BRVO.OB

[Michael]

Thanks Gomitron

That setltes this issue and it can certainly explain the sell pressure today!

I still think this is a great investment, but we might have to wait a little longer until these shareholders have sold out!

[Pirus]

OT--- That settles it my chihuahua loves Slammers. I'm staying in!

[AussieTrader]

Bravo! Foods International to Host Conference Call
PR Newswire - September 02, 2005 08:23
- CEO Roy Warren to Discuss Significant Recent Developments -


NORTH PALM BEACH, Fla., Sept 02, 2005 /PRNewswire-FirstCall via COMTEX/ -- Bravo! Foods International (OTC Bulletin Board: BRVO), a brand development and marketing company that manufactures, promotes and distributes vitamin-fortified, flavored milks, announced that it will host a conference call on Tuesday, September 6, 2005 at 4:00 p.m., EDT, to discuss significant developments at the Company, including its recently signed, master distribution agreement with Coca-Cola Enterprises Inc.

Bravo! CEO Roy Warren said, "As we move forward in this next stage of development, interest in recent progress and our strategy is growing. We look forward to providing a full update on recent progress and answering questions for shareholders about the evolving Bravo! story."

To participate in the conference call, dial 877-407-8035. International callers, please dial: 201-689-8035.

This call is being webcast by Vcall and can be accessed at Bravo!'s investor relations web site: http://www.otcfn.com/brvo or at: http://www.vcall.com .

A recording of the call will be available until September 7, 2005. To hear this recording, dial 877-660-6853 (International: 201-612-7415) and enter account number 286; conference identification number 167865.

About Bravo! Foods

Bravo! Foods International Corp. (OTC Bulletin Board: BRVO) develops, brands, markets, distributes and sells nutritious, flavored milk products throughout the 50 United States, Mexico, Great Britain and various Middle Eastern countries. Bravo!'s products are available in the United States and internationally through production agreements with regional aseptic milk processors and are currently sold under the brand name Slammers(R).

Many of Bravo! Foods' Slammers(R) line of extended shelf-life, single- serve milk drinks are co-branded through exclusive partnerships with Masterfoods(TM), a division of Mars Incorporated(TM), Marvel Enterprises(TM) and MD Enterprises(TM) (Moon Pie(R)), providing superior name recognition packaged with quality, great-tasting drinks.

Slammers(R) are now available at more than 30,000 stores nationwide, including such popular chains as: 7-Eleven, A&P, Associated Grocers, Bi-Lo, Bruno's, C/S Metro, Dutch Farms, Giant Food Stores, Jewel, Mars, Pathmark, Piggly Wiggly, Ralphs, Safeway, Sam's Club, Shaw's, ShopRite, Speedway, SuperTarget, Unified, Waldbaums, Walgreens and White Rose.

For more information, visit: http://www.bravobrands.com or http://www.otcfn.com/brvo .

Contact: Roy Warren, CEO Bravo! Foods, 561-625-1411 or James Dryer, Investor Relations, 561-837-8057 or [email protected].

[echo]

This conference call probably is a sign of good things to come.Shouldn.t this stock head higher from here? Wednesday(day after conference call) we should see a big bounce,no?

[jlong]

Rumor is that longview is dumping stock, and that ask are lined up down to 50 cents.
I don't have level 2, so i can't verify. If so may be a good time to break open the piggy bank.

[don]

Rumor is that longview is dumping stock, and that ask are lined up down to 50 cents.
I don't have level 2, so i can't verify.
For level 2: go to <http://www.otcbb.com/asp/Info_Center.asp>. remember to use the
left hand hot buttons, to get your  level 2. The headline level 2 doesn't work. (for me, anyway).
Fama erat: Watch GNET and/or JEFF on the ask. they may be representing institutional sales.
Level 2 currently shows These guys on the bid and ask, interesting gaps.  This stock does not trade normally, imho. I have watched several times where the last trade price struck was at a higherr price than the ask. Implies manipulation/box. imho, Don.

[David Randolph]

Let's take this quote from my last update on BRVO:

I can't find the post now, but I've read what can be a very plausible explanation for why BRVO doesn't zoom up immediately. Remember the 12 shareholders that sold options to CCE for CCE to buy about 69 million BRVO's shares at $0.36? They were not mentioned on this update on the deal. Probably CCE isn't going to buy those shares from them anymore, just the 81 million issued from BRVO, at the same $0.36 it was going to pay to those 12 existing shareholders.

