Bravo! Foods - noch nie gehoert? - 500 Beiträge pro Seite

[Laurin]

Bravo! Foods International. Noch nie davon gehoert? Das sollte sich aendern! Denn Bravo! ist ein sehr interessantes, aber spekulatives! Investment (USA: BRVO.OB, - wird nicht in D gehandelt).

Auf den ersten Blick sehr unscheinbar und langweilig, aber eine sehr zukunftstraechtige Marktnische! Das spannende: der Titel wird mit 0.38 $ gehandelt, aber das Unternehmen wird im Dezember erstmals schwarze Zahlen schreiben und das 1. Quartal 2002 wird das erste profitable Quartal fuer Bravo sein.

Ich will nicht "pumpen" – also sucht euch selbst weitere Informationen. Besonders der letzte Conference Call ist sehr aufschlussreich!

cheers - Laurin

homepage:
http://www.chinaperegrine.com/

where to start:
http://finance.yahoo.com/q?s=brvo.ob&d=v1

fund managers comment:
http://www.siliconinvestor.com/insight/editorial.gsp?id=5704…
Auszug:
Q: Any other companies that have an attractive risk and reward ratio that you like now?
A: We have ten companies in our portfolio that we find very attractive now. The most speculative, and most interesting, is a firm called Bravo! Foods (BRVO). A very small company.
Bravo grants production and marketing rights to regional dairies to produce Looney Tunes brand flavored milk in single serving containers. This is a market segment that is growing strongly in the dairy sector. Bravo generates revenue through the sale of production kits to these dairies. The product is distributed at Super Wal Mart, Albertsons, Jewels, Fry`s, Seven Eleven, Circle K, and other outlets.
We have talked to dairies that are producing the product and are impressed with their comments about the product and the potential market. The dairies say the product is selling well, and it is very profitable for them. Many have set up impressive marketing efforts to push the product. We quizzed the dairy manager at a Super Wal Mart near us and received likewise positive comments. The product tastes very good.
The company was reorganized at the first of the year, and this is a new product being introduced by new management into a new market segment. It appears that things are going well to date. The firm just announced a deal to distribute the product throughout Mexico, and a dairy in Canada also has expressed interest in the product.
Financially, Bravo announced the other week that revenues grew 61% from the previous quarter, and issued guidance that they expect the firm will achieve profitability in the month of December. Guidance from management claims that the firm will be profitable in the first quarter of 2002, and for the entire fiscal year 2002.
Q: What risks do you see?
A: As with any small company the risks are substantial, but the fact they have gotten as far as they have with their strategy is impressive. We consider this a venture capital type investment.
Competition from much larger players that can spend substantial amounts on marketing and product placement could hurt Bravo sales and margins. But many of the dairies buying the Bravo product are affiliated with the Quality Chek`d cooperative, a billion dollar dairy coop, and have done a very good job promoting the product in their local markets.
Some of these dairies are quite impressive in size so have the resources to market the Bravo product with radio and print advertising, and with point of sale promotions. And many are in touch with local distribution outlets, and the product helps the dairies extend their existing product line with a very profitable offering. And the Looney Tunes logo with Bugs Bunny on the label tends to brand the product well. None-the-less, competition is an issue.
Liquidity is also an issue. The firm has impressive revenue growth, but cash flow and liquidity is almost always and issue in small firms. In the latest 10Q the company makes statements that this issue will be much less of a concern in the next few months as revenues continue to ramp up. We will see how this plays out. It is a concern.
Last the company has obtained third party financing, and may obtain further financing in the future, that could prove dilutive to existing shareholders. We think management has done a good job so far at addressing the issues here. We would rather own 1% of an outfit that is very successful than 100% of a marginal firm that is not profitable.
Q: What are the potential rewards here, considering the risks?
A: Bravo carries a lot of risk, no doubt about it, but the potential rewards are equally impressive. Amarin was also carried risks when we recommended it a few years ago. But the rewards in that case supported our analysis.
The new management at Bravo reminds us a lot of the new management at Amarin three years ago. Both mangement teams inherited a microcap firm with big problems, found a profitable niche, and a new strategy well to exploit the opportunity. Both teams have a compelling story to tell, and tell it well to investors willing to listen.
New management, new strategy, new products, new distribution, impressive revenue growth, and ultimately impressive profitability for Amarin. Bravo has the same qualities, we are just waiting for the last element of profitability - and management has issued guidance that they will be profitable next quarter ramping upward as the year progresses. And both firms sell products that have the "razor blade" aspect, the customer returns quite frequently for more.
We hope the returns on Bravo over the next year also support our analysis. But only time will tell if we are right. Amarin has made up for a lot of our mistakes.

