Just a quick note for Univec investors who enjoy a
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Posted On: 12/28/2019 1:45:35 PM
Just a quick note for Univec investors who enjoy a little reading.
Some speculate on this board that Rite Aid and Univec might merge. While such a combination would indeed mean nirvana for all invested in Univec, I do not see that happening. Rite Aid is followed and analyzed by professional financial and business managers who likely would not look kindly on a 21 billion dollar company merging with a dark and non-reporting penny stock company. The result very likely would spell the death of Rite Aid, and Rite Aid’s managers would look like fools who could not manage anything. How would such a merger be structured anyway? Would Dalton take over the helm of Rite Aid? If so, what would happen to Univec Conglomerate? Also, could the share structure actually remain the same? If not, what might happen to your number of shares? The following may be more realistic:
I do see Dr. Dalton buying or possibly even taking over the management of Rite Aid’s EnvisionRX. Dr. Dalton was integral to the invention of the Pharmacy Benefit Management industry, and he knows how to run this business better than anyone. Dr. Dalton started the company that eventually was bought out by Cigna and is now their PBM. So a combination of some sort involving EnvisionRX, HRI, and PPSI makes sense to me. Such a combination would make the resulting combination a true powerhouse in the PBM industry. However this arrangement might be structured, it would be a win, win for all parties involved.
Should Dr. Dalton simply take over the management of EnvisionRX, the costs of running EnvisionRX would disappear for Rite Aid while the benefits of ownership would remain, and that includes all revenue. Univec investors would also benefit, first from the management fee earned which would flow directly to our bottom line, and second from the massive size and efficiency resulting from such a combination.
Another possibility is that Dalton might buy EnvisionRX. Rite Aid spent much of its time and money this year attempting to eliminate its massive debt, and the sale of EnvisionRX would provide a cash infusion that could greatly further that goal. While EnvisionRX has added significantly to Rite Aid’s bottom line, they have recently experienced a decline in sign-up and this has resulted in numerous layoffs of key personnel. By incorporating EnvisionRX into HRI or PPSI (or perhaps forming a new entity formed by all three PBMs), Dalton could perhaps double the size of our current operations (no one knows for certain how big PPSI and HRI’s PBM operations might be). For those who have difficulty comprehending this combination, think of multiple times the share price projections utilizing HRI alone. Even if one only uses a doubling of their size and revenue, multiple dollars quickly becomes a true reality.
Finally, Dalton would still have a distribution agreement with Rite Aid, and if I am correct regarding my prediction that a union of the health supplements industry and the CBD industry is in the offing, then the partnership Rite Aid now has with GNC might bring them along as well. However, Rite Aid has now developed its own line of health supplements, and Univec might play a prominent role in revamping that line of goods to include CBD in nearly all of them --- A collaboration if you will that is very similar to a partnership.
Is there a possible hitch to this scenario?
A major step for a company like Univec Conglomerate to grow its operations is the use of banks to hold and clear transactions. When a company having operations nationwide attempts to coordinate and manage all those pieces (logistics), it gets more complicated when it must rely on the use of cash for all of its transactions.
Moving cash around is a whole lot more challenging without the banking system, and efficiency becomes a problem as well. Thus, the Safe Banking Act is going to be paramount for it to be able to easily handle money and facilitate transactions across its different locations (all seventy some thousand of them). The Safe Banking Act would allow institutional investment as well, and that means billions of dollars looking for a new home. The Safe Banking Act is in the Banking, Housing, and Urban Affairs Committee right now. Enter Doctor Ben Carson.
While some might wish to push for full legalization of ALL cannabis, the Safe Banking Act is the critical piece of legislation for Univec, and the cannabis industry generally. With luck, The Safe Banking Act will receive due consideration on its own and without discussion of legalizing marijuana as a necessary part of it.
What I just described is only a part of what could eventually become the Univec Conglomerate, but there is so much more to this story. Hang in there all. I suspect the rewards will be well worth it if you have the time to stick around.
