Diskussionsforum der stw-boerse: Auslandswerte: Bravo! Foods (BRVO): Archivierte Beiträge bis 21. Dezember 2001
j_r_ewing - Donnerstag, 1. November 2001 - 04:50
Auf diese Idee gebracht hat mich der folgende Artikel. Man muß aber ganz klar sagen, daß man diese Investition nur mit Venture-Kapital tätigen sollte! Ansonsten klingt die Story ganz gut, sowohl weil aus dem defensiven Sektor Nahrungsmittel als auch wg. der Wachstumsperspektive, - mit einer Einschränkung : siehe unten.

Es geht um eine Aktie, die einen US-Ableger und einen in China hat. Produkt ist Magermilch-Getränke mit div. Geschmäckern (über Fruchtgehalt oder dgl. möchte ich keine Bahauptungen aufstellen - man wweiß ja, wie unbekümmert die Amis Lebensmitteln zu Leibe rücken!)
Fettarme Milch könnte bei den Amis (die Hälfte hat Übergewicht, sagen Ärzte) wohl ankommen.
Der Dreh- und Angelpunkt sind aber wohl die Comic-Figuren von Warner auf den Plastikbehältern. Dementsprechend dürften die Zielgruppe wohl weniger die Erwachsenen sein (obwohl ich auch erwachsenen AMis durchaus zutraue, sowas für sich zu kaufen), sondern die Kids, die dann ihre Eltern entsprechend terrorisieren sollen. Mithin erfolgversprechend! Zumindest in USA; ob der Absatz in China ähnlich gut sein könnte, weiß ich nicht - andererseits: eine Milliarde mögliche Konsumenten... (oder sind's inzwischen zwei?)

Frage an mib: Hast Du das Zeug schon mal irgendwo im Laden gesehen ? (Oder gar getrunken ? Kannst es ruhig zugeben - wir sind hier ja unter uns!)


Daß da noch keine erträglichen Zahlen auf dem Tisch liegen, ist verständlich.
Was allerdings kriminell aussieht, ist die Current RAtio von 0,24 : demnach kann die Firma nur einen Bruchteil der Kosten des lfd. Quartals bezahlen ! Also die Finanzierungsseite ist mir verdächtig... Habe diesbzgl. mal eine mail hingeschickt




i nternet f inancial c onnection , with Mark Johnson

October 12, 2001

Market indicators positive; milking a new product : Bravo! Foods (BRVO)

The following interview is with Joe Dancy, manager of the LSGI
Technology Venture Fund, publisher of the LSGI Technology Market
Letter http://members.aol.com/lsinvestor/lsgitech,as well as the Lone
Star Growth Investor Update http://members.aol.com/LSinvestor.
Below is the write-up.

Joseph Dancy, manager of the LSGI Technology Venture Fund, has seen
his LSGI portfolio outperform the Nasdaq Composite index by 46.4 percent
so far this year. A long-term, value-based investor in small growth
companies, we interviewed him several months ago. We revisit Dancy this
week for his view of the market and some of his favorite stocks:

Q: With all the recent events, what is your take on the market now, Joe?

A: We are cautious at this point, Mark. On one hand we have some positive
indicators that usually are very accurate predicting market trends. They are
bullish -- some of them as bullish as they have ever been. In addition,
interest rates are at levels not seen since 1960, tax cuts are working their
way through the economy, and energy prices have fallen off a cliff. All of
these usually are leading indicators of a very good stock market.

But we have concerns about political events, potential future terrorist activity,
interruption of oil supplies, and the like. Things you cannot forecast that
might surprise the market. We are just uneasy, and therefore are defensive.
But we are always fully invested.

Q: You invest in small capitalization firms. Will this sector do well going

A: If you look at historical valuations the smallest firms are in the bottom
quartile of historical valuations. They have not been much cheaper
On the contrary, S&P 500 valuation levels are still above the
bottom quartile level, which to us means they have some risk still priced into
them. On the other hand, smaller stocks, due to the lack of liquidity, tend to
be impacted the most by events such as we saw on September 11. So the
valuations are compelling, provided that you can hold for at least a year.

Q: Longer term you have outperformed the indexes by quite a large margin.
How have you accomplish this?

