like SNOOP DOGG, THE GAME, CYPRESS HILL, WAKA FLOCKA FLAME, just to name a few.
https://www.greenstreetagency.com/
| www.greenstreetagency.com We're a full service creative agency that works exclusively within the marijuana industry. We enable brands to connect with influencers and consumers through non-traditional means to build brand awareness and loyalty. |
Steven Palmer, who runs a Hedge Fund & was invested in Tinley, and possibly still is, has spoken about the Cott rumor in several interviews, there's more than enough material to support his claim!
Tinley's formulator has the USA's ONLY patent on the technology that encapsulates the oil (hemp, cbd, or thc) and micellizes it so that the nutrients in the oil survive the digestive process intact (and then also induces the gut to allow the nutrients into the bloodstream and through the blood barrier). It obviously masks the horrible taste of the oils, which is another key characteristic. Here is a quote taken directly from an interview with Jeff Maser: "The ability to have access to such advanced technology is another advantage of outsourced product development. The Pencer family introduced us to this formulator, and this is one of the many benefits of having the family that built the third-largest beverage company in the world (after Coke and Pepsi) as backers." This patent is obviously huge for Tinley and the relationship that they have with the formulator is exclusive. Here is another quote from that same interview: "Several of our competitors solve this problem by reducing the oil into isolates (often referred to as crystals), which means stripping out all nutrients except a single cannabinoid. While this method solves the taste challenges, it denies consumers a wide spectrum of cannabinoids, turpenes and other nutrients, many of which are believed to be highly synergistic." I don't believe that enough investors realize the power that this patent will have for Tinley when it comes to licensing deals with other companies. You can bet that it won't just be the licensed producers in Canada who will want in on the action. The CBD/THC beverage market is going to be transformational, so there will be many different brands/companies that will want in on the action.
Now, you can see on their Corporate Presentation that they are not only in 7/11 but Shell & Chevron. That is HUGE, do you understand how many stores these three companies alone have in the world.... If not I can give you the numbers...
Shell, approximately 25,000 Shell-branded gas stations in the U.S.alone.
Chevron has nearly 8,000 retail stations in the United States alone.
7/11 has 56,000 world wide.
I will put these numbers modestly into perspective at first.
If "Hemplify Beverages" only, were to obtain shelf space in half of the 56,600 stores of 7/11 due to some regulatory issues in other countries perhaps, & earn a modest 1,000 dollars in revenues from each location on an anual basis, which is extremely modest in my opinion, but regardless the revenue generated from Hemplify alone would be in excess of 28 Million Dollars. The numbers are impressive to say the least.
If I readjust these numbers to a more optimistic outlook of 10,000 in anual revenues from Hemplify alone, in half of the 56,600 7/11 franchises, we start to see the massive opportunity here. The reveune would be a a jaw dropping 283 Million anaully from Hemplify alone.
And based on the recent updates by Jeff, it's likely that the THC infused beverages may do way more numbers than the CBD infused. I personally think that the demographics for the CBD infused beverages are much more attractive & will be a huge cash generator for Tinley, but that's just my opinion & the market has indicated otherwise, at this given moment.
Tinley has sold more of its cannabis margarita in the weeks subsequent to Q2 than the combined sales of Hemplify in fiscal 2017. Accordingly, the Company is shifting the majority of its resources to its THC infused beverages, while allocating a limited amount for the maintenance of the Hemplify CBD products. The Company’s recently-expanded sales and operational team, which include former executives from Asahi Beer and Sierra Nevada Brewing, are working with three cannabis distributors on expanding dispensary placement.
Tinley is building "Brand Awareness" in California & cannot even keep up with demand, literally.
California is now the world's fifth-largest economy, according to recent data released by the U.S. Department of Commerce. Its 2017 Gross State Product was $2.747 trillion, surpassing the United Kingdom's $2.625 trillion Gross Domestic Product.
Canada placed 10th in the ranking of GDP of the 196 countries, Canada is 1.6 trillion.
California is about the size of Newfoundland, which is a small province in Canada. It's easier to create "brand awareness" there than it would be attempting the same thing in another location, like all of Canada for example, which their competitors will have to do.
Tinley Beverages also has a two year head start in California, and their competitors in Canada won't be legally allowed to sell infused beverages until later 2019.
This means they won't even be able to test the public market & tweak their formula to the customers requests, while Tinley Beverages is selling out of products in California!
California land mass, 423,970 km / Newfoundland land mass, 405,212 km.
Tinley Beverages is being valued at $50 million right now in a market that is roughly 7-10 times bigger than the Canadian market. Plus, Tinley is a unique company with first mover advantage in the CBD/THC beverage market. Canopy Growth Corp stormed its way to the top of the growing industry because they were the first public marijuana producer, and they didn't even have first mover advantage (there were already growers established in the industry before them - they just had quicker access to capital since they were public, and therefore could expand much more rapidly). Tinley is not only the first pure-play "advanced marijuana beverage" company to be publicly traded, but they are also one of the pioneers / first movers in this space.