I agree with all of your thoughts there with the exception of only one which is your last statement. I seriously doubt that we are even dust in the eye of Coke right now. This is still very much in the start up stage and still needs much more proof of concept in my view.
Yes, we are finally in stores, and getting re-orders.....but, to be disruptive....many, many millions of cans need to be sold to the monster and redbull drinkers and they have to be convinced that brand loyalty can change. Not an easy task.
Not saying it can't be done, in particular with this product line, but am saying it will take longer to be proven out, and the CEO would be crazy to consider a deal as low as it would be at this point, even if he got one soon. No, I think we can enjoy at least a couple more years of new highs, and considerable returns later if we get that offer in the future. JMO of course. GLTA