A: We look for profitable companies that are undervalued and that have
growth characteristics. We also like firms with above-average relative
strength. Many times we find these companies in the most inefficient sectors
of the market -- the small and microcap sectors. Our goal is long-term
capital appreciation, and we find that these sectors offer the most companies
with the potential to deliver that appreciation.

Q: Can you give us an investment idea that you like now?

A: We are investing in defensive sectors that have growth characteristics.

One company that we find very attractive is Bravo! Foods (BRVO), which
provides dairies with flavoring, packaging, and equipment to produce low-fat
flavored milk beverages. This is a product sector that is growing explosively
worldwide, helping dairies increase revenues in a business that otherwise is
a slow growth sector.

Bravo! has branded their product with Bugs Bunny, Tweety, and other
Warner Brothers’ characters, and targets children with their banana, orange,
strawberry, vanilla, and chocolate flavored milk drinks.

Bravo! has just started rolling out their products at Wal-Mart, Safeway,
Frey’s, Albertson’s, Jewel, Dominics, Shop-n-Save, Shaw and other retailers
in 38 states. The product tastes great and is served in plastic single-serving
containers that retail for just under one dollar in most stores. Everyone who
has taste-tested the product is impressed with the flavor and the concept.

Q: Is Bravo! Foods a small capitalization firm?

A: They are a microcap, very small, and also very risky compared to most of
the firms in our portfolio. We consider the investment much like an early
stage venture capital investment risk-wise. But from what we have seen we
like the risk/reward relationship.

Bravo! has coordinated with the Quality Chek’d dairy cooperative, one of the
largest dairy cooperatives in the United States and it has 14 dairies involved
in producing the product. The product was just rolled out in the last six
months by new management and from what we can tell sales have been
going very well this quarter, in fact, better than expected from what some
dairies and retailers have told us.

We are also impressed that the firm could get a worldwide license from
Warner Brothers to brand their product. The firm is also in China, and a
recent deal will make their operations much more economically attractive in
that sector of the world, an added plus for the company. We know Warner
Brothers is very strict and requires a very high-quality product before they will
allow their Bugs Bunny or related character pasted on the container.

Q: Are they profitable?

A: Last quarter they lost six cents per share, but we expect the company to
break even by December. Normally we require a firm to be profitable before
we invest. But in this case we have new management introducing a new
product in a new market and it is very impressive to see the product at
Wal-Mart and to get the feedback from the parties involved in the rollout. And
the product tastes great -- my kids love it.

This is a relatively high-margin business so once the company reaches
break-even, and we are close now, earnings will ramp up very quickly as
sales increase. Insiders have been buying in the open market recently, which
generally is very positive for small firms. Management will hold a conference
call for all investors on November 14 to discuss developments, which we
hope will be quite exciting for investors.

Q: What are the risks here?

A: This company is small, the product is new, and a large number of
warrants are outstanding that can be exercised which will increase the
number of shares outstanding. The good news is that the exercise price for
the warrants is well above current market levels, and if exercised these
warrants will provide cash to the company and increase market liquidity for
the stock.

Trading in the firm is thin, so the price can be quite volatile both on the
upside and downside. As I noted earlier, we are treating this as a venture
capital type of investment but like the fact that we are seeing the product
rolled out in Wal-Mart and other stores, the fact that we have new
management and this is a new product that is proving quite popular, the fact
Warner Brothers is providing the branding, and the fact that one of the largest
dairy cooperatives, Quality Chek’d, is affiliated with the effort to get this
product on the shelves is very positive for the firm. But it is a risky
investment idea, at least more so than some of the other firms we are
invested in. But the upside is substantial.

Q: In the sake of full disclosure, do you or your fund own this company?

A: We own this firm Mark, and have been adding at current price levels.

Q: Any other comments you would like to make on investments or investing?

