for december 16 2021 |
6.641 |
Jump to 29.119 |
|
|
with one of our top performing stocks of |
7.36 |
Jump to 35.76 |
|
|
been really again one of our top |
4.561 |
Jump to 56.079 |
|
|
performing stocks uh in 20 in this just |
4.72 |
Jump to 57.44 |
|
|
12 months uh i think last year this time |
5.76 |
Jump to 62.16 |
|
|
you were about 45 cents recently went to |
4.72 |
Jump to 65.439 |
|
|
two bucks of course it started off at 17 |
4.48 |
Jump to 67.92 |
|
|
2021 uh but of course what people want |
3.48 |
Jump to 76.04 |
|
|
what's the path ahead for the next 12 |
3.44 |
Jump to 79.52 |
|
|
is this gonna be our first hundred |
3.199 |
Jump to 82.96 |
|
|
bagger you know jay again we've had 10 |
4.4 |
Jump to 84.32 |
|
|
baggers 20 baggers we need that 100 |
4.561 |
Jump to 86.159 |
|
|
first uh hundred bagger stock |
5.76 |
Jump to 127.119 |
|
|
what you've accomplished in the last 12 |
4.399 |
Jump to 136.56 |
|
|
have three different aspects right |
2.72 |
Jump to 150.08 |
|
|
the the first the year started with i |
4.799 |
Jump to 174.08 |
|
|
intent with ab inbev which 60 days later |
6.64 |
Jump to 181.519 |
|
|
maybe 45 days later it became a joint |
4.321 |
Jump to 184.959 |
|
|
been fully appreciated there's two |
4.321 |
Jump to 208.239 |
|
|
year four that's in the neighborhood of |
3.44 |
Jump to 222.799 |
|
|
10 to 15 million dollars a year in |
3.761 |
Jump to 224.319 |
MONEY
10 to 15 million dollars
|
|
what we're building here is a 50 000 |
4.8 |
Jump to 240.159 |
|
|
small mom and pop 12 to 15 square meter |
6.56 |
Jump to 248.08 |
QUANTITY
12 to 15 square meter
|
|
that's underway it's in a few thousand |
3.919 |
Jump to 256.56 |
|
|
marketplace and i could name three or |
3.441 |
Jump to 264.639 |
|
|
four competitors that have similar |
6.16 |
Jump to 266.16 |
|
|
year 4 45 |
4.32 |
Jump to 316.24 |
|
|
000 roughly stores |
4.64 |
Jump to 318.72 |
|
|
is a 260 million dollar media value |
6.32 |
Jump to 320.56 |
|
|
which seven months ago was prospective |
5.2 |
Jump to 323.36 |
|
|
especially in the third and fourth |
3.521 |
Jump to 381.919 |
|
|
so it's not like they buy it one time oh |
4.32 |
Jump to 395.84 |
|
|
so we've now got 20 22 contracts on the |
6.479 |
Jump to 406.0 |
|
|
we have a 33 ownership participation in |
4.319 |
Jump to 414.88 |
|
|
i think so one of the big uh i think one |
4.32 |
Jump to 437.84 |
|
|
last year i i think when you first came |
5.599 |
Jump to 442.16 |
|
|
last 60 days my confidence has grown by |
6.079 |
Jump to 480.8 |
|
|
cell that's the first part and the |
2.641 |
Jump to 520.159 |
|
|
second part |
2.801 |
Jump to 521.839 |
|
|
channel is a hundred billion dollar |
4.72 |
Jump to 599.76 |
MONEY
a hundred billion dollar
|
|
business by 25. this is from almost |
4.719 |
Jump to 601.68 |
|
|
stores medium 100 billion so this isn't |
4.0 |
Jump to 623.04 |
|
|
and maybe no one was hearing but now |
4.8 |
Jump to 640.0 |
|
|
abi thing because there's two parts of |
3.76 |
Jump to 654.72 |
|
|
on a regular basis first of all we're |
5.039 |
Jump to 658.48 |
|
|
projects but we've just now added two |
4.88 |
Jump to 685.44 |
|
|
you have 50 you have this massive |
3.841 |
Jump to 752.959 |
|
|
and now there's this third aspect which |
6.0 |
Jump to 763.68 |
|
|
third and fourth aspect think of the |
5.521 |
Jump to 767.279 |
|
|
a 10 000 location network as an example |
5.36 |
Jump to 775.279 |
|
|
brands pick one of the top 2 000 brands |
5.28 |
Jump to 785.04 |
|
|
the number one strategic thing and this |
2.88 |
Jump to 794.079 |
|
|
odd two years ago he wouldn't be saying |
2.801 |
Jump to 796.959 |
|
|
and number two |
3.44 |
Jump to 802.959 |
|
|
but it's a close second |
4.161 |
Jump to 806.399 |
|
|
the point is it's in the top three |
4.08 |
Jump to 808.72 |
|
|
four and a half million in booking |
4.399 |
Jump to 842.0 |
DATE
four and a half million
|
|
that was revenue and it was five two two |
3.521 |
Jump to 846.399 |
|
|
even better wait so 485 million revenues |
6.56 |
Jump to 854.16 |
|
|
or books no no 522 000 usd |
6.401 |
Jump to 857.199 |
|
|
bookings were four and a half million |
4.56 |
Jump to 863.6 |
DATE
four and a half million
|
|
mean maybe you know in the next 18 |
3.84 |
Jump to 919.6 |
|
|
possibly the first |
3.761 |
Jump to 988.399 |
|
|
the first thing we'll see |
3.76 |
Jump to 993.36 |
|
|
right to see what's happening in one of |
4.24 |
Jump to 1005.36 |
|
|
venture in 22. okay but that's okay so |
5.041 |
Jump to 1048.799 |
|
|
be clear okay so two things one is the |
4.239 |
Jump to 1055.44 |
|
|
which we you know we're expecting uh 200 |
5.6 |
Jump to 1074.24 |
|
|
million plus the next few years you're |
3.919 |
Jump to 1077.76 |
|
|
going to get a third of that |
3.44 |
Jump to 1079.84 |
|
|
so let's call that uh let's call that 70 |
4.48 |
Jump to 1088.24 |
|
|
million a year you know three year you |
3.76 |
Jump to 1090.72 |
|
|
that so in theory i'm thinking in 2022 |
5.68 |
Jump to 1094.48 |
|
|
15 million revenues from that business |
4.08 |
Jump to 1100.16 |
|
|
by the inventory sellout is it 50 or or |
4.4 |
Jump to 1119.84 |
|
|
100 |
3.84 |
Jump to 1123.12 |
|
|
revenue from that joint venture in 22 |
5.44 |
Jump to 1129.28 |
|
|
uh almost every one of our deals not all |
3.92 |
Jump to 1164.96 |
|
|
of our deals but almost every one of our |
4.0 |
Jump to 1166.799 |
|
|
india was mentioned at one point i don't |
3.04 |
Jump to 1217.6 |
|
|
with four minutes left in the third |
2.96 |
Jump to 1231.44 |
|
|
wonderful first quarter initiative for |
3.52 |
Jump to 1244.0 |
|
|
pursuing two deals |
3.681 |
Jump to 1369.919 |
|
|
one domestic |
4.96 |
Jump to 1371.76 |
|
|
and one international |
3.12 |
Jump to 1373.6 |
|
|
is this the one this is the one with the |
2.8 |
Jump to 1377.6 |
|
|
600 units ed charging stations going |
4.159 |
Jump to 1405.76 |
|
|
there's two two of the hottest stocks |
3.761 |
Jump to 1415.679 |
|
|
right now is what is blink another one |
3.6 |
Jump to 1417.679 |
|
|
ev charging right so i think the one |
4.321 |
Jump to 1421.279 |
|
|
globally right but the one thing they're |
3.04 |
Jump to 1430.96 |
|
|
in the neighborhood of uh 60 600 billion |
6.8 |
Jump to 1451.6 |
|
|
clean planet by 2030 we want to have |
3.28 |
Jump to 1467.84 |
|
|
zero emission |
3.039 |
Jump to 1469.76 |
|
|
um about three weeks ago now maybe four |
5.281 |
