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Bullboard - Stock Discussion Forum Tinley Beverage Company Inc C.TNY

Alternate Symbol(s):  TNYBF

The Tinley Beverage Company Inc., together with its subsidiaries, manufactures a line of non-alcoholic, cannabis-infused beverages for use in California, United States and in Ontario, Canada. The Company also manufactures cannabis-infused beverages for contract manufacturing clients. It offers terpene and cannabis-infused non-alcoholic Tinley's '27 and Tinley's Tonics products, for distribution... see more

CSE:TNY - Post Discussion

Tinley Beverage Company Inc > Notes From The Telegram Chat With Jeff Maser
View:
Post by NedStark on May 06, 2021 11:18pm

Notes From The Telegram Chat With Jeff Maser

Taken by another shareholder in the Facebook group:

 
Pabst was the national brand that Jeff spoke about. 
 
Additionally, because Pabst announced it is working with Tinley, it has brought interest from another national brand that has decided to speed up its process with Tinley because Pabst announcement came out. 
 
“It has led to another one that is now down the path and moving faster because the Pabst announcement created some urgency for them”
 
So you can see how hush hush the Business is and why a lot of info we want is held back for very Important reasons. 
 
And Pabst is a big big big deal in terms of significance. 
 
“big deals like this lead to more big deals.  It gives us credibility and therefore attracts additional large companies.  They also feel the need to catch up when they see their competitors entering the space”
 
- one copack client is on its third run
 
- co pack fees most are paid up front and rest BEFORE product leaves facility 
 
- Beckett’s in On and Bc soon once a distributor is worked out. Not easy. Product ready to go just need distribution. They already have the sales just need the dist . The one off in Toronto is ready, doesn’t need a dist. Likely next week. 
 
- Beckett’s will go heavy in TN and yes Costco. Todd will likely be there as well to help push and Jeff said they were told it will fly off shelves wTodds face and cut out there even. 
 
- Disp counts for Tinleys not important. It’s size of order / client. Rather work with larger stores with big orders rather than multiple mil and pops. Too much lost time and effor for small orders. Some of the best selling beverage are in a handful of large disp. Not every disp. Home delivery is where it’s at.
 
MARS hasn’t moved into the facility yet but is handling dist and doing a great job focusing on important larger clients  and chains. 
 
- phase 2 equip not doin anything. They are to busy with Canada / Beckett’s / co pack etc. 
 
Actually thought of moving it to Canada, had interest from a few lps, a few large  known, but costs would be high and regulations stifling. 
 
Also have some lisc companies in other states that want the equipment.  Again a lot of legwork and need to focus on current business.
 
- very nice quote “We have some of the MSO's in our co-packing pipeline, “
 
Was brought up in terms of big beverage taking a stake. Said they are sniffing but unlikely as regulations still uncertain.
 
- “Signing big deals like Pabst catapults startups in to the big leagues”
Comment by nervousinvestor on May 07, 2021 12:36am
Ned Stark. Haven't seen you on the board for a while. Thanks for posting the notes. I have been adding since 2016. Reading the notes makes me want to add more and be patient. Waiting sucks but oh well.
Comment by Beetle21 on May 07, 2021 1:45am
Hi Ned, Thank you for posting notes of the meeting here!
Comment by NedStark on May 07, 2021 9:33am
I have a couple more quick thoughts: 1) if you think that Pabst Labs has nothing to do with Pabst Brewing then you are very naive. 2) Tinley's focus on building out their facility and specializing in co-packing services results in less risk than Cann's approach of relying on their one and only brand/product to be a success, while at the same time also providing bigger potential long ...more  
Comment by ryandlor on May 07, 2021 9:38am
100% - Pabst is Pabst - There is no questioning it. By using Pabst Labs, It is allwoing itslef ( Pabst) to invest in somthing that is still federally "not" legal. Pabst cannot directly do that. The longer Biden holds to his stance of not federally allowong it, the more you will see other Brands create these entities to get in the game.
Comment by GypsyKing on May 07, 2021 10:06am
Jeff sounded pretty frustrated when he said that it's "absurd" that people aren't getting it. I think he forgot to look at the financials. I think everyone is forgetting that investors have access to things like fins and mda's, and no one wants to put money into a company that loses 7.5 million a year and earns 300k for it. Next quarter will be huge though. I just know it.
Comment by NedStark on May 07, 2021 10:39am
You realize that there are plenty of Canadian LPs and US MSOs that are losing millions each year right now while they are in build mode right? And most of them are to the tune of much more than Tinley is losing. And yet, there are plenty of investors putting money into those companies. The key difference is revenue growth, which Tinley should start showing in Q1 at the end of this month and ...more  
Comment by GypsyKing on May 07, 2021 10:51am
You're comparing apples to oranges. Those companies are losing millions but are also generating millions and showing growth while building infrastructure and assets all around the country. Tinley has 9 million in assets, still doesn't have anything THC in Canada and copacks the Becketts brand in the US. They are a company of a few dozen employees in a 20k square foot bottling facility with ...more  
Comment by NedStark on May 07, 2021 11:50am
You are obsessed with looking in the rear view mirror instead of the windshield. Not a very great thing to do when investing in future potential. I also think that the time you put into manipulating shareholders just to make a quick buck is sad. You need to find a better hobby.
Comment by NedStark on May 07, 2021 12:19pm
Also, when you say I'm comparing apples to oranges I don't disagree... Just look at Cronos' number today. Revenues on $12 million and losses of 161 million. I think Tinley overcoming their $7.5 million of losses is going to be much easier than Cronos overcoming $161 million (and I know that they have a big pile of cash to help offset this). There are numerous of other examples like ...more  
Comment by NedStark on May 07, 2021 12:23pm
These are also losses for one quarter and the Tinley number is for the full year.  
Comment by equitystandard on May 07, 2021 12:34pm
Hey GypsyKing, A telegram chat thats been pretty amazing so far and is open for yourself to join. Jeff himself took a few hours yesterday to personally answer any questions and many people were pleased with the whole idea and his responses. Feel free to take your criticisms there. If you truly believe all these negatives your saying, you should have no problem bringing them up in the chat.  ...more  
Comment by GypsyKing on May 07, 2021 9:19pm
What negatives am I saying? The chat has been AMAZING, has it? You think I should take my criticisms there, you say? I'm sure everyone was pleased as punch to get their questions answered by Jeff himself. I for one trust everything that he says and don't doubt that he is doing this for all us shareholders. What a remarkable man.
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