A: Investors who like our investment strategy can subscribe to our LSGI
Market Letter, which details exactly what we are buying and selling. The
subscription includes a spreadsheet of our entire portfolio, where we are
investing our money with our recommendations company by company. We
do a lot of due diligence in the small and micro-cap sector companies like
Bravo! that are ignored by larger investment firms and most institutional
investors. But, as our record indicates, we have done quite well in this

[Editors note: Subscription information to the LSGI Market Letter can be
found at: http://members.aol.com/lsinvestor/lsgitech]

To get The Internet Financial Connection Newsletter e-mailed to you for
FREE, send a blank e-mail to ifc-subscribe@topica.com. In 1998, 225
different specific stock ideas appeared in the IFC. As of July 5, 1999, the
return of the group of stocks that appeared in the IFC in 1998 rose an
astounding 51%. What is even more amazing is that in 1999, 185 stocks
appeared in this column and as of July 3, of 2000, that group of stocks was
up 56%.


Wednesday September 5, 8:05 am Eastern Time

Press Release

SOURCE: Bravo! Foods International Corp.

Bravo! Foods and Sinton Dairy Foods Expand Looney
Tunes Flavored Milk Into Six New States

NORTH PALM BEACH, Fla.--(BUSINESS WIRE)--Sept. 5, 2001--Bravo! Foods,
Inc., the U.S. subsidiary of Bravo! Foods International Corp. (OTCBB:BRVO - news),
announced today that Sinton Dairy Foods Co., a Quality Chekd member dairy, will expand
its distribution of Looney Tunes(tm) brand flavored milk to New Mexico, Arizona,
Wisconsin, North Dakota, South Dakota, and Minnesota. The products will be produced
by Shamrock Farms of Phoenix, Arizona, who opened up an Extended Shelf Life facility in
May 2001, enabling the milk to stay fresher longer. Sinton Dairy has the right to produce,
market and sell Looney Tunes(tm) brand flavored milk under a production agreement with
Bravo! Foods and Quality Chekd.

The Looney Tunes(tm) brand milk, which will be available from Sinton Dairy in a convenient
12 oz size, is being offered in five flavors: Vanilla Shake, featuring Bugs Bunny; Strawberry,
featuring Bugs Bunny and Lola Bunny; Banana, featuring Tweety; Chocolate, featuring the
Tasmanian Devil; and Orange Creme, featuring Wile E. Coyote and the Roadrunner. Each
container displays a full sleeve, colorful graphic of the character and will have a shelf life two
to three times longer than traditional milk.

``We are quite pleased with our continued expansion of market coverage for the Looney
Tunes(tm) brand flavored milk,'' commented Mr. John McCormack, President of Bravo!
Foods International. ``It is great news that Sinton will now offer this tasty, convenient
beverage beyond Colorado to additional states and consumers.''

``Sinton is a great partner in the ongoing Looney Tunes(tm) brand flavored milk rollout. We
look forward to the new Sinton and Shamrock production agreement to garner the brand
more exposure and recognition,'' said Mr. Tony Guiliano of Bravo! Foods, Inc.

Mr. Joel Midkiff, vice president of Sinton Dairy Foods Co., said, ``What we have with
Looney Tunes(tm) brand flavored milk is a one-two punch to get children and adults to
drink the milk they need to maintain healthy bodies and diets, and we are looking forward to
offering new consumers and markets these fun, nutritious beverages.''

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 and the U.S. Virgin Islands. The milk is available, or will soon be, in outlets in the
following states: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Illinois, Kentucky, Maine, Maryland,
Massachusetts, Minnesota, Mississippi, Missouri, Nevada, New Hampshire, New Mexico, North Carolina, North Dakota,
Ohio, Oregon, Pennsylvania, Rhode Island, South Dakota, Tennessee, Vermont, Virginia, Washington, West Virginia and
Wisconsin. Through Bravo!'s agreement with the Quality Chekd dairy co-op, a national rollout of Looney Tunes(tm) brand
flavored milk will continue.

Bravo! Foods International also is marketing and selling Looney Tunes(tm) brand flavored milk in China, where Looney
Tunes(tm) brand flavored milk first debuted. Bravo! Foods International recently secured an expansion of its license from
Warner Bros. Consumer Products to distribute Looney Tunes(tm) branded food products throughout mainland China. Bravo!
Foods International's established infrastructure in China includes its wholly owned subsidiary, China Premium Food Corp.
(Shanghai) Co. Ltd., a trading company in the Wai Gao Qiao Free Trade Zone in Shanghai.

For more information, visit http://www.bravobrands.com.