Jump to 1474.799 |
DATE
about three weeks ago
|
|
and they had deployed their first 3 000 |
4.639 |
Jump to 1483.52 |
|
|
he told me that of the 3 000 uh charging |
5.199 |
Jump to 1496.08 |
|
|
60-inch |
4.081 |
Jump to 1503.279 |
|
|
and computer vision on 100 of those |
3.679 |
Jump to 1507.36 |
|
|
um every one of the units that has |
4.48 |
Jump to 1512.96 |
|
|
every one of them that didn't was not |
2.96 |
Jump to 1517.44 |
|
|
know this coming year in 2022 is |
4.08 |
Jump to 1550.4 |
|
|
station one two three seven nine hasn't |
5.521 |
Jump to 1622.799 |
|
|
charged the car in five days and that's |
5.199 |
Jump to 1625.6 |
|
|
happens within every 64 minutes on this |
4.64 |
Jump to 1641.84 |
|
|
location and there hasn't been one for |
4.801 |
Jump to 1644.399 |
|
|
120 minutes that could be representative |
4.88 |
Jump to 1646.48 |
|
|
in just a second but so so really i i |
4.48 |
Jump to 1701.52 |
|
|
know i don't know 100 000 stations we've |
4.559 |
Jump to 1723.36 |
|
|
that category in 22. |
4.4 |
Jump to 1730.399 |
|
|
so again this is one catalyst that i |
3.84 |
Jump to 1732.88 |
|
|
realized that this is really like one of |
5.039 |
Jump to 1738.0 |
|
|
apply that plumbing into 50 different |
3.761 |
Jump to 1779.679 |
|
|
two key aspects of the business uh which |
4.8 |
Jump to 1834.08 |
|
|
we've got four or five counties uh |
4.32 |
Jump to 1992.0 |
|
|
and we're in first phase of a deployment |
3.919 |
Jump to 2053.76 |
|
|
on them 100 percent of the cameras in in |
6.321 |
Jump to 2066.159 |
|
|
litmus test for us and it's the first |
5.04 |
Jump to 2074.72 |
|
|
phase it's four phases and it's going uh |
4.96 |
Jump to 2077.119 |
|
|
want to see if we have let's say 10 |
3.439 |
Jump to 2117.92 |
|
|
but one |
2.48 |
Jump to 2132.32 |
|
|
there are five participants in austin |
4.16 |
Jump to 2134.8 |
|
|
they're 10 owner |
5.121 |
Jump to 2147.359 |
|
|
visibility 10 owner and on the board |
4.24 |
Jump to 2149.04 |
|
|
tech mahindra 20 billion dollar indian |
6.079 |
Jump to 2153.28 |
|
|
company their 10 owner tech mahindra |
7.52 |
Jump to 2155.839 |
|
|
a 10 owner and then a large unnamed |
5.921 |
Jump to 2159.359 |
|
|
out of stealth mode in the first quarter |
3.92 |
Jump to 2176.72 |
|
|
only been four or five months |
3.119 |
Jump to 2204.96 |
|
|
deals their target is 200 million dollar |
3.92 |
Jump to 2210.8 |
|
|
and they signed a 10-year contract where |
4.16 |
Jump to 2226.88 |
|
|
have a writer first refusal where |
4.8 |
Jump to 2256.96 |
|
|
three of the very large deals they've |
3.84 |
Jump to 2272.32 |
|
|
a majority of the your business in 22 is |
3.52 |
Jump to 2301.839 |
|
|
of revenues in 22 is it possible it's |
3.681 |
Jump to 2305.359 |
|
|
visibility has a 30 carried interest in |
4.161 |
Jump to 2317.839 |
|
|
so and we have so thirty percent |
3.44 |
Jump to 2344.96 |
|
|
it and that could be potentially 10 |
4.401 |
Jump to 2371.359 |
|
|
emerge in the next you know 12 months |
4.56 |
Jump to 2404.88 |
|
|
okay 2021 budget billings uh what is |
4.72 |
Jump to 2415.68 |
|
|
50 million market cap uh thrust in perry |
4.48 |
Jump to 2432.96 |
|
|
billion to five uh market cap company |
5.359 |
Jump to 2460.96 |
|
|
jay you've stated uh 2021 revenue 47 |
5.921 |
Jump to 2553.599 |
|
|
million 22. okay 22 |
5.601 |
Jump to 2556.319 |
|
|
uh next year's army at 12 to 50 million |
4.96 |
Jump to 2559.52 |
|
|
a sizable revenue metric for uh for 21 |
5.44 |
Jump to 2590.24 |
|
|
and then the setup for 22 |
4.0 |
Jump to 2593.359 |
|
|
okay uh comment from bob's uh okay 4 |
5.839 |
Jump to 2599.28 |
|
|
million billings uh 15 million billion |
6.0 |
Jump to 2601.76 |
|
|
uh runway for 22 45 to 50 million with |
4.801 |
Jump to 2605.119 |
|
|
10 million in equipment |
3.76 |
Jump to 2607.76 |
|
|
we're fixing it this way and about three |
3.439 |
Jump to 2636.4 |
|
|
we're adding 14 head count |
4.0 |
Jump to 2652.319 |
|
|
three of the 14 |
4.0 |
Jump to 2656.319 |
|
|
based a deal flow based we've got three |
4.0 |
Jump to 2660.319 |
|
|
um we think that every one of those |
3.28 |
Jump to 2693.44 |
|
|
three of only three of those are channel |
3.199 |
Jump to 2708.16 |
|
|
like 92 percent of what we do and then |
3.76 |
Jump to 2718.4 |
|
|
eight percent of a bunch of stuff we |
3.84 |
Jump to 2720.4 |
|
|
for example like one channel manager |
3.12 |
Jump to 2729.76 |
|
|
stations partnerships deployment one is |
4.8 |
Jump to 2734.96 |
|
|
westrock and johnson controls are two |
4.16 |
Jump to 2834.8 |
|
|
that one's that one's out of the bag yes |
3.68 |
Jump to 2847.76 |
|
|
and it's not the only one in the wild |
2.72 |
Jump to 2851.44 |
|
|
sees one of these things like let's say |
4.24 |
Jump to 2878.4 |
|
|
the the the first place that people that |
4.88 |
Jump to 2898.16 |
|
|
way and we you know it's a 50 50 |
5.6 |
Jump to 2913.68 |
|
|
something like 1.3 trillion in spac |
5.919 |
Jump to 2965.2 |
|
|
money expires in november of 22. |
6.161 |
Jump to 2967.839 |
|
|
five major blue chip partners i think |
4.8 |
Jump to 2981.68 |
|
|
they're massively competitive with one |
3.04 |
Jump to 3001.68 |
|
|
sort of feel comfortable about their 10 |
4.64 |
Jump to 3010.88 |
|
|
okay uh okay jay two more questions |
5.599 |
Jump to 3028.48 |
|
|
have to be a two hour type of deal |
4.559 |
Jump to 3035.52 |
|
|
the last 90 days something in a |
3.76 |
Jump to 3057.92 |
|
|
neighborhood of three and a half to four |
3.679 |
Jump to 3060.16 |
DATE
three and a half to four
|
|
million dollars of warrants come in |
4.56 |
Jump to 3061.68 |
|
|
were already with december 16th |
5.121 |
Jump to 3102.079 |
|
|
big news in the next two three weeks |
3.84 |
Jump to 3107.2 |
DATE
the next two three weeks
|
|
yeah we've uh i've announced one |
3.201 |
Jump to 3113.599 |
|
|
done and it's a large deal it's a 17 000 |
5.04 |
Jump to 3123.76 |
|
|
january 16th |
3.439 |
Jump to 3185.92 |
|
|
in the second quarter of uh 21. |
5.04 |
Jump to 3196.96 |
DATE
the second quarter of uh 21
|
|
perspective once you know one big thing |
3.44 |
Jump to 3217.119 |
|
|
popping up as i think one of the big |
3.681 |
Jump to 3220.559 |
|
|
say write a check for i don't know two |
4.0 |
Jump to 3256.559 |
|
|
three billion dollars uh and you know |
4.8 |
Jump to 3257.92 |
MONEY
three billion dollars
|
|
two or three billion but you know it's |
4.0 |