Perhaps some of them are selling shares in the open market, hence the selling pressure and that's why the stock isn't rising as we thought.

Anyway, this selling pressure is temporary and as soon as it ends fundamentals will drive BRVO's shares higher. I will continue holding the stock, no matter what happens in the short term.

Now it seems perfectly clear that CCE didn't exercise those options (they said their cost was about $15,000 dollars, so that's what they lost from giving up the deal - you can find info about this issue back on this thread) and at least some of those 12 shareholders, if not all, are selling shares in the open market.

This explains why the stock is going down so hard, despite the fundamentals that are great. Why are they selling? Because they bought those shares at around $0.125, at current market prices they are sitting on a huge profit ! Now, having a huge profit isn't a valid reason to sell, but many people, most people, do that 

Logic says that when they are done selling the stock will recover fast to its fundamental value, which I believe is much higher than $0.60.

But we have to be fair to technical analysis and Melf Elf here. The chart was right, at least on the short term, let me applaud and congrat Melf Elf.

Though the trend is down, I will continue to hold BRVO. I'm pretty sure on my fundamental analysis of the stock, I've been following it and even dreaming about it for some months now. The news Aussietrader posted are a good sign that the management is confident and is delivering everything as planned, I see no tricks here, just a small company trying to get on the Premier League (an European term).

Good luck for those holding BRVO, the short term can be hard as those shareholders with great profits sell, but the long term is sunny 

[don]

Applauds to Melf (yes, burned my fingers, at .60, you elf!).
Selling pressure update:  GNET/JEFF ; BOTH ASKING 54 BIDDING 50.5
My understanding is that these 2 houses represents maybe 3mill plus shares that will sell, as I say, at a 5 bagger profit. There are just not enough buyers. Melf knows the bottom. Tell us, you magic man! Don.

[starfire]

Based on guidance for 4Q of $6M and the sales multiple of 3 which Roy uses and fully diluted number shares of 250 Million,

then annualized revenue ~ 25M

Hence PPS = 75/250 = 30 cents

So based on current information it should hover around 30 cents! That's one of the reasons the investors are selling the shares.

Frankly speaking BRVO could have done a better job of the investment structure for CCE. For example, a better deal would have been, 10 million shares at 36 cents which would mean that CCE made a downpayment for ownership and BRVO would get cash of $3M. Then the remaining 20M should have been warrants convertible at 70 cents (the then market price of BRVO shares). just my 2 cents.

On the brighter side next year could year could be a fantastic year!!

[don]

So based on current information it should hover around 30 cents! That's one of the reasons the investors are selling the shares.
With all due respect, Starfire, that is the most rudimentary of analyses. It does not do justice to your capabilities, nor to the participants of this forum, imho. Don.
I would rebut - but it is midnight here, so I will leave it to one of the daytimers to address our concerns, hopefully. Don.

[shawFund]

Today I bought:

BRVO.OB - $0.54 selling is over?
HOM - $3.27
SNUS - $4.65
SVA - $3.18
SYNC - $4.22

Did not buy SFP - high debt, 457 mill and interest payment is 13 mill per quarter and is lossing money.

But my biggest buy is SSTI - semi stock.

[starfire]

So based on current information it should hover around 30 cents! That's one of the reasons the investors are selling the shares.
With all due respect, Starfire, that is the most rudimentary of analyses. It does not do justice to your capabilities, nor to the participants of this forum, imho. Don.
I would rebut - but it is midnight here, so I will leave it to one of the daytimers to address our concerns, hopefully. Don.

Don, when Mel first came out with the 'bear channel walk', I was in two minds, can this be true?, how can this happen when CCE has 50.01% ownership. I was convinced then, that this would not happen as CCE has majority ownership. Having ownership in the company can make a whole lot of difference! Now CCE does not have ownership at all!! All they have is 10% A/S warrants. They can convert if they find value in BRVO! Why did they back out?? We'll find out next tuesday 4pm EST (US)!

And to finish my line, the most profound statement that I have learnt, since joining 3SOF is
"...what goes up parabolically will come down parabolically"

I don't have a position and I will not have one till it goes back up to a $1 or CCE converts its warrants.