Catalyst Group, Clearwater, Fla.
Lisa Salinas, 727/441-8809


siehe aucfh Artikel

stephan - Donnerstag, 1. November 2001 - 10:45
Hallo JR,

Deine cheese Idee hat mir viel besser gefallen. Diese Firma hier ist, wenn kein Wunder geschieht, in weniger als einem Jahr pleite.

Kaum Umsätze, Verluste, Hohe Schulden und negatives Eigenkapital lassen die auch unter Venture Capital Gesichtspunkten alt aussehen.

Zwar wird die Firma gerademal mit einem Wert von 5 (!) Millionen USD gehandelt, aber einen Wert hat sie eigentlich nicht. Oder meist Du das Warner sie rettet, weil die Ihre Lizenzgebühren nicht abschreiben wollen?


mib - Donnerstag, 1. November 2001 - 15:08

ich haette geweetet, dass nach meinem hinweis auf den NymbleInvestor jemand mit BRVO ankommt!

also: ich versuche seit 1 Woche erfolglos eine e-mail Antwort von Roy Warren (CEO) auf ein paar Fragen zu bekommen. Das gefaellt mir nicht so gut. Der letzte SEC Report sieht (meiner naiven Meinung nach) schlimm aus - da gebe ich Stephan recht. ABER: das Zeug schmeckt wirklich (nicht nur meinen Kindern)! und es steht - zumindest hier in Pennsylvania - mittlerweile in fast allen grossen Supermarktketten (inklusive WalMart-Superstores). Der Umsatz MUSS also einfach stark gestiegen sein. Da aber auch deren Marketing-Ausgaben gestiegen sein sollten, stellt sich die Frage, ob sich das auch in echten Gewinnen ausdrueckt. Waere das Konzept nicht schluessig, glaube ichnicht, dass Warner die Nutzung seine comic-Charaktere erlaubt haette. Der chinesische Markt ist zur Zeit (meiner Meinung nach) gar nicht vorhanden (seit wann stehen Asiaten auf Molkereiprodukte???), aber die Olympischen Spiele in China koennten hier interessant werden.

Aber alles: vielleicht, koennte, sollte, eventuell, ... - ist alles hochspekulativ, - aber dieser Dancy hat in der Vergangenheit schon ein paar tolle Sachen aufgegabelt, - den wuerde ich nicht unterschaetzen (schaut euch auch mal SEMX an - langfristig).

Bin fuer jeden Hinweis zu BRVO sehr dankbar, da ich stark darueber nachdenke, mal ein bisschen damit zu zocken...


j_r_ewing - Donnerstag, 1. November 2001 - 16:49
Da kann man mal wieder sehen: Zwei Blöde - ein Gedanke... ;-)))

Zur Kassenlage: Ja, als ich das las, fiel mir auch die Kinnlade runter.
Die Umsätze kann ich ihnen wohl noch nachsehen (Anfangsphase - da muß jedes Startup erst mal durch); aber unter der Hand pleitegehen sollen sie mir natürlich auch nicht!

Nun bin ich wie gesagt nicht der König der Bilanzenleser, noch hab ich mich schon mal mit Startups beschäftigt; meine Vermutung ging dahin, daß die Sache über Kreditlinien abgewickelt wird. Vorstellbar wäre mir das : es müßte ja nichts Großoes lange vorfinanziert werden - der "Stoff" kommt ja anscheinend von der Molkereiengenossenschaft -, sondern es geht wohl hauptsächlich um die poppige Vermarktung; da vermute ich schnellen Cash-Fluß von den Retailern. Könnte sowas nicht über Kreditlinien laufen? Mir scheint, sowas taucht in diesen bilanziellen Kenngrößen nicht auf - oder täusche ich micht da ?

Und wenn die Sache erst mal umsatzmäßig angelaufen ist, käme ja auch - lt. Dancy - durch die guten Margen gut Knete rein.
Aber das ist nur, wie ich es mir hier zusammengereimt habe !


stephan - Donnerstag, 1. November 2001 - 21:01
Ich habe ja nur einen oberflächlichen Blick drauf geworfen.

Naja, falls die Company es irgendwie hinkriegt (irgendwer (warner???) scheint ihnen ja noch Bonds abzunehmen) die Verbraucher zu begeistern kann natürlich bei der Ausgangsbasis von 5 Mio Marketcap alles passieren.