Jump to 3264.559 |
MONEY
two or three billion
|
|
but there's four or five critical |
4.079 |
Jump to 3296.48 |
|
|
40 billion 50 billion 80 billion market |
4.24 |
Jump to 3302.48 |
MONEY
40 billion 50 billion 80 billion
|
|
the one okay which is which is precisely |
3.681 |
Jump to 3332.079 |
|
|
we're gonna have to do like a two-hour |
3.2 |
Jump to 3378.48 |
|
|
that i i know how to talk for two hours |
4.399 |
Jump to 3381.68 |
|
|
be the next 10 bagger you know we've you |
4.639 |
Jump to 3413.44 |
|
|
let's had um in my past i've had 30 and |
4.159 |
Jump to 3424.4 |
|
|
40 backers so i'm uh |
3.52 |
Jump to 3426.799 |
|
|
could if lightning can strike a third or |
4.8 |
Jump to 3444.319 |
|
|
fourth time would be great so |
4.081 |
Jump to 3446.319 |
|
|
december 16th we are back with the |
5.921 |
Jump to 3471.119 |
|
|
number one |
2.88 |
Jump to 3481.52 |
|
|
one micro cap in the metaverse i mean |
3.12 |
Jump to 3484.4 |
|
|
2022 uh so david so welcome uh welcome |
5.081 |
Jump to 3502.839 |
|
|
the last 12 months because i mean you've |
3.12 |
Jump to 3517.04 |
|
|
2022 uh and i think you just came out a |
5.601 |
Jump to 3527.359 |
|
|
something like 700 grand in sales in |
3.76 |
Jump to 3535.2 |
|
|
700 grand is not a lot you know for a |
4.08 |
Jump to 3541.44 |
|
|
well i i will say that one of our |
3.439 |
Jump to 3562.4 |
|
|
about a million dollars or a private |
3.44 |
Jump to 3568.0 |
MONEY
about a million dollars
|
|
about 700 million dollars |
4.879 |
Jump to 3571.44 |
MONEY
about 700 million dollars
|
|
looking at i call the three seas jack |
4.559 |
Jump to 3596.24 |
|
|
that is the power of web 3.0 that's the |
4.8 |
Jump to 3620.96 |
|
|
and bear with me for a second i put my |
6.0 |
Jump to 3669.359 |
|
|
be in a second so tell me when you can |
3.68 |
Jump to 3681.119 |
|
|
have any sound so no one will miss it if |
3.519 |
Jump to 3691.04 |
|
|
through all those things one by one |
2.72 |
Jump to 3755.2 |
|
|
nobody you know let's say in 1995 like |
3.599 |
Jump to 3778.48 |
|
|
three point internet 3.0 or yeah |
4.319 |
Jump to 3787.28 |
|
|
give every one of your viewers an |
3.52 |
Jump to 3796.559 |
|
|
wsr wall street reporter 2021 wsr 2020 |
8.839 |
Jump to 3806.2 |
|
|
2021 if you go to aftermath islands.com |
6.0 |
Jump to 3811.039 |
|
|
55. we've given you a coupon type in |
4.08 |
Jump to 3817.039 |
|
|
person who buys 26 approximately of |
5.681 |
Jump to 3830.799 |
|
|
those who are buying one property are |
4.32 |
Jump to 3834.16 |
|
|
coming back for a second property some |
5.119 |
Jump to 3836.48 |
|
|
are coming back for 9 10 11 properties |
4.8 |
Jump to 3838.48 |
|
|
makes us unique is one |
4.72 |
Jump to 3843.28 |
|
|
friends right now it's zero but |
3.119 |
Jump to 3848.0 |
|
|
entry you get into the space for 35 or |
4.561 |
Jump to 3851.119 |
|
|
more two |
4.159 |
Jump to 3854.16 |
|
|
third |
2.96 |
Jump to 3867.359 |
|
|
land and i believe one of them has 90 |
4.879 |
Jump to 3876.24 |
|
|
000 pieces of land |
4.96 |
Jump to 3878.72 |
|
|
we only have from our first two phases |
6.641 |
Jump to 3881.119 |
|
|
14 000 or so plots now there's someone |
6.399 |
Jump to 3883.68 |
|
|
someone's up to 13 right |
4.72 |
Jump to 3887.76 |
|
|
i'm up to 13 plots so far |
4.48 |
Jump to 3890.079 |
|
|
text saying he owns 192 plots of land he |
5.84 |
Jump to 3896.64 |
|
|
transactions you know six |
3.76 |
Jump to 3933.839 |
|
|
seven |
3.28 |
Jump to 3936.72 |
|
|
land and this is just one small aspect |
5.599 |
Jump to 3940.0 |
|
|
but it's one piece of what we do because |
4.161 |
Jump to 3945.599 |
|
|
one this morning um |
5.199 |
Jump to 3952.88 |
|
|
have one without the other this is a you |
6.321 |
Jump to 3958.079 |
|
|
digital identity and if it you know one |
4.639 |
Jump to 4043.2 |
|
|
as of this morning we're less than two |
4.64 |
Jump to 4111.44 |
|
|
three to seven day delivery program and |
5.119 |
Jump to 4116.08 |
|
|
we're at about two hours right now |
4.801 |
Jump to 4118.159 |
|
|
metaverse within 18 months |
3.361 |
Jump to 4144.719 |
|
|
know when you first came on our platform |
4.161 |
Jump to 4153.839 |
|
|
this is the one this is the guy that |
3.6 |
Jump to 4190.239 |
|
|
the thing that's gonna be the hundred |
2.721 |
Jump to 4193.839 |
|
|
uh you know one of these social media |
3.199 |
Jump to 4252.96 |
|
|
theme for 2022. |
3.04 |
Jump to 4274.32 |
|
|
wall street reporter wsr 2021 and you go |
6.399 |
Jump to 4309.76 |
|
|
and you get a 55 coupon uh by typing |
5.201 |
Jump to 4316.159 |
|
|
plot and you can get up to 55 free so |
4.799 |
Jump to 4321.36 |
|
|
two i think i think amazon or someone |
5.2 |
Jump to 4333.44 |
|
|
is nice we have a 2022 item i'm not |
3.92 |
Jump to 4363.44 |
|
|
this the the 2022 item that we're adding |
5.6 |
Jump to 4367.36 |
|
|
one product um uh in a cycle and and |
4.56 |
Jump to 4386.48 |
|
|
own a property in in in one of our two |
5.04 |
Jump to 4395.28 |
|
|
you buy 200 worth of land before any |
4.159 |
Jump to 4423.04 |
|
|
like that you can use your 55 coupon you |
4.641 |
Jump to 4427.199 |
|
|
my humble opinion we're in multi-billion |
5.92 |
Jump to 4458.88 |
|
|
about a dozen companies and we were one |
5.2 |
Jump to 4470.8 |
|
|
now we were one of the listed companies |
3.6 |
Jump to 4517.04 |
|
|
but the two that you know we're looking |
4.48 |
Jump to 4520.64 |
|
|
what happened in like let's say in 1996 |
4.0 |
Jump to 4531.199 |
|
|
became billion dollar valuations i mean |
4.719 |
Jump to 4546.48 |
|
|
identity i think 2022 is a very big |
4.8 |
Jump to 4556.32 |
|
|
they're all multi-billion dollar |
3.6 |
Jump to 4580.8 |
|
|
i believe in each one of those which |
3.92 |
Jump to 4584.4 |
|
|
those assets but each one of those |
4.48 |
Jump to 4592.56 |
|
|
multi-billion dollar asset |
5.36 |
Jump to 4597.04 |
|
|
the rules between the two of them but |
4.321 |
Jump to 4622.159 |
|
|
over 700 000 canadian in gross in gross |
5.601 |
Jump to 4642.239 |
|
|
two months yeah just over two months |
2.88 |
Jump to 4655.04 |
|
|
said we told the market as of october 1 |
4.561 |
Jump to 4670.239 |
|
|
couple hundred thousand dollars a year |
2.159 |
Jump to 4688.08 |
MONEY
couple hundred thousand dollars
|
|
several hundred dollars and uh several |
3.761 |
Jump to 4690.239 |
MONEY
several hundred dollars
|
|
hundred million in market now we're |