Good luck to everyone.

[valueseeker]

MDA - released after market close.

If I could distribute the product "in the entirety of the United States, all U.S. possessions, Canada, Belgium, continental France, Great Britain, Luxembourg, Monaco and the Netherlands, as well as any other geographic territory", and "is obligated to use all commercially reasonable efforts to solicit, procure and obtain orders for the Company's products, and merchandise and actively promote the sale of such products in the Territory", I would demand to pay $0.37/shr like CCE did. Since I could not, I'd be happy to settle with $0.6/shr, knowing it was $1.2/shr before the Coke deal was announced.


-Louis

---------------------------------------------
2-Sep-2005

Entry into Material Agreement



Section 1.01 - Entry into a Material Definitive Agreement
On August 30, 2005, The Company entered into a Master Distribution Agreement (the "Agreement)" with Coca-Cola Enterprises Inc.(CCE) for the distribution by CCE of the Company's flavored milk drink products in the entirety of the United States, all U.S. possessions, Canada, Belgium, continental France, Great Britain, Luxembourg, Monaco and the Netherlands, as well as any other geographic territory to which, during the term of the Agreement, CCE obtains the license to distribute beverages of The Coca-Cola Company. The appointment of CCE as the exclusive distributor for the Company's products is effective August 30, 2005, has an effective distribution date of October 31, 2005, and an expiration date of August 15, 2015. CCE has the option to renew the Agreement for two subsequent periods of ten additional years.

Under the terms of the Agreement, CCE is obligated to use all commercially reasonable efforts to solicit, procure and obtain orders for the Company's products, and merchandise and actively promote the sale of such products in the Territory, as defined in the Agreement. The Agreement establishes a comprehensive process for the phased transition from the Company's existing system of distributors to CCE, dependent upon distribution territory, product and sales channels. The parties have agreed that CCE will implement its distribution on a ramp-up basis, with the initial distribution commencing in the United States on or about the October 31, 2005 effective distribution date. CCE's distribution in other Territory areas will be dependent upon, among other things, third-party licensing considerations and compliance with the regulatory requirements for the products in foreign countries.

The Company has agreed to provide strategic direction of its products; maintain sales force education and support; actively market and advertise its products and design and develop point of sale materials and advertising. The Company also is responsible for handling consumer inquiries; product development; and the manufacture and adequate supply of its products for distribution by CCE. The terms of the Agreement require the Company to maintain the intellectual property rights necessary for the Company to produce, market and/or distribute and for CCE to sell the Company's products in the Territory. The Company is obligated to spend a fixed dollar amount in the remainder of 2005 and 2006 on national and local advertising, including actively marketing the Slammers trademark, based on a plan as mutually agreed each year. Beginning in 2007, the Company shall allocate an amount per year for such activities in each country in the defined Territory equal or greater than an agreed upon percentage of Company's total revenue in such country.

Under the Agreement, CCE has the right of first refusal to distribute any new products developed by the Company, and the Agreement establishes a process for the potential expansion of CCE's distribution of the Company's products to new territories. Either party may be terminate the Agreement for a material breach, insolvency or bankruptcy and CCE may terminate for change of control by the Company, material governmental regulatory enforcement action or threatened governmental action having a material adverse consumer or sales impact on the Company's products, and upon twelve months notice after August 15, 2006.

[don]

what goes up parabolically will come down parabolically
yes that is worth an entire years subscription.
I was prompted to call your valuation model rudimentary, only because it was made without knowing what we can (and need to) llearn from next Tuesdays' CC. Having read the 8K, we know now there will be no 'non-CCE sales'. What we do not know, yet, are:
1. the minimum CCE sales volumes guaranteed under the MDA,
2. sales cost %, profit margins for Bravo,
3. update on float.
Once I have this information,together with Roy's guidance, I believe one can make a decent stab at forecasting Bravo eps, going forward into year 2 of the MDA (that would be 2007). Don.

[don]

ShawFund, you posted The management gave CCE too much discount for the shares and current shareholders are not happy with it.If I am a shareholder and saw the company gave almost 50% discount to another company even a partner, I will not hold my shares.
The stock may drop to $0.26-$0.36 level.Just my opinion.
I am curious to know what caused you to buy at .54? That took some balls. Don.