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  • Jamba's New CEO Providing a Boost [View article]
    Somebody asked me if my price targets reflect my view of the company’s “fundamental” or M&A value. The answer is a definite “no.” In an M&A transaction, I would think the company would fetch closer to 4x store-level cash flow, or 7x contribution margin, each of which implies about $3.00 per share today (and hopefully a lot more in a few years).
    Mar 30 16:56 pm |Rating: +1 0 |Link to Comment
  • Jamba Juice Should Bear Fruit by Mid-2009 [View article]
    The suspension of the Nestle licensing deal does not affect my analysis. The forecasts did not include any material revenue from the Nestle relationship. -JA




    On Dec 19 09:50 AM spincus614 wrote:

    > Mr. Appel- I don't see how you can be right, especially now that
    > the Nestle deal is (at least temporarily) kaput. Did you know about
    > the production problems and shutdown when you wrote your this posting?
    > If not, how does the suspension of the Nestle program affect your
    > analysis?
    Dec 19 10:45 am |Rating: 0 -1 |Link to Comment
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