4.0 |
Jump to 4692.0 |
|
|
only been about 18 months |
3.12 |
Jump to 4696.0 |
|
|
that's it's hard you know that first |
3.919 |
Jump to 4720.32 |
|
|
that's getting to that first you know a |
3.44 |
Jump to 4725.6 |
|
|
couple hundred grain of revenues is |
3.119 |
Jump to 4727.04 |
|
|
and you've done it in two in a period of |
2.801 |
Jump to 4730.159 |
|
|
two months it's just like and this is |
3.601 |
Jump to 4731.679 |
|
|
first million by the end of the quarter |
4.959 |
Jump to 4735.28 |
DATE
the end of the quarter
|
|
like at this work can you do 10 million |
3.12 |
Jump to 4748.88 |
|
|
have to look out for phase three because |
4.64 |
Jump to 4789.28 |
|
|
three but um um and phase two is in the |
4.88 |
Jump to 4793.92 |
|
|
one of our friends said he's about 13 |
4.881 |
Jump to 4806.159 |
|
|
just making a presumption he bought 13 |
4.56 |
Jump to 4811.04 |
|
|
there i'm up to third there we go uh |
4.96 |
Jump to 4815.6 |
|
|
baron he's got 200 plots he's landed |
4.239 |
Jump to 4909.44 |
|
|
200 but he is a land baron so so |
7.761 |
Jump to 4913.679 |
|
|
that so jack this isn't a one trick pony |
5.119 |
Jump to 4924.08 |
|
|
you did like the 700 grand just in a |
4.08 |
Jump to 4946.96 |
|
|
period of i don't know two months so i |
4.4 |
Jump to 4949.12 |
|
|
know five million a year annualized |
4.4 |
Jump to 4956.96 |
|
|
go from zero to zero to a million is is |
4.959 |
Jump to 4963.76 |
|
|
one of the hardest things everybody |
3.279 |
Jump to 4966.88 |
|
|
million dollars of revenue at a 700 |
4.48 |
Jump to 5013.12 |
|
|
million dollar value where is it |
4.0 |
Jump to 5014.719 |
|
|
doing 5 million annualized right now |
3.6 |
Jump to 5035.52 |
|
|
like 50 times revenues because you're |
3.6 |
Jump to 5049.84 |
|
|
not going to be at 5 million but you |
2.96 |
Jump to 5052.239 |
|
|
know in six months you might be at 25 |
3.92 |
Jump to 5053.44 |
|
|
million right in the market jack i can't |
3.841 |
Jump to 5055.199 |
|
|
100 approximately 140 million and fully |
5.84 |
Jump to 5063.28 |
CARDINAL
100 approximately 140 million
|
|
diluted 200 million and i also want to |
4.48 |
Jump to 5066.8 |
|
|
original stock every six months |
5.2 |
Jump to 5085.36 |
|
|
both from buying and selling about 90 of |
4.161 |
Jump to 5124.719 |
|
|
just a second jack we're going to have |
4.08 |
Jump to 5140.8 |
|
|
way we were granted in our deal 150 |
4.16 |
Jump to 5170.8 |
|
|
properties and any other um about 500 |
6.96 |
Jump to 5179.92 |
|
|
000 plots of land at a current valuation |
5.44 |
Jump to 5183.36 |
|
|
that's just 12 million dollars worth of |
4.4 |
Jump to 5192.88 |
MONEY
just 12 million dollars
|
|
1996 when there was only like |
3.72 |
Jump to 5220.84 |
|
|
i ever actually remember the first |
3.201 |
Jump to 5223.199 |
|
|
company the first internet company that |
3.76 |
Jump to 5224.56 |
|
|
deal it was like a five million dollar |
3.2 |
Jump to 5230.88 |
MONEY
five million dollar
|
|
stock exchange back in 97 we oh we did |
5.68 |
Jump to 5244.88 |
|
|
it for a 12 million valuation and we |
3.6 |
Jump to 5248.48 |
|
|
merged with another company three years |
4.079 |
Jump to 5250.56 |
|
|
later in a 250 million dollar evaluation |
3.28 |
Jump to 5252.08 |
|
|
essentially five million dollar |
3.681 |
Jump to 5270.159 |
MONEY
five million dollar
|
|
could be trading at five dollars a share |
4.239 |
Jump to 5282.4 |
|
|
uh you know 10 20 million |
4.0 |
Jump to 5290.8 |
|
|
gotten to us a million basic let's call |
3.839 |
Jump to 5294.8 |
|
|
it a million just for |
4.32 |
Jump to 5296.56 |
|
|
easy if you've gotten to a million just |
4.321 |
Jump to 5298.639 |
|
|
to get to 10 million is not going to |
3.6 |
Jump to 5302.96 |
|
|
take as long i mean it's it's the first |
3.921 |
Jump to 5304.639 |
|
|
million it's the hard is the hard part |
4.96 |
Jump to 5306.56 |
|
|
you know five 000 people we built a |
5.04 |
Jump to 5347.76 |
|
|
server system for them for 50 000 and by |
4.321 |
Jump to 5350.159 |
|
|
time we finished advertising they had 5 |
4.399 |
Jump to 5352.8 |
|
|
million people show up so so we've seen |
4.96 |
Jump to 5354.48 |
|
|
one |
3.359 |
Jump to 5383.28 |
|
|
that's like a big thing well no one was |
2.881 |
Jump to 5404.639 |
|
|
point we did 4 000 in the quarter before |
4.719 |
Jump to 5407.52 |
|
|
to cross you know the million dollar |
4.48 |
Jump to 5445.28 |
|
|
for 2022 for 2022 this is which is you |
5.36 |
Jump to 5452.48 |
|
|
know around the corner two weeks away uh |
3.6 |
Jump to 5455.44 |
|
|
20 atomic bombs going off at the same |
5.28 |
Jump to 5534.32 |
|
|
because everybody's going to want one |
4.08 |
Jump to 5547.52 |
|
|
we can start piloting programs in 2022 |
6.081 |
Jump to 5570.239 |
|
|
activities for 2024 already we're |
5.68 |
Jump to 5581.44 |
|
|
talking 2022. so our our goal is to |
5.52 |
Jump to 5584.0 |
|
|
was jay who said we promised in 2022 |
4.56 |
Jump to 5592.32 |
|
|
2021 |
3.759 |
Jump to 5595.44 |
|
|
2020 or 2021. |
4.96 |
Jump to 5603.36 |
|
|
um you know i think the one of the big |
5.16 |
Jump to 5614.84 |
|
|
two million in the quarter that's going |
3.28 |
Jump to 5623.6 |
|
|
just did so we just did 700 thousand |
5.2 |
Jump to 5626.88 |
|
|
couple hundred thousand we've gone we've |
4.561 |
Jump to 5634.719 |
CARDINAL
couple hundred thousand
|
|
gone to seven figures our goal would be |
4.321 |
Jump to 5636.719 |
|
|
zero to a million a quarter to two |
4.399 |
Jump to 5653.84 |
|
|
million honestly the five million a |
5.04 |
Jump to 5656.0 |
CARDINAL
the five million
|
|
quarter or 10 million a quarter i mean |
4.881 |
Jump to 5658.239 |
|
|
first million for quite a while and and |
4.8 |
Jump to 5664.8 |
|
|
but the multiples the market was one to |
4.48 |
Jump to 5680.639 |
|
|
metaverse is going to be one of the big |
5.281 |
Jump to 5692.719 |
|
|
still you know it's not a hundred dollar |
4.48 |
Jump to 5705.6 |
|
|
stock like or 200 and it's like a 50 |
5.52 |
Jump to 5707.119 |
|
|
not even 10 bagger but again david we've |
4.32 |
Jump to 5719.04 |
|
|
already had a 50 bagger what we have not |
3.68 |
Jump to 5721.36 |
|
|
in the last few years is a hundred |
4.159 |
Jump to 5725.04 |
|
|
can't remember it's 34 33 |
6.0 |
Jump to 5732.8 |
|
|
34 or 43 story times uh so i i'd like to |
5.919 |
Jump to 5735.28 |
|
|
i'd like to i'd like to hit 50 to 100 i |