Falls du nähere Hinweise findest, die deutlichst gegen einen Konkurs sprechen wäre das schon interessant.

Die Firma hieß übrigens früher china food ..., scheint keine konsequente Linie zu haben.

Also nichts für mich, aber bei der Bewertung kann es auch nur noch 5 Mio nach unten gehen - relativ sind das leider auch die üblichen 100% ;)

Aber es gibt doch dutzende erstklassige Companies in den USA die einer fairen Bewertung in den letzen 1,5 Jahren zumindest deutlich näher gekommen sein sollten.


mib - Donnerstag, 1. November 2001 - 22:55
wir reden hier ja auch nicht von "Investment" sondern ueber ein bisschen Spass und Spannung fuer's Geld... :-))).

JR: warst du das heute mit den 15000 Stk?


j_r_ewing - Freitag, 2. November 2001 - 04:56
37 wäre zwar ein gutes Limit gewesen; aber nee - solange die Finanzierungsfrage nicht näher geklärt ist, hau ich da nicht solche Berge Cash rein.

Heiße zwar Ewing - aber nicht Rockefeller! ;-)

mib - Freitag, 2. November 2001 - 17:17
ich kopier unten mal einen Text rein, den ich bekommen habe. Es sieht irgendwie danach aus, als wenn der autor aus den Umfeld von Dancy kommt. Das ist aber reine Spekulation von mir!!!

Gruss - Mib

Wait until you see the BRVO earnings release for last quarter on November 14th Laurin and I think you will be a believer. Revenues should jump with Wal Mart and other rollouts. I expect they will be profitable this quarter (Oct-Dec)(it is in their SEC filings that they expect to be in the black, and management says nothing has changed since that document was filed). Revenues this quarter should be at least twice last quarter due to the new stores online selling the stuff.
No need to hurry here to get in, no-one follows the company. The manager of the Wal Mart Dairy Section told me the thruput numbers for this new product - and I was quite impressed. The stuff tastes great, and my kids will guzzle down as much as I will buy. Warner Brothers Looney tuned branded with Bugs Bunny and Tweety, and the Taz Devil, which goes over well with kids.
BRVO is also sold in Frey's Supermarkets, Albertsons, Jewel, Dominics, Shop n Save, Shaws, and is produced by around 15 Quality Chck'd dairies across the country. They are ramping up ESL production now (extended shelf life) giving distributors and retailers added flexibility in marketing the product, and expect to add distribution by vending machines in spring. All these outlets have done thier roll out in the last 6 months - most within the last 3 months like the Super Wal Mart in our state.
The product is just rolling out in Chicago - I forget the names of the major supermarket chains they are in. Company was featured in three trade magazines last month - product is in a high margin niche that is growing impressively.
Call the firm - Bravo Foods, for an investors packet - I think the number is 888-699-0700 but I may be mistaken. # should be on the Yahoo "profile" page if this one does not work.
Management will talk if you have questions, or at least they answered my dumb questions regarding marketing, distribution, and production issues that I was unfamilar with.
Do you own due diligence here, don't take my word. Or wait to see what they delivered last quarter when they release earnings in mid November. But I was very skeptical when I first ran across these folks last year, but have become a believer - especially when you hear how well this stuff sells and how good it tastes, and what a great niche market they have for kids.

mib - Mittwoch, 7. November 2001 - 21:48
@JR: hat sich BRVO auf deine e-mail gemeldet? bei mir bisher Funkstille...

Gruss - Mib

j_r_ewing - Donnerstag, 8. November 2001 - 00:08
Meine Anfrage : (bin gleich ein bißchen deutlich geworden, um PR-Geschwafel vorzubeugen)

> info@bravobrands.com
> Hi there,
> According to Yahoo, Bravo has
> - a Quick Ratio of merely 0,07,
> - a Current Ratio of merely 0,24,
> which means that you do not have the money to pay for the costs of your
> current quarter (not even half of it). So illiquidity cannot be far.
> http://biz.yahoo.com/p/b/brvo.ob.html
> http://yahoo.marketguide.com/mgi/ratio/A1D77.html
> Could you convince me of the opposite ? (By "convincing" I mean: convincing
> - just purporting won't do.) Otherwise I would have to sell my shares.
> Thanks

Antwort :

"INFO@BravoBrands" <info@bravobrands.com>

Thu, 1 Nov 2001 09:49:01

You are correct. Liquidity is, and has been our challenge for over a year
now. One must look forward when investing, not backward, especially in
microcap high-growth companies. The challenge becomes one of balance
between preservation of equity capitalization (dilution) and operating

You will see in our last Q and the next (3rd quarter) due November 14th that
we have raised approximately $1.25 million in new equity this year from a
director in private placements of restricted preferred shares ( his
investment price per share is higher than the current market price).

