To which I'd add: What is NOT clear from this pres
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Posted On: 03/22/2017 9:52:53 AM
To which I'd add: What is NOT clear from this press release is how much this run reflects deals that have been closed but not announced or that are on the verge of being closed.
There's been talk for some time about a deal with a big box store (Walmart? Costco?). There's also been talk about a big deal with 7-11. My sense is that this production run does NOT include any big box deals and probably only includes Statewide's projections for southern California (not 7-11 writ large).
Nor, as someone else noted, does it include any commitments from overseas.
Yes: Smarter. And: More to follow, I'm quite sure.
It takes a real commitment to negativity to position this as anything but positive.
There's been talk for some time about a deal with a big box store (Walmart? Costco?). There's also been talk about a big deal with 7-11. My sense is that this production run does NOT include any big box deals and probably only includes Statewide's projections for southern California (not 7-11 writ large).
Nor, as someone else noted, does it include any commitments from overseas.
Yes: Smarter. And: More to follow, I'm quite sure.
It takes a real commitment to negativity to position this as anything but positive.
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