4.48 |
Jump to 5738.8 |
|
|
benefit first so if we can build it for |
5.599 |
Jump to 5767.04 |
|
|
know a hundred a hundred x from here is |
4.72 |
Jump to 5774.8 |
CARDINAL
a hundred a hundred
|
|
only like fifteen dollars it's not a big |
4.399 |
Jump to 5777.28 |
|
|
number us fifteen dollars i mean what is |
3.76 |
Jump to 5779.52 |
|
|
couple hundred or something or these |
3.439 |
Jump to 5783.28 |
|
|
store and get two drinks for the price |
4.241 |
Jump to 5842.639 |
|
|
of one oh it's a big there's a lot of |
3.28 |
Jump to 5845.04 |
|
|
take you one step further your your |
4.721 |
Jump to 5867.679 |
|
|
a thousand percent not even a thousand |
5.199 |
Jump to 5901.04 |
PERCENT
a thousand percent
|
|
i think a thousand like from 0.00 |
4.761 |
Jump to 5906.239 |
|
|
everything oh one question okay so |
4.4 |
Jump to 5934.08 |
|
|
be like you know 100 bagger stock i'm |
4.0 |
Jump to 6005.76 |
|
|
2022 is the year of the metaverse this |
5.04 |
Jump to 6057.92 |
|
|
up i guess in just a second |
4.68 |
Jump to 6100.88 |
|
|
just do one more |
3.72 |
Jump to 6139.76 |
|
|
second |
4.81 |
Jump to 6174.8 |
|
|
december 16 2021 we are back with |
5.52 |
Jump to 6194.32 |
|
|
potential these companies have three |
2.96 |
Jump to 6215.84 |
|
|
one they're going after massive |
2.399 |
Jump to 6218.8 |
|
|
multi-billion dollar market |
2.8 |
Jump to 6220.0 |
|
|
opportunities two |
4.081 |
Jump to 6221.199 |
|
|
three there are multiple catalysts in |
4.8 |
Jump to 6225.28 |
|
|
your fourth skew this is the truffle |
3.601 |
Jump to 6250.159 |
|
|
skew number four yeah okay |
4.32 |
Jump to 6253.76 |
|
|
metaverse one of the big themes for for |
5.201 |
Jump to 6259.119 |
|
|
22. plant-based foods is a massive |
4.48 |
Jump to 6261.44 |
|
|
30 |
4.64 |
Jump to 6321.92 |
|
|
36 actually uh in a year uh the cheese |
6.08 |
Jump to 6322.88 |
|
|
uh plant-based cheese up like 42 percent |
4.48 |
Jump to 6326.56 |
|
|
on face yogurt is up 20 |
4.08 |
Jump to 6328.96 |
|
|
perspective i i one of the places i |
3.44 |
Jump to 6336.56 |
|
|
of doing 5 billion euro in plant-based |
5.04 |
Jump to 6345.76 |
|
|
products by 2025. |
4.559 |
Jump to 6348.56 |
|
|
5 billion euro 5 billion euros |
4.16 |
Jump to 6350.8 |
|
|
exclusively 5 billion euros of |
4.801 |
Jump to 6353.119 |
|
|
plant-based products by 2025. that's |
4.64 |
Jump to 6354.96 |
|
|
that's like six |
2.799 |
Jump to 6357.92 |
|
|
million |
3.119 |
Jump to 6359.6 |
|
|
dollars six and a half billion years |
3.761 |
Jump to 6360.719 |
DATE
six and a half billion years
|
|
based that's in three years |
3.841 |
Jump to 6362.719 |
|
|
on 2017 for 12 billion dollars |
5.52 |
Jump to 6373.119 |
|
|
12 and a half billion dollars and in |
3.76 |
Jump to 6413.84 |
DATE
12 and a half billion dollars
|
|
own their own two feet they look for |
3.841 |
Jump to 6475.679 |
|
|
right a company could be 20 30 40 50 |
4.56 |
Jump to 6527.84 |
|
|
million dollars and it's a small large |
3.761 |
Jump to 6530.159 |
|
|
a company that's doing you know 25 |
3.439 |
Jump to 6546.8 |
|
|
million revenues and i'll ask one of the |
3.361 |
Jump to 6548.639 |
|
|
at like 25 million dollars and that |
2.72 |
Jump to 6578.8 |
|
|
four grocery stores which are doing like |
3.76 |
Jump to 6581.52 |
|
|
30 million revenues you got this |
3.52 |
Jump to 6583.28 |
|
|
just starting and you got you know four |
3.52 |
Jump to 6586.8 |
|
|
eight products so i think it's important |
3.76 |
Jump to 6590.32 |
|
|
or future of cheese you start off uh six |
4.64 |
Jump to 6610.4 |
|
|
weeks ago you had maybe eight weeks ago |
4.8 |
Jump to 6612.56 |
|
|
uh you had zero you had zero plant-based |
3.52 |
Jump to 6615.04 |
|
|
today you have four skews you have four |
3.2 |
Jump to 6618.56 |
|
|
from the first interview is uh your |
3.201 |
Jump to 6640.159 |
|
|
i worked at 14 15 years at kraft the big |
4.88 |
Jump to 6664.239 |
|
|
dannon and i've done all the last 10 15 |
3.839 |
Jump to 6686.88 |
|
|
six you know the dairy market right like |
4.721 |
Jump to 6757.679 |
|
|
is 600 billion dollars globally right |
4.72 |
Jump to 6760.32 |
MONEY
600 billion dollars
|
|
600 billion plus if i'm not mistaken |
4.239 |
Jump to 6762.4 |
|
|
10 of the population one way or another |
4.0 |
Jump to 6813.28 |
|
|
maybe a billion plus people and then you |
4.079 |
Jump to 6817.52 |
|
|
one of the things we did is we developed |
4.0 |
Jump to 6870.88 |
|
|
the first kids yogurt |
4.801 |
Jump to 6872.639 |
|
|
first understand what is that people |
3.681 |
Jump to 6896.239 |
|
|
were about two years old and then it |
3.52 |
Jump to 6908.159 |
|
|
right he's a global one of the few |
4.879 |
Jump to 6952.8 |
|
|
global the only one in canada experts on |
3.92 |
Jump to 6955.199 |
|
|
two worked very hard together right to |
3.52 |
Jump to 6966.8 |
|
|
think in 24 hours 48 hours i mean |
4.16 |
Jump to 6985.36 |
|
|
about 50 smaller cheese shops around |
4.8 |
Jump to 6996.0 |
|
|
25 million in revenue which is not a lot |
4.399 |
Jump to 7039.28 |
|
|
company could do 25 million revenues in |
4.161 |
Jump to 7043.679 |
|
|
could be worth you know uh 500 million |
4.08 |
Jump to 7047.84 |
|
|
that could be a 10 that could be a |
3.679 |
Jump to 7052.96 |
|
|
is that 100 |
5.201 |
Jump to 7056.639 |
|
|
ten dollars a share ten dollars yeah so |
3.84 |
Jump to 7064.08 |
|
|
25 million doesn't seem to be like a big |
4.56 |
Jump to 7069.36 |
|
|
whether it happens 25 million you know |
4.08 |
Jump to 7083.599 |
|
|
in 12 months or 18 months it doesn't |
3.6 |
Jump to 7085.76 |
DATE
12 months or 18 months
|
|
25 million trajectory which to me |
3.199 |
Jump to 7096.4 |
|
|
275 million dollars just for butter |
4.521 |
Jump to 7105.239 |
MONEY
275 million dollars
|
|
the goal was to try to do five ten |
3.68 |
Jump to 7111.84 |
|
|
million dollars in year one |
3.759 |
Jump to 7113.44 |
|
|
it ended up doing 30 million dollars of |
5.121 |
Jump to 7117.199 |
|
|
kids yogurt in year one today that's a |
5.281 |
Jump to 7119.599 |
|
|
one and a half billion dollar category |
5.279 |
Jump to 7122.32 |
|
|
the united states is one and a half |
3.841 |
Jump to 7127.599 |
|
|
billion dollars so i think if you look |
3.839 |
Jump to 7129.28 |
|
|
market is 275 the the plant baseball |
5.201 |
Jump to 7133.119 |
|
|
market is 275 million dollars and the |
4.24 |
Jump to 7135.84 |