The decision you need to make is whether we will achieve profitability in
the weeks and months to come as I have predicted. Then one needs to place a
value on this business based upon future prospects, not historical balance
sheet reports.

Obviously, I believe the shares are undervalued in light of the company
progress but if you are uncomfortable with "undercapitalized" growth
companies, we may not be for you.

Thanks for your note. RGW

Das allgemeine Geblubbere mal weggelassen, haben die, so weit ich das verstehe, eineinviertel Mio $ per Vorzugsaktien eingenommen. Frage: Könnte das reichen ? Frage zwei: Wie stark verwässert das die (dermaleinstigen) Erträge ? Dazu muß ich mir erst mal die Bilanz vorknöpfen - ich hoffe, die sagt mir irgendwas (wie schon a.a.O. gesagt: ich bin nicht der König der Bilanzenleser...) - und warte vorher wohl auch noch die neuen Zahlen am 14 ab, ehe ich noch mal nachhake. Bloß: eigentlich hab ich momentan null Zeit...


Vielleicht, daß ein Bilanzenfex mal Lust hat, die Zahlen auseinanderzufriemeln...? Die Hp wäre

j_r_ewing - Donnerstag, 8. November 2001 - 00:22
Konnte mir einen Blick jetzt doch nicht verkneifen :
Mist - Daten nur in .pdf-Datei verfügbar - kann ich nicht (Festplatte voll)!


mib - Donnerstag, 8. November 2001 - 01:53
ich fass es nicht - meine hoeflich-freundlichen mails werden nicht beantworted, aber auf deine rotzfreche mail :-) komt postwendend eine Antwort - watt lehrt mich datt?.

aber zur Antwort: das hoert sich doch recht positiv an. Er steht offensichtlich zu seiner Aussage, "...we will achieve profitability in the weeks and months to come as I have predicted" (leider sagt er nicht explizit "next quarter"). Darueberhinaus sagt er "...we have raised approximately $1.25 million in new equity this year from a director in private placements of restricted preferred shares (his investment price per share is higher than the current market price)". Letzteres bedeutet doch, dass man sich erst bei einem (deutlich?) hoeheren Kurs ueber die Gewinnverwaesserung Gedanken machen muss. Also (erstmal) kein uebergrosses Problem. Irgendwie juckt's mich ja in den Fingern, - aber wirklich sehr spekulativ das Ganze... hmm...

Gruss - Mib

j_r_ewing - Donnerstag, 8. November 2001 - 14:30
"...we will achieve profitability in the weeks and months to come as I have predicted" : na, das würde ich nicht überbewerten - das kann so stimmen, kann aber auch Reklametrommel sein. Auf ein Datum läßt er sich ja nicht ein - es könnte also noch 200 Wochen dauern...

"Letzteres bedeutet doch, dass
man sich erst bei einem (deutlich?) hoeheren Kurs ueber die Gewinnverwaesserung Gedanken machen muss." -> ? Aktie ist doch Aktie und zählt mit; bei Calls wär's was anderes.


mib - Montag, 12. November 2001 - 16:38
Monday November 12, 7:55 am Eastern Time
Press Release
SOURCE: Bravo! Foods
Bravo! Foods and Neolac Partner to Distribute Looney Tunes Brand Flavored Milk in Mexico
N. PALM BEACH, Fla.--(BUSINESS WIRE)--Nov. 12, 2001--Bravo! Foods (OTCBB:BRVO - news) announced today that the Company has signed an agreement with Neolac Dairy of Mexico City, Mexico, to produce and distribute Looney Tunes(TM) brand flavored milk throughout Mexico. Bravo! Foods holds a license from Warner Bros. Consumer Products to brand dairy products throughout Mexico with the Looney Tunes(TM) characters and names.

