RE:RE:RE:RE:RE:Be ready for more games 🎮 ATP300 wrote: See those red dots multiplying. I predict they will be all over the US in its due time. Looks like it's being accepted quite well. Doesn't look remotely like long term pain.
Time will tell. You jump to conclusions before you know all the facts. Red dots are nice but the only thing that shows "it's being accepted quite well" is the number of smoker customers that bought TAAT cigarettes, how many packs they bought and the net revenues that went to TAAT.
How well that number is growing over the long term will prove if my prediction is right or wrong. TAAT is still in the "short term" phase so we need to wait to determine customer acceptance in the long term. You are making the same mistake Frogzilla made when he confused short term versus long term.
The number of packs bought by convenience stores for inventory _indicated by red dots _ is interesting but they don't tell us the information we need to know how well the cigarettes are being accepted.
1) How many pack have been sold to customers and what was the net revenues to TAAT .
2) The red dots only tell us how many stores have agreed to carry TAAT in their inventory. That doesn't tell us how many packs were sold to customers.
3) We don't know the NET revenues to TAAT. Does TAAT provide a "floor plan" or do the stores pay TAAT in full for every pack for their inventory whether or not it is sold to a customer.
4) We will know a lot more when the 3rd QTR financials are released probably on September 30.
5) You are ignoring pushback from BT which is inevitable and likely to have a negative impact on TAAT's business in a big way. You can be sure BT has a plan and the products to mount a response already in place.
6) It is way too soon to conclude long term customer acceptance and thus TAAT long term success.