MONEY
275 million dollars
|
|
plant-based cheese market is 270 million |
4.24 |
Jump to 7140.08 |
|
|
dollars right you got 500 million right |
3.68 |
Jump to 7142.32 |
|
|
and cheese is already already a 500 |
3.361 |
Jump to 7218.159 |
|
|
million dollar |
2.24 |
Jump to 7220.32 |
|
|
that's growing very fast 35 40 percent a |
3.76 |
Jump to 7226.32 |
|
|
bit of that growth of 10 percent a year |
4.88 |
Jump to 7231.52 |
|
|
10 percent 35 40 percent a year that's |
4.24 |
Jump to 7234.32 |
|
|
is growing 35 40 a year |
4.0 |
Jump to 7267.84 |
|
|
it's already growing at 35 percent here |
5.121 |
Jump to 7290.239 |
|
|
first time to understand okay that |
3.84 |
Jump to 7388.08 |
|
|
running right now a 30 million dollar a |
4.96 |
Jump to 7395.52 |
|
|
year business you know four stores |
5.12 |
Jump to 7397.92 |
|
|
six or eight weeks ago |
2.639 |
Jump to 7535.44 |
DATE
six or eight weeks ago
|
|
market you know in six or eight weeks |
4.56 |
Jump to 7538.079 |
|
|
we've launched four and for what we have |
4.72 |
Jump to 7540.56 |
|
|
last eight weeks is nothing short of |
3.84 |
Jump to 7568.0 |
|
|
working to get to that eight or ten skus |
4.121 |
Jump to 7584.719 |
|
|
because i said it before eight or ten |
6.0 |
Jump to 7586.719 |
|
|
skus one case per sku per door in 500 |
5.799 |
Jump to 7588.84 |
|
|
distributor of five dollars a unit is a |
4.801 |
Jump to 7594.639 |
|
|
7.8 million a year business so when |
4.8 |
Jump to 7597.04 |
|
|
you're talking about run rate and 500 is |
3.92 |
Jump to 7599.44 |
|
|
anybody oatley is in 65 000 doors across |
4.24 |
Jump to 7604.8 |
|
|
so you know we're just talking about 500 |
3.52 |
Jump to 7609.04 |
|
|
thousand doors or 2 000 doors or 4 000 |
3.92 |
Jump to 7612.56 |
|
|
four skus in in basically eight weeks |
3.76 |
Jump to 7629.04 |
|
|
eight to ten skus which were well on |
3.44 |
Jump to 7654.56 |
|
|
one of the things you know matt i got to |
3.28 |
Jump to 7725.52 |
|
|
know one of the things i tell every ceo |
3.44 |
Jump to 7730.719 |
|
|
like every i don't know every two weeks |
3.6 |
Jump to 7757.44 |
|
|
market cap is like i don't know it's 25 |
3.921 |
Jump to 7785.599 |
|
|
million whatever the number is |
3.12 |
Jump to 7787.599 |
|
|
i just want to stress i mean jack one of |
3.52 |
Jump to 7792.079 |
|
|
who should be looking at this as one of |
2.321 |
Jump to 7815.199 |
|
|
three drivers is as a company at an |
5.119 |
Jump to 7817.52 |
|
|
like we said from day interview one |
4.72 |
Jump to 7850.8 |
|
|
it's one of those key three bedrocks for |
4.0 |
Jump to 7858.639 |
|
|
three things that i kind of want to |
3.201 |
Jump to 7869.119 |
|
|
right so today plant-based is one of |
3.841 |
Jump to 7955.199 |
|
|
brie one of the things i think is |
3.2 |
Jump to 7972.32 |
|
|
would be aged it's only got five |
4.239 |
Jump to 7991.44 |
|
|
i think so so one of the things that had |
4.32 |
Jump to 8012.48 |
|
|
yeah what's the the two the two guys the |
4.161 |
Jump to 8029.679 |
|
|
was the um what's the the two cheese |
5.6 |
Jump to 8139.36 |
|
|
expert i think i i remember the one |
4.081 |
Jump to 8148.239 |
|
|
one of the top world experts in cheese |
5.199 |
Jump to 8196.24 |
|
|
absolutely and one of i think one of the |
4.96 |
Jump to 8201.439 |
|
|
this to one of the restaurant chains or |
3.04 |
Jump to 8235.12 |
|
|
expected to be 1.7 billion dollars |
6.16 |
Jump to 8247.439 |
MONEY
1.7 billion dollars
|
|
right by 2026 right |
5.759 |
Jump to 8250.8 |
|
|
one or two big chains you know it could |
3.76 |
Jump to 8256.559 |
|
|
easily be a 10 20 30 50 million dollar |
4.4 |
Jump to 8258.319 |
DATE
10 20 30 50 million dollar
|
|
craig worked with one of um a food |
4.441 |
Jump to 8284.399 |
|
|
that's what we saw with the first launch |
3.36 |
Jump to 8317.76 |
|
|
potentially it can first of all can |
4.0 |
Jump to 8370.479 |
|
|
second of all it can create um public |
4.639 |
Jump to 8376.08 |
|
|
formation expert uh he he's the one that |
4.481 |
Jump to 8386.479 |
|
|
okay but the path for this to be a five |
3.521 |
Jump to 8440.399 |
|
|
the company can hit a 10 million dollar |
4.641 |
Jump to 8448.399 |
|
|
uh again you got a hundred million plus |
4.72 |
Jump to 8453.04 |
CARDINAL
a hundred million
|
|
30 million plus and that puts you on the |
5.12 |
Jump to 8460.56 |
|
|
road to a five dollar plus stock and if |
4.639 |
Jump to 8462.8 |
|
|
you get to 25 |
4.639 |
Jump to 8465.68 |
|
|
excuse me 25 million in revenues |
5.04 |
Jump to 8467.439 |
|
|
then you talk about a 10 stock and 25 |
3.441 |
Jump to 8470.319 |
|
|
million is really |
3.281 |
Jump to 8472.479 |
|
|
10 skus 2 000 doors uh yeah using that |
6.96 |
Jump to 8490.8 |
|
|
that math of 10 skus a turn of one case |
6.16 |
Jump to 8494.08 |
|
|
packed six units you know so we're not |
5.2 |
Jump to 8504.08 |
|
|
asking no retailer to turn 24 units in a |
5.2 |
Jump to 8506.0 |
|
|
case or something per week so just one |
2.96 |
Jump to 8509.28 |
|
|
um at a five dollar cost to our |
3.839 |
Jump to 8514.64 |
|
|
is a 7.8 million dollar runway so if |
3.361 |
Jump to 8518.479 |
|
|
2 000 doors times that by four you know |
5.84 |
Jump to 8521.84 |
|
|
you're a 25 to 30 million year company |
6.0 |
Jump to 8524.96 |
|
|
okay and again 2 000 doors is is like a |
5.28 |
Jump to 8527.68 |
|
|
talked about oatley being in 65 000 |
5.68 |
Jump to 8535.84 |
|
|
2 000 doors |
4.64 |
Jump to 8541.52 |
|
|
uh in the next 12 months |
4.24 |
Jump to 8543.04 |
|
|
discount the first time they buy it um |
4.08 |
Jump to 8596.399 |
|
|
know is it difficult to get into 2000 |
3.84 |
Jump to 8621.92 |
|
|
is it to get into 2000 doors and again |
4.48 |
Jump to 8625.76 |
|
|
to 2000 is that a big is that a big jump |
4.8 |
Jump to 8632.08 |
|
|
states you don't want 500 stores or more |
3.68 |
Jump to 8645.52 |
|
|
so on um you you land in one or two of |
4.08 |
Jump to 8658.72 |
|
|
distribution of 500 or a thousand stores |
4.88 |
Jump to 8662.8 |
CARDINAL
500 or a thousand
|
|
you can be doing 2 000 stores pretty |
3.04 |
Jump to 8665.76 |
|
|
so one of the one of the sound bites of |
3.04 |
Jump to 8678.24 |
|
|
category is growing dramatically 35 to |
3.84 |
Jump to 8681.28 |
|
|
40 percent a year so they're looking for |
3.68 |
Jump to 8683.04 |
|
|
not underestimate the two co-founders |
4.56 |
Jump to 8705.6 |
|
|