Looney Tunes(TM) brand flavored milk, which Bravo! Foods has now debuted in a majority of U.S. states, is a tasty, nutritious beverage that kids like to drink. It is available in a convenient 12 ounce single serve size and is offered in five flavors: Vanilla Shake, featuring Bugs Bunny; Strawberry, featuring Bugs Bunny and Lola Bunny; Banana, featuring Tweety; Chocolate, featuring the Tasmanian Devil; and Orange Creme, featuring Wile E. Coyote and the Roadrunner. Each container displays a colorful graphic of the character and is an ideal grab `n go drink--perfect for lunch boxes, and on the go kids!

Mr. Mike Edwards, Executive VP of US/International Sales & Marketing, commented, ``Neolac has an impressive national presence throughout Mexico and a reputation for premium quality products. We are looking forward to this expanded international distribution with Neolac utilizing its strong share in the specialty beverage market. ''

Neolac is a national distributor of specialty milk drinks in Mexico that address particular health niches. Neolac anticipates that Looney Tunes(TM) brand flavored milk, in a 250 ml single serve size, will be available on store shelves December 15, 2001. Neolac also estimates that 15% of the 760,000 corner shops in Mexico will carry the Looney Tunes(TM) brand milk. Neolac has targeted to capture 10% of the flavored milk market, in which there were 21,637,000 liters sold is 2000 and estimated to grow by 14% in 2002.

Neolac's General Manager, Mr. Pedro M. Castro Lluria said, ``We are very excited to have already received orders from globally recognized retailers: Wal-Mart, Carrefour, Soriana, HEB, and Gigante. Mexican consumers, and especially children, are really drawn to the Looney Tunes(TM) characters, which is why we were eager to add this new premium quality flavored milk line to our existing product line.''

mib - Sonntag, 18. November 2001 - 21:36
ich hab mir gestern ein replay des cc angehoert nd habe enen SEHR POSITIVEN Eindruck gewonnen. Break-even wird fuer den Monat Dezember erwartet und auf's Quartal gerechnet dann in 1Q '02. Wer ein spekulatives Investment in Bravo erwaegt solte sich unbedingt den cc anhoeren (geht auch von D aus!), da sehr viele Informationen zur Branche und zum Marketing gegeben werden.

Gruss - Mib

mib - Mittwoch, 28. November 2001 - 17:22
nachdem Joe Dancy im SiliconInvestor wieder fuer BRVO getrommelt hatte, konnte BRVO bei erhoehten Umsaetzen gestern deutlich zulegen aud $0.41. Heute aber wieder Rueckfall auf $0.36.

Bei $0.30 werde ich kaufen (falls keine schlechten news) - darueber muss ich schwer nachdenken.... vielleicht ein paar zu $0.33? Milch ist ja gesund....


mib - Mittwoch, 28. November 2001 - 21:27
ich hab ja solche OTB Sachen zu ein paar Cents noch nie gekauft, aber bei BRVO werde ich das wohl erstmals tun. Irgendwie gefaellt mir das alles immer besser! Die Aussage waehrend der Telefonkonferenz, dass die Molkerei-Betriebe die Looney Tunes massiv unterstuetzen (weil sie selbst dadurch Umsatz mit einem margenstarken Produkt haben) fand ich vorgestern selbst bestaetigt, als ich eine grosse Werbetafel fuer die Looney Tunes Milch von Galliker Dairy an einem Highway sah. Galliker die die Molkerei, die die Looney Tunes in Pennsylvania produziert und vertreibt. Darueberhinaus scheint der Gesamtmarkt fuer die Produkte zur Zeit und in den naechsten Jahren deutlich zu wachsen (siehe Artikel weiter unten). Die Bravo Produkte treffen hier genau die richtige Marktluecke, die durch das neuerdings extended shelf-life der Looney Tunes durch Automatenverkauf (z.B. in Schulen) noch erweitert werden wird (laut cc).