Kgem
Some speculate on this board that Rite Aid and Univec might merge. While such a combination would indeed mean nirvana for all invested in Univec, I do not see that happening. Rite Aid is followed and analyzed by professional financial and business managers who likely would not look kindly on a 21 billion dollar company merging with a dark and non-reporting penny stock company. The result very likely would spell the death of Rite Aid, and Rite Aid’s managers would look like fools who could not manage anything. How would such a merger be structured anyway? Would Dalton take over the helm of Rite Aid? If so, what would happen to Univec Conglomerate? Also, could the share structure actually remain the same? If not, what might happen to your number of shares? The following may be more realistic:
I do see Dr. Dalton buying or possibly even taking over the management of Rite Aid’s EnvisionRX. Dr. Dalton was integral to the invention of the Pharmacy Benefit Management industry, and he knows how to run this business better than anyone. Dr. Dalton started the company that eventually was bought out by Cigna and is now their PBM. So a combination of some sort involving EnvisionRX, HRI, and PPSI makes sense to me. Such a combination would make the resulting combination a true powerhouse in the PBM industry. However this arrangement might be structured, it would be a win, win for all parties involved.
Should Dr. Dalton simply take over the management of EnvisionRX, the costs of running EnvisionRX would disappear for Rite Aid while the benefits of ownership would remain, and that includes all revenue. Univec investors would also benefit, first from the management fee earned which would flow directly to our bottom line, and second from the massive size and efficiency resulting from such a combination.
Another possibility is that Dalton might buy EnvisionRX. Rite Aid spent much of its time and money this year attempting to eliminate its massive debt, and the sale of EnvisionRX would provide a cash infusion that could greatly further that goal. While EnvisionRX has added significantly to Rite Aid’s bottom line, they have recently experienced a decline in sign-up and this has resulted in numerous layoffs of key personnel. By incorporating EnvisionRX into HRI or PPSI (or perhaps forming a new entity formed by all three PBMs), Dalton could perhaps double the size of our current operations (no one knows for certain how big PPSI and HRI’s PBM operations might be). For those who have difficulty comprehending this combination, think of multiple times the share price projections utilizing HRI alone. Even if one only uses a doubling of their size and revenue, multiple dollars quickly becomes a true reality.
Finally, Dalton would still have a distribution agreement with Rite Aid, and if I am correct regarding my prediction that a union of the health supplements industry and the CBD industry is in the offing, then the partnership Rite Aid now has with GNC might bring them along as well. However, Rite Aid has now developed its own line of health supplements, and Univec might play a prominent role in revamping that line of goods to include CBD in nearly all of them --- A collaboration if you will that is very similar to a partnership.
Is there a possible hitch to this scenario?
A major step for a company like Univec Conglomerate to grow its operations is the use of banks to hold and clear transactions. When a company having operations nationwide attempts to coordinate and manage all those pieces (logistics), it gets more complicated when it must rely on the use of cash for all of its transactions.
Moving cash around is a whole lot more challenging without the banking system, and efficiency becomes a problem as well. Thus, the Safe Banking Act is going to be paramount for it to be able to easily handle money and facilitate transactions across its different locations (all seventy some thousand of them). The Safe Banking Act would allow institutional investment as well, and that means billions of dollars looking for a new home. The Safe Banking Act is in the Banking, Housing, and Urban Affairs Committee right now. Enter Doctor Ben Carson.
While some might wish to push for full legalization of ALL cannabis, the Safe Banking Act is the critical piece of legislation for Univec, and the cannabis industry generally. With luck, The Safe Banking Act will receive due consideration on its own and without discussion of legalizing marijuana as a necessary part of it.
What I just described is only a part of what could eventually become the Univec Conglomerate, but there is so much more to this story. Hang in there all. I suspect the rewards will be well worth it if you have the time to stick around.
Kgem
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