I agree with your philosphy. it is hard to quan
Post# of 15187
it is hard to quantify/put a true figure on the valuation because of the unknown momentum/deals that a year should produce.
Don't discount this 12 island deal. Between the port traffic and hotels,this could really add to the bottom line. Millions go to these islands monthly and let's not forget a great majority of the people drink on vacation. If vacationers can get back on the saddle and drink via the h.s. it's a win win for the customer and the resort.(drinking again vs the resort making more on bar tabs)
The dominoes are starting to fall and should accelerate.More brand awareness should lead to better opportunities. You are correct, if the right/big deal comes, all bets are off on where this will land.
As I type this, I see Casey's post on C.K. landing 200 pharmacies. WOW! picking up speed. ( I once saw NOHO go from .0015 to .01 on a similar deal in japan) What is hjoe going to do with multiple deals that are larger in amount of stores+revenue than NOHO#s?
Good news is accelerating and that is a true sign that huge things are coming.imho
TS