Newsletter
sampling from www.greenbackers.com
From: Greenbackers
Sent: Friday, August 2, 2013 11:01 AM
To: Undisclosed-Recipient:;
Subject: Examining support at 1 with PLSB
Focus:
Greenbackers long term holding PLSB psychological support @ 1 catching our
eye....
Beside this week, notice how it firmly held a buck back in mid/latter
July
More recent headlines continue to reflect the fact that there’s no letup in
the distribution deals......Also recall the sell side rec they received...
Headlines
- Pulse Secures Sacramento Distributor for Its Brands and Adds Two Chain StoresMarketwired(Thu, Jul 25)
- Northland Capital Markets Initiates Coverage on Pulse Beverage Corp (OTCQB:PLSB) with an Outperform Rating - Video Research Alert on InvestmentPitch.comThomson Reuters ONE(Wed, Jul 24)
- Pulse Beverage initiated with an Outperform at Northland Securitiestheflyonthewall.com(Tue, Jul 23)
- Coverage initiated on Placer Sierra Bancshares by Northland CapitalBriefing.com(Tue, Jul 23)
Tobin had interesting input on that Buy rec:
$2.25 Target for Pulse
Beverage (PLSB) from Investment Bank Northland Capital Markets
By Tobin Smith |
At NBT Equities Research, our job
is to find, analyze and create awareness for high quality mid-to-late stage
public venture capital companies for emerging growth investors like you. On Wall
Street there IS virtually NO research available in this “emerging-to-emerged”
company space of 3500+ companies—which is why we do what do every
day.
Pulse Beverage
(PLSB) is THE
perfect example of how our “sponsored research” program works for our selected
client companies. #1 We turn down 98 out of 100 companies that
come to us seeking research coverage and investor awareness—in short they do not
pass our stringent due diligence and business opportunity analysis
regimen.
IF we do our job right, the
companies we conclude have a MUCH better than average chance of turning from
“emerging growth” ventures to “emerged growth” company will start to generate
Wall Street coverage: THAT is the best sign we have done OUR job well and the
faith we have placed in management to execute on their business plan and
business model has worked.
With new coverage by Northland
Capital Markets, Pulse Beverage has officially moved UP to what we called an
“emerged” emerging growth company. “Emerged” in the sense that NBT is now not
the only equities research on PLSB…they now have “sell-side” equities research
from a Wall Street investment bank.
We anticipate many other NBT
Equities Research portfolio companies will follow…but for now PLSB has made this
transition and we ARE proud of the entire PLSB management.
The short version of NCM
Research Report on PLSB: “PLSB sales, we estimate, are on track to grow
from $2.3 million in 2012 to $5.3 million in 2013 and $21.9 million in 2014.
Since the company is very early in its development, EPS are still slightly
negative but should move toward breakeven next year and a small profit in 2014.
Importantly, the company is nearly cash flow positive today and volume and
growth are the primary determinants of valuation in the beverage industry,
especially for niche players.
Valuation: “Our
12-month price target price of $2.25 is based on EV/Sales multiple of ~5x
applied to our 2015 revenue estimate, discounted by 20%. This is consistent with
takeout multiples for similarly positioned companies over the past few
years.”
Bottom-line:
Pulse Beverage is officially part of NBTER’s “emerged” emerging growth company
portfolio…well done. With 100%+ upside for PLSB as more and more research sees
their $20 million+ 2014 sales, we expect higher prices through our target period
of 2015.
Keep reflecting on forecasts last spring regarding expecting sales to
double in the next 30-45 days....
Earlier comments this summer on PLSB
Under 1
PLSB turnaround gaining traction....Remains probable back above
1......Recall story just to good comment with the numerous distribution deals
lately including Walgreens, Safeway, Albertsons, etc....Back in May they
mentioned that revenues were expected to double in next 30-45days....Should be
realized at this point....
| PLSB | 11:54am EDT | 0.935 | 0.07 | +8.72% | 58,383 |
Back in June we sent out this email on them regarding the growth...Although
we missed our price projections, still remains a damm good story....