Gruss - Mib

SOURCE: MarketResearch.com
Sales of Flavored Dairy Beverages to Grow by 8.4% Annually, Reach $3 Billion by 2006
NEW YORK, Nov. 28 /PRNewswire/ -- The U.S. Market for Flavored Dairy Beverages, a newly published Packaged Facts report available at MarketResearch.com, outlines the efforts undertaken by the dairy industry to increase sales of flavored dairy products. The category has experienced steady growth in recent years, but new technologies in extending shelf life, and increased consumer awareness of the health benefits of dairy drinks, have set the market up for pronounced growth. The report estimates that the flavored dairy beverages category, which includes shelf-stable flavored milks and milkshakes, coffee-milks, dairy-based shelf-stable drinks, cultured dairy beverages, smoothies, and milk flavorings, will have annual sales of $2 billion in 2001, and will enjoy dramatically increased sales of $3 billion by 2006.

Fluid milk consumption rapidly declined throughout the 1980s and 1990s due to the lack of portable milk options available to the large number of people eating meals-on-the-go. The dairy industry has moved to deal with this situation by creating single-serve bottles and enabling increased distribution through the development of products with an extended shelf life.

According to The U.S. Market for Flavored Dairy Beverages, the market is also enjoying a new audience. ``For many years flavored milk was classified as a kid's product,'' said Meg Hargreaves, VP of Research Publishing for MarketResearch.com. ``The introduction of single-serve packaging and sophisticated flavors, along with the fact that adults are looking for ways to increase their calcium intake, has altered that perception.''

The U.S. Market for Flavored Dairy Beverages provides detailed information about consumer demographics, as well as distribution and marketing trends, product development, and emerging promotional campaigns. The report also includes historical sales data, as well as market projections through the year 2005.

About Packaged Facts

Packaged Facts, a division of MarketResearch.com, produces research reports on a wide range of consumer industries, including information on domestic and global market trends and opportunities.

About MarketResearch.com

MarketResearch.com is the leading provider of global marketing intelligence products and services. With over 50,000 research publications from more than 350 top consulting and advisory firms, we offer instant online access to the world's most extensive database of expert insights on global industries, companies, products, and trends. For more information, call Alison Williams at 212.807.2649 or visit http://www.MarketResearch.com.

SOURCE: MarketResearch.com

j_r_ewing - Donnerstag, 29. November 2001 - 21:09
Ich hatte auch schon eine Hand am Telefon, als ich in der Liste der News den Eintrag "Neue Insider-Trades" sah. Die hab ich mir dann mal angesehen: seit Ende Januar nur noch Insider-VERkäufe, mit einer Ausnahme letztens, wo der CEO ein Paket kaufte, es aber nach einer Woche schon wieder abstieß - und zwar nicht, weil er damit gut Gewinn gemacht hätte, sondern so eben breakeven. Das hat mich dann doch abgehalten (vorläufig wenigstens).

Wenn Du zugreifen willst: ich würde nach dem Chart die Unterstützungen auspokern: gegenwärtig gehen wohl 0,35, die untere Ebene läge wohl bei 0,27.


mib - Donnerstag, 29. November 2001 - 21:23
ich wuerde wohl zweimal vorsichtig kaufen...

zu den Insider-Verkaeufen wurde auf der cc gefragt und geantwortet - Himmel, was war das noch mal....?

jedenfalls soll der letzte Verkauf von Warren augrund persoenlicher Gruende stattgefunden haben (wenn's mir an den Geldbeutel geht, ist das immer persoenlich :-) ), - aber es klang, als wenn der Mann Geld gebraucht haette wegen eines margin calls.

Bei der cc wurde explizit davon gesprochen, dass man im Dezember erstmals schwarze Zahlen schreibt und das darauffolgende Quartal (und die folgenden) dann komplett schwarz sein soll. Die cc hoerte sich sehr positiv an!


mib - Freitag, 21. Dezember 2001 - 22:18
hatte heute sehr schoenen e-mail Austausch mit Roy Warren, CEO von Bravo. Werde nach Weihnachten nochmal mit ihm telefonieren und dann eine Zusammenfassung posten. Wer (ueber mich) an ihn Fragen loswerden will, kann die hier in den naechsten Tagen posten.

Gruss - Mib

Diskussionsforum der stw-boerse: Auslandswerte: Bravo! Foods (BRVO): Archivierte Beiträge bis 21. Dezember 2001