[Laurin]

und?

hat jemand Interesse an einer Diskussion?

cheers - Laurin

[Mannerl]

Bravo! Foods` Slammers Brand Vitamin Fortified Flavored Milk Expands Midwest Distribution Through Dutch Farms Initial Rollout Around Chicago Region Drives Further Expansion

NORTH PALM BEACH, Fla., Jul 2, 2003 /PRNewswire-FirstCall via COMTEX/ -- Bravo!
Foods International Corp. (OTC Bulletin Board: BRVO), a brand development and
marketing company that holds the Looney Tunes(TM) license to manufacture,
promote and distribute brand flavored milks, announced today its initial rollout
success in the Dutch Farm distribution system, whose core service area is the
150 mile radius around the Chicago region. The Company is now set to
aggressively complete the rollout of Slammers brand vitamin fortified flavored
milk to the entire Dutch Farms network.

Dutch Farms, Inc., headquartered in Chicago, Illinois, has a 20-year operating
history as a distributor of dairy and food products to wholesale and retail
outlets through its own fleet and network of refrigerated trucks. Dutch Farms
makes deliveries two to three times a week to the Jewels and Dominicks
supermarket chains and to over 700 independent grocers in 32 states. "Our
decision was to initially distribute Slammers to 116 independent grocers serving
Hispanic communities," commented Joe Cannarozzi, president of Cannarozzi & Co.,
the lead Midwest broker representing Bravo Foods! "These small independents have
consistently sold over 15 cases of product per week, each over the past two
months. With this level of success, we are aggressively preparing to roll out
the Slammers line to the remaining Dutch Farms distribution network. We will
also be introducing Slim Slammers to the Chicago market over the next several
months."

Roy Warren, Bravo! Foods` CEO, commented, "Our national footprint is almost
complete. We will soon have product distribution throughout the U.S., Mexico and
Canada. Our initial rollout with Dutch Farms has been highly successful with
sales per store running twice our historical average. We are very encouraged by
this progress and look forward to introducing our low fat, vitamin fortified no
sugar added Slim Slammers line into this market."

About Bravo! Foods

Bravo! Foods holds a license from Warner Bros. Consumer Products to utilize the
Looney Tunes(TM) characters and names on milk products throughout the fifty U.S.
States, Puerto Rico, the U.S. Virgin Islands, Canada, China and Mexico. The milk
is available in the U.S. through production agreements with milk processors and
currently is available in five flavors under the brand name Slammers Fortified
Reduced Fat Milk(TM) in retail outlets in all fifty U.S. states. Bravo! Foods`
Looney Tunes(TM) brand flavored milk also is available internationally in
Canada, China and Mexico.

LOONEY TUNES, characters, names and all related indicia are trademarks of and
(c) Warner Bros. Entertainment (03)

Safe Harbor under the Private Securities Litigation Reform Act of 1995: The
statements which are not historical facts contained in this press release are
forward-looking statements that involve certain risks and uncertainties
including but not limited to risks associated with the uncertainty of future
financial results, regulatory approval processes, the impact of competitive
products or pricing, technological changes, the effect of economic conditions
and other uncertainties as may be detailed in the Company`s filings with the
Securities and Exchange Commission.

SOURCE Bravo! Foods International Corp.