PLSB landing two distribution deals today.....We’re becoming amazed by the
numerous deals they have landed in the last month/quarter alone....
| PULSE(R) Lists With Nature's Best and Debuts in Key Southern California Market Marketwired09:00am EDT | ||
By Tobin Smith | June 12, 2013, 3:35am GMT .
We have big news from the Pulse Beverage
Company (“PLSB”) today as they create two new distribution networks. The first
distribution network, Nature’s Best, is the largest privately owned
wholesaler/distributor of health and natural food products in the United States.
With a huge distribution network in the US and parts of Asia, Pulse’s functional
drinks will no doubt gain popularity with the summer heat.
The second network, Gelson’s Markets, has by
far the best and .....
Read More: http://www.nbtequitiesresearch.com/report/natures-best-pulse-beverage-perfect-partnership
Read More: http://www.nbtequitiesresearch.com/report/natures-best-pulse-beverage-perfect-partnership
- Pulse Secures Distribution for Cabana(TM) in North CarolinaMarketwired(Wed, Jun 5)
- Pulse Begins Southern Florida Distribution and Warehousing for Cabana(TM)Marketwired(Thu, May 30)
- Pulse Increases California Coverage to 80% Through Six DistributorsMarketwired(Tue, May 14)
- Pulse Secures Key Distributor for Ohio and Kentucky for Cabana(TM) and PULSE(R)Marketwired(Tue, May 7)
Bottom line: Look from ramping from intermediate term basing as
the distribution deals accelerate....Expect PLSB to retest it’s 52wk highs in
1.40 range into the summer....Then onward into the fall....
Sent: Friday, June 7, 2013 1:59 AM
Subject: Discussion on PLSB.....Set to ramp?....We think
so...
Focus:
PLSB some inching going on.....Recall back to back distribution
deals...
- Pulse Secures Distribution for Cabana(TM) in North CarolinaMarketwired(Wed, Jun 5)
- Pulse Begins Southern Florida Distribution and Warehousing for Cabana(TM)Marketwired(Thu, May 30)
We continue to reflect on the fact revenues are set to double in the next
30-45 days.....
Taking a moment to re-examine recent corp financial
results/projections......Recall major distribution deals with major outlets
including Safeway and Walgreens as they highlighted within....
Pulse Provides 1st
Quarter Results and Corporate UpdateMarketwired(Thu, May
16)
Q1-2013
Highlights:
Case sales during Q1-2013
for Cabana™ increased 169% quarter over quarter and 133% as compared to Q1-2012.
Revenue during Q1-2013 for Cabana™ increased by 232% quarter over quarter and
115% as compared to Q1-2012.
Pulse's Q1-2013 net loss from operations was expected
and was a result of costs associated with improvements made to its flagship
product PULSE®, expanding its distribution system, costs associated with
securing chain store listings, cost and shipping of samples of both products to
distributors and chain store buyers. Pulse expects to be operationally cash flow
positive by the end of Q2-2013. We expect Cabana™ to reach the annualized one
million case threshold by the end of Q2-2013. This is a very meaningful
accomplishment for Pulse as well-respected beverage publications generally
report that it normally takes four to six years to reach corporate profitability
and annualized one million case threshold for new beverage
brands.
During Q1-2013 grocery and
convenience store chain store listings for Cabana™ increased by 4,000 listings
to more than 11,000. An
additional 2,000 chain store listings have been secured for Cabana™ since March
31, 2013 to a total of 13,000. It generally takes four to five months between
securing a listing and having product on the shelf for sale to consumers. Some
of the more notable chains carrying, or committed to carrying, Cabana™ are:
Safeway Inc. including Vons and all banners, Sobeys (Canada), Albertsons,
Walgreens, Whole Foods (selected divisions), Kroger (selected divisions),
Hy-Vee, Roundy's Supermarkets, Hannaford and Sprouts. Pulse is in the process of
securing many more chain store listings for both PULSE® and Cabana™. Some of
these will soon be carrying PULSE® as well.
Pulse has in excess of $4.5 million in working capital
as at March 31, 2013 including cash of $3.8 million, as such, Pulse will likely
not need additional capital to finance the growth of its operations for its
PULSE® and Cabana™ products. Pulse has received several offers for additional
financing but has turned the offers down as it doesn't require additional
financing for the foreseeable future.
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