uh i think an 11-part uh series on the |
5.12 |
Jump to 8710.16 |
|
|
publicity you know you've got two spokes |
4.08 |
Jump to 8738.96 |
|
|
two co-founders who |
4.159 |
Jump to 8774.24 |
|
|
first guy to do this right i was gonna |
3.04 |
Jump to 8804.88 |
|
|
one of the highest quality in its |
3.2 |
Jump to 8826.72 |
|
|
45 days when are we going to get to that |
4.241 |
Jump to 8936.399 |
|
|
co-packer and we've said it from day one |
3.759 |
Jump to 8940.64 |
|
|
product and so we set it from day one |
4.64 |
Jump to 8978.56 |
|
|
our first goal was initially to control |
4.08 |
Jump to 8980.64 |
|
|
but let's remind everybody we're six or |
2.96 |
Jump to 8997.6 |
|
|
eight weeks in |
3.201 |
Jump to 8999.359 |
|
|
talking about march 1 one in q1 |
4.639 |
Jump to 9096.72 |
|
|
under 60 million shares outstanding it |
4.96 |
Jump to 9191.28 |
|
|
is very tight 25 controlled basically by |
5.68 |
Jump to 9193.04 |
|
|
investment store this there's three |
4.08 |
Jump to 9293.92 |
|
|
number one for right now the |
3.359 |
Jump to 9298.0 |
|
|
intermediate goal number one is |
3.361 |
Jump to 9299.359 |
|
|
we want to be in 2000 doors right you've |
3.92 |
Jump to 9318.64 |
|
|
got to be in 2000 doors in order to get |
3.68 |
Jump to 9320.56 |
|
|
there you need two things |
4.799 |
Jump to 9322.56 |
|
|
difficult uh number two is you gotta |
6.401 |
Jump to 9328.399 |
|
|
have the eight to ten skus the portfolio |
4.16 |
Jump to 9331.76 |
|
|
three is obviously is is getting the |
3.76 |
Jump to 9344.8 |
|
|
door so there's three things co-packer i |
3.84 |
Jump to 9346.16 |
|
|
number two is can we get eight to ten |
5.28 |
Jump to 9350.0 |
|
|
good skus and then three is actually |
4.24 |
Jump to 9352.56 |
|
|
just to put in context for the doors one |
5.84 |
Jump to 9362.24 |
|
|
major retailer could easily be 500 alone |
6.48 |
Jump to 9364.24 |
|
|
from here to a five dollar stock |
5.2 |
Jump to 9377.84 |
|
|
easy eight ten skus that part is you |
3.681 |
Jump to 9385.439 |
|
|
halfway there now you got four products |
2.96 |
Jump to 9390.72 |
|
|
four five |
3.04 |
Jump to 9392.64 |
|
|
uh three is getting in the doors and |
2.719 |
Jump to 9393.68 |
|
|
if you have just one chain whether it's |
5.92 |
Jump to 9396.399 |
|
|
from one of the investors stand right |
3.36 |
Jump to 9414.24 |
|
|
you gonna have eight to ten |
3.84 |
Jump to 9428.24 |
|
|
know how do we de-risk those two things |
3.52 |
Jump to 9437.04 |
|
|
have you have four how are you how about |
3.52 |
Jump to 9443.2 |
|
|
to speak uh in in eight weeks we've |
3.52 |
Jump to 9451.28 |
|
|
launched four products |
3.68 |
Jump to 9453.2 |
|
|
us to our eight intensities we're |
4.561 |
Jump to 9460.319 |
|
|
our goal of eight to ten so i think in |
5.44 |
Jump to 9476.08 |
|
|
eight weeks six weeks even um |
5.761 |
Jump to 9478.479 |
|
|
said if we want to be in 2000 doors and |
4.96 |
Jump to 9520.72 |
|
|
turning one case per sq per door um it's |
5.36 |
Jump to 9522.72 |
|
|
uh look we could probably hit 2000 doors |
4.64 |
Jump to 9534.88 |
|
|
us 500 doors alone with one retailer so |
4.961 |
Jump to 9546.319 |
|
|
you know you had zero skus you know six |
4.16 |
Jump to 9609.76 |
|
|
weeks ago now you have four and you're |
3.759 |
Jump to 9611.68 |
|
|
thousand skus you said from day one you |
4.0 |
Jump to 9615.439 |
|
|
said eight ten that would be so if |
4.241 |
Jump to 9617.439 |
|
|
the other four or five the next you know |
3.52 |
Jump to 9623.52 |
|
|
six eight weeks no two months |
3.52 |
Jump to 9627.04 |
|
|
the eight to ten skus before you get the |
3.52 |
Jump to 9641.6 |
|
|
position when you have eight or not |
3.44 |
Jump to 9645.12 |
|
|
having that eight to ten to be able to |
3.681 |
Jump to 9655.439 |
|
|
the eighth |
3.44 |
Jump to 9696.16 |
|
|
eight weeks matt you have eight eight |
2.4 |
Jump to 9708.8 |
|
|
eight weeks well we're working towards |
3.119 |
Jump to 9711.2 |
|
|
expectations are based off of first-hand |
3.92 |
Jump to 9754.08 |
|
|
continue over the next you know six |
3.519 |
Jump to 9804.88 |
|
|
eight weeks we should get to those |
5.441 |
Jump to 9806.479 |
|
|
first |
4.0 |
Jump to 9817.6 |
|
|
march first you got eight skus |
5.441 |
Jump to 9818.479 |
|
|
ten let's say ten skus you get the |
4.24 |
Jump to 9821.6 |
|
|
two thousand doors oh man |
6.48 |
Jump to 9828.56 |
|
|
you've got six to eight skews of |
3.28 |
Jump to 9836.56 |
|
|
land one or two of significant chains |
5.441 |
Jump to 9848.319 |
|
|
you can get in 500 stores easily i mean |
4.479 |
Jump to 9850.96 |
|
|
one like a kroger which has thousands of |
4.561 |
Jump to 9855.439 |
|
|
is is that you know we might target one |
5.28 |
Jump to 9915.76 |
|
|
or two retailers to get um distribution |
5.36 |
Jump to 9917.84 |
|
|
retailers to get two three four five |
4.96 |
Jump to 9944.24 |
|
|
hundred doors but that's the best thing |
3.68 |
Jump to 9946.96 |
|
|
familiar with this one you meant unifi |
3.599 |
Jump to 10034.8 |
|
|
you know have probably two to three |
2.88 |
Jump to 10074.72 |
|
|
well 2 000 doors that sounds like a lot |
4.401 |
Jump to 10099.279 |
|
|
sells the stuff for you 2000 they have |
3.92 |
Jump to 10112.88 |
|
|
already have 500 |
5.04 |
Jump to 10121.279 |
|
|
600 1 000 stores is that correct |
4.88 |
Jump to 10122.96 |
|
|
have two people who can |
4.4 |
Jump to 10141.12 |
|
|
the the mom and pops the 1 3 5 10 store |
6.0 |
Jump to 10158.0 |
|
|
one or two key quality larger scale |
5.279 |
Jump to 10207.12 |
|
|
are selling abc retailer they're in 400 |
4.801 |
Jump to 10220.319 |
|
|
15 minutes |
3.68 |
Jump to 10234.24 |
|
|
going to have 25 million in revenues |
5.199 |
Jump to 10244.24 |
|
|
across 10 skus now is it a question are |
4.48 |
Jump to 10247.04 |
|
|
you gonna hit that 25 million |
5.201 |
Jump to 10249.439 |
|
|
by june of this year or by june of 22 or |
5.04 |
Jump to 10251.52 |
|
|
this is going to happen in the next six |
2.24 |
Jump to 10264.8 |
|
|
it going to take you know 12 months to |
3.439 |
Jump to 10267.04 |
|
|
to get these 2 000 doors you already |
3.52 |
Jump to 10272.64 |
|
|
you already have you know the other five |
5.04 |
Jump to 10280.16 |
|
|
it's not so easy you know that million |
3.12 |
Jump to 10307.84 |
|
|
dollar in sales that five million |
3.361 |
Jump to 10309.439 |
|
|
dollars in sales at 10 million it's not |
