downdraft
3 weeks ago
I'm still thinking about it since I saw it yesterday. On one hand it's good of course since they won't get suspended if they don't get all of their filings in on time. So maybe the quarterly is on the way but I'm not so certain anymore after the sister company has gone dark.
I've wondered if maybe they might get bought out or if they have intentions to take the company private, avoiding all the costs and headaches of being a public company. The logic from the buyout side is that the sister company never claimed any patents for their portable transfer unit that seemed to be pretty popular. So if they got rid of that company altogether, then a big company could just buy the brewery and kind of assume the ability to have those transfer units made by the brewing company without out having to buy all the bad debt at the sister company. These are just speculative ideas that came to mind and certainly not investment advice as I'm not a financial advisor.
However, if a big company was able to get exclusive rights to those transfer units, that would give the larger brewer a huge advantage since they would be able to transfer liquids faster, while their competition would no longer be able to get those units. What if all of their transfer operations simply made it 5-10% faster every day, essentially allowing them to make 5-10% more beer daily/weekly/annually. For a brewer that makes hundreds of millions in annual revenue, that would add a boatload of revenue to their annual sales, making it a reasonable proposition to buy out the brewery.
Another idea would be that the brewing company goes private. Since those promissory notes last year to the company all seemed to originate from friends and associates and not established lending companies, then between the common shares those promissory note lenders could get from their convertible preferred shares, along with the shares that the insiders have, that should give them more than 50% of the shares of the company.
Or, maybe they're just running late on their filings. Kinda really hard to guess the direction of this company as they sometimes follow through with what they say, and sometimes not. So I wait. Might take a couple hundred dollars off the table if I can and steer it towards I-F-U-S as a long term play. After 3 years I'm still not making money here.
downdraft
4 weeks ago
I'm still thinking a very cool, but long-shot, scenario would be if the company could buy that brick building right across the street and turn it into a second brewery/expanded tap room location. The BrewHaus certainly is situated on a slick corner, just down the street from a decent size parking lot, and near other popular business establishments, allowing them to get a ton of visibility from the tourists that flock through the town.
downdraft
4 weeks ago
My guess is they're just taking a little breather with their tap room success. For the first time ever, they could be $10,000-$20,000 cash flow positive every month. That's got a be great feeling for them. Maybe they're just stashing some cash until interest rates start coming down on business development loans, which will finally start at the end of next month when the Fed starts cutting rates for the first time in years. It takes big loans to make a substantial change in growth so I still think before the spring of 2025 they could be blazing new paths, which we would likely hear about before the end of the year, IMO, unless they've decided to just take the slow and steady growth path with the BrewHaus and the current brewery. That would be a lot less work than growing a monster-size brewery someday but I'd prefer to see a huge surprise to the upside!
downdraft
1 month ago
$BRBL is still making the kind of forward progress that I like to see. More specifically, it's the continual production of new types of beer that increases my confidence in the company. They now have 10 beers listed on their web site including Natural Monument that was just posted about last week on their Facebook page.
BrewBilt Brewing web site
BrewBilt Brewing Facebook Page
For me it's just a numbers game with the beers. The greater the number of beers they produce, the more that can be entered in the beer contests and categories every year. It simply improves the odds that one of them will end up with a significant national award someday, really pushing BrewBilt Brewing into the spotlight.
Then, if they land a big award, they are expertly positioned to be able to quickly scale in size because of their equipment manufacturing skills. So I'll wait patiently because if they do land a big national award someday, we could see a massive increase in exposure for BrewBilt Brewing, along with a jump to the next level in their growth.
I'm simply counting on it happening someday; maybe this year, maybe 2025, maybe 2026. It doesn't much matter if it takes several years as I believe they have the right team of players to pull it off. Just my opinion; not investment advice.
downdraft
1 month ago
Looking forward to the 10-Q early this week. I'll bet the sister company wished they would have spent their early years building a brewery instead of being in the manufacturing business but at least it allowed them to learn about all kinds of competitive breweries along the way.
Heck, if they let the sister company go to the graveyard, focusing all of their energy on the brewery instead, that might give them a lot more time and money to turn the brewery into a monster-size brewery, or microbrewery franchise, someday. Still here for the long haul.
Sirdaniels1
2 months ago
the move north is just around the corner, feeling it and we have been patient for the longest time, See you at launch pad for take off my fellow longs, also there 10q is coming next month in a few weeks we hope, with no delays, very impressive for what we have accomplished in the little time they become brewbilt brewing Amen
downdraft
2 months ago
I dig this company. Whether we get news soon or later is okay with me. I've see two other breweries in my area grow to large breweries and the key thing was that it simply takes time in this industry to become a big player... like 5 to 7 years to really get rolling. BRBL has been at it for about 3 years now.
Besides the great success they are having with their beer distribution and the tap room, they still have that one massive advantage of being able to make their own brewing or beverage equipment whenever they're ready to scale to the next level.
In the meantime, I keep trying to find a way to add a massive number of shares but making profits in the OTC during the summer months is a little challenging for me.
That Google photo on Summit Way in Grass Valley from back in March still showed lots of work to be done by the city to finish the road area, plus that neighborhood next to that site looks to be on hold for some reason. Usually I like to see the neighborhood go in before retail establishments. Maybe that's not the right sight for now.
A cool place would be that brick building across the street from the Brewhaus tap room. Since the Brewhaus seems to be cool space, it would be sweet if they could just expand it into a large brewery right across the street.
In any case, I'm here for the long haul as this crew always seems to be able to produce excellent products in any form. I'm confident they have the skills and drive to become a very substantial business someday, even if it take a couple of more years.
downdraft
4 months ago
I've heard about that possibility. If not that, I'm quite sure that at some point the company will feel ambitious again, expanding in some new unknown direction, hopefully another taproom where the odds of strong profit margins are good.
Since they don't seem to need to raise any new convertible debt because of the profit margins at the BrewHaus taproom, the stock might finally make a substantial run this year. The company is certainly in a much better position than two years ago.
I think the easy path forward is to start working on another BrewHaus is another location as the first one seems to be running on all cylinders. And, insiders own a ton of common stock!