4.24 |
Jump to 10310.96 |
|
|
yeah the first five minutes |
5.361 |
Jump to 10316.479 |
|
|
but then after that to get the 25 100 |
4.319 |
Jump to 10318.96 |
|
|
before you know one of your key |
3.84 |
Jump to 10339.2 |
|
|
okay now one thing you know one thing |
3.68 |
Jump to 10382.24 |
|
|
you know in the 25 to 50 range i mean i |
3.28 |
Jump to 10404.8 |
|
|
been doing this for 15 years i've seen a |
5.76 |
Jump to 10432.0 |
|
|
13 to 14 retail selling point this isn't |
5.76 |
Jump to 10487.12 |
|
|
a two dollar stick of cheese so you know |
4.08 |
Jump to 10490.08 |
|
|
five to ten million dollar kids yogurt |
4.241 |
Jump to 10532.319 |
MONEY
five to ten million dollar
|
|
brand and it went to 30 i'm pretty sure |
4.4 |
Jump to 10534.16 |
|
|
talking about a billion dollar |
2.96 |
Jump to 10544.88 |
|
|
they're doing three times what they |
3.44 |
Jump to 10553.76 |
|
|
thought in the first year |
3.681 |
Jump to 10555.359 |
|
|
third shift like trying to maybe produce |
3.599 |
Jump to 10574.88 |
|
|
it in the second plant that all that was |
3.759 |
Jump to 10576.64 |
|
|
balance the two so you start off a |
3.12 |
Jump to 10581.76 |
|
|
example you know you anticipate 10 |
4.32 |
Jump to 10644.64 |
|
|
million in the kids yogurt you end up |
3.6 |
Jump to 10647.2 |
|
|
doing 30 million that's exactly what |
3.76 |
Jump to 10648.96 |
|
|
yossi said there's third shifts there's |
4.16 |
Jump to 10650.8 |
|
|
four shifts there is how do we we got to |
4.0 |
Jump to 10652.72 |
|
|
doing three four five six times what you |
5.04 |
Jump to 10656.72 |
|
|
has a 999 |
4.321 |
Jump to 10700.319 |
|
|
it's not a two dollar stick of butter |
3.68 |
Jump to 10732.56 |
|
|
but ours a two dollar stick of cheese |
3.76 |
Jump to 10733.92 |
|
|
but we didn't position it it's a two |
4.159 |
Jump to 10736.24 |
|
|
dollar stick of cheese it has a 13.99 |
4.08 |
Jump to 10737.68 |
|
|
because it is it's a 35 to 40 point |
4.481 |
Jump to 10781.359 |
|
|
dollar off two dollars off and still be |
4.24 |
Jump to 10790.8 |
|
|
30 percent above market and hoping that |
3.92 |
Jump to 10802.64 |
|
|
second to none so people are getting it |
4.799 |
Jump to 10815.68 |
|
|
for 2022 |
3.2 |
Jump to 10837.76 |
|
|
uh for the course let's call it nine |
3.04 |
Jump to 10839.439 |
|
|
for 90 days uh can we expect to see the |
6.56 |
Jump to 10845.2 |
|
|
next five skews out |
5.76 |
Jump to 10848.16 |
|
|
spend like two minutes on the store but |
3.76 |
Jump to 10886.24 |
|
|
you know you're doing 30 million |
3.44 |
Jump to 10893.12 |
|
|
business so one of the big one okay so |
4.48 |
Jump to 10896.56 |
|
|
one of the |
3.28 |
Jump to 10899.52 |
|
|
one of the things i think investors are |
3.52 |
Jump to 10901.04 |
|
|
you have four stores you're doing 30 |
4.0 |
Jump to 10904.56 |
|
|
million just right now in in toronto a |
4.72 |
Jump to 10906.16 |
|
|
a big step you know we want that four to |
4.4 |
Jump to 10950.24 |
|
|
six fight um i want to say you know |
3.84 |
Jump to 10952.24 |
|
|
one |
3.2 |
Jump to 10969.76 |
|
|
one big step forward for us and get us |
4.16 |
Jump to 10970.56 |
|
|
into that eight to ten store ranges |
3.76 |
Jump to 10972.96 |
|
|
because to go from eight to ten |
6.24 |
Jump to 10976.72 |
|
|
you know to 15 to 20 to 20 to 30 you |
5.279 |
Jump to 10979.2 |
CARDINAL
15 to 20 to 20 to 30
|
|
comes to not just announcing like one |
3.44 |
Jump to 10990.72 |
|
|
site and then six months later another |
3.12 |
Jump to 10992.56 |
|
|
site and another six months maybe |
3.279 |
Jump to 10994.16 |
|
|
big steps with you know a four to six |
4.641 |
Jump to 10997.439 |
|
|
know 10 to 12 months in terms of moving |
3.92 |
Jump to 11086.399 |
|
|
a four you're gonna roll out four to six |
3.679 |
Jump to 11109.6 |
|
|
you know four to six stores that can |
3.759 |
Jump to 11137.68 |
|
|
one deal no it's going to be like |
3.84 |
Jump to 11210.16 |
|
|
four stores we're launching and you know |
3.68 |
Jump to 11211.92 |
|
|
eight to ten skews in the future cheese |
3.04 |
Jump to 11229.6 |
|
|
but we want to hit eight to ten stores |
3.76 |
Jump to 11231.12 |
|
|
and it's two parts part one eight to ten |
3.6 |
Jump to 11266.96 |
QUANTITY
one eight to ten
|
|
going into 2000 doors |
4.0 |
Jump to 11270.56 |
|
|
25 million revenues |
4.24 |
Jump to 11272.64 |
|
|
and 8 to 10 organic garage sales |
3.36 |
Jump to 11274.56 |
|
|
four new stores maybe six new stores |
4.16 |
Jump to 11277.92 |
|
|
let's let's see just six stores which is |
4.0 |
Jump to 11280.08 |
|
|
seen guys open up a thousand stores |
3.52 |
Jump to 11284.08 |
|
|
about four to six stores that open over |
4.64 |
Jump to 11294.96 |
|
|
what's called 60 million in revenues |
4.96 |
Jump to 11310.399 |
|
|
60 million revenues and if you can do if |
3.921 |
Jump to 11313.279 |
|
|
250 million it's five bucks a share |
3.679 |
Jump to 11322.72 |
|
|
five dollars based on that valuation of |
5.44 |
Jump to 11330.08 |
|
|
10x revenues of 20 and that's a 10 stock |
3.919 |
Jump to 11332.56 |
|
|
announcement you know one this month one |
4.32 |
Jump to 11360.64 |
|
|
here's why the stock can be ten dollars |
4.401 |
Jump to 11377.439 |
|
|
a two there's two parts to it part one |
4.399 |
Jump to 11381.84 |
|
|
four four or six new stores which is and |
3.84 |
Jump to 11388.0 |
|
|
massive valuation ten dollars is really |
4.159 |
Jump to 11426.16 |
|
|
so you get the the the the the ten |
5.521 |
Jump to 11430.319 |
|
|
stores exiting 2022 with 10 stores |
4.16 |
Jump to 11432.64 |
|
|
on track to get into 2 000 doors with 10 |
4.639 |
Jump to 11436.8 |
|
|
outlined um during this next 10 to 12 |
5.041 |
Jump to 11460.479 |
|
|
with the plane going for two minutes and |
4.801 |
Jump to 11469.359 |
|
|
the first uh what is it the the mercury |
4.0 |
Jump to 11471.6 |
|
|
with the merc was the mercury the first |
3.44 |
Jump to 11475.6 |
|
|
one to go into orbit but anyway nobody |
3.361 |
Jump to 11477.359 |
|
|
the moon first and then tomorrow so but |
3.439 |
Jump to 11484.8 |
|
|
first you got to have the mark so the |
3.12 |
Jump to 11486.72 |
|
|
planet do you want to hit first you know |
3.359 |
Jump to 11494.08 |
|
|
first yes yes |
3.84 |
Jump to 11501.04 |
|
|
that's a classic that's a great one okay |
3.601 |
Jump to 11506.319 |
|
|
catch up with you in the first weeks of |
4.399 |
Jump to 11509.92 |
|
|